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Accounts and Contacts
Accounts and Contacts
How does this project fit with the strategy? | StatusACTIVE / INACTIVE / |
Problem space | |
---|---|
Why are we doing this? | Problem statement
Impact of this problemIncorrect accounts and contacts' information would mean mismanagement and incorrect assessment of a company and individual. |
How do we judge success? |
|
What are possible solutions? | Batch import to Salesforce from iMIS. Thereafter, maintaining the data and adding new in Salesforce. Consideration for useful and redundant data. |
Validation | |
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What do we already know? | We already have the accounts and contacts' data in the database. |
What do we need to answer? | Automation: If a company changes to be a non-member/member, all the branches be automatically changed to non-member/member in Salesforce. may be Phase 2?? |
Ready to make it | |
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What are we doing? | Importing data into Salesforce from the database |
Why will a customer want this? | Accounts and Contacts are the building blocks for Customer management. |
Visualize the solution | |
Scale and scope | Phase 2: Work on automations |
Task List
- Deborah L Degezelle confirm sector metrics with Jenny / Eva
Learn more: https://www.atlassian.com/team-playbook/plays/project-poster
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