How does this project fit with the strategy?
ACTIVE / INACTIVE /
Why are we doing this?
Impact of this problem
Incorrect 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.|
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
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
- Deborah L Degezelle confirm sector metrics with Jenny / Eva
Copyright © 2016 Atlassian
This work is licensed under a Creative Commons Attribution-Non Commercial-Share Alike 4.0 International License.