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Data Fields - 34 - Coggle Diagram
Data Fields
- 34
Fields Requested for SFDC
- 14
Populate # of Branches Field Using DnB
Oracle ID into Historical Bookings
Populate Incumbent Vendor Using DnB
Fix Deal Terms Calc on Opp
GU Employee Field Not Visible on Lead Object
Flag to Identify and Manage Account as MSP
Capture PI on Opportunities
Report Filtering Where SP Resells but Acquires via Distributor
Clean Up Unused SFDC Fields
Add RIP Field
Platform Field on SKUs
Closed Loss Reasons
Customer Mapping from JIRA to SFDC
Closed Won Reasons
Integration Issues
- 5
Contacts
Direct Feed from Workday to SFDC
CSP v. SFDC - On Prem Devices Shipped to Incorrect Cust etc.
SaaS License History w/i CSP v. SFDC
Workday Integration into Adaptive Planning
Account Hierarchies
- 2
Managing Assets of Multiple Accounts
Too Many Account Names w/o Parent
Master Data Issues
- 13
SFDC Changes into CSP - 4
Merges are handled manually in CSP by the support team
Approximately 50 customer accounts in CSP appear to be unused or replaced by new accounts.
CSP does not support account deletion/disable
The need to change a technical contact on an account
Inactive Accounts - Prevention of Use
Review Domain Names
Merging Audit Trail
Customer Accts No Longer in Business Still in SFDC
User Email Changes - Coordination Across Site
Lead to Lead duplication
Contact to Contact duplication
Lead to Contact Deduplication