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While most processes are functioning well, the Donation Offers present Offer process presents significant challenges, primarily related to data consistency and program the usability of the customized software.
Key Challenges with Donation Offers
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Option 2: Incremental Improvements Within the Existing System
Relax Data Control:
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Program Enhancements:
Automated Data Import and Transformation: Set up automation to directly import and transform donor CSV files into a staging table in Salesforce.
Enhanced Error Handling: Implement additional error checks and provide clearer, more informative error messages.
Data Control Adjustments
Flexible FMV Requirement: Delay Fair Market Value (FMV) requirements until the invoicing stage to streamline initial data entry.
Defer Deferred UPC Requirements: Postpone UPC requirements or item matching until the creation of Goods Orders or Sales Orders are ready.
Program Enhancements:
Transition flows to Apex code for greater flexibility.
Implement additional error checks and clearer error messages.