2/13/25 must go live with:
License Conversion - Alex
Need to convert users from a Salesforce license to a Salesforce Platform license.
Do one user first to ensure everything works properly, then do other users.
All license conversion conversions should be done by the end of next week.
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Review and Test - Alex
Current Process | New Process | Comments |
|---|---|---|
Leads | Contact Us? - Waseem | Web forms, credit applications, Should we use Zapier tool? Waseem Khan Need a few different statuses, a lot of guidance for each status. Unqualfiy, or converted to an opportunity |
Opportunities/Tag and Title cases | Projects - Alex | leave projects open, until order, shipment, invoice, tag and title work is completed |
Quotes ??? | Sales Quotes | Movement to an On Hold bin??? |
Fields on the Opportunity | Allocation on SQ | Allocation will impact inventory availability |
Order | Sales Orders | SO will impact the Supply Plan |
Pickup Cases - Scott/Zak | Whse Shipments | from yard to delivery Record Type for Trailer for more fields vs. QC tasks vs another custom object |
Sales Invoices |
Next To Dos
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Waseem to Work on Contact us table
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