January 6, 2025 Meeting Notes and Flowchart

Key Discussion Points

1. Issues with Adding Products to Opportunities

• FenceScape is experiencing an issue where no products are available to add to opportunities in GoldFinch for testing purposes.

• Potential Cause: Price book entries might not be created or linked properly in Salesforce for GoldFinch items.

2. ArcSite Integration Overview

• ArcSite Bundles and GoldFinch Items:

  • ArcSite uses bundles (kits) to generate material requirements based on project geometry (e.g., boards, posts, screws).

  • GoldFinch items should act as the source of truth, syncing items to Salesforce and then to ArcSite.

• Current Workflow Gaps:

  • Eric is manually creating items in ArcSite instead of syncing from GoldFinch/Salesforce.

  • ArcSite is not connected to Salesforce, so items created in ArcSite do not sync to Salesforce products.

  • Bundles created in ArcSite may not align with GoldFinch items or Salesforce products.

3. Parent vs. Child Opportunities

• Parent Opportunity:

  • Represents high-level inventory items with associated bills of materials (BOM).

  • Items on the parent are exploded into individual components in GoldFinch when converting to sales orders.

  • Should not include service lines.

• Child Opportunities:

  • Represent individual installations and related service lines for invoicing.

  • No inventory items are consumed on child opportunities.

• Key Automation Requirements:

  • Ignore service lines on parent opportunities during sales order creation.

  • Ensure all inventory and service items exist in GoldFinch before being added to opportunities.

4. Integration Scope and Limitations

• GoldFinch <> Salesforce:

  • Items should originate in GoldFinch, sync to Salesforce products, and then to ArcSite if required.

  • Manual creation of items in ArcSite bypasses this process and creates inconsistencies.

• GoldFinch <> ArcSite:

  • No direct integration currently scoped between GoldFinch and ArcSite.

  • Initial data load should provide ArcSite with the required items for bundle creation.

Action Items

1. Price Book Entries:

   • Verify if GoldFinch creates price book entries when syncing items to Salesforce products.

   • Ensure Eric understands how to add and configure price book entries.

2. Opportunity Testing:

   • Ethan and Ryan to create a sample parent opportunity with two child opportunities for testing.

   • Sarah and Jodi to validate that service lines on parent opportunities are excluded during sales order creation.

3. ArcSite Workflow Alignment:

   • Clarify the source data Eric is using to create bundles in ArcSite.

   • Ensure ArcSite items are sourced from Salesforce products synced with GoldFinch items.

   • Avoid manual item creation in ArcSite.

4. Process Flow Review:

   • Review the end-to-end process to ensure:

     • Items and bundles align across GoldFinch, Salesforce, and ArcSite.

     • The automation handles syncing correctly at all stages.

5. Next Meeting:

   • Scheduled for Tuesday, January 7, 2025, at 11:00 AM EST.

   • Eric to walk through his current setup and workflow for creating items and bundles.

   • Validate integration points and resolve any misalignments.

Follow-Up Tasks

• Sarah: Verify current automation setup for syncing items and price book entries.

• Ethan & Ryan:

  • Prepare and share a test opportunity (parent + child).

  • Review price book entries and integration flow.

• Jodi & Sarah: Confirm with Eric tomorrow that the process for syncing GoldFinch items to Salesforce and ArcSite is clear and functioning as intended.

Open