Problem: Data in SFDC is poor, and not updated enough.
- We should automate updates into SFDC, things like weekly eval notes.
- There's plenty of fields we don't update, which we should be.
- Ideally SFDC should be a source of truth for our accounts, not an afterthought.
Can we take historical data & update into SFDC as a first step?
Critical data is:
- is swarm account
- date started
- date won/lost
- who was involved / pm/ds/fde
https://docs.google.com/spreadsheets/d/1hO6O07FAzin-M79wxVn0QPzzvcdFZ-9jPNXS3BMLO5c/edit?gid=908434633#gid=908434633
Problem: Data in SFDC is poor, and not updated enough.
Can we take historical data & update into SFDC as a first step?
Critical data is:
https://docs.google.com/spreadsheets/d/1hO6O07FAzin-M79wxVn0QPzzvcdFZ-9jPNXS3BMLO5c/edit?gid=908434633#gid=908434633