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Improve SFDC data reporting and updates #497

@brionncoffey

Description

@brionncoffey

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

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