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Salesforce Requests
Name
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Reported_Object__c
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Program_Initiative__c
Days_Since_Last_Update__c
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Notes
I
Coda Row ID
1
CT-Canada East/West realignment - Territory
2022-04-14T00:20:51.000+0000
🔴 Large
Open
L3
NA Channel
Territory Changes
Sydney Spracklen
Not Started
SR-002204
Maintenance
Territory Management
Maxwell Mitchell
Open
2
Enable Contact-to-Site mapping
2021-11-18T02:48:02.000+0000
🟢 Small
Open
L2
NG911
Contacts & Sites
Dawn Gilliland
Not Started
SR-001828
Enhancement
Contacts
Maxwell Mitchell
Open
3
User management improvements
2021-06-18T13:28:03.000+0000
🟡 Medium
Open
SalesAutomation
TBD
User
Shane Baker (Inactive)
Not Started
SR-001326
Enhancement
User & Role Hierarchy Maintenance
Maxwell Mitchell
Open
4
Merge Primary fields on Quotes
2021-03-17T21:34:28.000+0000
🟡 Medium
Open
L2
WW
CPQ/Quotes
Shane Baker (Inactive)
Not Started
SR-001255
Maintenance
CPQ
Maxwell Mitchell
Open
5
Playbooks Fields
2022-12-22T13:07:53.000+0000
🟢 Small
Open
Inside Sales
Playbooks
Maxwell Mitchell
Not Started
SR-002703
Maintenance
Sales Ops - WRLD
Maxwell Mitchell
Open
6
PRR 2.5 + Global Initiative
2022-12-23T01:34:45.000+0000
🟢 Small
Open
Geno Callahan
Not Started
SR-002705
Enhancement
PRR - Presale Resource Request
Maxwell Mitchell
Open
7
Quote + Review
2022-07-28T10:36:06.000+0000
🟢 Small
Open
SalesAutomation
WW
PRR
Alexandra Jacquet (Inactive)
Not Started
SR-002408
Enhancement
PRR - Presale Resource Request
Maxwell Mitchell
Open
8
Migrate Strategy of Record (SOR) to Salesforce
2022-01-12T21:07:39.000+0000
🟡 Medium
Open
L3
North America (International should be checked too)
Brian Pfaff
Not Started
SR-001910
Enhancement
PRR - Presale Resource Request
Maxwell Mitchell
Open
9
Define a strategy for Contact management, especially on de-duplication (merging)
2021-07-01T14:25:02.000+0000
🟡 Medium
Open
SalesAutomation
WW
Contact
Dawn Gilliland
Not Started
SR-001364
Enhancement
Contacts
Maxwell Mitchell
Open
10
Create NA Channel Home Page
2021-10-27T18:14:54.000+0000
🟢 Small
Open
SalesAutomation
NA Channel
Sue Macejka
Not Started
SR-001780
Enhancement
Sales Ops - NAMR
Maxwell Mitchell
Open
11
Add Agreement Auto-creation for APAC
2022-04-26T16:28:22.000+0000
🔴 Large
Open
L3
APAC
PRR
Chin Siong Tan
Not Started
SR-002221
Enhancement
PRR - Presale Resource Request
Maxwell Mitchell
Open
12
Add Presale Product Groups for EMEA
2022-04-26T16:24:21.000+0000
🔴 Large
Open
SalesAutomation
EMEA
PRR
Ricardo Carvalho
Business Analysis
SR-002218
Enhancement
PRR - Presale Resource Request
Maxwell Mitchell
Open
13
Integration user problem for APTTUS Application Support - Subbu Venkiteswaran
2020-12-14T13:10:58.000+0000
🟡 Medium
Open
L2
WW
User
Lorenzo Alali
Not Started
SR-000487
Maintenance
User & Role Hierarchy Maintenance
Maxwell Mitchell
Open
14
RFPIO Integration with Salesforce
2022-02-15T19:41:38.000+0000
🟡 Medium
Open
L3
North America
PRR
Jason Lynch (Inactive)
Not Started
SR-002084
Enhancement
PRR - Presale Resource Request
Maxwell Mitchell
Open
15
CPQ Team bugs & enhancements Initiative
2022-12-22T06:59:03.000+0000
🟢 Small
Open
Lorraine Lutz
Business Analysis
SR-002701
Enhancement
CPQ
Maxwell Mitchell
Open
16
WG - Auto-populate Camera Units from Quotes to Opportunity Product
2021-09-21T13:48:46.000+0000
🟡 Medium
Open
Project
WW
Opportunity Product/Quote Product
Jenn Kinsinger
Business Analysis
SR-001608
Enhancement
CPQ
Maxwell Mitchell
Open
17
Add Site Design to PRR
2022-04-26T14:50:31.000+0000
🟢 Small
Open
L2
NA
PRR
Karen Rigsbee
Not Started
SR-002216
Enhancement
PRR - Presale Resource Request
Maxwell Mitchell
Open
18
Upgrade Grants Picklist to Object w 5 fields
2023-03-20T22:08:13.000+0000
🟢 Small
Open
SalesAutomation
NA
Sue Macejka
Awaiting Development
SR-002842
Enhancement
Sales Ops - NAMR
Maxwell Mitchell
Open
19
Disable "Not Applicable" as Incumbent
2023-04-04T12:18:17.000+0000
🟡 Medium
Open
L2
Sellers
Incumbent
Sue Macejka
Awaiting Development
SR-002864
Maintenance
Sales Ops - NAMR
Maxwell Mitchell
Open
20
Set up Salesforce Mobile App for Sales Users with a Planned Phased Approach base
2023-06-06T11:15:38.000+0000
🟢 Small
Open
L3
Sales USers
Mobile
Hannah Lindesmith
Development in Progress
SR-002919
Enhancement
Sales Ops - NAMR
Maxwell Mitchell
Open
21
List & Challenge the 40 Opportunity tracked fields
2023-05-03T20:41:59.000+0000
🟢 Small
Open
SalesAutomation
Admins / IT / Ultrausers
Opportunity Field History
Lorenzo Alali
Awaiting Development
SR-002901
Maintenance
Sales Ops - WRLD
Maxwell Mitchell
Open
22
Role change Management and Users Inactive
2023-06-06T11:19:16.000+0000
🟢 Small
Open
Salesforce Users
Salesforce Users
Maxwell Mitchell
Not Started
SR-002920
Enhancement
Sales Ops - NAMR
Maxwell Mitchell
Open
23
DocuSign Integration: Replacing Adobe for Streamlined E-Signature Processes in S
2023-06-06T11:14:22.000+0000
🟢 Small
Open
Everyone
Adobe eSign & DocuSign
Mike Olson
Not Started
SR-002918
Enhancement
Sales Ops - WRLD
Maxwell Mitchell
Open
24
Create Salesforce Admin Pages for Fields and Objects to Fill in Data This task i
2023-06-06T11:12:16.000+0000
🟢 Small
Open
Wordwide
Salesforce Admin UI Set up
Maxwell Mitchell
Not Started
SR-002917
Enhancement
Salesforce Requests
Maxwell Mitchell
Open
25
Regional dashboards changes
2023-08-21T08:23:24.000+0000
🟢 Small
Open
SalesAutomation
NAMR Sales Ops
Dashboards
Sue Macejka
Business Analysis
SR-002988
Maintenance
Sales Ops - NAMR
Maxwell Mitchell
Open
26
We Need to Rebuild the Regional Dashboards to Update View.
2023-07-11T13:52:17.000+0000
🟢 Small
Open
RVPs
Dashboards
Sue Macejka
Business Analysis
SR-002941
Maintenance
Other
Maxwell Mitchell
Open
27
Make OTA form checkboxes mandatory to prevent validation errors
2023-07-11T17:02:22.000+0000
🟢 Small
Open
L2
Inside Sales WG
eSign
Maxwell Mitchell
Awaiting Development
SR-002942
Maintenance
Other
Maxwell Mitchell
Open
28
CPQ 2 Issues / Enhancements with Orders Canceled and Vesta
2023-07-24T06:49:50.000+0000
🟢 Small
Open
Vesta, All CPQ Users
CPQ
John Finn
Not Started
SR-002953
Enhancement
CPQ
Maxwell Mitchell
Open
29
Automate Prospect Account Region & Territory upon creation
2021-10-21T19:53:41.000+0000
🟢 Small
Open
L2
NA
Sue Macejka
Not Started
SR-001720
Enhancement
Sales Ops - NAMR
Maxwell Mitchell
Open
30
Vesta PRR
2023-06-20T18:28:02.000+0000
🟢 Small
Open
Vesta Presale
Geno Callahan
Business Analysis
SR-002928
Enhancement
PRR - Presale Resource Request
Maxwell Mitchell
Open
31
Analysis and Cleanse of Opportunity Validation Rules
2023-06-06T10:59:20.000+0000
🟢 Small
Open
SalesAutomation
Worldwide
Validation Rule Cleaning
Mike Olson
Development in Progress
SR-002915
Maintenance
Opportunity - Other
Maxwell Mitchell
Open
32
International PRR Layout
2023-06-14T14:22:47.000+0000
🟡 Medium
Open
International Sales Org
Geno Callahan
Business Analysis
SR-002925
Enhancement
PRR - Presale Resource Request
Maxwell Mitchell
Open
33
Accelerate your inside sales process with a high-productivity workspace
2023-06-06T11:25:47.000+0000
🟢 Small
Open
Sales Users in Salesforce
Salesforce Features
Jaseem Pookandy (Inactive)
Not Started
SR-002921
Enhancement
Other
Maxwell Mitchell
Open
34
Order Cancelled Status Sent to SFDC
2023-08-16T14:05:42.000+0000
🟢 Small
Open
L3
Quote Users
Quotes
John Finn
Awaiting Development
SR-002984
Defect
CPQ
Maxwell Mitchell
Open
35
Activate Contracts Object in Salesforce with Custom Columns and Data Integration
2023-08-16T13:14:11.000+0000
🟢 Small
Open
L3
Contract
Randy Covert
Business Analysis
SR-002983
Enhancement
Other
Maxwell Mitchell
Open
36
PRR Creation Logic/Flow
2023-03-08T20:36:03.000+0000
🟡 Medium
Open
SalesAutomation
Global Sales
Geno Callahan
Not Started
SR-002826
Enhancement
PRR - Presale Resource Request
Maxwell Mitchell
Open
37
Organize and Clean Up Report Types
2021-10-28T19:16:32.000+0000
🟡 Medium
Open
SalesAutomation
WW
Reports & Dashboards
Shane Baker (Inactive)
Not Started
SR-001786
Maintenance
Performance & Reliability
Maxwell Mitchell
Open
38
Give a way for SE to filter out WG deals
2022-05-05T21:46:10.000+0000
🟢 Small
Open
L3
SE, WatchGuard
Opportunity Product
Erika Gentile
Not Started
SR-002264
Enhancement
Sales Ops - WRLD
Maxwell Mitchell
Open
39
Rework SI Configurator to use Project Resources
2022-05-02T13:12:56.000+0000
🟡 Medium
Open
SalesAutomation
North America
PRR
Eduardo Meza
Business Analysis
SR-002249
Enhancement
PRR - Presale Resource Request
Maxwell Mitchell
Open
40
Add Shortcut references to Google Drive folders
2021-09-29T19:01:11.000+0000
🟡 Medium
Open
L3
North America
Google Drive
Denise Pospistle
Not Started
SR-001626
Enhancement
Google Drive Integration
Maxwell Mitchell
Open
41
Redo the Audit Trail automation in FB and fix the Manager empty thing
2021-07-20T10:53:24.000+0000
🟡 Medium
Open
SalesAutomation
WW
User
Lorenzo Alali
Not Started
SR-001419
Defect
User & Role Hierarchy Maintenance
Maxwell Mitchell
Open
42
Create Territory/State Validation Rules
2021-08-13T13:30:31.000+0000
🟢 Small
Open
L3
North America
Sue Macejka
Not Started
SR-001502
Enhancement
Sales Ops - NAMR
Maxwell Mitchell
Open
43
Launch Try & Buy PRR for APAC
2021-10-08T12:51:59.000+0000
🔴 Large
Open
L3
APAC
PRR (Try & Buy)
Gareth Liew (Inactive)
Not Started
SR-001669
Enhancement
PRR - Presale Resource Request
Maxwell Mitchell
Open
44
Auto-send email to sales reps when Opportunity Reference # is populated
2022-05-02T04:22:20.000+0000
🟡 Medium
Open
L3
North America
PRR
Liliana Rusicior
Not Started
SR-002246
Enhancement
PRR - Presale Resource Request
Maxwell Mitchell
Open
45
Require & Autopopulate Market Type
2022-05-04T20:07:06.000+0000
🟡 Medium
Open
L3
WW
Account
Mac Krecun
Not Started
SR-002258
Enhancement
CDM - Customer Data Master (Accounts)
Maxwell Mitchell
Open
46
PRR 3.0 and Global Adoption
2022-04-26T16:40:58.000+0000
🟢 Small
Open
SalesAutomation
NA
PRR
Geno Callahan
Development in Progress
SR-002222
Miscellaneous
PRR - Presale Resource Request
Maxwell Mitchell
Open
47
CPQ workflow proposal for workflow proposal for Salesforce In App Guidance
2023-01-23T03:59:57.000+0000
🟢 Small
Open
SalesAutomation
Lorraine Lutz
Not Started
SR-002741
Enhancement
CPQ
Maxwell Mitchell
Open
48
Prospect Quote under Partner Account
2021-06-30T16:26:59.000+0000
🟡 Medium
Open
SalesAutomation
WW Sales
CPQ/Quotes
Lorenzo Alali
Not Started
SR-001358
Defect
CPQ
Maxwell Mitchell
Open
49
Change NA default of "Proposal Resource(s) Needed" based on Product Group
2022-05-02T13:06:55.000+0000
🔴 Large
Open
L3
North America
PRR
Chris Werther
Not Started
SR-002248
Enhancement
PRR - Presale Resource Request
Maxwell Mitchell
Open
50
OBSOLETE --------- A&NZ PRR process improvements
2021-11-01T00:21:41.000+0000
🔴 Large
Open
L3
A&NZ - Eventually maybe all International
PRR
Alexandra Jacquet (Inactive)
Not Started
SR-001801
Enhancement
PRR - Presale Resource Request
Maxwell Mitchell
Open
51
Launch non-CPQ Google Drive for International
2021-03-31T19:30:08.000+0000
🟡 Medium
Open
L2
International Presales
Google Drive
Shane Baker (Inactive)
Not Started
SR-001267
Enhancement
Google Drive Integration
Maxwell Mitchell
Open
52
Stabilize Presale Product Group update logic
2022-04-27T17:36:11.000+0000
🟡 Medium
Open
L3
WW
PRR
Shane Baker (Inactive)
Not Started
SR-002225
Maintenance
PRR - Presale Resource Request
Maxwell Mitchell
Open
53
Split Comm Mkts up into Utility & Petrochem
2021-05-13T15:26:20.000+0000
🟡 Medium
Open
L3
NA Comm Mkts
Shane Baker (Inactive)
Not Started
SR-001304
Maintenance
Territory Management
Maxwell Mitchell
Open
54
Add Opportunity Team to PRR emails
2022-05-02T03:36:47.000+0000
🟡 Medium
Open
L3
WW
PRR
Bethany Giordano
Not Started
SR-002244
Enhancement
PRR - Presale Resource Request
Maxwell Mitchell
Open
55
Automate Account Owner
2021-07-29T09:51:49.000+0000
🟡 Medium
Open
L3
WW
Sue Macejka
Not Started
SR-001456
Enhancement
Sales Ops - NAMR
Maxwell Mitchell
Open
56
Review Cyber Presales Assignments
2022-06-14T14:02:35.000+0000
🟢 Small
Open
SalesAutomation
Cybersecurity
PRR
Reggie Chang
Awaiting Development
SR-002333
Maintenance
PRR - Presale Resource Request
Maxwell Mitchell
Open
57
Mini-Req system for mike
2023-03-15T14:16:29.000+0000
🟢 Small
Open
Mike
Sales Experience Request
Maxwell Mitchell
Not Started
SR-002834
Enhancement
Salesforce Requests
Maxwell Mitchell
Open
58
Adobe Agreement Settings Public Read Write
2022-02-17T19:46:01.000+0000
🟢 Small
Open
WatchGuard and the Esign World
eSign
Shane Baker (Inactive)
Not Started
SR-002089
Enhancement
Lightning UI & General Platform Features
Maxwell Mitchell
Open
59
Retire Los Angeles (goes to T8-S) Territory & T8 (split into T8-N & T8-S)
2021-06-23T14:27:26.000+0000
🔴 Large
Open
SalesAutomation
NAMR (West Region)
Linda Steccato
Awaiting Development
SR-001339
Maintenance
Territory Management
Maxwell Mitchell
Open
60
Enable Topics & Tags
2021-01-05T23:20:54.000+0000
🟢 Small
Open
SalesAutomation
WW
Generic UI
Doug Hut (Inactive)
Not Started
SR-001187
Enhancement
Salesforce Feature Activate
Maxwell Mitchell
Open
61
Give NA Sales Ops access to Revenue
2022-02-17T04:14:54.000+0000
🟢 Small
Open
SalesAutomation
North America
Revenue
Linda Steccato
Not Started
SR-002088
Maintenance
Sales Ops - NAMR
Maxwell Mitchell
Open
62
New Federal Org Structure - need to move AEs and create new Territories
2022-04-07T23:21:18.000+0000
🔴 Large
Open
L2
NA Federal
Federal
Tracy Loudenslager
Development in Progress
SR-002177
Maintenance
Sales Ops - NAMR
Maxwell Mitchell
Open
63
PRR changes for ANZ
2021-09-03T10:38:08.000+0000
🟡 Medium
Open
APAC
PRR
Alexandra Jacquet (Inactive)
Not Started
SR-001585
Enhancement
PRR - Presale Resource Request
Maxwell Mitchell
Open
64
Create Business Commercial Radio (BCR) Territory
2022-04-07T23:18:13.000+0000
🔴 Large
Open
L3
NA Channel
Darryl Stromberg
Not Started
SR-002176
Maintenance
Territory Management
Maxwell Mitchell
Open
65
Create a Home Page for WatchGuard
2022-05-06T14:44:02.000+0000
🟡 Medium
Open
NA
Home Page
Robert Michnick
Not Started
SR-002269
Enhancement
Lightning UI & General Platform Features
Maxwell Mitchell
Open
66
Vanished Home Page
2022-07-13T11:28:30.000+0000
🟡 Medium
Open
SalesAutomation
NA
Home Page
Lorenzo Alali
Not Started
SR-002388
Defect
Performance & Reliability
Maxwell Mitchell
Open
67
Home Page Projects Initiative
2022-12-22T00:40:52.000+0000
🟢 Small
Open
SalesAutomation
Home Page
Maxwell Mitchell
Development in Progress
SR-002700
Enhancement
Salesforce Requests
Maxwell Mitchell
Open
68
Restrict access to change Customer & MCN Account fields
2021-03-17T17:18:34.000+0000
🟢 Small
Open
L2
WW
Account
Mac Krecun
Not Started
SR-001250
Enhancement
CDM - Customer Data Master (Accounts)
Maxwell Mitchell
Open
69
Collapse 2 PRR Object
2022-05-11T12:23:47.000+0000
🔴 Large
Open
WW
PRR
Lorenzo Alali
Not Started
SR-002278
Enhancement
PRR - Presale Resource Request
Maxwell Mitchell
Open
70
Activities Object Update and Cleanse
2022-12-22T13:10:29.000+0000
🟢 Small
Open
Maxwell Mitchell
Not Started
SR-002704
Enhancement
Performance & Reliability
Maxwell Mitchell
Open
71
Enable Macros
2021-03-22T16:55:39.000+0000
🟢 Small
Open
SalesAutomation
WW
Generic
Shane Baker (Inactive)
Not Started
SR-001258
Enhancement
Salesforce Feature Activate
Maxwell Mitchell
Open
72
Change Northwest Territories Google Drive folder
2020-12-15T23:37:08.000+0000
🟢 Small
Open
L2
T1
Google Drive
Shane Baker (Inactive)
Not Started
SR-001171
Defect
Google Drive Integration
Maxwell Mitchell
Open
73
Google Drive Folder Structure Needs update with balance sheet, and cof header.
2022-02-14T20:22:08.000+0000
🟡 Medium
Open
NA
Google Drive
Denise Pospistle
Not Started
SR-002075
Enhancement
Google Drive Integration
Maxwell Mitchell
Open
74
CT-Canada East/West realignment - Role Hierarchy
2022-04-13T23:52:09.000+0000
🟢 Small
Open
L2
NA Channel
Role Hierarchy
Sydney Spracklen
Not Started
SR-002203
Maintenance
Territory Management
Maxwell Mitchell
Open
75
Set up Default Territory - Phase 3/3: Automation
2021-09-02T09:30:35.000+0000
🟡 Medium
Open
L2
WW
User
Lorenzo Alali
Not Started
SR-001583
Maintenance
Territory Management
Maxwell Mitchell
Open
76
Quote without Folder / Folder without Quotes
2022-06-09T11:09:18.000+0000
🟡 Medium
Open
L3
WW
Google Drive
Lorraine Lutz
Not Started
SR-002313
Defect
Google Drive Integration
Maxwell Mitchell
Open
77
Mass-update on the Opportunity and Account Google Drive folder ID fields
2022-06-09T11:10:59.000+0000
🟡 Medium
Open
L3
WW
Google Drive
Lorraine Lutz
Not Started
SR-002316
Defect
Google Drive Integration
Maxwell Mitchell
Open
78
PRR Assignment Logic Mistake
2022-12-02T00:10:11.000+0000
🟢 Small
Open
Maxwell Mitchell
Not Started
SR-002683
Enhancement
PRR - Presale Resource Request
Maxwell Mitchell
Open
79
CPQ/GDrive: Folder OK and Quote OK, but files not moving properly
2022-06-09T11:10:35.000+0000
🟡 Medium
Open
L3
WW
Google Drive
Lorraine Lutz
Not Started
SR-002314
Defect
CPQ
Maxwell Mitchell
Open
80
Button on the quote: "Retry moving the quote" / "Move CPQ folder"
2022-06-09T11:10:48.000+0000
🟡 Medium
Open
L3
WW
Google Drive
Lorraine Lutz
Not Started
SR-002315
Defect
Google Drive Integration
Maxwell Mitchell
Open
81
APME Government User → AP Government User
2022-04-06T09:31:07.000+0000
🟢 Small
Open
L2
APAC
User
Gosia Mazurkiewicz
Not Started
SR-002172
Enhancement
User & Role Hierarchy Maintenance
Maxwell Mitchell
Open
82
Clean up List Views
2020-12-01T20:26:47.000+0000
🔴 Large
Open
SalesAutomation
WW
Sue Macejka
Not Started
SR-000072
Enhancement
Sales Ops - NAMR
Maxwell Mitchell
Open
83
PRR Field/Layout Optimization
2020-12-01T20:26:47.000+0000
🟡 Medium
Open
L3
WW
PRR
Shane Baker (Inactive)
Not Started
SR-000074
Enhancement
PRR - Presale Resource Request
Maxwell Mitchell
Open
84
Set up Google Drive shortcuts for International
2020-12-01T20:26:47.000+0000
🟡 Medium
Open
L2
International
Google Drive
Shane Baker (Inactive)
Not Started
SR-000082
Enhancement
Google Drive Integration
Maxwell Mitchell
Open
85
Upload Files during Case creation
2020-12-01T20:26:47.000+0000
🔴 Large
Open
L3
WW
Case
Mary Mantis (Inactive)
Not Started
SR-000085
Enhancement
CPQ
Maxwell Mitchell
Open
86
Launch Product Family selection when returning from CPQ
2020-12-01T20:26:47.000+0000
🟡 Medium
Open
L3
WW
Opportunity
Shane Baker (Inactive)
Not Started
SR-000109
Enhancement
CPQ
Maxwell Mitchell
Open
87
Status refinement & Path on PRR
2020-12-01T20:26:47.000+0000
🟡 Medium
Open
L2
WW
PRR
Shane Baker (Inactive)
Not Started
SR-000141
Enhancement
PRR - Presale Resource Request
Maxwell Mitchell
Open
88
Allow for combined Spillman/Vesta/Radio quotes
2020-12-01T20:26:47.000+0000
🔴 Large
Open
Project
Software Enterprise
CPQ/Quotes
Shane Baker (Inactive)
Not Started
SR-000087
Enhancement
CPQ
Maxwell Mitchell
Open
89
PRR Tasks
2020-12-01T20:26:47.000+0000
🔴 Large
Open
L3
NG911
PRR
Marianne Barrera
Not Started
SR-000090
Enhancement
PRR - Presale Resource Request
Maxwell Mitchell
Open
90
PRR 2.0: Retire old PRR/Geo Map assignment User fields
2020-12-01T20:26:47.000+0000
🔴 Large
Open
L2
WW
PRR
Shane Baker (Inactive)
Business Analysis
SR-000094
Enhancement
PRR - Presale Resource Request
Maxwell Mitchell
Open
91
Add Google Drive linking in Salesforce via Files Connect
2020-12-01T20:26:47.000+0000
🟢 Small
Open
L3
WW
Google Drive
Shane Baker (Inactive)
Not Started
SR-000140
Enhancement
Google Drive Integration
Maxwell Mitchell
Open
92
Create an Individual master in Salesforce
2020-12-01T20:26:47.000+0000
🟡 Medium
Open
SalesAutomation
Regional
Contact
Shane Baker (Inactive)
Not Started
SR-000120
Enhancement
Contacts
Maxwell Mitchell
Open
93
Integrate Q2SC with Salesforce
2020-12-01T20:26:47.000+0000
🟡 Medium
Open
L2
WW
CPQ/Quotes
Shane Baker (Inactive)
Not Started
SR-000121
Enhancement
CPQ
Maxwell Mitchell
Open
94
PRR: Lease Agreement Required Notifications
2020-12-01T20:26:47.000+0000
🟡 Medium
Open
L3
NA (potentially WW)
PRR
Denise Pospistle
Not Started
SR-000115
Enhancement
PRR - Presale Resource Request
Maxwell Mitchell
Open
95
Stop requiring Sites on non-Vesta Partner Quotes
2020-12-01T20:26:47.000+0000
🔴 Large
Open
L3
CPQ/Quotes
Shane Baker (Inactive)
Not Started
SR-000125
Enhancement
CPQ
Maxwell Mitchell
Open
96
BriefingEdge Activity integration
2020-12-01T20:26:47.000+0000
🟢 Small
Open
SalesAutomation
NA
Activity
Shane Baker (Inactive)
Not Started
SR-000129
Enhancement
Activities (Email, Task, & Event)
Maxwell Mitchell
Open
97
CPQ Support URL Redirection
2020-12-01T20:26:47.000+0000
🟡 Medium
Open
L3
CPQ/Quotes
Mary Mantis (Inactive)
Not Started
SR-000130
Enhancement
CPQ
Maxwell Mitchell
Open
98
Exclude MR Commission from Opportunity Products with CPQ Updates
2020-12-01T20:26:47.000+0000
🔴 Large
Open
L3
Manufacturer Representatives
Tracy Loudenslager
Not Started
SR-000131
Enhancement
CPQ/Bid Scrub to Opportunity Automation
Maxwell Mitchell
Open
99
Remove Quote Products Choice Enhancement
2020-12-01T20:26:47.000+0000
🟡 Medium
Open
L3
Shane Baker (Inactive)
Not Started
SR-000132
Enhancement
CPQ
Maxwell Mitchell
Open
100
Google Drive pilot - North Africa
2020-12-01T20:26:47.000+0000
🟢 Small
Open
L2
EMEA Presales
Google Drive
Shane Baker (Inactive)
Not Started
SR-000104
Enhancement
Google Drive Integration
Maxwell Mitchell
Open
101
Allow Presale Geo Maps by State
2020-12-01T20:26:47.000+0000
🟡 Medium
Open
L3
NA Presales
PRR
Valerie Henning
Not Started
SR-000114
Enhancement
PRR - Presale Resource Request
Maxwell Mitchell
Open
102
Order Logging (Pre-to-post transition) process
2020-12-01T20:26:47.000+0000
🔴 Large
Open
Project
North America
Sue Macejka
Development in Progress
SR-000145
Enhancement
Sales Ops - NAMR
Maxwell Mitchell
Open
103
SALESFORCE MAPPING - Canada Sales Organization
2022-01-12T16:58:25.000+0000
🟡 Medium
Open
Canada
Profiles
Laura Martin
Not Started
SR-001909
Maintenance
Territory Management
Maxwell Mitchell
Open
104
Activity Dashboard in CRMA - BI for Tasks/Activities
2023-02-15T14:52:51.000+0000
🟡 Medium
Open
TBD - NA or WW
Analysis
Mike Olson
Not Started
SR-002773
Enhancement
CRM Analytics Dashboards
Maxwell Mitchell
Open
105
CPQ Files not saving to Google Drive
2021-12-06T22:00:58.000+0000
🟡 Medium
Open
L2
WW (especially Federal & SE)
Google Drive
McKenna Ohrman
Business Analysis
SR-001853
Defect
CPQ
Maxwell Mitchell
Open
106
Streamline Territory Maintenance
2021-06-22T09:16:26.000+0000
🟡 Medium
Open
L3
WW (mainly NA)
Generic
Lorenzo Alali
Not Started
SR-001335
Enhancement
Territory Management
Maxwell Mitchell
Open
107
Add Cybersecurity sub-discipline to PRR
2022-04-26T14:55:34.000+0000
🟢 Small
Open
L2
NA
PRR
Shane Baker (Inactive)
Not Started
SR-002217
Enhancement
PRR - Presale Resource Request
Maxwell Mitchell
Open
108
Come up with better way to populate MCN in ROL
2020-12-08T23:59:09.000+0000
🔴 Large
Open
L3
WW (especially NA Postsales)
Opportunity
Gene Barrett (Inactive)
Not Started
SR-000180
Enhancement
CPQ
Maxwell Mitchell
Open
109
PRR Roll out across EMEA
2022-10-17T16:14:01.000+0000
🔴 Large
Open
L2
EMEA
PRR
Sue Griffiths
Awaiting Development
SR-002602
Enhancement
Sales Ops - INTL
Maxwell Mitchell
Open
110
Expand the use of Salesforce for Israel Direct Sales
2021-07-26T09:55:07.000+0000
🔴 Large
Open
SalesAutomation
Israel
User
Yael Dankner
Not Started
SR-001440
Enhancement
Activities (Email, Task, & Event)
Maxwell Mitchell
Open
111
Clean up Contacts (standard) page layout
2021-07-23T15:43:35.000+0000
🔴 Large
Open
Marketing Automation
WW
Contact
Dax Lopez
Not Started
SR-001437
Maintenance
Contacts
Maxwell Mitchell
Open
112
Google Drive for Presales & Postsales
2022-10-24T13:28:07.000+0000
🟡 Medium
Open
L3
Pre/Post Sales
Google Drive Integration
Bethany Giordano
Not Started
SR-002627
Defect
Google Drive Integration
Maxwell Mitchell
Open
113
Set up record transfer dashboard for Dax's org
2021-11-05T16:58:50.000+0000
🟢 Small
Open
SalesAutomation
Global Ops
Reports & Dashboards
Shane Baker (Inactive)
Not Started
SR-001822
Maintenance
User & Role Hierarchy Maintenance
Maxwell Mitchell
Open
114
Presale Resource Auto-Assignments: Inactive Users being auto-assigned
2022-05-17T11:49:52.000+0000
🟢 Small
Open
SalesAutomation
PRR
Lorenzo Alali
Not Started
SR-002291
Maintenance
PRR - Presale Resource Request
Maxwell Mitchell
Open
115
Onboard Nitro to PRR
2022-04-26T14:45:52.000+0000
🟢 Small
Open
L2
NA
PRR
Valerie Henning
Not Started
SR-002215
Enhancement
PRR - Presale Resource Request
Maxwell Mitchell
Open
116
Populate Quote Master
2020-12-01T20:07:37.000+0000
🟡 Medium
Open
L3
Lorraine Lutz
Not Started
SR-000059
Enhancement
CPQ
Maxwell Mitchell
Open
117
Migration of Notes to Enhanced Notes and Attachments to Files
2020-12-01T20:07:37.000+0000
🔴 Large
Open
L3
WW
Process
Shane Baker (Inactive)
Not Started
SR-000060
Enhancement
Lightning UI & General Platform Features
Maxwell Mitchell
Open
118
Google Drive Folder Deletion Automation
2020-12-01T20:07:37.000+0000
🔴 Large
Open
L3
Google Drive
Aishwarya Tkm (Inactive)
Not Started
SR-000064
Enhancement
Google Drive Integration
Maxwell Mitchell
Open
119
FTE Editability
2020-12-01T20:07:37.000+0000
🔴 Large
Open
L3
Software Enterprise
Amanda Pickett
Not Started
SR-000022
Enhancement
CPQ
Maxwell Mitchell
Open
120
Switch MCN Activities to Customer level
2020-12-01T20:07:37.000+0000
🟡 Medium
Open
SalesAutomation
NA Inside Sales
Activity
Shane Baker (Inactive)
Not Started
SR-000037
Enhancement
Activities (Email, Task, & Event)
Maxwell Mitchell
Open
121
Opportunity/Account Google Drive ID/URL Fields
2020-12-01T20:07:37.000+0000
🟡 Medium
Open
L2
Google Drive
Tony Kosiba
Not Started
SR-000041
Enhancement
Google Drive Integration
Maxwell Mitchell
Open
122
Standardize PRR Project Types
2020-12-01T20:07:37.000+0000
🟡 Medium
Open
L3
WW
PRR
Shane Baker (Inactive)
Not Started
SR-000043
Enhancement
PRR - Presale Resource Request
Maxwell Mitchell
Open
123
Set up Google Drive Account folder structure
2020-12-01T20:07:37.000+0000
🔴 Large
Open
L3
NA
Google Drive
Shane Baker (Inactive)
Not Started
SR-000044
Enhancement
Google Drive Integration
Maxwell Mitchell
Open
124
Get rid of 'My Drive' Opportunity Parenting in Google Drive
2020-12-01T20:07:37.000+0000
🔴 Large
Open
L3
WW
Google Drive
Shane Baker (Inactive)
Not Started
SR-000045
Enhancement
Google Drive Integration
Maxwell Mitchell
Open
125
Account Google Drive Merging
2020-12-01T20:07:37.000+0000
🔴 Large
Open
L3
Google Drive
Shane Baker (Inactive)
Not Started
SR-000046
Enhancement
Google Drive Integration
Maxwell Mitchell
Open
126
Give SE & WatchGuard presales access to Google Drive folders
2020-12-01T20:07:37.000+0000
🟢 Small
Open
SalesAutomation
SE Presales
Google Drive
Dawn Gilliland
Not Started
SR-000013
Enhancement
Google Drive Integration
Maxwell Mitchell
Open
127
Einstein Contacts Sync Greg Ehrsam
2022-01-14T20:34:32.000+0000
🟡 Medium
Open
Regional
Contact
Maxwell Mitchell
Not Started
SR-001912
Enhancement
Contacts
Maxwell Mitchell
Open
128
Need a way to not include every team on every PRR
2022-05-02T02:26:18.000+0000
🔴 Large
Open
L3
WW
PRR
Valerie Henning
Not Started
SR-002240
Enhancement
PRR - Presale Resource Request
Maxwell Mitchell
Open
129
Map Cybersecurity Presale Project Management Presale Resource Auto-Assignments
2022-05-02T01:24:04.000+0000
🟢 Small
Open
SalesAutomation
Cybersecurity
PRR
Reggie Chang
Not Started
SR-002237
Maintenance
PRR - Presale Resource Request
Maxwell Mitchell
Open
130
Map Cybersecurity Postsale Project Management (Project Management Analyst) PRAAs
2022-05-02T01:35:00.000+0000
🟢 Small
Open
SalesAutomation
Cybersecurity
PRR
Reggie Chang
Business Analysis
SR-002238
Maintenance
PRR - Presale Resource Request
Maxwell Mitchell
Open
131
Google Drive Projects Initiative
2022-12-23T01:39:01.000+0000
🟢 Small
Open
Maxwell Mitchell
Not Started
SR-002707
Enhancement
Google Drive Integration
Maxwell Mitchell
Open
132
Salesforce Login History: List of logins and not only the last one
2021-09-01T07:51:52.000+0000
🟡 Medium
Open
SalesAutomation
WW
User
Linda Steccato
Not Started
SR-001575
Enhancement
User & Role Hierarchy Maintenance
Maxwell Mitchell
Open
133
Create NA Software Enterprise Home Page
2021-10-27T18:15:17.000+0000
🟢 Small
Open
SalesAutomation
NA Channel
Home Page
Dawn Gilliland
Not Started
SR-001781
Enhancement
Sales Ops - NAMR
Maxwell Mitchell
Open
134
Presale Resource Auto-Assignment: Edit (Temporary until NA moves to global PRR)
2022-06-20T16:05:41.000+0000
🟢 Small
Open
SalesAutomation
NA
PRAA
Lorenzo Alali
Not Started
SR-002350
Maintenance
PRR - Presale Resource Request
Maxwell Mitchell
Open
135
Get rid of Industry and Segment on Contact
2020-12-01T20:07:41.000+0000
🟢 Small
Open
Marketing Automation
WW
Contact
Lorenzo Alali
Not Started
SR-000070
Enhancement
Performance & Reliability
Maxwell Mitchell
Open
136
Cyber Engagement Level - Flow for Tableau
2023-02-14T13:36:33.000+0000
🟢 Small
Open
L2
Cybersecurity
Tableau bi-directionnal
Nik Michniewicz
Not Started
SR-002772
Enhancement
Tableau Integration
Maxwell Mitchell
Open
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Importance__c
1
🔴 Critical
2
🟠 High
3
🟡 Medium
4
🟢 Low
There are no rows in this table
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