CT-Canada East/West realignment - Territory
2022-04-14T00:20:51.000+0000
🔴 Large
Open
L3
NA Channel
Territory Changes
Sydney Spracklen
SR-002204
Maintenance
Territory Management
Open
Enable Contact-to-Site mapping
2021-11-18T02:48:02.000+0000
🟢 Small
Open
L2
NG911
Contacts & Sites
Dawn Gilliland
SR-001828
Enhancement
Contacts
Open
User management improvements
2021-06-18T13:28:03.000+0000
🟡 Medium
Open
SalesAutomation
TBD
User
Shane Baker (Inactive)
SR-001326
Enhancement
User & Role Hierarchy Maintenance
Open
Merge Primary fields on Quotes
2021-03-17T21:34:28.000+0000
🟡 Medium
Open
L2
WW
CPQ/Quotes
Shane Baker (Inactive)
SR-001255
Maintenance
CPQ
Open
Playbooks Fields
2022-12-22T13:07:53.000+0000
🟢 Small
Open
Inside Sales
Playbooks
Maxwell Mitchell
SR-002703
Maintenance
Sales Ops - WRLD
Open
PRR 2.5 + Global Initiative
2022-12-23T01:34:45.000+0000
🟢 Small
Open
Geno Callahan
SR-002705
Enhancement
PRR - Presale Resource Request
Open
Quote + Review
2022-07-28T10:36:06.000+0000
🟢 Small
Open
SalesAutomation
WW
PRR
Alexandra Jacquet (Inactive)
SR-002408
Enhancement
PRR - Presale Resource Request
Open
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
SR-001910
Enhancement
PRR - Presale Resource Request
Open
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
SR-001364
Enhancement
Contacts
Open
Create NA Channel Home Page
2021-10-27T18:14:54.000+0000
🟢 Small
Open
SalesAutomation
NA Channel
Sue Macejka
SR-001780
Enhancement
Sales Ops - NAMR
Open
Add Agreement Auto-creation for APAC
2022-04-26T16:28:22.000+0000
🔴 Large
Open
L3
APAC
PRR
Chin Siong Tan
SR-002221
Enhancement
PRR - Presale Resource Request
Open
Add Presale Product Groups for EMEA
2022-04-26T16:24:21.000+0000
🔴 Large
Open
SalesAutomation
EMEA
PRR
Ricardo Carvalho
SR-002218
Enhancement
PRR - Presale Resource Request
Open
Integration user problem for APTTUS Application Support - Subbu Venkiteswaran
2020-12-14T13:10:58.000+0000
🟡 Medium
Open
L2
WW
User
Lorenzo Alali
SR-000487
Maintenance
User & Role Hierarchy Maintenance
Open
RFPIO Integration with Salesforce
2022-02-15T19:41:38.000+0000
🟡 Medium
Open
L3
North America
PRR
Jason Lynch (Inactive)
SR-002084
Enhancement
PRR - Presale Resource Request
Open
CPQ Team bugs & enhancements Initiative
2022-12-22T06:59:03.000+0000
🟢 Small
Open
Lorraine Lutz
SR-002701
Enhancement
CPQ
Open
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
SR-001608
Enhancement
CPQ
Open
Add Site Design to PRR
2022-04-26T14:50:31.000+0000
🟢 Small
Open
L2
NA
PRR
Karen Rigsbee
SR-002216
Enhancement
PRR - Presale Resource Request
Open
Upgrade Grants Picklist to Object w 5 fields
2023-03-20T22:08:13.000+0000
🟢 Small
Open
SalesAutomation
NA
Sue Macejka
SR-002842
Enhancement
Sales Ops - NAMR
Open
Disable "Not Applicable" as Incumbent
2023-04-04T12:18:17.000+0000
🟡 Medium
Open
L2
Sellers
Incumbent
Sue Macejka
SR-002864
Maintenance
Sales Ops - NAMR
Open
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
SR-002919
Enhancement
Sales Ops - NAMR
Open
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
SR-002901
Maintenance
Sales Ops - WRLD
Open
Role change Management and Users Inactive
2023-06-06T11:19:16.000+0000
🟢 Small
Open
Salesforce Users
Salesforce Users
Maxwell Mitchell
SR-002920
Enhancement
Sales Ops - NAMR
Open
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
SR-002918
Enhancement
Sales Ops - WRLD
Open
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
SR-002917
Enhancement
Salesforce Requests
Open
Regional dashboards changes
2023-08-21T08:23:24.000+0000
🟢 Small
Open
SalesAutomation
NAMR Sales Ops
Dashboards
Sue Macejka
SR-002988
Maintenance
Sales Ops - NAMR
Open
We Need to Rebuild the Regional Dashboards to Update View.
2023-07-11T13:52:17.000+0000
🟢 Small
Open
RVPs
Dashboards
Sue Macejka
SR-002941
Maintenance
Other
Open
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
SR-002942
Maintenance
Other
Open
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
SR-002953
Enhancement
CPQ
Open
Automate Prospect Account Region & Territory upon creation
2021-10-21T19:53:41.000+0000
🟢 Small
Open
L2
NA
Sue Macejka
SR-001720
Enhancement
Sales Ops - NAMR
Open
Vesta PRR
2023-06-20T18:28:02.000+0000
🟢 Small
Open
Vesta Presale
Geno Callahan
SR-002928
Enhancement
PRR - Presale Resource Request
Open
Analysis and Cleanse of Opportunity Validation Rules
2023-06-06T10:59:20.000+0000
🟢 Small
Open
SalesAutomation
Worldwide
Validation Rule Cleaning
Mike Olson
SR-002915
Maintenance
Opportunity - Other
Open
International PRR Layout
2023-06-14T14:22:47.000+0000
🟡 Medium
Open
International Sales Org
Geno Callahan
SR-002925
Enhancement
PRR - Presale Resource Request
Open
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)
SR-002921
Enhancement
Other
Open
Order Cancelled Status Sent to SFDC
2023-08-16T14:05:42.000+0000
🟢 Small
Open
L3
Quote Users
Quotes
John Finn
SR-002984
Defect
CPQ
Open
Activate Contracts Object in Salesforce with Custom Columns and Data Integration
2023-08-16T13:14:11.000+0000
🟢 Small
Open
L3
Contract
Randy Covert
SR-002983
Enhancement
Other
Open
PRR Creation Logic/Flow
2023-03-08T20:36:03.000+0000
🟡 Medium
Open
SalesAutomation
Global Sales
Geno Callahan
SR-002826
Enhancement
PRR - Presale Resource Request
Open
Organize and Clean Up Report Types
2021-10-28T19:16:32.000+0000
🟡 Medium
Open
SalesAutomation
WW
Reports & Dashboards
Shane Baker (Inactive)
SR-001786
Maintenance
Performance & Reliability
Open
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
SR-002264
Enhancement
Sales Ops - WRLD
Open
Rework SI Configurator to use Project Resources
2022-05-02T13:12:56.000+0000
🟡 Medium
Open
SalesAutomation
North America
PRR
Eduardo Meza
SR-002249
Enhancement
PRR - Presale Resource Request
Open
Add Shortcut references to Google Drive folders
2021-09-29T19:01:11.000+0000
🟡 Medium
Open
L3
North America
Google Drive
Denise Pospistle
SR-001626
Enhancement
Google Drive Integration
Open
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
SR-001419
Defect
User & Role Hierarchy Maintenance
Open
Create Territory/State Validation Rules
2021-08-13T13:30:31.000+0000
🟢 Small
Open
L3
North America
Sue Macejka
SR-001502
Enhancement
Sales Ops - NAMR
Open
Launch Try & Buy PRR for APAC
2021-10-08T12:51:59.000+0000
🔴 Large
Open
L3
APAC
PRR (Try & Buy)
Gareth Liew (Inactive)
SR-001669
Enhancement
PRR - Presale Resource Request
Open
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
SR-002246
Enhancement
PRR - Presale Resource Request
Open
Require & Autopopulate Market Type
2022-05-04T20:07:06.000+0000
🟡 Medium
Open
L3
WW
Account
Mac Krecun
SR-002258
Enhancement
CDM - Customer Data Master (Accounts)
Open
PRR 3.0 and Global Adoption
2022-04-26T16:40:58.000+0000
🟢 Small
Open
SalesAutomation
NA
PRR
Geno Callahan
SR-002222
Miscellaneous
PRR - Presale Resource Request
Open
CPQ workflow proposal for workflow proposal for Salesforce In App Guidance
2023-01-23T03:59:57.000+0000
🟢 Small
Open
SalesAutomation
Lorraine Lutz
SR-002741
Enhancement
CPQ
Open
Prospect Quote under Partner Account
2021-06-30T16:26:59.000+0000
🟡 Medium
Open
SalesAutomation
WW Sales
CPQ/Quotes
Lorenzo Alali
SR-001358
Defect
CPQ
Open
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
SR-002248
Enhancement
PRR - Presale Resource Request
Open
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)
SR-001801
Enhancement
PRR - Presale Resource Request
Open
Launch non-CPQ Google Drive for International
2021-03-31T19:30:08.000+0000
🟡 Medium
Open
L2
International Presales
Google Drive
Shane Baker (Inactive)
SR-001267
Enhancement
Google Drive Integration
Open
Stabilize Presale Product Group update logic
2022-04-27T17:36:11.000+0000
🟡 Medium
Open
L3
WW
PRR
Shane Baker (Inactive)
SR-002225
Maintenance
PRR - Presale Resource Request
Open
Split Comm Mkts up into Utility & Petrochem
2021-05-13T15:26:20.000+0000
🟡 Medium
Open
L3
NA Comm Mkts
Shane Baker (Inactive)
SR-001304
Maintenance
Territory Management
Open
Add Opportunity Team to PRR emails
2022-05-02T03:36:47.000+0000
🟡 Medium
Open
L3
WW
PRR
Bethany Giordano
SR-002244
Enhancement
PRR - Presale Resource Request
Open
Automate Account Owner
2021-07-29T09:51:49.000+0000
🟡 Medium
Open
L3
WW
Sue Macejka
SR-001456
Enhancement
Sales Ops - NAMR
Open
Review Cyber Presales Assignments
2022-06-14T14:02:35.000+0000
🟢 Small
Open
SalesAutomation
Cybersecurity
PRR
Reggie Chang
SR-002333
Maintenance
PRR - Presale Resource Request
Open
Mini-Req system for mike
2023-03-15T14:16:29.000+0000
🟢 Small
Open
Mike
Sales Experience Request
Maxwell Mitchell
SR-002834
Enhancement
Salesforce Requests
Open
Adobe Agreement Settings Public Read Write
2022-02-17T19:46:01.000+0000
🟢 Small
Open
WatchGuard and the Esign World
eSign
Shane Baker (Inactive)
SR-002089
Enhancement
Lightning UI & General Platform Features
Open
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
SR-001339
Maintenance
Territory Management
Open
Enable Topics & Tags
2021-01-05T23:20:54.000+0000
🟢 Small
Open
SalesAutomation
WW
Generic UI
Doug Hut (Inactive)
SR-001187
Enhancement
Salesforce Feature Activate
Open
Give NA Sales Ops access to Revenue
2022-02-17T04:14:54.000+0000
🟢 Small
Open
SalesAutomation
North America
Revenue
Linda Steccato
SR-002088
Maintenance
Sales Ops - NAMR
Open
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
SR-002177
Maintenance
Sales Ops - NAMR
Open
PRR changes for ANZ
2021-09-03T10:38:08.000+0000
🟡 Medium
Open
APAC
PRR
Alexandra Jacquet (Inactive)
SR-001585
Enhancement
PRR - Presale Resource Request
Open
Create Business Commercial Radio (BCR) Territory
2022-04-07T23:18:13.000+0000
🔴 Large
Open
L3
NA Channel
Darryl Stromberg
SR-002176
Maintenance
Territory Management
Open
Create a Home Page for WatchGuard
2022-05-06T14:44:02.000+0000
🟡 Medium
Open
NA
Home Page
Robert Michnick
SR-002269
Enhancement
Lightning UI & General Platform Features
Open
Vanished Home Page
2022-07-13T11:28:30.000+0000
🟡 Medium
Open
SalesAutomation
NA
Home Page
Lorenzo Alali
SR-002388
Defect
Performance & Reliability
Open
Home Page Projects Initiative
2022-12-22T00:40:52.000+0000
🟢 Small
Open
SalesAutomation
Home Page
Maxwell Mitchell
SR-002700
Enhancement
Salesforce Requests
Open
Restrict access to change Customer & MCN Account fields
2021-03-17T17:18:34.000+0000
🟢 Small
Open
L2
WW
Account
Mac Krecun
SR-001250
Enhancement
CDM - Customer Data Master (Accounts)
Open
Collapse 2 PRR Object
2022-05-11T12:23:47.000+0000
🔴 Large
Open
WW
PRR
Lorenzo Alali
SR-002278
Enhancement
PRR - Presale Resource Request
Open
Activities Object Update and Cleanse
2022-12-22T13:10:29.000+0000
🟢 Small
Open
Maxwell Mitchell
SR-002704
Enhancement
Performance & Reliability
Open
Enable Macros
2021-03-22T16:55:39.000+0000
🟢 Small
Open
SalesAutomation
WW
Generic
Shane Baker (Inactive)
SR-001258
Enhancement
Salesforce Feature Activate
Open
Change Northwest Territories Google Drive folder
2020-12-15T23:37:08.000+0000
🟢 Small
Open
L2
T1
Google Drive
Shane Baker (Inactive)
SR-001171
Defect
Google Drive Integration
Open
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
SR-002075
Enhancement
Google Drive Integration
Open
CT-Canada East/West realignment - Role Hierarchy
2022-04-13T23:52:09.000+0000
🟢 Small
Open
L2
NA Channel
Role Hierarchy
Sydney Spracklen
SR-002203
Maintenance
Territory Management
Open
Set up Default Territory - Phase 3/3: Automation
2021-09-02T09:30:35.000+0000
🟡 Medium
Open
L2
WW
User
Lorenzo Alali
SR-001583
Maintenance
Territory Management
Open
Quote without Folder / Folder without Quotes
2022-06-09T11:09:18.000+0000
🟡 Medium
Open
L3
WW
Google Drive
Lorraine Lutz
SR-002313
Defect
Google Drive Integration
Open
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
SR-002316
Defect
Google Drive Integration
Open
PRR Assignment Logic Mistake
2022-12-02T00:10:11.000+0000
🟢 Small
Open
Maxwell Mitchell
SR-002683
Enhancement
PRR - Presale Resource Request
Open
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
SR-002314
Defect
CPQ
Open
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
SR-002315
Defect
Google Drive Integration
Open
APME Government User → AP Government User
2022-04-06T09:31:07.000+0000
🟢 Small
Open
L2
APAC
User
Gosia Mazurkiewicz
SR-002172
Enhancement
User & Role Hierarchy Maintenance
Open
Clean up List Views
2020-12-01T20:26:47.000+0000
🔴 Large
Open
SalesAutomation
WW
Sue Macejka
SR-000072
Enhancement
Sales Ops - NAMR
Open
PRR Field/Layout Optimization
2020-12-01T20:26:47.000+0000
🟡 Medium
Open
L3
WW
PRR
Shane Baker (Inactive)
SR-000074
Enhancement
PRR - Presale Resource Request
Open
Set up Google Drive shortcuts for International
2020-12-01T20:26:47.000+0000
🟡 Medium
Open
L2
International
Google Drive
Shane Baker (Inactive)
SR-000082
Enhancement
Google Drive Integration
Open
Upload Files during Case creation
2020-12-01T20:26:47.000+0000
🔴 Large
Open
L3
WW
Case
Mary Mantis (Inactive)
SR-000085
Enhancement
CPQ
Open
Launch Product Family selection when returning from CPQ
2020-12-01T20:26:47.000+0000
🟡 Medium
Open
L3
WW
Opportunity
Shane Baker (Inactive)
SR-000109
Enhancement
CPQ
Open
Status refinement & Path on PRR
2020-12-01T20:26:47.000+0000
🟡 Medium
Open
L2
WW
PRR
Shane Baker (Inactive)
SR-000141
Enhancement
PRR - Presale Resource Request
Open
Allow for combined Spillman/Vesta/Radio quotes
2020-12-01T20:26:47.000+0000
🔴 Large
Open
Project
Software Enterprise
CPQ/Quotes
Shane Baker (Inactive)
SR-000087
Enhancement
CPQ
Open
PRR Tasks
2020-12-01T20:26:47.000+0000
🔴 Large
Open
L3
NG911
PRR
Marianne Barrera
SR-000090
Enhancement
PRR - Presale Resource Request
Open
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)
SR-000094
Enhancement
PRR - Presale Resource Request
Open
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)
SR-000140
Enhancement
Google Drive Integration
Open
Create an Individual master in Salesforce
2020-12-01T20:26:47.000+0000
🟡 Medium
Open
SalesAutomation
Regional
Contact
Shane Baker (Inactive)
SR-000120
Enhancement
Contacts
Open
Integrate Q2SC with Salesforce
2020-12-01T20:26:47.000+0000
🟡 Medium
Open
L2
WW
CPQ/Quotes
Shane Baker (Inactive)
SR-000121
Enhancement
CPQ