Skip to content

CDM Salesforce Requests

CDM Salesforce Requests
2
Search
Name
CreatedDate
Estimated_Level_of_Effort__c
Expected_Result__c
Importance__c
Region_Group__c
Reported_Object__c
SNOW_Jira__c
Status__c
Summary__c
High_Visibility__c
Program_Initiative__c
Days_Since_Last_Update__c
Owner_Full_Name__c
Notes
1
Rename Swaziland into Eswatini + Create a comprehensive checklist of steps to do
8/3/2021
🟡 Medium
Open
🟢 Low
EMEA
Generic
Not Started
SR-001472
CDM - Customer Data Master (Accounts)
Lorenzo Alali
Open
2
Search Before Create (SBC) does not appear
8/3/2021
🟢 Small
Open
🟢 Low
WW
Account
Not Started
SR-001474
CDM - Search Before Create
401
Lorenzo Alali
Open
3
Automate Account Owner
7/29/2021
🟡 Medium
Open
🟠 High
WW
Account
Not Started
SR-001456
CDM - Customer Data Master (Accounts)
305
Maxwell Mitchell
Open
4
Automated owner change when archiving accounts
4/5/2022
🟡 Medium
Open
🟡 Medium
WW
Account
Not Started
SR-002169
CDM - Customer Data Master (Accounts)
Gosia Mazurkiewicz
Open
5
Integrate Salesview Accounts with Salesforce indirect Accounts
2/1/2021
🟡 Medium
Open
🟠 High
WW
SF-2894
Business Analysis
SR-001222
CDM - NA Indirect Accounts
Lorenzo Alali
Open
6
Sort out RTM approval process for Accounts with no owner - Part 2/2
11/4/2022
🟡 Medium
Open
🟡 Medium
WW
Business Analysis
SR-002647
CDM - Customer Data Master (Accounts)
Gosia Mazurkiewicz
Open
7
Account Plan KPI for 2023 H1
10/19/2022
🟢 Small
Open
🟢 Low
WW
Pending Launch
SR-002616
CDM - NA Indirect Accounts
Lorenzo Alali
Open
8
Report on this D&B Status Field
8/4/2021
🟡 Medium
Open
🟢 Low
WW
Account
Not Started
SR-001477
CDM - Customer Data Master (Accounts)
Gosia Mazurkiewicz
Open
9
Competitor Account Search Before Create
12/1/2020
🟢 Small
Open
🟢 Low
Account
SF-96
Not Started
SR-000136
CDM - Search Before Create
Gosia Mazurkiewicz
Open
10
Consultant Account Search Before Create
12/1/2020
🟡 Medium
Open
🟢 Low
Account
SF-97
Not Started
SR-000135
CDM - Search Before Create
Gosia Mazurkiewicz
Open
11
Request Account Changes button overhaul
12/1/2020
🟡 Medium
Open
🟢 Low
WW
SF-2657
Not Started
SR-000024
CDM - Customer Data Master (Accounts)
597
Gosia Mazurkiewicz
Open
12
Get 'All' hack working
12/1/2020
🟢 Small
Open
🟡 Medium
WW
Account
INC2509029
Awaiting Development
SR-000039
CDM - Customer Data Master (Accounts)
Gosia Mazurkiewicz
Open
13
Create Support Request to the Customer Master Data team for Orphan MCNs
12/14/2020
🟢 Small
Open
🟢 Low
SF-2986
Awaiting Development
SR-000430
CDM - Customer Data Master (Accounts)
468
Gosia Mazurkiewicz
Open
14
Remove/Deactivate Netherlands Antilles [AN] Country
7/22/2021
🟢 Small
Open
🟢 Low
LACR
Not Started
SR-001429
CDM - Customer Data Master (Accounts)
Gosia Mazurkiewicz
Open
15
Process gap to analyze with the Country fields
9/1/2021
🟢 Small
Open
🟢 Low
APAC
Account
Business Analysis
SR-001576
CDM - Customer Data Master (Accounts)
Lorenzo Alali
Open
16
Merge Lightning - Prepopulate the field with ID18
3/23/2021
🟢 Small
Open
🟢 Low
WW
Account, Lead, & Contact
Business Analysis
SR-001260
CDM - Customer Data Master (Accounts)
Lorenzo Alali
Open
17
Challenge this Account: Bunty Pursnani Sangtani - MSI ADP team
9/28/2021
🟢 Small
Open
🟢 Low
WW
Account
Not Started
SR-001622
CDM - Customer Data Master (Accounts)
Lorenzo Alali
Open
18
Partner Accounts not with Partner Record Type & vice-versa
7/4/2022
🟢 Small
Open
🟡 Medium
WW
Account
Not Started
SR-002371
CDM - Customer Data Master (Accounts)
Lorenzo Alali
Open
19
Restrict access to change Customer & MCN Account fields
3/17/2021
🟢 Small
Open
🟡 Medium
WW
Account
Not Started
SR-001250
CDM - Customer Data Master (Accounts)
193
Maxwell Mitchell
Open
20
Mass Update Market Type
10/8/2021
🟡 Medium
Open
🟠 High
WW
Account
INC3145242
Development in Progress
SR-001672
CDM - Customer Data Master (Accounts)
11
Gosia Mazurkiewicz
Open
21
Change Prospect/Customer Account naming convention
3/17/2021
🟡 Medium
Open
🟠 High
WW
Account
Business Analysis
SR-001251
CDM - Customer Data Master (Accounts)
Gosia Mazurkiewicz
Open
22
Merging Accounts: Resolve impacts on CPQ Quotes
6/24/2021
🟡 Medium
Open
🟡 Medium
Quote
Not Started
SR-001340
CDM - Customer Data Master (Accounts)
Gosia Mazurkiewicz
Open
23
Remove Virgin Islands State
3/22/2022
🟢 Small
Open
🟢 Low
NA & LA
Account & Lead
INC3136815
Pending Launch
SR-002141
CDM - Customer Data Master (Accounts)
215
Lorenzo Alali
Open
24
Prospect Sales Channel
3/23/2022
🟢 Small
Open
🟢 Low
Account
Not Started
SR-002143
CDM - Customer Data Master (Accounts)
Lorenzo Alali
Open
25
Market Type: Field Type
3/23/2022
🟡 Medium
Open
🟢 Low
Account
Not Started
SR-002142
CDM - Customer Data Master (Accounts)
Lorenzo Alali
Open
26
Crayon Integration
2/14/2022
🟢 Small
Open
🟡 Medium
WW
Competitor Accounts
SF-3682
Development in Progress
SR-002074
CDM - Customer Data Master (Accounts)
188
Lorenzo Alali
Open
27
Remove MCNs from the search for sales
8/18/2021
🟢 Small
Open
🟡 Medium
WW
Account
Not Started
SR-001513
true
CDM - Customer Data Master (Accounts)
Gosia Mazurkiewicz
Open
28
Rename Russian Federation into Russia
11/22/2021
🟢 Small
Open
🟢 Low
International
Not Started
SR-001841
CDM - Customer Data Master (Accounts)
Lorenzo Alali
Open
29
"zzCDH Core Id Issue" Account field
5/5/2022
🟢 Small
Open
🟢 Low
Account
SF-3848
Awaiting Development
SR-002259
CDM - Customer Data Master (Accounts)
Lorenzo Alali
Open
30
Control Primary MCN at parent level
10/19/2021
🟡 Medium
Open
🟢 Low
WW
Account
Business Analysis
SR-001708
CDM - Customer Data Master (Accounts)
390
Gosia Mazurkiewicz
Open
31
Enhanced CDM Search Before Create (SBC) in Salesforce
10/12/2021
🔴 Large
Open
🟠 High
WW
Account
SF-3342
Not Started
SR-001682
true
CDM - Search Before Create
271
Maxwell Mitchell
Open
32
Is Primary flag not working
6/3/2022
🟡 Medium
Open
🟠 High
CDM
Account
Not Started
SR-002301
CDM - Customer Data Master (Accounts)
Maxwell Mitchell
Open
33
Renaming Czech Republic into Czechia
11/4/2021
🟡 Medium
Open
🟢 Low
International
Generic
Not Started
SR-001819
CDM - Customer Data Master (Accounts)
Lorenzo Alali
Open
34
2 New York Opportunity States
5/6/2022
🟡 Medium
Open
🟡 Medium
NA
Opportunity
Business Analysis
SR-002271
CDM - Customer Data Master (Accounts)
191
Lorenzo Alali
Open
35
MCN Page assignement?
10/21/2021
🟢 Small
Open
🟡 Medium
Account
Not Started
SR-001717
CDM - Customer Data Master (Accounts)
Lorenzo Alali
Open
36
Automate Prospect Account Region & Territory upon creation
10/21/2021
🟢 Small
Open
🟠 High
NA
Account
Not Started
SR-001720
CDM - Customer Data Master (Accounts)
378
Maxwell Mitchell
Open
37
[UAT Reg test] Discrepancy in Region and Territory during prospect account updat
7/5/2021
🟢 Small
Open
🟢 Low
Account
SF-2618
Not Started
SR-001373
CDM - Customer Data Master (Accounts)
Gosia Mazurkiewicz
Open
38
Require & Autopopulate Market Type
5/4/2022
🟡 Medium
Open
🔴 Critical
WW
Account
Not Started
SR-002258
CDM - Customer Data Master (Accounts)
193
Maxwell Mitchell
Open
39
Prospects & Customers owned by Partners
7/22/2022
🟢 Small
Open
🟢 Low
Account
Awaiting Development
SR-002397
CDM - Customer Data Master (Accounts)
Lorenzo Alali
Open
40
Refresh Industry Verticals/Segments
5/11/2021
🟡 Medium
Open
🟡 Medium
WW
Generic
Business Analysis
SR-001301
CDM - Customer Data Master (Accounts)
Lorenzo Alali
Open
No results from filter

Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.