Salesforce QC checks

Overview

This document describes data QC checks and procedures that are required to maintain the integrity of the information.

These checks should be run monthly!  A Repeating TaskRay is setup in Salesforce with a checklist,

Objects to check in this order

  1. Accounts and Membership Status
  2. Contacts and their relationship to accounts, email and phone #
  3. Transactions
  4. CFA Directors
  5. Unconnected contacts in Salesforce which do not have associated netforum profiles

  

The overall QC process for each table follows the following format.  This format is important so that not only are errors fixed, but they are also identified.

1. Download the data from Netforum

2. Upload the data to "Shadow" fields in Salesforce

3. Run checks to identify errors

4. Run a routine to fix the errors

 

Salesforce integration map

Netforum is the primary database for CFA, and is the database of record.

Salesforce is used to help manage customer relations.

The following table shows a map of the integration.  Automatic updates occur whenever a record is updated.

Netforum

Salesforce

Integration/Updating

Individuals

Contacts

Automatic

Organizations

Accounts

Automatic

Invoices

Transactions

Automatic

 

Opportunities

None

 

Tasks/Activities/Calls etc

None

 

Campaigns

None

Memberships

Updates expiry date in account

Automatic

Events

Ed Programs

Manual, Education only

Event registrations

Event Registrations

Manual (including elevate)

 

Instructors

None