*Hi Business Partners, * *Hope you are doing Great!!*
*Please send me updated resumes to su...@veritis.com <su...@veritis.com> or you can reach me on 817-873-0014.* *Salesforce Developer* *Location: Roanoke, VA* *Terms: 3-9 months+ depending on how the project goes * *Interview: phone/Skype (on-site would be ideal but not required)* · Get Permissions and Roles Set correctly (this is all over the place right now) – this is 50% us figuring it out and 50% getting somebody to implement it properly in SF. The default is everybody being an admin now because on the sales/marketing side we can see/access the data we need…and that is not how we want things to work/not scalable and dangerous for our contact data. I am sure it was probably right in the beginning, but with new cooks/more cooks I see a mess. · Import All on TRAC Users tied to right parent account and role definition; tag appropriately so that views can be set to ‘see’ them and ‘not see’ them appropriately depending on where your focus might. The goal here is to regularly update the user records periodically (1x a week) and not muddy the waters if you primarily work with decision makers at an account. *** this is #1 for me *** · Marketing & Sales Dashboards/Reporting setup (there is way to much time being spent on pulling status updates by John O. each week/this should be a dashboard and report that can be pushed out to Executive Team easily) · Turn Content with appropriate permissions to Marketing (I would like to keep all marketing materials that are current here so sales is not using their local machine and I have no idea what is being sent out. This is attachments, links to relevant urls, etc.) · GridBuddy – I just evaluated this tonight – and there IS a cost after the trial ends 120/user/year. Kind of expensive, but if it gets folks out of the spreadsheet and over the CRM; I did find it very easy to use…like anything else it has to be implemented with permissions and tweak the standard views to work for our business/data field needs. -- You received this message because you are subscribed to the Google Groups "Oracle / Data Warehousing Developers / ETL" group. To unsubscribe from this group and stop receiving emails from it, send an email to oracle-data-warehousing-developers-etl+unsubscr...@googlegroups.com. To post to this group, send an email to oracle-data-warehousing-developers-etl@googlegroups.com. Visit this group at http://groups.google.com/group/oracle-data-warehousing-developers-etl. For more options, visit https://groups.google.com/d/optout.
