jatorre
commented
3 years ago I dont think we want a mass update
And I dont think we need the roll-up. On the analytics we can extract the info from the opportunities. Would be nice but dont want to spend 8 hours of a developer on this.
On Thu, Feb 11, 2021 at 1:58 PM ruipperez notifications@github.com wrote:
We would like to have recorded on Salesforce what CARTO products our customers use. Next steps:
- New field (multipicklist)at Opp level called Product Usage with the following options:
- DO
- Builder
- CARTOframes
- APIs
- BQTiler
- Site Selection App
- Not known
- Add validation that does not allow to set as Closed Won (all Sale Types) without filling out the field.
- Mass update existing Closed Won Opps - this is the Export https://docs.google.com/spreadsheets/d/13tGECuSTmkHPg0SnVa7f5Gf4Arvm3_D8/edit#gid=795889064 to be updated by the AEs
- Develop a roll-up that brings this information to Account without duplication - needs to be done with code by a developer (estimation= 8hours
- test classes
@Jorgedelara https://github.com/Jorgedelara @jatorre https://github.com/jatorre
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-- Javier de la Torre
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ruipperez
We would like to have recorded on Salesforce what CARTO products our customers use. Next steps:
@Jorgedelara @jatorre