Build a Salesforce Glossary for Sales - Githubissues

CartoDB / RevOps

Sales and marketing operations team repo.

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Build a Salesforce Glossary for Sales #370

Open ruipperez opened 1 year ago

ruipperez commented 1 year ago

Build a glossary per object where Salesforce users can consult the most relevant/use fields to build reporting, etc.

Biz-Ops doc as a reference for guidance: https://docs.google.com/spreadsheets/d/1-LsjHAdBr55RYab3JijIiuS4hBrvAEh4eOcvPNbF2zk/edit#gid=1424742329

@FloBroderick for awareness

MiriamMartinezNunez commented 12 months ago

Folder: https://drive.google.com/drive/folders/1j1E1Uj6DVLp4Rfm4Ibk3aa1RRSaTYWJs WIP doc - https://docs.google.com/spreadsheets/d/1Sx4t7Jh_LeHJo6wwFyi61NdQRsAfy11m/edit#gid=2007172161

Next steps:

[ ] Review and select relevant fields
[ ] Add Help text

MiriamMartinezNunez commented 11 months ago

Doc used: https://onedrive.live.com/edit.aspx?resid=492F358117029F45!708&ithint=file%2cxlsx&wdo=2&authkey=!AOD7xlHkIHXG1r8

Currently reviewing Help Text and Description