[EO2-16] Salesforce Org Reconfiguration

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To accommodate new information regarding community profiles needing to be customers, we will change our process such that:

• Applicants will be created as Leads
• Leads, when created will be automatically converted into Account, Contact, and Applicants (Opportunity)

More configurations as a result:

• Reconfigure Roles into CEO -> VP -> Director -> Managers -> Associates
• Approval process reconfig
  • Flow -> reassign owner of case to manager such that the manager’s manager in approval process will thus be the specific regional director
  • Modify approval Process entry criteria and stages
• NAICS code, industry global picklist

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The following items have been completed:

• Roles reorganized (Cleaned and reorganized to only necessary CEO -> Regional VPS -> Director -> Manager -> Associate)
• Profiles reorganized ( “Associates - Sales”, “Associates - Service”, “Directors-Sales”, Directors-Service”, and "VP" Profiles -> “Sales Users” and Service Users”)
• Opportunity Path has been updated with to be utilized later (Path+description) within the Customer Portal site.
• NAICS code global picklist updated

Notes: Honestly doing this took significantly longer than I thought. I'm going to focus on JUST making the Lead -> matching Account, Contact, Opportunity fields instead of worrying aout the Industry Funds tab when it should come later.

May need to recognifure automation, dependencies, approval process in the future, but also might not be within the scope of the project. We'll leave it for later.

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here is the following fields we have ended up with:

Leads information:

• First Name, Last Name
• Email
• Phone
• Company
• NAICS code Industry
• Type of work (Technology Area)
• Annual Revenue
• Number of Employees
• Number of Locations
• Region
• Amount Asked
• Description

Account Information:

• Account Name
• NAICS Code Industry
• Technology Area
• Annual Revenue
• Number of Employees
• Number of Locations
• Region Location

Contact Information:

• First Name, Last Name
• Email
• Phone

Opportunity information: (Application)

• NAICS Code Industry
• Technology Area
• Region Location
• Stage
• *Likelihood of Acceptance (Still need to add this field from formula field calculation in Leads)
• Grant Information
  • Grant Given
  • Amount Asked
  • Amount Funded
• Compliance
  • Compliance Status
  • Termination Date
  • Reason for Termination
• Close DateLeads fields will be used for the web-to-lead Original Web-to-lead application fields will be view-only under application on the customer portal Opportunity information may be view-only on the customer portal homepage to see grant information and compliance Contact information may be modified by the user on the customer portal

1. Leads fields will be used for the web-to-lead
2. Original Web-to-lead application fields will be view-only under application on the customer portal
3. Opportunity information may be view-only on the customer portal homepage to see grant information and compliance
4. Contact information may be modified by the user on the customer portal

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Opportunity Record Layout has also been created.