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Visit Report creation
A Visit Report can be created either created from an Event Customer Visit (see details below) or from a Contact or from scratch (see details below).
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- Visit Report object is centralizing the information on the Visit Report.
- Visit Report object is composed of:
- Main Information: this section contains the general information like the Subject, the Date of the Visit, the GBU/BU, the Status, the Topics Discussed, the Visibility and potential links with related objects (Account, Contact, Opportunity, Account Plan...)
- Internal Report (Shared Internally): this section includes the executive summary, the objectives of the visit (copied from the visit), the Internal Visit Report and the End-Use [R-0224] are listed in this section. An additional checkbox field “Safety Visit” allows the user to inform that the visit report is related to a safety visit, and attachments as well as additional information are then required.
- Visit Report (Shared with Customer): this section includes the field “Visit Report shared with Customer”, field that will be used for sharing visit report with the customer through an email
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- Competitive Insights: displays all Competitive Insights linked with this Visit Report
- Customer Related Contacts: displays all Contacts associated with this Visit Report (on the customer side)
Those Contacts can be contacts who participated to the visit, or contact to be notified. Contact to be notified are contacts not present in the visit, but who will need to receive the email with the visit report.
- Products: displays all Products (level 4 or level 5) associated with this Visit Report
- Opportunity Links: displays all Opportunities associated with this Visit Report and allows to relate existing to this Visit Report
- Visit Report Team: displays all Users associated with this Visit Report (on Solvay's side)
Those users might be participants of the visit or users to be informed (a sales manager, a product manager, key account manager)
- Cross BU lead: displays all Cross BU Leads associated with this Visit Report
- Activity History: display all Activities (Tasks, Events) associated with this Visit Report
- Open Activities: allow to log activities (Tasks, Events)
- Visit Report History: displays fields updates with history tracking
- Quotes: create a new Quote related to the Visit Report or relate existing ones
- Google Docs, Notes & Attachments (and Files): allow to attach documents to the Visit Report, also from the camera of a mobile device using Salesforce1
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It is possible to create a Visit Report from an Event Customer Visit by clicking on the button Generate Visit Report on the event.
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Visit Report | Event |
Subject | Subject |
Date of Visit | Start Date |
Objectives of the Visit | Objectives |
Customer Contacts | Every contacts in the “Contact Name” Field |
Visit Report Team :
| All the internal Attendees of the Event :
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If the Visit Report is not created from an Event, Date of the visit, Contact, Objective of the Visit are blank and must be filled in manually.
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This is managed using a custom setting ins in Salesforce :
The application of this rule is to manage Anti-Trust confidentiality between AROMA and PEROXIDES the Default Visibility for the Visit Reports created by AROMA can be automatically changed based on the following rule:
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The selection is made through checkboxes, which ease up the user experience.
Visit Report Preparation
1- Before meeting his customer, the Sales Rep can go to its Account to prepare the Visit by clicking on Visit Preparation Report button.
Sales Rep can access to a summary view for a specific corporate group / account to prepare customer visit :
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For further details on this feature, please refer to the Reporting Functional Design.
2- If an event is created before the visit the sales rep can have access to the button Visit Preparation Report from the event.
Send Report to Customer button
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- Use the same template as for the Send internally feature
- Keep track of the email sending as a closed task (same as Send internally feature)
- Be able to select for which GBUs the rules is applying without modifying the code
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Last modifications :
Silica Rules
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Lightning
NEW COMPACT LAYOUT & LAYOUT
Clone button : We can clone the visit reports, with/without the Related Contacts and/or Team.
When we clone the visit report, we have the information that we are in clone mode in the subject : "Copy of 'X' “
Business tab : start per the object product
Link opportunity, quote, case or cross GBU Leads by clicking on the button New. A list will appear with a hypertext link to display the objects linked.
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//COMPONENT
- Possibility to create from the component by clicking on + an opportunity, quotes, Sample Request, complaints, Customer Request or VOC
- Number above opportunities account and quotes accounts means number of open opportunities and quotes for my customer for my GBU. By clicking on the figures we will have the list and the possibility to display its.
- Number above Linked opportunties, linked quotes are the number of quotes and opportunities that the owner linked in the visit report in the tab business. y clicking on the figures we will have the list and the possibility to display its.
- Number above complaints, Customer Req, Sample Req or VOc means number of complaints, Customer Req, Sample Req or VOC created on my customer.
- If the owner click on + Schedule Visit he/she will schedule the next customer visit what will create an event on the owner calendar
Visit Report Team:
The component replace the related list. It displays the visit report members and allow to manage the product (add, edit,remove).
Related Contacts:
The component replace the related list. It allows to link several contacts to the same visit report.
Home page
Rule in my visit report section : 10 oldest items
event = Customer Visit without visit report with a date >01/02/2018
visit report with status draft (whatever if they are created or not from an event)
Validation Rule:
Create new validation rule for END use
SLV_End_Use_Required
IF($Permission.Bypass_Validation_Rules, FALSE,( AND(ISBLANK(SLV_End_Use__c),TEXT(SLV5_1_VR_GBU__c)= $Label.SLV3_Peroxides)))
Modify the Validation rule SVL5_BU_Required_Exceptions to include Aroma performance
Last modifications : |
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