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Excerpt

Who: SBS Support

What: Load an Excel template into Salesforce using Data Loader. To complete this process, GBU data steward must give:

  • Salesforce ID of the user to add
  • Salesforce ID of the accounts
  • Team member role
  • Access to accounts : Read OR write


  

Table of contents

 



Table of Contents

identifies the Step-by-step

 



1

Open excel file provided by Aurelia  Bouvry. This file identifies, side by side, the records ID of SAP (sold-to code) "Customer" and CRM ID "APPL_CUST_ID"

2Open this SFDC Report and download data in excel file (This report contains data on Account conversion to monitor)
3

From this

SFDC Report

Excel file, focus on column L : "SAP Number"

  1. the column is empty : this means the SAP creation has been cancelled and the record type should be modifed from "Account Creation Record type" to "Account record type"
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  2. we have a number
  1. ex 4022221 (leading zeroes can be ignored)
AND col J (SAP Account?) contains "Just created"

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    1. Search 4022221 in Aurelia excel file (col B "Customer")

      1. not found :
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        Email Aurelia and suggest record creation in corresponding table if relevant (provide SAP Code + "18D 18D Account ID" in first col
A from )
      1. found 422221 : check CRM ID
        1. CRM ID valid : Compare CRM in Aurelia table and SFDC report
          1. CRM ID identical : wait one more day
          2. CRM ID different
            1. merge CRM accounts if relevant
            2. convert from "Account Creation Record Type" into "Account Record type" (see above 3 1.)
        2. CRM not valid
        1. : track the typos and suggest the combination SAP ID -
18D Account
        1. Account ID to Aurelia
          typical exemples of typos are
          1. 0
          2. OO1SolvayDental
          3. ....
          4. lower case vs uppercase in CRM ID
          5. N/A
          6. XXXXXXXXXXXXXXX
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