| Version | Date | Description | Author |
|---|---|---|---|
| v.1 | 30.03.2017 | Creation | Jeremie Seabra |
0. Definitions
0.1 Account Definition
Accounts are Solvay’s customers, partners and distributors.
Each account stores information such as a name, address, phone numbers and customer attributes.
For each account, you can link information such as opportunities, activities, cases, visit reports, notes and attachments.
| Types of Accounts | Definition |
|---|---|
| Corporate Group | Account specifically created for grouping accounts under one parent. Corporate Group is not interfaced with SAP |
Prospect | Solvay's potential customers (sold-to or ship-to), not yet recorded in SAP |
| Indirect Customer | Customer Solvay is not directly doing business with, but is buying Solvay's products |
| Non-Buying Entity | Account not buying products to Solvay, but in relationship with Solvay (i.e. Corporate Centers, Research Centers, Universities, Laboratories, etc.) |
| Ship-to | SAP customer to whom Solvay is shipping the products |
| Sold-to & Ship-to | SAP customer to whom Solvay is selling and shipping the products |
| Key Account | Current or potential account who represents a major & strategic part of Solvay's growth potential and contribution, with an important marketing stake for Solvay. |
0.2 Account Owner
Each Account in Salesforce must have one and only one “Account Owner”. This rule is in place differently depending if the account is a customer or a prospect:
- For prospects, Account Owner is the creator, the sales rep who created the prospect in Salesforce
- For customers, Account Owner is “Admin User”, a generic name meaning the account is controlled by SAP.
Consequences
After conversion, the Account Owner becomes an Account Team member with “Read/Write” access. As a consequence, he will only be able to add people with “Read” access in the account team
Roles & Responsibilities
The Account Owner is in charge of the maintenance of his accounts. He keeps the related data up to date and maintains the account team upon request from other BUs/GBUs
0.3 Account Visibility
Each Account in Salesforce must have on
| All Sales users | Account Owner/ GBU Data Steward (& above) | Account Team Member w\ Read access (& above) | Account Team Member w\ Read/Write access (& above) | |
|---|---|---|---|---|
| View | yes * | yes | yes | yes |
| Create | yes | yes | yes | yes |
| Request Conversion / Update | no | yes | no | yes |
| Edit | no | yes | no | yes |
| Delete | no | no | no | no |
* Confidential accounts can only be seen by Owner and Account Team members
1. Functional Process 1 - Account Management
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NEW / Next release
R-2314 / Change about massa risus, vestibulum in nunc vitae, sagittis dignissim est.
2.Vestibulum finibus sodales rutrum.
Vestibulum massa risus, vestibulum in nunc vitae, sagittis dignissim est. Donec volutpat metus ligula, ut porta leo auctor in. Praesent faucibus non mauris vel lacinia. Nunc in augue sit amet nulla maximus elementum. In auctor lectus sem, sed vehicula urna sagittis vel. Sed fringilla nisi in vulputate porta. Fusce ultrices mi vitae ante faucibus tristique. Mauris cursus felis massa, ac auctor ipsum scelerisque id. Suspendisse eu porttitor nunc, quis feugiat ipsum. In in felis diam. Praesent faucibus non mauris vel lacinia. Nunc in augue sit amet nulla maximus elementum. In auctor lectus sem, sed vehicula urna sagittis vel. Sed fringilla nisi in vulputate porta. Fusce ultrices mi vitae ante faucibus tristique. Mauris cursus felis massa, ac auctor ipsum scelerisque id. Suspendisse eu porttitor nunc, quis feugiat ipsum. In in felis diam. Vestibulum massa risus, vestibulum in nunc vitae, sagittis dignissim est. Donec volutpat metus ligula, ut porta leo auctor in. Praesent faucibus non mauris vel lacinia. Nunc in augue sit amet nulla maximus elementum. In auctor lectus sem, sed vehicula urna sagittis vel. Sed fringilla nisi in vulputate porta. Fusce ultrices mi vitae ante faucibus tristique. Mauris cursus felis massa, ac auctor ipsum scelerisque id. Suspendisse eu porttitor nunc, quis feugiat ipsum. In in felis diam.
NEW / Next release
R-2314 / Change about massa risus, vestibulum in nunc vitae, sagittis dignissim est.
3. Vestibulum finibus sodales rutrum.
Vestibulum massa risus, vestibulum in nunc vitae, sagittis dignissim est. Donec volutpat metus ligula, ut porta leo auctor in. Praesent faucibus non mauris vel lacinia. Nunc in augue sit amet nulla maximus elementum. In auctor lectus sem, sed vehicula urna sagittis vel. Sed fringilla nisi in vulputate porta. Fusce ultrices mi vitae ante faucibus tristique. Mauris cursus felis massa, ac auctor ipsum scelerisque id. Suspendisse eu porttitor nunc, quis feugiat ipsum. In in felis diam.
NEW / Next release
R-2314 / Change about massa risus, vestibulum in nunc vitae, sagittis dignissim est.
Last modifications : |
|---|
| User | Last Update |
|---|---|
| Laurent Champiot-ext | 3329 days ago |
| Jeremie Seabra-ex | 3173 days ago |
| Sophie Millet-EXT | 2867 days ago |
| GILLES, Anne | 997 days ago |
| PEYTRAUD, Josiane | 964 days ago |
| Julien Andreoli-ext | 2763 days ago |
| MARKUS, Evita | 530 days ago |
| BRAHIM, Walid | |
| KANJA-ext, Zakaria | |
| NWANGWU, Daniel | |
| Sebastien Rouxel |
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