Corporate Group management - GBU Data Steward

Overview

Who: GBU Data Stewards

What: Create, modify and delete a Corporate group in CRM

Link to the New Corporate Group & Customer assignments process : https://drive.google.com/file/d/0B8qpNOj1F9diSW5ncEFXbWRXQVU/view

I. Corporate Group Creation - via CRM
In account tab, click on button New to Create a an Account
Select Record Type : Corporate Group and click on button Continue
Enter Account name ( 60 characters maximum) Corporate Group must meat the 5 criteria Input the creation reason click on SAVE
Corporate Group request is created and locked until Approval from M&S
M&S approver will always exchange with the requester before decision via Chatter feed.
When the new Corporate Group is approved, it can be used for Account assignment. the new corporate Group will be created by APDM team within one or 2 weeks in other systems for reporting purpose .
II. Corporate Group Update - via Freshdesk
Go to Need Help to request any Corporate group update
Describe quickly the request in the subject select process Order to Cash select Application CRM -SalesForce
III. Corporate Group Deletion - via Freshdesk
Create a ticket in Freshdesk to OtC, CRM Application describing the updates required .
IV. Corporate Group mass update request - via Freshdesk .
Create a ticket in Freshdesk to OtC, CRM Application describing the updates required and with attached file containing Corporate Group name with codes PRS / GBR and actions to perform (Deletion, renaming, creation)