verview

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

 

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 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"




  2. we have a number ex 4022221 (leading zeroes can be ignored)

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

      1. not found :

        Email Aurelia and suggest record creation in corresponding table if relevant (provide SAP Code + "18D 18D Account ID" in first col of SFDC Report
      2. 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 : track the typos and suggest the combination SAP ID - 18D 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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