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. A reference in the market, willing to partner with Solvay (e.g. on innovation), and a global, regional or local customer with a complex relationship to manage.

Type of Accounts

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.

Account Owners

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

1.1. Vestibulum finibus sodales rutrum.

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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.

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.

R-2314 / Change about massa risus, vestibulum in nunc vitae, sagittis dignissim est.

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