Monitor Account Conversion

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Who: SBS Support

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

1

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

2

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

3

From this SFDC Report, focus on column L : "SAP Number"

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"
we have a number
1. ex 4022221 (leading zeroes can be ignored) AND col J (SAP Account?) contains "Just created"
  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 Account ID" in col A from SFDC Report)
    2. found 422221 : check CRM ID
      1. CRM ID valid
        CRM ID identical : wait one more day
        CRM ID different
        merge CRM accounts if relevant
        convert from "Account Creation Record Type" into "Account Record type"
      2. CRM not valid
        track the typos and suggest the combination SAP ID - 18D Account ID to Aurelia
        typical exemples are
        0
        OO1SolvayDental
        ....
        lower case vs uppercase in CRM ID
        N/A
        XXXXXXXXXXXXXXX

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