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 ex 4022221 (leading zeroes can be ignored)
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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