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

Step-by-step

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 a Corporate group modification
In Subject, describe briefly your request Select process Order to Cash Select Application CRM -SalesForce
select your GBU In field Description add all details of your request and attach a file if needed choose the Priority and Submit
III. Corporate Group Deletion - via Freshdesk
*Prior to requesting the deletion of a Corporate Group, make sure that there is no remaining accounts linked to it, and if so, change the assignment of the accounts to the right Corporate group.
Go to Need Help to request any Corporate group update
In Subject, describe briefly your request Select process Order to Cash Select Application CRM -SalesForce
select your GBU In field Description explain clearly the reason of your request and attach a file if needed choose the Priority and Submit
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)