Reference Documents |
|---|
To be completed |
Key roles |
|---|
Sarah Chattin : GBU data Steward
Andrea Pappada : CRM champion
FAQ |
|---|
New fields added impacting users and reports/Dashboards :
- Reporting Region (SCME-2060) : in Account page layout used to regroup sub-regions (still exist and updated by GBU data steward) : 4 values Great China, EMEA, Americas , APAC (w/o China)
- Team Cluster (SCME-2094 ): in Account page layout , mass update done with file provided by business (4 values : Transportation, Industrial, Consumer/ Healthcare/Environment , Channel partners ) . This field can be challenged only by Account owner at Child account level, when S.Chattin approves, new Team cluster value is automatically updated at Parent account level and then will update all child accounts. Then 1 case by region is generated for CSR can update in SAP . Data updates in Icare must be handled only by GBU data steward , not by SBS.
- Market Cluster (SCME-2058) : in Realized Sales, Sold & Pending, Devpool) . This field is automatically updated with following rules :
- if Team cluster = Channel partner ==> Market cluster = Channel partner
- else ==> mapping table defined in set up ( reference document in Library documents) based on End use .
The best way to get IT support is to use the new
Service One Platform.