David  how is this one going?

Hey ​@robyn  , I haven't finished this one off yet. I still need to check the second phase of the Salesforce work flow. I havent gone back to it since Monday when I was waiting for Melissa's reply. I did test the first section and I updated the senders emails to dsl and not rc as Hayley asked for.

Thanks for the update David  ! no worries 

David  what is the status here? 

Hey Robyn ,

I haven't proceeded since the last comment. I will try and make some time to see how we can send the emails to the experts 

Thanks David  😊 we have to edit this form and create more workflows for phase 3 so please take a look & let me know so we can flag any issues if needed - 

ps I am moving this task to the DSI project for better visibility :)

Link on form: https://dsi.dev.umn.edu/request-assistance-dsi

Hello Robyn   may I ask which credentials I may use for the Salesforce login?

Xoliswa we'll need to request access from someone at UMN - David   would be great if you can reach out to Melissa for this.

In the meantime you might have to use David's account? 

Sure, no problem, I'll chat to David.

Update:

We are waiting on Mel from UMN team to assist with access, David has reached out to them as I am unable to access salesforce account on both mine and David s account despite using the access links to clear the sessions.

Screenshot 2024-10-29 at 16.29.37.png 241 KB • Download

Update:
I have submitted request for assistance with access from the UMN team.

Screenshot 2024-10-30 at 10.06.16.png 31.9 KB • Download

Update:
UMN team forwarded my request for access.

Screenshot 2024-11-01 at 19.01.48.png 162 KB • Download

Hey Robyn ,

May we please send out a request to have a group created please.

Ian has suggested that we change the process so that the form is received through the Google group where the team can attend to the request as they wish. He did try to update it but denied him. This is the documentation we were trying to follow.

https://it.umn.edu/services-technologies/how-tos/google-groups-request-group

Ian  have you spoken to Hayley about this solution - I am happy to requests a group so let me know if I need to close the loop with her here too - thanks 

Robyn  no I haven't discussed this with Hayley, but I think it would be a good solution for them. Their need is very similar to Sensing, I think, and it will be easier for Hayley and co to manage incoming requests in a shared mailbox. 

Thanks, I will reach out to her asap 

Xoliswa Ian David  i am pretty sure I spoke about this but to close the loop in writing, Hayley would like to try out the google group so we may proceed with this 

Xoliswa  I've asked Hayley to create the group for us. 

Xoliswa - Hayley has created a Google Group for us: https://groups.google.com/u/2/a/umn.edu/g/dsi-support

Thank you Ian , I'll let you know how it goes. Thank you

Hi Ian , I don't have access to GEMS dev or production admin so I can't check it out, may I ask for that demo please. 

Ian  thank you for the demo this morning, I am able to login and I see we don't have a Thank you email on dsi. Please let me know if theres resources to guide me to create one.

Actually, I realise now we should have a thank you email in the SalesForce journey. David would you be able to share this with Xoliswa  ? It might need a bit of adjusting, but should be a good place to start. 

Yes sure let me check 

Hey Xoliswa ,

Please see the templates we have available from salesforce. I have copied the html for you to view and placed it in their own documents. Hopefully this will be more convenient as salesforce is a bit slow today: 

Alright cool,thank you  David  , I'll take a look.

I have set up the thank you email and the send to DSI support but I am not getting the email or seeing the request come through in the Google group.

I want to check the mailer how it looks , I used the get in touch from the example above. I don't know its cache or of there is another issue. I have checked against GEMS and it seems all is on order.

Ian may I please check these settings and let em know if you can spot where I may have gone off?

Screenshot 2024-12-19 at 15.47.49.png 369 KB • Download

Ahh, I see the issue: 

Oh alright, no problem, I saw they had the condition for the salesforce so I thought to implement it. Thank you Ian  

Update:
I have tested and I do see the mails coming through, I just needed to resolve the variable not coming through and displaying as is instead of the user name.

Ian  please let let me know if you are happy with the Thank you email of if I can improve it in any way.