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Robyn, Project Manager at Matogen DigitalIan Parsons, Head Chef at Matogen DigitalLaura Hurley, Designer, UX and Engagement Specialist at Matogen DigitalDavid Mundell, Developer at Matogen DigitalRonel van Heerden, Designer at UnfoldRoule Le Roux, Designer at UnfoldAnna van der Westhuizen, Project Manager at UnfoldJane Coombe, Strategic & Programme Consultant at WordworksRowen Ravera-Bauer, Technical advisor at WordworksJacqui Botha, Materials Design and Production Manager at WordworksXoliswa Shandu, Matogen DigitalThabisile Seme, Monitoring, Evaluation & Learning (MEL) Manager at WordworksAnnakie Gammon, Salesforce Consultant at WordworksJohnny Sheridan, Sales Boss at Matogen DigitalPatience Kudyatasa, QA Specialist
From the list: Salesforce

✔ Please provide any contact and/ or organisation data that you'd like us to upload to Salesforce.

Robyn added this on
Completed by Jane C.
Assigned to
Jane Coombe, Strategic & Programme Consultant at Wordworks Jane C. Thabisile Seme, Monitoring, Evaluation & Learning (MEL) Manager at Wordworks Thabisile S.
Notes
Annakie put this in an update on Basecamp so just want to make sure you saw it - assigning to you two lovelies 

Basic configuration of Accounts and Contacts has been completed.
Program Management (PMM) has been installed and is ready for use. Final programs and services need to be added in Salesforce (but this is a quick creation of records).

No data has yet been uploaded. Please provide any contact and/ or organisation data that you'd like us to upload to Salesforce. "

Comments & Events

Jane Coombe, Strategic & Programme Consultant at Wordworks Jane Coombe, Strategic & Programme Consultant
Thabisile Seme, Monitoring, Evaluation & Learning (MEL) Manager at Wordworks Thabisile - can you let us know where you are with this. Last time we spoke you were going to engage with Annakie Gammon, Salesforce Consultant at Wordworks Annakie  
Notified 3 people
Thabisile Seme, Monitoring, Evaluation & Learning (MEL) Manager at Wordworks Thabisile Seme, Monitoring, Evaluation & Learning (MEL) Manager
Jane Coombe, Strategic & Programme Consultant at Wordworks Jane  , is this different from the Master Contacts & Master Partner databases I've shared with Annakie?
Notified 3 people
Annakie Gammon, Salesforce Consultant at Wordworks Annakie Gammon, Salesforce Consultant
Thabisile has shared the Master Contacts & Master Partner databases with me. 
  • Jane and Thabs, could you please confirm that the "Master Contacts" sheet in the Master Contacts database, and the "Implementing partners" sheet in the Master Partner database contain all the contact and account (organisation) records that you want to be uploaded to Salesforce?
  • Are there any other contact lists that need to be uploaded (e.g. lists of supporters)?
Thanks!
Notified 3 people
Jane Coombe, Strategic & Programme Consultant at Wordworks Jane Coombe, Strategic & Programme Consultant
Thabisile Seme, Monitoring, Evaluation & Learning (MEL) Manager at Wordworks Thabisile - yes, that was also what was confusing me.  If you can confirm what Annakie Gammon, Salesforce Consultant at Wordworks Annakie  asks above, then I think we can tick the task.
Notified 3 people
Jane Coombe, Strategic & Programme Consultant at Wordworks
Jane Coombe completed this to-do.