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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

✔ Salesforce team: entry level customisation, data cleaning and migration (Prep instance for Matogen to map across)

Robyn added this on
Completed by Annakie G.
Assigned to
Annakie Gammon, Salesforce Consultant at Wordworks Annakie G. Rowen Ravera-Bauer, Technical advisor at Wordworks Rowen R. Thabisile Seme, Monitoring, Evaluation & Learning (MEL) Manager at Wordworks Thabisile S.
Due on
Notes
Not sure if you need this Ro, but adding it in here - please remove the daily reminder and change it to the 25th if that works better for you 😊

Comments & Events

Robyn, Project Manager at Matogen Digital Robyn, Project Manager
Rowen Ravera-Bauer, Technical advisor at Wordworks Rowen  quick question for you, do you need the Baseline questionnaire completed to complete this task or is this moving along without that -  I want to make sure I have the correct timeline in place 😊
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Rowen Ravera-Bauer, Technical advisor at Wordworks Rowen Ravera-Bauer, Technical advisor
Hi Robyn, our team would need the baseline completed before data cleaning (part of the process of the baseline is submitting your data and needs, our developers take that structure the customised fields that will be required, and then afterwards cleaning the data to meet those decisions). 
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Robyn, Project Manager at Matogen Digital Robyn, Project Manager
Morning Rowen Ravera-Bauer, Technical advisor at Wordworks Rowen thanks for your response - perfect, I'd like to adjust the dates - please let me know if I can adjust the dates to 28 October through to say the 21st of November.  The original timeline was 7 weeks so if that's needed, we'll need to adjust it to 28 October through to the 13th of December. 
Please update the dates on this task or let me know and I will update for you - thanks so much 
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Robyn rescheduled this to-do
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Annakie Gammon, Salesforce Consultant at Wordworks Annakie Gammon, Salesforce Consultant
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.
Ian Parsons, Head Chef at Matogen Digital 💪
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Jane Coombe, Strategic & Programme Consultant at Wordworks Jane Coombe, Strategic & Programme Consultant
Progress on this task as per Rowen Ravera-Bauer, Technical advisor at Wordworks Rowen report in SF chat. 
"finalising the data-cleanup and will be finished with uploading contacts and accounts to Salesforce by the end of this week (please note, this is just the contacts and accounts and not the legacy of past courses and materials). "
Robyn, Project Manager at Matogen Digital ✨
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Rowen Ravera-Bauer rescheduled this to-do
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Annakie Gammon, Salesforce Consultant at Wordworks
Annakie Gammon completed this to-do.
Annakie Gammon, Salesforce Consultant at Wordworks Annakie Gammon, Salesforce Consultant
  • Contact and accounts (organisations) have been uploaded from the Master Contacts database into Salesforce.
  • Custom fields have been created on Contacts, Accounts, Service Deliveries.
  • Program and Services records have been created in SF

WW indicated that they might still want to change the options in the Program Roleplayer ID field. The contact records were uploaded with data in the "Contact Type" field as per the Master Contacts database. 
We can rename the Contact Type field to Roleplayer ID in SF and update the options as well as the uploaded contact records, once WW has confirmed the new list. 
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Jane Coombe, Strategic & Programme Consultant at Wordworks Jane Coombe, Strategic & Programme Consultant
Annakie and I are having some very helpful conversations and so I hope to be able to clarify things pretty quickly so this isn't a big speed bump!
Robyn, Project Manager at Matogen Digital 🙌
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