Accreditation Data Entry in Salesforce
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VIDEO TRANSCRIPT | Recorded: 2025-01-17 | Verify against current system state
Abstract
Detailed UAT review session of accreditation application data entry in Salesforce sandbox. Tests three application record types: AANPCE (conferences), Approved Provider, and Individual applications. Documents field mapping issues, required changes for program numbers, decimal support for contact hours, and post-program report multiple entry requirements. Includes extensive discussion of SessionBoard implementation frustrations.
Key Procedures
Review AANPCE application fields in Salesforce
Test Approved Provider application creation
Validate Individual application field mapping
Create list views by record type
Link orders to accreditation applications
Document field changes needed
Notable Statements
0:01:07 "The program number is auto created by Aptify. It's the year, the month, and then whatever's the next in the sequence"0:02:00 "7039 is actually... in sequence from the last application, no matter which one it's put into"0:06:26 "They're a contact with this company... She is an NP as well"0:10:13 "Because those are always usually right next to each other" (accredited by fields)0:16:48 "Better attach the applications. Got it. So you would go... there'll be an orders thing and you'll be able to click new order"0:20:16 "No rounding allowed on contact hours or pharmacology hours for any of the applications"0:26:37 "We need the surveys, prayer program, evals, literature review, new evolving technology and professional organization recommendations"0:27:05 "I have one company that currently gets accredited for a hundred activities in one year"0:33:42 "How long is our contract with session board?" (regarding frustrations)0:34:36 "They tried to change times for sessions and it wouldn't keep the times"
Systems & Configurations
Systems Mentioned
Salesforce (sandbox UAT)
Aptify (current system, field reference)
SessionBoard (abstract/scheduling tool)
SmartSheet (schedule workaround)
Application Record Types
Type
Fields
Notes
AANPCE
Conference, J&P articles
Internal applications
Approved Provider
Person + Company link
Provider accreditation
Individual
Most fields
Detailed application
Component
Example
Notes
Year
25
Two digit year
Month
01
Two digit month
Sequence
7039
Auto-incremented across all types
Field Issues Documented
Field
Issue
Resolution
Application name
Confusing with program number
Use program number only
Person ID
Label mismatch
Matches Aptify, OK
Accredited by other
Checkbox, no text
Add text field
Contact hours
Rounds decimals
Allow specific decimals
Assigned to
Not a lookup
Make user lookup
Post-program reports
Single entry only
Move to related object
Decimal Requirements
Field
Precision Needed
Contact hours
0.78, 0.97
Pharmacology hours
Specific decimals
Max CE
Specific decimals
Max RX
Specific decimals
SessionBoard Issues
Issue
Impact
Schedule time changes not saving
Moved to SmartSheet
Import bug (2+ months)
Sushmita can't import, waits for Jasmine
Peer review visibility
Can't see others' reviews
Response time
Week-long delays
Previous ID Lookup
Current
Desired
Shows all applications
Filter to record type
No company filter
Filter to company's applications
Credentials/Access Mentioned
Pat (accreditation director)
Sushmita (conference team)
Jasmine (SessionBoard contact)
Theresa Campo (primary contact)
Leah Smith (example approved provider)
Teresa/Shreeney (management)
SessionBoard/Jasmine (support issues)
Errors & Troubleshooting
Transcript Gaps & Quality Notes
Long UAT session (47 minutes)
Multiple participants (Pat, McKenna, Jeff)
Second half discusses SessionBoard frustrations
Conference team workflow challenges documented
Salesforce delay concerns mentioned
Recording cuts off during unrelated discussion