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Salesforce UAT Round 1 Feedback

VIDEO TRANSCRIPT | Recorded: 2024-08-14 | Verify against current system state

Abstract

UAT Round 1 feedback recording for Salesforce migration. Documents concerns about dashboard view inconsistencies, naming conventions (company vs business accounts), address configuration requiring preferred address selection, membership/subscription/order creation workflow, and phone number field organization. Raises concerns about test scenarios not matching expected order-driven workflows from Aptify.

Key Procedures

  • Navigate between dashboard views in Salesforce
  • Review business account configuration
  • Identify naming convention inconsistencies
  • Set preferred mailing address for accounts
  • Review membership type filtering by account type
  • Configure phone number with phone type association

Notable Statements

  • 0:00:13 "I noticed that when I log in now, I'm seeing the original version of the dashboard and the menu options"
  • 0:01:09 "If we're going to use business, we need to make sure it's business throughout"
  • 0:01:17 "Sometimes we're switching to company based on some of the field names that we've had in our current AppDeFi system"
  • 0:02:16 "We're not going to have multiple addresses per person. We just want one address"
  • 0:02:46 "What's the preferred address to send for a mailing or a mailer? How do we do that?"
  • 0:03:03 "I'm not seeing it actually right now... where do I set that this is the preferred address for mailing is home or work" ACTIONABLE
  • 0:03:43 "Electronic health record system, I don't know what this is about. This isn't something that we've ever had" ACTIONABLE
  • 0:04:52 "In my mind, it would be create an order. The order creates the membership record. The order creates the subscription record"
  • 0:05:05 "That's the way it works today. Once the order is complete, all of those records are created from that"
  • 0:05:18 "It felt like you had to do a bunch of multiple steps in different places, like create a subscription and then create a membership"
  • 0:05:48 "A lot of these fields will be read-only for most people because it's going to be auto applied based on the order"
  • 0:06:49 "You should not be able to see any of these categories except really company members"
  • 0:08:06 "It should be phone number, phone type or something. So they're connected"

Systems & Configurations

Systems Mentioned

  • Salesforce (UAT environment)
  • Aptify (current system for comparison)

Specific Configurations

Item Value/Setting Timestamp Notes
Address types Home, Work 0:02:32 Single address per person preferred
Account types Company/Business 0:01:04 Naming needs standardization
Phone types Home, Work 0:08:19 On company records
Membership categories for business Company members, Corporate employee, Company non-members 0:07:24 Should be only options for business accounts
Primary contact field "Primary Account" currently 0:04:00 Should be "Primary Contact"

Credentials/Access Mentioned

  • Super admin login for UAT testing
  • Profile configuration affecting dashboard views

Vendor Contacts Mentioned

None mentioned in this recording.

Errors & Troubleshooting

  • Issue: Dashboard reverting to original view
  • Cause: Possible profile configuration change
  • Resolution: Pending investigation

  • Timestamp: 0:00:10

  • Issue: No preferred address field visible

  • Cause: Configuration gap
  • Resolution: Needs field added for mailing preference

  • Timestamp: 0:03:03

  • Issue: Individual membership types visible on company accounts

  • Cause: Filtering not properly configured
  • Resolution: Need to restrict membership types by account type
  • Timestamp: 0:06:45

Transcript Gaps & Quality Notes

  • Recording appears to be feedback for vendor/implementation team
  • Screen sharing of Salesforce UAT not captured in audio
  • Reference to upcoming vacation ("I'm going to be out next week")
  • Mentioned intention to re-record this feedback
  • Recording cuts in mid-sentence at beginning