Sales Ops Release Notes: Jan 30, 2024 - Five Points

Sam Gunter Updated by Sam Gunter

Salesforce Release Notes : January 2-29, 2024 - Five Points

Each Section will highlight releases the Sales Ops team is completing and rolling out to enhance, update, and support our Salesforce enabled teams

Intended Audience

  • All Staff

Notes

Team Highlights

  • 8 teams supported
    • PL New Sales, HorizonSales, Customer Success, Order Processing, Sales Ops, PL Renewals, Marketing, IT
  • 21 total work items, 16 focused on teams above
  • Breakdown of work item types
    • Task: 3
    • New Feature: 3
    • Enhancement: 14
    • Bug Fix: 1

Work Items

Name

Progress

Team

Type

Usage Report with Upward/Downward Usage Trends

Done

Customer Success

Enhancement

Re-Run Health Scores

Done

Task

Horizon - Active Partner Deals

Done

NewSales

New Feature

Create Five Points Dev Box

Done

New Feature

Create Testing Sandbox

Done

Enhancement

Health Score Updates

Done

Customer Success

Enhancement

Intaact Invoicing

Done

Order Processing

Enhancement

Looker Revenue Chart

Done

PL New Sales

Enhancement

DPL Reporting

Done

PL New Sales

Enhancement

MDR Account Breakdown Reporting & Analysis

Done

salesops

Task

Formula field on Contracts to bring in Promotion field from Opportunity

Done

PL Renewals

Enhancement

Boomi Account Sync

Done

salesops

Enhancement

Add Contacts to Horizon Education - Sales app

Done

Horizon Sales

Enhancement

Horizon Meeting Links - booking for AEs

Done

Marketing

Enhancement

DPL - Quick Call

Done

PL New Sales

Enhancement

Horizon Meeting Links - Quick Call

Done

Horizon Sales

Enhancement

Onboarding Case Creation Flow bug

Done

Customer Success

Bug Fix

Add Onboarding Date Closed Field & Flow update

Done

Customer Success

New Feature

Update Employee Object

Done

IT

Enhancement

Release Notes

  • New Usage Report - Enhancement
    • Up/Down Trends with Average Usage
  • Horizon - Active Partner Deals - New Feature
    • Checkbox on the Account
    • Flow to look at Partner Contracts and Update Account
  • Health Score Updates - Enhancement
    • Added Last Refreshed Date
    • Changed data storage from Monthly to Weekly (no visible change on scorecard)
    • Update flow now looks at PL Id, no longer looks at Business Unit
  • Intaact Invoicing - Enhancement
    • Discovery
    • Retrieve Contract Id from Invoice
    • Retrieve Order from Salesforce (include Opp Id)
    • Assign Order to Invoice
  • Looker Revenue Chart - Enhancement
    • Updated chart to have 2023 & 2024 toggle
  • DPL reporting - Enhancement
    • Created new DPL Report report type created
    • Allows Districts marked as DPL target to show their School accounts and activity fields
    • Created new Einstein Activity Capture fields (EAC appended on fields)
  • MDR Analysis - Task
    • Analysis for new year to update MDR records and Account Records
  • Contract Field - Enhancement
    • Created new formula field to bring in Promotion field from related opportunity
  • Boomi Account Sync - Enhancement
    • Add Error catching to process 2b
  • Horizon - Sales App - Enhancement
    • Added Contacts to drop down menu
  • Hubspot Meeting Links - Enhancement
    • All user profiles now have updated meeting links to reflect PL and Horizon AE/BDR/SDR Roles
    • The respective sales apps will shows Schedule Meeting and Create Lead - AE / BDR button  based on role
    • Quick Call has also been updated to adjust to new link structure
  • Quick Call - Enhancement
    • Added Filter for districts by “My Top 50” (DPL Target)
  • Employee Object - Enhancement
    • Added New fields to track BYOD CIS Compliance

How did we do?

Sales Ops Release Notes: Jan 1, 2024

Sales Ops Release Notes: Mar '24 (Howell Mill)

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