GCI: Salesforce clean-up of contacts
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Dayna Harp June 11, 2015 at 1:02 PM
What is the status of this? Can it be closed? Should we open a project "Mifos X Research" to keep these types of issues out of the dev's worklist?
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KevinKevinReporter
Ed CableEd CableLabels
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Time trackingCreated December 18, 2014 at 11:04 PM
Updated September 25, 2015 at 8:30 PM
This task involves cleaning up the Contacts within Salesforce to ensure they're ready to be imported in Mailchimp.
For each contact, ensure it has a value for:
Country Dropdown (look in the mailing country field or the country value for the parent account)
Contact Type (look at the parent account type to see what their account type is)
Area of Interest (if it's not obvious from details, simply pick an area of interest that maps closest to their contact type) - this field will be captured more diligently on lead forms going forward.
If you plow through this task too rapidly, please while you're editing the contacts make sure they have proper capitalization, etc (i.e. general clean-up)