1343958 - CRM/Email Marketing Request: CoSS

Status: RESOLVED FIXED

(Marketing :: Email, task)

Description

[akilroy]

>> Mozilla Team/Department
Participation Systems
>> What kind of relationships are you looking to develop?
Salesforce Sandbox! 
>> How will you nurture these relationships?
N/A
>> Do you currently have a way to solve for this?
N/A
>> What are the pain points in the current process?
N/A
>> What are the perceived benefits to changing the process?
N/A
>> How large is the data set?
N/A
>> How many people on your team need access or training?
10? List coming in an email. 
>> How will success be measured?
N/A
>> What is the risk to not doing this?
N/A
>> What's the timeline for launch?
N/A

Comment 1

[Jessilyn Davis]

Arielle, Andrew's working on this this week. Who needs access?

Thanks!

Comment 2

[Henrik Mitsch [:hmitsch]]

Hi Jessilyn,

we probably need access for these people:

Alan Mooiman
Arielle Kilroy
John Giannelos
Kristina Shu
Leo McArdle
Megan Branson
Michiel Kamermans
Nikolaos Roussos
Simon Wex
Tasos Katsoulas
Viorela Ioia
Yousef Alam
Henrik Mitsch

Best regards,
   Henrik

Comment 3

[Michele Warther]

@Henrik - prior to getting them access, can you or Arielle please let us know what roles you'd see each of these users having and confirm that they have all gone through the basic Salesforce training. I will send you the links to the training in email - in the meantime we will get a sandbox set-up for them.

Comment 4

[Henrik Mitsch [:hmitsch]]

Arielle, I guess I need your help here. :-)

Comment 5

[akilroy]

Hi! I gave a list a while ago and I just gave it a quick look and it seems still complete. I'm not sure on the roles we have set up in Salesforce so we can work through that after we all go through basic training (which the whole list needs). 

https://docs.google.com/document/d/106N79pMXJGInHvm1AcBRi1AiWocG0QspQPOc1E6aWJE/edit

Sandbox
Viorela [e-mail]
Nemo [e-mail]
Henrik [e-mail]
Arielle [e-mail]
Simon Wex [e-mail]
Alan [e-mail]
Pomax [e-mail]
Tasos [e-mail]
Leo [e-mail]
Yousef [e-mail]
Nikos [e-mail]

Salesforce training
all the above +
Lucy [e-mail]
Christos [e-mail]

Comment 6

[Henrik Mitsch [:hmitsch]]

I guess this can be closed?

Comment 7

[Jessilyn Davis]

If you've got what you need for the sandbox + permissions, then we're good to close!  Andrew, are you good to close this?

Comment 8

[Andrew Morales :amora]

Hi All. Back from parental leave. Yes, I think we can close this. We can followup and/or create new bugs as needed. Thx