--- title: Salesforce Call — Quarra/Asymmetric (2026-04-03) type: article created: '2026-04-03' updated: '2026-04-05' source_docs: - raw/2026-04-03-salesforce-call-quarraasymmetric-135253854.md tags: - meeting - salesforce - quarra - asymmetric - quarra-italia - wi-masons - cordwainer - eldermark - permissions - integrations - microsoft - agentforce - ai - proposals - data-backup - sandbox - leads - contacts - opportunity-stages layer: 2 client_source: Quarra Stone industry_context: b2b-services transferable: false --- ## Overview Weekly Salesforce progress review between Asymmetric and Quarra Stone. Topics spanned active permission bugs, data model decisions for Quarra Italia contacts, a blocker on the W.I. Mason's portal build, scoping for a custom Eldermark integration (Cordwainer), Microsoft integration prerequisites, and early exploration of AI-powered proposal generation via AgentForce. **Attendees:** - Lincoln Durham — Quarra Stone (external client) - Mark Hope — Asymmetric - Karly Oykhman — Asymmetric - Avokerie Onorimuo — Asymmetric **Source recording:** https://fathom.video/calls/623719449 --- ## Key Decisions | Decision | Detail | |---|---| | Quarra Italia contacts → import as **Contacts**, not Leads | Aligns with broader decision to de-emphasize the Leads object | | Add **"Italia" checkbox** to Contact object | Enables fast segmentation for Quarra Italia email campaigns | | **Profiles consolidated to five:** Admin, Operations, Sales, Finance, Marketing | "Executive" profile eliminated; senior leaders (e.g., Alex Marshall) placed in Operations with elevated permission set | | Use **partial data sandbox** (included in subscription) | Full sandbox not needed; ignore Salesforce rep's upsell attempt | | **Opportunity Stages overhaul** deferred to next week | Lincoln to consult with GC industry contact first; goal is fewer stages mapped to client-side process | | **Eldermark (Cordwainer):** build custom front-end marketing layer | Native Eldermark integration too limited and likely expensive; HIPAA-compliant resident module is a separate, later phase (~$10k) | --- ## Issues Resolved ### Lead Conversion Error (Steven Rousseau) - **Error:** `You do not have access to the Apex class named convert lead LWC controller` - **Cause:** A backend flow referenced an Apex class that was not accessible to the user's profile. - **Fix:** Mark corrected the flow. Opportunity edit permissions also broadened — any opportunity owner can now edit their own records. - **Residual issue:** The old standard Salesforce "Convert" button remains on the Lead layout alongside the custom button, causing confusion. Mark to remove or disable the legacy button. ### Task Comment Permissions (Steven Rousseau) - **Error:** "Insufficient permission" when commenting on a task he owned. - **Status:** Under investigation. Target behavior: any user can **add** comments; no user can **edit or delete** another user's comments. ### Task Comment Timestamping (shipped) - Comments now auto-prepend a timestamp and username via Apex. - **Workflow note:** Users must click the top-level **Edit** button (not the pencil icon) and manually place the cursor at the top of the text box before typing. Salesforce default cursor behavior goes to the bottom of the field. --- ## Configuration Changes In Progress ### Opportunity Field Updates **Lead Source picklist:** - Rename `Customer Initiated` → `Email / Phone` - Add `Existing Customer` - Remove `Change Order` (belongs in a future Project object, not Opportunity) **Type picklist:** - Add `Interior Designer` ### Permission Set Cleanup Five profiles going forward: 1. **Admin** — Salesforce system admins only 2. **Operations** — Project managers, production management, and senior ops leaders (Alex Marshall, Jim Durham, Lisa) with elevated permission sets within this profile 3. **Sales** — General sales team 4. **Finance** — Controller and finance team; sub-permission sets within profile as needed 5. **Marketing** --- ## Active Projects & Blockers ### W.I. Mason's Portal - **What:** Standalone portal at `portal.wimasons.foundation` to handle Stripe payments and complex automations not feasible on WordPress. - **Blocker:** Requires 9x database credentials and Stripe API credentials from the client (Adam). - **Next:** Karly to email Adam directly. Mark to add Karly and Sebastian to the project and schedule a walkthrough. See also: [[clients/current/wi-masons/_index]] ### Eldermark Integration (Cordwainer / AHS) - **Decision:** Build a custom front-end marketing layer that integrates with Eldermark via API. - **Phase 1 (pre-resident marketing):** Feasible now; no HIPAA concerns. - **Phase 2 (resident management):** Requires a HIPAA trust module — estimated ~$10k; pricing is app-specific and quoted after review. - **Context:** Eldermark's native integration is limited (push-only, no meaningful export) and likely expensive. Karly to present custom build option once Eldermark's rep returns a pricing quote (expected before next Tuesday's AHS meeting). See also: [[clients/current/cordwainer/_index]] ### Microsoft Integrations (Outlook, Teams, Folder Automation, Proposals) - **Four items in scope:** Outlook integration, Teams integration, automated folder creation on Opportunity creation, proposal generation. - **Blocker:** Salesforce does not currently have permission to create files/folders on Quarra's server/drive. - **Next:** Lincoln to have Lisa schedule an introductory call with Quarra IT to grant server access. Mark's team handles all code once access is granted. ### AI-Powered Proposal Generation - **Problem:** Current proposal templates in Word/Google Docs have persistent formatting issues (text overflow, page breaks). - **Proposed approach:** Evaluate Salesforce's native **AgentForce** AI to build a proposal generation app within Salesforce — pulling data from the Opportunity record and producing a formatted Word + PDF output. - **Status:** Mark to evaluate AgentForce capability and report back. - **Alternative considered:** External AI (Claude, etc.) ruled out as impractical for team-wide use. ### Quarra Italia — Milan Event (April 20) - Email blast targeting Italy contacts planned for **April 15**. - Not all contacts are currently in Salesforce; Karly to receive a spreadsheet from the Italia team. - **Import strategy:** Load as Contacts with an "Italia" checkbox for segmentation. - Lincoln to query a refined domestic invite list for the event as well. See also: [[clients/current/quarra/_index]] ### Opportunity Stages Overhaul - **Goal:** Fewer stages; stages should reflect the **client's** buying process, not Quarra's internal workflow. - **Rationale:** Better forecasting accuracy, improved user adoption, and ability to leverage Salesforce's forecasting module. - **Next:** Lincoln meeting with a former Turner Construction exec (GC consultant) early next week to map client-side process steps. - Implementation target: within one week of that meeting. ### Salesforce Sandbox & Backup - **Sandbox:** Partial data sandbox (included in subscription) is sufficient. Full sandbox upsell from Salesforce rep to be ignored. - **Backup:** Karly to increase automated backup frequency from monthly → **bi-weekly**; configure to overwrite existing files (no accumulation of copies). --- ## Action Items - [ ] Email Adam (W.I. Mason's) requesting 9x database credentials and Stripe API credentials — **@Karly** - [ ] Add Karly and Sebastian to W.I. Mason's portal project; schedule walkthrough — **@Mark** - [ ] Send Quarra Italia contact spreadsheet to Mark for import — **@Karly** - [ ] Add "Italia" checkbox to Contact object; import Italy contacts as Contacts — **@Karly** - [ ] Query refined domestic invite list for Milan event — **@Lincoln** - [ ] Update Lead Source picklist: rename "Customer Initiated" → "Email/Phone"; add "Existing Customer" — **@Karly** - [ ] Remove "Change Order" from Opportunity Lead Source picklist — **@Karly** - [ ] Add "Interior Designer" to Opportunity Type picklist — **@Karly** - [ ] Investigate task comment permissions: allow add, prevent edit/delete of others' comments — **@Mark** - [ ] Remove or disable legacy "Convert" button from Lead layout — **@Mark** - [ ] Schedule intro call with Quarra IT (via Lisa) to grant server access for MS integrations — **@Lincoln** - [ ] Evaluate Salesforce AgentForce for proposal generation — **@Mark** - [ ] Increase Salesforce backup to bi-weekly; configure to overwrite existing files — **@Karly** - [ ] Schedule 12:00 PM working session (Market OS tasks) — **@Mark** --- ## Related - [[clients/current/quarra/_index]] - [[clients/current/wi-masons/_index]] - [[clients/current/cordwainer/_index]]