---
title: Salesforce Project Number Automation — Quarra
type: article
created: '2025-10-27'
updated: '2025-10-27'
source_docs:
- raw/2025-10-27-weekly-call-w-96951193.md
tags:
- salesforce
- automation
- quarra
- cora-italia
- account-engagement
- project-number
layer: 2
client_source: null
industry_context: null
transferable: true
---

# Salesforce Project Number Automation — Quarra

## Overview

Sergei's team completed an automation that generates a **project number** on new Salesforce leads at the point of creation. This automation was built and tested in sandbox for the Cora Italia / Quarra account. As of the 2025-10-27 weekly call, it was ready to push to production pending final sign-off.

The launch plan was confirmed: **deploy Thursday night, live test Friday** during the standing Salesforce call with the client (Lincoln's team).

---

## What the Automation Does

- Triggers on **new lead creation** in Salesforce
- Automatically populates a **project number** (prospect number) field on the lead record
- Eliminates the need for manual entry of project identifiers at the top of the funnel

---

## Launch Plan

| Step | Timing | Owner |
|---|---|---|
| Push automation to production | Thursday night | Sergei's team |
| Notify Karly immediately on deploy | Thursday night | Sergei's team |
| Live test: create a new lead, confirm project number populates | Friday Salesforce call | Karly + Lincoln's team |

**Rationale for this sequence:** The automation is difficult to fully validate in sandbox alone. Pushing Thursday night gives a clean window before the Friday call, where the team can walk through it together with the client watching.

---

## Testing Protocol

1. After deploy, create a **new lead** in the production Salesforce org
2. Confirm the project number field is **auto-populated** on save
3. Verify no unexpected side effects on existing lead records
4. Document result during the Friday call for client sign-off

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## Key Decisions

- **Do not wait for a separate test call** — use the existing Friday Salesforce call as the live validation session
- Sergei's team should **notify Karly immediately** upon deploying to production so she can confirm the environment is ready before the Friday call
- If minor glitches appear post-deploy, they are expected and acceptable given sandbox limitations; the Friday call is the safety net

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## Context & Related Work

This automation is part of a broader Salesforce buildout for the Cora Italia account, managed through Lincoln. A separate **folder/project** initiative (involving a call with Vieth) is still pending — Lincoln has not yet confirmed scheduling.

The Cora Italia account also has an **outstanding payment issue** for previously delivered pages. Per the 2025-10-27 call, Karly is following up with Lincoln on payment status. Future work beyond the automation launch may be gated on resolution of that invoice.

See also:
- [[clients/cora-italia/_index]]
- [[knowledge/salesforce/account-engagement-strategy]]

---

## Action Items (from 2025-10-27 call)

- [ ] Email Sergei: push project-number automation to production Thursday night; notify Karly on deploy; plan to test live Friday with Lincoln (@Karly Oykhman)
- [ ] Confirm Friday Salesforce call is still on with Lincoln's team (@Karly Oykhman)