Working session with Twistellar (Sergei Logvin) to address urgent Salesforce issues for Quarra Stone and plan next steps for SharePoint folder automation.
Two urgent issues were escalated by the client (Stephen Rousseau, standing in for Lincoln who is on vacation in Hawaii): only Lincoln could create opportunities due to a permission restriction, and the lead section was not generating prospect numbers. The call resolved the immediate plan for both fixes and deferred the SharePoint folder automation to a Friday client call.
A permission had been set allowing only Lincoln to create opportunities. This is to be disabled immediately so all users can create opportunities again. Sergei flagged this as an urgent task for his team.
The prospect number field currently exists on the opportunity object but was being populated manually (likely from a spreadsheet). The agreed approach:
"We want here at this moment in the lead, when we have a lead, we want to go ahead and create a prospect number for the lead... when the lead is converted to an opportunity, we want that prospect number to go over as one of the fields that's mapped to the opportunity." — Mark Hope
The client currently creates folders in SharePoint manually, naming them using the prospect number (plus some portion of the client/project name). The desired end state is automatic folder creation triggered by opportunity creation (or possibly lead creation — to be confirmed).
Three technical options under consideration:
1. SharePoint connector from Salesforce
2. Folders created natively within Salesforce (Dimitri's suggestion)
3. Linux VM or Node.js web app as middleware
The preferred approach will be discussed with the client on Friday. Asymmetric does not have a strong preference on the bridge mechanism — what matters is the folder ending up in the right place with the right name.
"I don't think we really care what process, what the bridge is between needing the folder and having the folder. What really matters is that we end up with a folder in the place they want it, with the name on it that they want." — Mark Hope
Sergei noted a possible nuance from a prior call recording: there may be two folder-creation triggers — one at lead creation and one at opportunity conversion. This needs to be confirmed with the client.
Opportunity Teams feature has been enabled. Any Salesforce user can be added to a team regardless of role. Open question: whether external partners (e.g., architects) can be added as guest users without requiring a full Salesforce license. Sergei to research.