Ongoing notes on Salesforce configuration issues, workarounds, and feature decisions for [1]. Sourced from the September 2025 marketing review call.
Symptom: When Lincoln attempts to edit an opportunity, the Opportunity Owner field appears locked — no edit icon is shown.
Root cause: Permissions configuration. Mark confirmed this is a simple permission fix (~2 minutes).
Status: Assigned to Mark Hope to resolve.
Symptom: Jennifer reported she could not convert a lead to an opportunity.
Context: A rule was previously put in place to block conversion until a prospect folder could be auto-generated from the lead record. That feature is not yet complete. In the interim, users need to be able to convert leads manually so that prospect folders can be created and the organization doesn't fall into disarray.
Resolution: The blocking rule should be disabled until the prospect-folder-on-lead-creation automation is fully implemented. All users should be able to convert leads to opportunities in the meantime.
Status: Mark to investigate and confirm whether the rule is still active.
Status: In progress / likely complete. Mark to confirm.
Request: Rename the "Primary Stone Type" input on new lead records to "Primary Material Type" and add "Plaster" as an option.
Status: In progress. Waiting on Mark's approval to finalize.
Background: Following a joint East Coast sales trip with Steven Russo and the Italian team, Quarra has significantly increased cross-team collaboration on sales pursuits. This has surfaced a need to formally track team membership on opportunities.
Use cases:
- Distinguishing "bird dog" business development roles from closers
- Tracking QLab personnel (3D modeling, machine simulation, runtime estimation) who contribute during the sales phase
- Maintaining continuity from sales pursuit through to manufacturing via the project object
Proposed approach: Implement a RACI-style role model on the Salesforce Opportunity Team object, mirroring Asymmetric's internal project management system:
| Role | Description |
|---|---|
| Responsible | Doing the work / owning the pursuit day-to-day |
| Accountable | Ultimately answerable for the outcome |
| Consulted | Provides input or expertise; not driving |
| Informed | Needs visibility but not active involvement |
Lincoln confirmed he likes this model. Next step is for Lincoln and Mark to align on which specific roles should exist within Quarra's sales context before implementation.