Internal Applications Request Form
Use this form to submit Feature and Idea Requests to the Heartland Internal Applications teams.
Use this form to submit Feature and Idea Requests to the Heartland Internal Applications teams.
As Heartland compliance team, we have no consistent way track client services bank change requests that require leadership approval. This opens up Heartland as a company to financial, reputation, and monetary risk as Heartland Payroll Reps to make changes without any automated tracking for supervisor approval associated to to meet the global audit demand. If we were able to leverage existing SF case approval functionality, we could provide an audit trail for sensitive tasks as well as reduce expenses mitigating the financial and reputation of Heartland as a company.
| Impact - Which group does this impact? | Payroll Operations |
| Delivery Date | May 1, 2023 |
Possibl help with SF email parsing - https://developer.salesforce.com/forums/?id=9062I000000DJeTQAW
Payroll already has some basic email trigger rules in place but would need to update those for customer level alerts. Possibly create 2 queues in SF for these emails to drop as cases. Teams working queues would verify data in Payroll and close out the case. If possible we'd like some of the email text to prepopulate the case to speed up processing or help with routing logic.
Kyle Russell to write up initial request and book meeting with Payroll+ dev team to discuss additonal details and possible LOE.