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Internal Applications Request Form

Use this form to submit Feature and Idea Requests to the Heartland Internal Applications teams.

Status Needs more information
Enhancement, Defect/Bug Enhancement Request
Created by Josh Avila
Created on Sep 16, 2022

Update to ISV Product Team Salesforce

The Product team moved their CRM to Salesforce from a number of Excel spreadsheets about 6 years ago. There was not a lot of thought put into how these objects were setup and so there are a number of items that are in places that are making data mining overly complicated or tedious. Add in the the Product team would like to start using Pardot for a number of email campaigns, the old pages will need to have a deep dive to see how we can restructure their Salesforce process to maximize its potential.

Impact - Which group does this impact? Other
Delivery Date Mar 31, 2023
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