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.
We are having issues with contact mapping between Payroll and Salesforce causing call and email routing issues.
| Impact - Which group does this impact? | Payroll Operations |
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Background Information
We are having issues with contact mapping between Payroll and Salesforce causing call and email routing issues. |
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Stakeholders - Consulted
Mike Sammon, Kenn Johnson, Bridget Godles |
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| Risk Frequency | 5 Rampant: Once to several times a day |
| Opportunity Frequency | 5 Rampant: Once to several times a day |
| Impact | 4 Affects Productivity to client / Major risk avoided Major Opportunity achieved |
| Strategic Initiative | HCM/Payroll Optimization |
| Delivery Date | Jul 1, 2023 |
| Implementation Strategy | All at once |
Per conversations had on 3/9 with Kenn Johnson, this will need to be a phased approach.
PH 1 - PI 112 - Payroll Development
Payroll to clean up the data by requiring phone number and email address and placing additional checks and balances when creating contacts.
PH 2 - PI 113 - Salesforce development
Pending development from PI 112 from Payroll, SF can then implement a deduplication process that leverages the contact name, phone, and email address.
PH 3 - TBD - Salesforce development
After the completion of phase 1 and 2, we can then leverage the Salesforce functionality that will allow for contact relationships for a one to many contact relationship.