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.
Looking to add a process that will help us keep a close eye on our high limit clients. Our goal is to review them on an annual basis.
| Impact - Which group does this impact? | Payroll Operations |
| Delivery Date | Mar 1, 2022 |
Brett and Rachel to work with Collin to verify which data is needed to keep track of in SFDC - current data source they use is Tableau
Add some additional fields to maybe Account object - Collin and team would use these fields to track specific clients. They could then create their own reporting structure within SFDC.