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Fair pass Salesforce tasks
Fair pass Salesforce tasks
Tasks | Detail |
---|---|
FPA data migration to Salesforce | create/update client, create service history |
Online application data processing in CRM | Parse incoming platform event, store data on service delivery object |
Process unprocessed applications from service delivery object | Select unprocessed applications to match client, update clients, create interactions, create service delivery to client records |
FP Eligibility rules | Develop eligibility flows on interactions. |
List views | Create list views to identify new application, renewal, card error, replacement. |
CSV download for PVS upload for eligible clients | Identify eligible clients not yet processed and generate CSV file with presto card# |
CSV upload to Salesforce for result from PVS | Upload one or multiple files to Salesforce to apply result of PVS to client submitted earlier to PVS. |
Close interaction | Based on success/failure from PVS apply appropriate interaction codes to interaction and close it. Notify client via email for success/failure. |
Transfer file processing | Process platform event to apply updates of old card# to new one on client. |
, multiple selections available,
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