TAWL - Yardi - Salesforce IDs
- Vincent Li (Unlicensed)
| TAWL | Yardi | Salesforce | comment |
|---|---|---|---|
| Household Ref# 912127551 |
For new clients, will put p-code as household ID | RGI Household ID (RGI_Houshold_Id__c) 912127551 | points to a family |
| Applicant Code /p-code p4780443 | points to a family. Current issue, old client's p-code can't be visible in Salesforce. | ||
| Applicant ID 912127554 | n/a | RGI Application ID (RGI_Member_Id__c) 912127554 | points to a family Member |
| Member ID (hidden) 779273 | Member ID | RGI Member ID (SSHA_id__c) (hidden) 779273 | points to a family Member |
e.g. data from SSHA Database query:
same household result query from Yardi:
912130820 - p4737816 - 782452
912127550 - p4736026 – 779269
912123211 - p4734691 - 775050
How business operates IDs
| Application | Operation |
|---|---|
| TAWL | Case worker search by household ref# to locate a family; or search by Applicant ID to locate a member; |
| Yardi | Case worker search by p-code to locate a family, then locate a family member; can't locate a family member directly. |
Questions:
1) Are the case workers who view Yardi and Salesforce same people?
2) If RGI's client files kept TAWL's any IDs on Paper? or RGI's client calls case worker, he/she provides household id or just name? and how about duplicate name?
Issues (3):
--1/3 For old client's P-code not shown in Salesforce, possible ways:
| Solution | Impact | |
|---|---|---|
| 1 | replace household id (tawl) with p-code (Yardi), so in CRM will display p-code as household id | potential issue: once we still have some misunderstanding, we'll lost all household ids. |
| 2 | add a new column for p-code, we can upload both household id (from tawl) and p-code (yardi) to CRM. | issue: Pedro has to update CRM to the new column, I need update the uploading application, and Claudio need update the database table. |
--2/3 From Liann:
On the business end – my concern is for existing clients in the CRM with a CANCELLED/DELETE RGI status – they would not be coming over via YARDI data sync, does that mean we would lose their household IDs, even though we don't have their p-code to replace it with?
--If Yardi imported all TAWL's data, even includes "Cancel" records in TAWL.
--If no, there are no p-code for the records;
--If yes, we can let Yardi give us all records, but it's useful for us?
--3/3 Records Merging:
-- If a member raised from a family, the member will get a new family id - p-code and member id, the old member id will be marked as "Cancel".
then next day, datasync application will found 1 record is new, the other record is missed from Yardi, then the missed record will be marked as "DELETE". So there are 2 same person's records uploaded into Salesforce.
Salesforce:
