Collateral360 Salesforce Overhaul/Swim-lane Project

This is a link to the excel sheet I used to complete this project.   It includes 4 months worth of all Salesforce case data that relates specifically to Collateral360.

https://edrnet.sharepoint.com/:x:/r/sites/Level2Knowledgebase/_layouts/15/Doc.aspx?sourcedoc=%7B4e4ad99b-df83-4613-9472-4fefdd079045%7D&action=editnew

Official Salesforce Ticket (Part 1)

https://lightboxre.lightning.force.com/lightning/r/Case/5008a00002A0dWMAAZ/view?ws=%2Flightning%2Fr%2FReport%2F00O8a0000074p7vEAA%2Fview

Link to flowchart: Diagraming 101

Everything is now stored in a different area so that we can train.

Future Nice to Haves

• If an opportunity is closed as “Lost” then the client should update to “Former Client” but it may take other contract considerations in mind.

• Red/Yellow/Green status, Client Health dependent upon X number of cases

• An alert about not having X of cases

• Take away “Need Help” option from website on banks who have their own support helpdesk or direct email to their department

• Level 2 can train Onboarding on how to find out what engagement letters a bank has

• Update current default engagement letter per what Nicole/Candi come up with