The Field Operations Changelog keeps a running log of Field Ops changes related to Sales Ops, CS Ops, Channel Ops & Deal Desk. The log is organized by fiscal year/quarter and sub-organized by the bi-weekly Field Ops release milestone/epic. It was started in Q3-FY22 and is organized by newest updates at the top. Any entries that were included in a Field Ops Release are bolded.
To learn more about Field Ops releases, see the Field Ops Release Schedule handbook page.
Sales Ops: NEW Required Opportunity Field for Intended Product
Sales Ops: Chorus SSO Login Now Available
Sales Ops: New Field: PTE Likely to Uptier
Sales Ops: PTC Scoring Change
Sales Ops: Potential Users Field Scrub
Sales Ops: New Forecast visibility and requirements in Clari
Sales Ops: New Restricted Party Field & Process in SFDC
Sales Ops: Late Renewal Exception Process Automation
Sales Ops: Chorus Tracker Requests
Marketing Ops/Sales Ops : Outreach Visibility Updates
Sales Ops: Late Renewal Policy Change Enforced in SFDC
Channel Ops: Deal Registration Management Changes
Channel Ops: Channel Operations now able to Create Opportunities in SFDC
Sales Ops: Auto population of ISR fields on Accounts and Opportunities
Sales Ops: Update to Chorus Playlist Approval Process
Sales Ops: Quarterly Review - Account & Opp Ownership Updates
Sales Ops: Forecasting Updates in Clari
Deal Desk & Order Management: Quarterly CSAT Survey
CS Ops: SaaS Free/Trial Account Data in Salesforce
Sales Ops: Chorus Support Slack Channel
Sales Ops: Chorus New UI
Sales Ops: Chorus Scheduler
Sales Ops: Chorus License Change for Managers & Field Operations
Deal Desk: New Quote Approval Requirement for Annually Paid Renewals
Sales Ops: PS-Only Opportunities included in FY23 Opp Holdover Policy
Sales Ops: Chorus Recordings Mass Deletion after 6 months
Sales Ops: FY23 Territories SSoT
Sales Ops + SS&A: Important Fields for FY23 Reporting
Sales Ops: Sales Managers Alerted in #wins-key-deals
Alliance Ops: Introducing the New GitLab Alliance Partner Program
CS Ops: Customer License Utilization: Salesforce App
Customer Programs: Expand Criteria for Required Contact Role "GitLab Admin" to all customers
Sales Ops: Chorus Privacy Control & Handbook Updates
Sales Ops/Sales Systems: SFDC Win Alerts - Migrate Troops to Internal Flow/Code
Sales Ops: Salesforce Inbox Implementation
Alliance Ops: License Distribution Process Update for Deals through AWS & GCP Marketplace
Sales Ops: FY22-Q4 Cannonball Run Completed
Customer Programs: TAM-Assigned Customer Enablement Enrollment
Marketing Ops: New Outreach Sequence Fields in SFDC
Channel Ops: Partner Operations Case Alias
Channel Ops: Partner Business Plan Module Launch
Deal Desk: 6 new Annual True-Up SKUs
Channel Ops: Reseller Name Now Populates on Distributor Order Forms
Channel Ops: GCP & AWS Marketplace Private Offer FAQ
Sales Ops: SFDC Bookings Report Access
Sales Ops: Archiving SFDC Reports Not Used in 180+ Days
SOPS: Autopopulate Billing Address on Account
Channel Ops: Google Cloud Revenue Share Change
Deal Desk: Initial Term Automation for Amend Subscription Quotes
Deal Desk: Approval Matrix Update: <12 Month Subscriptions
Deal Desk: Quote Layout Update: Subscription Name and Type
SOPS: Fortune Ranking automated in SFDC
SOPS: Enterprise ISR Prioritization & Opportunity Tiering
SOPS: Hide shipping address field on Account Object
FOPS: Partner Operations (Channel + Alliances) Chatter Alias
CSOPS: Gainsight Success Plan/Account Plan UI Upgrades
SOPS: Publicly Accessible Chorus Recordings
SOPS: Account Standardization for Merging Accounts in SFDC
SOPS: New process for US PubSec to select preferred co-sell partners for opps
CSOPS: Gainsight Dashboard filtering: added TAM Manager as filter
CSOPS: At-Risk Customer Dashboard, issue and handbook page
CSOPS: Gainsight: License Utilization calculations now use billable_user_count and handbook
Customer Programs: Updated digital onboarding program and TAM playbook to include links to Docs
Customer Programs: Launched Customer Newsletter program highlighting 14.2 release
Customer Programs: Synced Program emails to C360 section in Gainsight
Customer Programs: Launched Customer Webinar Invite - Advanced CI/CD with largest attendance to date
Channel Ops: GCP Marketplace Private Offer Portal Migration Complete
SOPS: Salesforce: Command Plan Button - Open in New Tab
SOPS: LinkedIn Developer Count
Launch of Field Operations Changelog
