Sales Systems exists to support the GitLab field organization by providing reliable, scalable, and intuitive technology platforms for everyday use. Primarily working on Salesforce.com and its related business systems, our goal is to constantly deliver value in the form of features to our end users. We also act as the connective tissue between business and technology, gathering requirements from our internal customers, designing the technical specifications and executing on the delivery of the solution.
Below is a list of the different technical skill sets found on the Sales System team. Note: A Sales Systems team member might be using a mix of the following skills sets at any one time.
|Business Systems Architect||Project lead in charge of gathering business requirements from customers and developing them into technical specifications.|
|Business Systems Administrator||Business analyst experienced in Salesforce.com platform configuration, process automation, and business workflows.|
|Business Systems Engineer||Software engineer experienced in Salesforce.com platform APEX development, API based integrations, and the software development life cycle.|
GitLab.comlevel. This aligns the Sale Systems team with how many of our business partners operate but also takes advantage of one of the solutions that Gitlab provides
The Systems Label Workflow and Label Description are as follows
[DEPRECATE]to the begining of the field name. If the field name cannot accomadate a field name that long copy and paste the original name into the description, trim unneccessary characters from the name and try again. For this reason
[DELEETE]is also acceptable to prepend to the field name.
Deleted Fieldssection in Salesforce
Before beginning work, make sure:
Change Managment Steps:
git checkout -b "SalesSystems-158".
SFDX: Deploy Source To Orgon the changed classes, triggers or pages.
SFDX: Retrieve Source From Orgon the changed objects or metadata.
git statusto make sure the changed files are the ones you expected.
git add [filename]or
git add *if you want to add all changed files.
git commit -m "Fixing Apex CPU Errors".
WIP:, and assign it to the Architect on the project.
WIP:status and merge the change.
SalesSystems-158and push to production.
git checkout masterthen
git pull. Always be pulling!
Note: We are continuing to move towards using Salesforce SFDX and GitLab CI/CD Pipelines
Data Upload Restructionstable below. Please consult both while completing any data uploads.
Data Upload Training & Setupsection before being permitted to upload data.
|Individuals / Groups||Data Upload Permissions|
|System Admininistrators||System Admins have the ability to update any and all fields within Salesforce. They should only be updating the data with an understanding of the impacts downstream such as cascading field updates, APEX code runs, compensation implementations etc.|
|Sales Operations||Members of the Sales Operations Team may complete any data uploads to fields that they can update on their own UIs|
|Customer Success Operations||Members of the Customer Success Operations Team may complete any data uploads to fields that solely impact the Customer Succes organization and their wholly owned processes|
|Channel Operations||Members of the Channel Operations Team may complete any data uploads to fields that solely impact the Channel and their wholly owned processes|
|Marekting Operations||Members of the Marketing Operations Team may complete any data uploads to fields that solely impact the Marketing Team and their wholly owned processes. Prior to completing the uploads though they must inform a member of the Sales Systems team to ensure the fields that they are updating do not cause any cascading updates in Salesforce. Additionally since Marketo and Salesforce are tighly integrated it is encouraged that Marketing Ops also coordinates with the Marketo System Owner to help limit any issues with the integration, API usage etc.|
|Compensation Data||No Compensation data may be updated without first consulting the compensation team and the leadership of the Sales Systems Teams or the Sales Operations Teams|
|Revenue Data||No Revenue fields may be updated without first consulting the leadership of the Sales Systems Teams or the Sales Operations Teams|
|Closed Opportunity Fields||No updates to Opportunity Fields on any Closed Oportunities can be completed without consulting the leadership of the Sales Systems Teams or the Sales Operations Teams|
|Any Deletions||No mass data deletions may be completed without first consulting the leadership of the Sales Systems Teams or the Sales Operations Teams|