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Tim Sweeney

Tim Sweeney

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This article outlines the different automation processes built into the My Supports Salesforce solution.

Object

Process

Contact

Automatic Account Creation

Staff Contacts: Newly created Staff Contact records are automatically assigned to the My Supports Account.

Client Contacts: Newly created Client Contact records have an Account record generated on save based on their FirtstName + LastName.

Other Contacts: Newly created Other Contact records have an Account record generated on save based on their FirtstName + LastName.

Contractor Contacts: Newly created Contractors will need to have a New Account Created for them or assigned to an existing Account.

Opportunity

Set stage based on fields

ILO Opportunity:

  1. If the H&L Status field is set to “E&D Approved” then change Opportunity Status to “E&D SoS”

  • E&D Status (picklist): Awaiting SA/SoS (default); Awaiting Service Booking; E&D Commenced; E&D On Hold; SP Submitted; SP New Info Requested; SP Rejected; SP Approved; SP Decision Challenged; Other

    1. If the above field is set to “Closed - SP Approved” then prompt user: “Create ILO SA Opportunity?” (Yes/No).  If yes, create ILO SA Opportunity and populate fields (See ILO Opportunity for some details)

    • · ILO Funding Status: Picklist (Autopopulated)    GREEN if plan end date 12 weeks or more in future; YELLOW if within 12 weeks, ORANGE if within 4 weeks, RED if overdue; GREY if no plan/no end date known

    Contact

    Worker Status

    The Worker_Status__c field on the Contact Record (for Staff Members) will be converted to a formula field traffic light field based on the logic described below.

    This field will look at related Contact_Document__c records on the Contact Record to identify the status of each Contact Document record, as detailed in

    Contact

    Client Status

    WHEN the maica__Status__c field on the maica__Service_Agreement__c record equals 'Active'.

    THEN update the Client_Status__c field on the Contact to equal 'Active'.

    Contact

    Funding Status

    The Funding_Status__c field on a Contact Record will update automatically based on the related maica__Service_Agreement__c.

    Contact

    Create Client Location

    When a Client Contact is created, a Home Location record is created automatically.