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Date
23
Participants
Lori Stirling (Deactivated)(apologies)
Standing Agenda
Progress against plan
Outstanding actions
Blockers
Focus for next week
Focus for following week
General
Discussion
Progress against plan
Data - Griffin is reviewing defects and fixes and some assigned back. Suspects some people testing in UAT. Griffin will raise with team to test in PRD. Counts - Lori talking to programmers. created and modified dates - will look at when all done.
Campaigns hierarchy - needs to flow with the code. Get a programmer to look at. Meeting at 11:30am this morning.
Cutover - Lori wants to give more thought. What triggers are running in Advance. Can we pull a list (Yeng) and check impact.
Next AQ release will be out when go-live. R17 will be released. Will want to upgrade after conversion. Global reassignment ie if someone leaves can move all to an another prospect manager. Will want to walk through release notes so know how to upgrade. - utility that small group of people in prospect development will want. this is one of 4 major components coming into release. Utility that would launch from app launcher. Will need to give permission set for prospect development. Feature meeting with core team about what to deploy. If dont deploy will forget its there. - Should be part of product (portfolio reassignment utility) Also relationship management
Prospect queue (not part of MVP). USYD doing this with cases.
Multi channel multi preference with marketing cloud . Feature live within AQ. Could use with Predicative response which is available on appexchange. Emma, mailchimpupdate - - Fixes rolling In constantly. List is shrinking. Fixing a ton of count issues. Down to negligible numbers. Excluding contacts marked for delete.
Campaign table loaded and mapped. Campaigns should be going in shortly and will then update with parent child relationship. Do a full review of all data tickets. Campaigns are about half way in. Aiming for tomorrow Sydney time to complete.
Leads object - Will need to setup the correct security on the objects. Which is gift admin.
Outstanding Actions
See above
Blockers
Focus for next week
Continue Sprint 4
Data conversion testing
Focus for following week
Complete Sprint 4.
UAT data refresh
Action items
- Brad Fernandes (Unlicensed) to document in user stories required required to be on AQ roadmap that cannot be implemented in MVP. Also send list in email to Lori and Griffin
- Brad Fernandes (Unlicensed) - add user stories for items required post go-live into a post go-live sprint
- Jules Levin to raise with Lori Stirling (Deactivated) about including campaign hierarchy mapping in conversion.
Outstanding Actions