Who does what?

• Salesforce Administration: BizOps or @rachel.bradley-haas

  • Onboarding and Offboarding a user

  • Requesting a new feature that isn't for Sales or CS

  • Reporting an issue

• Sales related: @elaine.yue

  • Lead management

  • Opportunity Pipeline management

  • Forecasting

  • Closing a Deal

  • Request a sales related feature

• Customer Success related: @emily.hollinger

• Everything else: BizOps or @michael.schiff

Salesforce Instances

• ​Production​

• ​Sandbox (Main Development)​

• Sandbox (Archives)

Salesforce Applications

• Mattermost Lightning: This is *the* application to be using moving forward. All changes and updates will be in this application.

• Mattermost: The existing "Classic" app. Mostly used only by Sales now. This will be going away some time in 2021. No updates will be made here moving forward by BizOps.