General fields
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Field |
What’s it for |
What can I put here? |
How do I decide? |
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License |
Full or partial license |
Salesforce, Chatter |
It’s always “Salesforce” for us |
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Role |
Controls security based on hierarchy |
Go to setup->Manage users->Roles and select “expand all” then find the correct role |
Compliance/Risk/Ops and the Treasury Risk roles cover most of back office |
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Profile |
Controls permissions, very important |
Select a profile |
See table below How to choose the right profile |
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Username |
This is always their email address |
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Nickname |
This will be created for you |
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Alias |
This will be created for you |
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Service Cloud user |
Checkbox gives access to Case mgmt |
A check |
Always check it |
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Manager |
To route approval requests |
Their manager’s name |
Should be on the new starter form (if it’s not then we should add it) |
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BOS username |
HR use this to match SF user data with People |
firstname.lastname |
Keep it simple, no special characters etc. |
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Timezone |
Any time-based processes |
Choose the right one from the list |
Common sense |
Sales specific fields
|
Field |
What’s it for |
What can I put here? |
How do I decide? |
|
SuMo desk |
Aggregating SuMo points into desks |
This is a text field, not a lookup, so you need to get the values from Alex |
We should add this to the new starter form, but check with Alex if you’re stuck |
|
Player |
Activates them on SuMo |
Check the box |
If it’s Sales check it, if Dealing don’t |
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Head of Desk |
Routes approvals, and for Birst reports |
Their HoD, or if they are HoD then their Country Manager |
“Reports to” from New starter form |
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Contact Centre |
Adds the NVM pad |
Click the lookup and it will show it |
Always add it if they need to use NVM |
|
NVM Agent ID |
Creates the link from NVM into SF for call times etc. |
Their NVM ID |
As above |
|
FO Role |
Birst reports |
It’s a picklist |
New starter form |
|
FO Start Date |
Birst reports |
The date they started |
New starter form |
|
Team Leader |
Birst reports |
If they are going to report to a SS2 (like Oli Rix or Chris Briant) |
We should add this to the new starter form |
|
BD Start Date (or whatever role the start as) |
Birst reports |
The date they began their role |
New starter form |
Post creation steps for Sales and Dealing
Account Team
We need to add their HoD and Country Manager to the “Default account team”. This is for Birst.
Go the the Default Account Team section on the user record.
Then add the HoD and the Country Manager as below, make sure to check the two checkboxes. Give read/write permissions on all objects.
...and Save it.
Territory
They need to be added to the right territory as well. Go to Setup->Manage Territories->Territory Models. Find the right country territory, go to Manage Users and add the new user.
How to choose the right profile
|
What do they do? |
Location |
Profile |
|
BD, SS1 |
London |
Level 4 Standard UI |
|
BD, SS1 |
Not London |
Level 4 |
|
HoD, SS2 |
London |
Level 3 Standard UI |
|
HoD, SS2 |
Not London |
Level 3 |
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Dealer |
Anywhere |
Level 3 Dealer |
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Country Manager |
Anywhere |
Level 2 |
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