Vantrell Software / BB-Demo – Onboarding
Callcompleted
Vantrell Software: documents · 2024-08-01 12:00
Callie Brennan set the connector order with Hugh Firth and Jess Dobson: Salesforce first, then Zendesk and Xero. Salesforce credentials were still waiting on the customer's IT team.
What was said
What this says
Current to 11 Oct 26Callie Brennan set the connector order with Hugh Firth and Jess Dobson: Salesforce first, then Zendesk and Xero. Salesforce credentials were still waiting on the customer's IT team.
What happened: Callie walked through the three source systems and proposed bringing Salesforce live first, then Zendesk and Xero. Hugh and Jess agreed.
Customer view: Jess manages the credentials and said the IT request was raised but not yet complete. Hugh said he would press IT to turn it around quickly.
Commercial: Value depends on all three sources being joined, so a late Salesforce service account delays the first questions asked.
Watch: The evidence does not show whether IT delivered the org ID and service account by the end of the week.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Jess Dobson and Hugh Firth to get the Salesforce org ID and read-access service account to Callie Brennan by the end of the week.
- Callie Brennan to send the checklist and IT spec the same day and test the connection.
- Callie Brennan to meet the customer the following Wednesday and schedule the first refresh for Thursday.
Risks
Current to 9 Oct 26- The Salesforce service account depends on the customer's IT team and was not ready on the call.
- A slip on Salesforce delays the Zendesk and Xero connectors and the first refresh.
Opportunities
Current to 9 Oct 26- Once all three sources are joined, the team can query straight away, which builds early value.
Transcript
Callie Brennan NoneHi Jess, Hugh, thanks for joining. How's your week been?
Jess Dobson NoneGood, ready to go.- Callie Brennan NonePerfect. So today I want to walk through the connectors we're bringing in first and sort out the access credentials before we switch on the refresh. What systems do you use?
Hugh Firth NoneSalesforce for CRM, Zendesk for support tickets, and Xero for accounting.- Callie Brennan NoneGood. I'd suggest we bring Salesforce live first, get that solid, then layer in Zendesk and Xero. Sound right?
- Jess Dobson NoneYeah, that makes sense.
- Callie Brennan NoneGreat. Jess, you're managing the credentials on your end?
- Jess Dobson NoneThat's me.
- Callie Brennan NoneWhat I need is a Salesforce org ID and a service account with read access. Has IT set that up yet?
- Jess Dobson NoneWe've raised the request but it's not quite there yet.
- Callie Brennan NoneIf you can chase that and get it to me by end of week, I'll test the connection over the weekend. We can then schedule the first refresh for early next week.
- Hugh Firth NoneI'll lean on IT, they should turn it around quickly.
- Callie Brennan NoneThanks, Hugh. Once Salesforce is live, Zendesk is straightforward, the mapping is clean. We'll send you a spec, IT provisions read access, and we bring it in.
- Jess Dobson NoneAnd after the refresh, how soon can we start using it?
- Callie Brennan NoneThe first refresh takes a couple of hours, then you're live. Your team can query straight away, the brain will have all three sources joined.
- Hugh Firth NoneWill you send over the details of what we need?
- Callie Brennan NoneYes, I'll send a checklist with what we need from each system and the IT spec. Here's the plan: you send Salesforce details by end of this week, I'll test it, and we'll meet next Wednesday to walk through what we found. Then we schedule the refresh for Thursday.
- Hugh Firth NoneSounds good to us.
- Jess Dobson NoneYes, perfect.
- Callie Brennan NoneBrilliant, I'll get that checklist over today. Thanks, both. Speak soon.