Onboarding, next steps

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Callie Brennan asked Abbie Gaskarth for Salesforce API credentials and a custom field list before switching on the refresh. Abbie offered Friday afternoon for a kickoff and said credentials would follow separately.

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Current to 13 Oct 26

Callie Brennan asked Abbie Gaskarth for Salesforce API credentials and a custom field list before switching on the refresh. Abbie offered Friday afternoon for a kickoff and said credentials would follow separately.

Ask: Callie needs Salesforce API credentials and the custom fields to index, plus a kickoff call.

Customer view: Abbie is cooperative but constrained by year-end close, and the credentials were promised but not yet supplied.

Next: Callie to hold the Friday afternoon kickoff and chase the credentials, since the refresh cannot start without them.

AI · claude-sonnet-5-5 · 13 Oct 2026

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The thread

Updated 9 Oct 26

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First message2025-02-25

Last message2025-02-26

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Messages

Callie Brennan 25 Feb 2025 17:53
to Abbie Gaskarth
Hi Abbie, I wanted to get a timeline sorted for your onboarding. Before we switch on the refresh, what I need from your side is your Salesforce API credentials and a list of custom fields you want indexed. When could we schedule a kickoff call next week? Thanks, Callie
Abbie Gaskarth 26 Feb 2025 12:18
to Callie Brennan
Hi Callie, Thanks for this. Next week is a bit tight with our year-end close, but Friday afternoon works. I'll get you those credentials separately. Cheers, Abbie

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