YFC Salesforce Chapter Project Management
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YFC USA SALESFORCE CHAPTER PROJECT MANAGEMENT SHEET
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CHAPTER NAMETemplate - Do Not Enter - Click on Your Tab (below)
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Primary Contact
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Email and Phone
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(optional) Integrated Payment Processor
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Chapter Basebox VersionVersion 4.1 - Install Date 12/1/2017
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StepTask DescriptionAssigned toDone (initial)
Completed
Date
Notes
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0aSalesforce Approval for ChapterYFC USA
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0bFLLC initial discovery of legacy system & sample dataFLLC & Chapter
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0cNTE Quote from FLLC provided to YFC USAFLLC & YFC USA
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1Salesforce Chapter Contract CompletedYFC USA & Chapter
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2Confirm Chapter has been billed and paid (50% of full Quote)YFC USA
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3Kick-Off Call (Confirm Implementation Schedule)YFC USA
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4Discovery (Chapter Config Worksheet)YFC USA/Chapter
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5Salesforce Trial and Grant ApplicationChapter
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6Salesforce Log In for FLLC (provide username)ChapterUsername should be matt@XXXX
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7Initiate Data Re-mapping to Houshold account modelFLLC & Chapter
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8Fund Mapping DiscussionsYFC USA Depends on payment processor
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9Migration Worksheet / SF Mapping Doc / Data planFLLC
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10Send SF Grant confimation to Fostering LLCChapter
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Chapter Specific Functionality (Meta-Data) > See Detail
FLLC
Any changes outside of Basebox, specific to replace existing functionality, per SOW
Detail From #11 Chapter Specific Changes
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12Update & Configure YFC Base BoxFLLC1
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13Run TestsFLLC2
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14Extract all data from existing Salesforce OrgChapter3
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15Chapter to provide donations last receipted dateChapterEmail date to matt@fosteringllc.com
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16Upload Chapter Data to SalesforceFLLC
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17Run Tests w/dataFLLC
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18YFC USA Review of BaseBox
YFC USA & Fostering LLC
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19Send Migration Summary Report to Chapter & YFC USAFLLC
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20Send Final QuoteFLLC
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21Conversion/Data Review & Summary Report Sign-off Call
FLLC/YFC USA/Chapter
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22Sign Chapter Migration Summary Report & Send to NSC Chapter
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23Chapter Salesforce 101 Live Training CallYFC USA & Chapter
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24Ongoing Salesforce support planYFC USA & ChapterChapter should assign a local Salesforce Admin
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25Request Salesforce to transfer lisc to new orgFLLC & Chapter
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SF Roadmap discussion, interview and set next steps for Chapter
YFC USA
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Payment Processor (Optional)
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1Payment Processor SelectionChapterGiving Fuel vs Click N Pledge vs Other
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2Notify payment processor for set up
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3Migrate data from existing online ProcessorChapter
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4Payment processor configuration and training
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