Parking Lot by Estuardo Herrera Munoz

Salesforce Service Desk - SLA Metrics

estuardoherrera — 2022-02-24 16:27:00 UTC

Shirley: Resources Filter on Resource Tab

estuardoherrera — 2022-02-24 16:29:08 UTC

Joaquin: Product book updates

estuardoherrera — 2022-02-28 16:21:58 UTC

1 - Renamed product owner and added business analyst.
1.1 - Whenever these 2 products are selected have the same JD for now.
1.2 - Delivery Manager/ Business Analyst/ Product Owner Practice Area: Agile.

Team Sync 11:00 a.m. CR time 02/28/2022

estuardoherrera — 2022-02-28 16:28:27 UTC

Lead Business Process Mapping

estuardoherrera — 2022-02-28 16:29:48 UTC

Tato to send email to Cindy for Phyllis hours approval.

Onboarding Process: HR welcome message email to add that Jumpcloud SSO information to access Salesforce.

estuardoherrera — 2022-03-01 16:24:44 UTC

Tato to work with Mauricio on email for Melania and Natalia, cc. Laura

Rejection Reason Bug: https://gorillalogic.atlassian.net/browse/SBE-1069

estuardoherrera — 2022-03-03 15:39:27 UTC

Contractor account for Charmain

estuardoherrera — 2022-03-08 16:29:58 UTC

1. User name same as returned by Jumpcloud
email has to be the same in Bamboo and Salesforce.
2. Mauricio to talk to Natalia Garcia regarding Bamboo data

Onboarding/Offboarding Business process for Contractors?

estuardoherrera — 2022-03-08 16:34:19 UTC

Invite Salesforce.Governance to Demo /Release meetings and people declining if they are not needed? R/Invite Cristina directly and put optional when not needed in the meeting. Tato to request a salesforce.technical@gorillalogic.com dist list only with tech team without Cris

estuardoherrera — 2022-06-09 21:26:47 UTC

IT Strategic JIRA project

estuardoherrera — 2022-06-10 16:39:43 UTC

Labs Automation

estuardoherrera — 2022-06-10 16:40:00 UTC

Salesforce Blackout Message - Lever Only Impact! Tato to notify Renee/Jim

estuardoherrera — 2022-06-14 14:24:48 UTC

Marketing Requirements

2022-06-14 14:26:17 UTC

DoD

2022-06-15 16:13:16 UTC

NS Bug fix deployment --> Tato to create fix version , Jonathan to deploy 06/15/2022

estuardoherrera — 2022-06-15 16:26:25 UTC

Agenda Repurpose for Marketing Meeting (Thursday/Friday)

estuardoherrera — 2022-06-16 16:10:38 UTC

Mexico Consultants already going through Lever and already hired. Process Issues

estuardoherrera — 2022-06-21 16:08:49 UTC

Recruiting: Process Issues - MX

estuardoherrera — 2022-06-24 16:27:07 UTC

Files & Notes Release Plan on the Weekend 07/01/2022

estuardoherrera — 2022-06-24 20:25:26 UTC

Sebastian to run the release during the weekend!. He doesn't require helpfrom the team

Shirley's and Jonathan's additional task.

2022-06-28 22:39:12 UTC

We need to track the time the team is spending making evaluation and follow up / test with vendors/clients for future benefits.

Cristina mentioned that Rick Gaisser/Dan Berg are aware of all behind the scenes technical work the team is doing.

RM Tableau Visualizations: Tableau Explorer Licenses for Resource management. Hetal mentioned that since we have only Edmund in BI and he is busy with Marketing Request if RM s can build reports and dashboard under his supervision

estuardoherrera — 2022-06-29 16:00:31 UTC

Provar trial - GLSIT and Lever integration possible?

2022-06-29 16:08:47 UTC

Jonathan: Run in GLUAT, no issues with security token. Joaquin to Shirley profile --> Any API access, remove SSO.

Let's improve the KT & Peer Reviews Sessions.

2022-06-29 17:02:54 UTC

Improve Acceptance Criteria Details.

2022-06-29 17:05:19 UTC

Provar Trial Testing

estuardoherrera — 2022-07-01 16:24:15 UTC

Gabe Update: Support to IT team until July 15th , 2022. He leaves GL after that!. Asueto Days: 8 & 11

estuardoherrera — 2022-07-01 16:25:09 UTC

Mexico

estuardoherrera — 2022-07-05 16:26:10 UTC

QA Labs --> 2 months

estuardoherrera — 2022-07-05 16:35:37 UTC

No start date define yet

DoD: No Demo until QA Testing Evidence.

estuardoherrera — 2022-07-08 16:27:00 UTC

Before Demo --> Review

estuardoherrera — 2022-07-08 16:29:52 UTC

Proactively communicate GLUAT Freeze calls for Demos . Pre- Demo preps

estuardoherrera — 2022-07-08 16:31:20 UTC

Task Implementation

estuardoherrera — 2022-07-08 16:34:14 UTC

LABS Assignment - GLLABS --> Hetal B, Cris, Felix Banguera

estuardoherrera — 2022-07-13 16:26:15 UTC

Review dependency or impact between tickets SBE-1272 and SBE-1225

2022-07-15 16:15:24 UTC

Review process when there are scope changes in User Stories (UAT demo meetings)

2022-07-15 16:17:04 UTC

On-Hold Staffing Refinement (fase 2 - Client Aging Roles phase 2) - Start from scratch - On- Hold Aging Roles, On-Hold/Cancellation Client Aging Role

estuardoherrera — 2022-07-15 16:45:18 UTC

Datorama Contractual Options. Hetal will take this but what options we can explore with Salesforce save $$$

estuardoherrera — 2022-07-21 23:36:47 UTC

Now that Azure Data Lake is taking more relevance for Marketing and push for timeline from Cindy to Edmund.

estuardoherrera — 2022-07-21 23:37:56 UTC

Tableau License Request for Juan Arias (Resource Management) - 2 creator licenses for Ed, 1 creator license Brady, 1 creator license for Jonathan

estuardoherrera — 2022-07-26 16:28:53 UTC

Jonathan Tableau Creator license to be provided to Juan Arias. This license is needed back in Salesforce to run Security Setup in 1 month.

Visibility of what is Hetal doing with reports/data clean-up

2022-07-27 15:47:09 UTC

Hetal discussion with Joaquin regarding PSA 1.2 strategy

2022-07-27 15:47:35 UTC

Define Standard use for comments and evidences

2022-07-27 16:40:05 UTC

New process for RR is it valid input negative Requested Bill Rate?. Pending asking Hetal and Brady about this doubt

2022-08-01 16:15:39 UTC

Non-functional testing strategy for PSA 1.2. Created UI/UX issues list and then in a new call review

2022-08-01 16:27:27 UTC

3 amigos para https://gorillalogic.atlassian.net/browse/SBE-1361 con Jonathan

2022-08-04 16:27:12 UTC

PSA Lead Joaquin needs to be aware of all cards going into PROD. Peer Review/Demo of PSA things to Joaquin

estuardoherrera — 2022-08-04 16:30:53 UTC

Optional Pre-Demo to prepare to demos with stakeholders. Demo needed for PSA with Joaquin

estuardoherrera — 2022-08-04 16:32:42 UTC

2022-08-05 16:18:17 UTC

2022-08-05 16:19:07 UTC

Copado

estuardoherrera — 2022-08-09 16:29:01 UTC

Align prioritization sessions to the tuesdays of planning session weeks

estuardoherrera — 2022-08-10 20:50:17 UTC

Question on the ticket https://gorillalogic.atlassian.net/browse/SBE-1377

2022-08-12 16:06:19 UTC

Timezone UTZ and Zulu format

2022-08-12 16:37:09 UTC

Automation update

2022-08-12 16:38:38 UTC

Copado Accesses

estuardoherrera — 2022-08-16 14:25:47 UTC

Critical Support Ticket: Hannah/Jonathan/Gill Clone Opp -Closed Won

estuardoherrera — 2022-08-23 16:30:39 UTC

Recommendation: Daily Triage For Support Tickets

estuardoherrera — 2022-08-23 16:32:57 UTC

-Determine if a ticket is a critical, highest, medium, low bug. (Backlog)
-Determine if a ticket is an enhancement(Backlog)

Joaquin/Sebas: Schedule a Daily Support ticket triage if needed

estuardoherrera — 2022-08-23 16:35:31 UTC

-Determine if a ticket is a critical, highest, medium, low bug. (Backlog)
-Determine if a ticket is an enhancement(Backlog)

Tato to talk to Hetal to provide separate tickets for different requests and do not combine them in one single ticket

estuardoherrera — 2022-08-23 16:36:05 UTC

Keep an eye over sprint commitment, spritn priorities, scope

estuardoherrera — 2022-08-23 16:39:24 UTC

2022-08-25 23:33:39 UTC

2022-08-25 23:46:59 UTC

Testing techniques meeting

2022-09-01 16:37:50 UTC

Placement Approval Removal--> Rolled filled not working

estuardoherrera — 2022-09-06 16:33:36 UTC

Shadow IT meetings with vendors

estuardoherrera — 2022-09-06 16:38:32 UTC

Define IT as optional invites in meetings with vendors that integrate with Salesforce

Talk to Hetal B. & sync with Kyle with a friendly approach to look into meeting purpose.

Client Aging Roles - Time To Bill

estuardoherrera — 2022-09-12 22:05:01 UTC

JD Link is not updating other related fields on Resource Request page

2022-09-12 23:30:51 UTC

Tato has doubts about what is the functionality agreed with this field and JD Last Modified By &
JD Last Modified Date updating, because there is no tracking about when and who changed this field value

Account Team quick link Band manager populate Account? or just populate Oppt y RR?

2022-09-14 23:01:25 UTC

Sandbox Refreshes

estuardoherrera — 2022-09-30 16:38:22 UTC

1. Joaquin has active assignment report for Backfill testing.

09/30/2020 --> night

GLUAT & PROD env unstable .

estuardoherrera — 2022-10-04 16:25:57 UTC

RR Permission issues in PROD

estuardoherrera — 2022-10-04 16:27:01 UTC

QA to Devs: Please add acceptance criteria to user stories . This is part of the definition of Ready

estuardoherrera — 2022-10-05 16:32:33 UTC

Rollback impact: QA to Devs to rerun unit testing & add evidences before moving the user story to Peer Review and QA

estuardoherrera — 2022-10-05 16:34:48 UTC

QA meet with Devs Quick Zoom Sessions to look into testing details and edge cases scenarios

estuardoherrera — 2022-10-05 16:38:43 UTC

Devs to QA: We need QA to put the Evidence to Dev Defects before sending those to Developers.

estuardoherrera — 2022-10-05 16:40:49 UTC

We need to focus on fixing and testing all the issues with the Permission Sets. We are not handling this issue in the correct way. This is High Priority

2022-10-11 11:05:42 UTC

We need to review our testing at unit level, functional and integration many bugs detected during latest releases. We are missing AC in the tickets --> All PROD Bugs no matter how critical need to go through QA as part of our process

2022-10-14 17:38:34 UTC

Could we please schedule the next release for next Wednesday 26th at 4PM CR Time?

2022-10-19 21:57:48 UTC

- Sebastian OOO on Thursday 27th
- If all components need to be merged by Wednesdays, why don't we proceed with the release on the same day?

Google DMARC issue is not impacting JIRA, schedule help with Pablo

estuardoherrera — 2022-10-31 16:27:47 UTC

Sprint 20 Sales items

estuardoherrera — 2022-11-08 16:25:26 UTC

Layout, fields, permission, profile, changes proposal to be prototyped in GLSIT before moving to GLUAT - Taking into account the data needed in the partial sandbox

estuardoherrera — 2022-11-10 16:36:00 UTC

-Sandboxes Refresh needed.
-Data partially copy to SIT. Mock Data needs to be recreated in GLSIT and it takes time.

If 22/19 is succesfull, sandboxes refresh will happen on weekend 11/12

estuardoherrera — 2022-11-10 16:37:17 UTC

GLSIT + GLUAT

Define an onboarding configuration process for new hires.

2022-11-11 19:57:36 UTC

Licences
Profiles
Permission Sets
Groups
Permission Controls
Etc

US Approval should include AC definition with stakeholders prior to sprint planning!!

estuardoherrera — 2022-11-15 16:44:23 UTC

Tech Debt Backlog Prioritization for Sprint 21 for next week

estuardoherrera — 2022-11-15 16:51:09 UTC

Salesforce Service Desk SLAs

estuardoherrera — 2022-11-16 16:25:38 UTC

Support:

T T First Response : 4 hours

T T Resolution: Critical 8 hours - High/Medium/Low 16 hours

Enhancement/New Feature request:

TTFR: 4 hours
TTR: N/A --> Feasibility Analysis and Backlog Refinement Sessions

Knowledge Retrospective

estuardoherrera — 2022-11-21 16:31:12 UTC

2 weeks left to use 2022 Training Budget

estuardoherrera — 2022-11-21 16:32:53 UTC

Candidate Journey Weekly Report - Next Steps? - Action Items: Validation rules needed in Lever? Close Open Opportunities?

estuardoherrera — 2022-12-13 16:32:18 UTC

Business Openness To IT - ABM program Sales-Marketing

estuardoherrera — 2022-12-13 16:33:58 UTC

Sandbox Refresh

2023-01-19 12:59:18 UTC

How are we going to handle Sandbox refresh

Out of Cycle Process Requirements from Hetal

estuardoherrera — 2023-01-24 16:39:32 UTC

1. No ticket No Service.
2. Analyze need to provide the right solutions to the customers.

Edmund: Lever Snowflake

estuardoherrera — 2023-02-16 17:05:02 UTC

AWS

Provide Export Button for PSA Assignments Report

estuardoherrera — 2023-02-17 16:26:41 UTC

Report vs View

-CSV = 1/0
-View = True/False

Phase II: PSA Assignment COPY/PASTE For Renewals

estuardoherrera — 2023-02-17 16:41:57 UTC

Concern: Register that get generated and are not use.

1. Jonathan: Ask Financial Force on how to automate renewals or if there is any specific functionality to handle this renewals.
2. Jonathan: Understand the AS-IS business process as of today. Think on PSA 1.2.
3. Jonathan: Manage Renewals as additional Budgets in the PSA Projects?

SIT issues

estuardoherrera — 2023-02-22 16:31:31 UTC

Let's clean our SF Service Desk Queue!

2023-03-02 16:25:04 UTC

miro new workspace

estuardoherrera — 2023-03-17 16:33:36 UTC

Backfill Demo

estuardoherrera — 2023-03-21 16:29:33 UTC

Skills Mini PoC: Joaquin to erase skillset /skills in GLSIT

estuardoherrera — 2023-03-23 16:35:45 UTC

Erase with APEX using David's help!

Delivery Managers Updated List

estuardoherrera — 2023-03-23 16:36:40 UTC

Action Items:

1.Joaquin to Get from Eduardo Vega Updated list of DM s in Salesforce.
2.Tato to ask Eduardo Vega to proactively notify when a DM is onboarded and offboarded.

Priority Engine

estuardoherrera — 2023-05-04 16:30:34 UTC

Release On Demand

estuardoherrera — 2023-05-04 16:38:30 UTC

Shirley: Coding Conflicts

estuardoherrera — 2023-05-05 16:28:06 UTC

Kick-Off: Impact Analysis for Delivery Manager Account Team Role

Skillset/Skills Cutover/Business Process Plan

estuardoherrera — 2023-05-05 16:43:10 UTC

Process:
-Existent information: Open RR --> RM to add the Skills
-RMs to add new skills after Sales Add new products (Manage Skills) --> AEs will continue using Tech Stack.

Old Skills OwnBackup csv file request from Hetal

estuardoherrera — 2023-05-05 16:45:38 UTC

Skillset/Skills Testing Approach

estuardoherrera — 2023-05-08 16:39:30 UTC

QA: POC process is confusing for testing process.

estuardoherrera — 2023-05-10 16:49:44 UTC

Define working agreements for POC testing

Impact Analysis for Account Duplicates Merging

estuardoherrera — 2023-05-11 20:31:21 UTC

SDR Owner

estuardoherrera — 2023-05-17 17:03:46 UTC

Gill: PSA Assignment Fields.

estuardoherrera — 2023-05-26 16:26:39 UTC

Business Process Mismatches between Gill and Keith

Permission Set Groups: Personas Sales Users

estuardoherrera — 2023-06-02 16:40:08 UTC

Read/Edit?

Team: Create Tech Debt cards and review priority with the team

estuardoherrera — 2023-06-02 16:42:34 UTC

Lead Activity

estuardoherrera — 2023-06-22 16:29:18 UTC

Shirley: Labs Handoff

estuardoherrera — 2023-07-25 20:34:02 UTC

Shirley: Skill Questions

estuardoherrera — 2023-08-18 16:29:07 UTC

Shirley: Data Dictionary --> Practice/Skillset/Skills Report

estuardoherrera — 2023-08-22 16:22:29 UTC

Tech Target: Duplicate Account

estuardoherrera — 2023-08-22 16:33:53 UTC

Testim: Make an internal meeting before showing proposal to Hetal

estuardoherrera — 2023-08-25 16:34:33 UTC

Tom(Sebas, Jon, Joaquin): Refinement session with Tom

estuardoherrera — 2023-08-25 16:35:23 UTC

Rating scope test

2023-09-01 16:21:51 UTC

Shirley: Skills Ratings/Notes

estuardoherrera — 2023-09-01 16:25:37 UTC

Jonathan: Mandatory , OOTB functionality(Out Of The Box) .
RM can change ratings

Spike Workflow

2023-09-06 15:10:19 UTC

Epics Clean-Up

2023-09-06 15:10:28 UTC

Tato to run a pre clean up of the epics and close the ones completed . Review with the rest of a team by September 14, 2023

estuardoherrera — 2023-09-06 16:32:31 UTC

Jonathan to review the new poc issuetype and spike workflows

estuardoherrera — 2023-09-06 16:38:43 UTC

Renewal Opp Already Discussed with Tom

estuardoherrera — 2023-09-07 16:28:53 UTC

Counter Discrepancies for skillset/skills

estuardoherrera — 2023-09-08 16:32:36 UTC

Consultants to change Main Skills

estuardoherrera — 2023-09-08 16:33:25 UTC

Manage PSA Group to fill the Main Skills in the GLR Form

Show contact skills on GLR Enhancement ticket needed?

estuardoherrera — 2023-09-08 16:36:19 UTC

Test Case: Respect DM hierarchy to add/delete skills for consultants

estuardoherrera — 2023-09-08 16:37:32 UTC

Cost/Burdened Rates

estuardoherrera — 2023-09-22 16:33:41 UTC

Billable From Date impact for Labs assignments automation ??

estuardoherrera — 2023-11-02 16:27:11 UTC

GLR with Backfill Resource Request

estuardoherrera — 2023-11-17 16:18:46 UTC

New Backfill button is not active in PROD