Create a mapping of interactions between the Customer Portal to Zuora and Salesforce.
Problem
Our internal teams do not have documentation to help them understand all of the interactions between the Customer Portal, Zuora, and Salesforce.
Proposal
Create a mapping so that we can start to determine where the gaps are currently with data flowing between the systems.
Result
Identify new issues and opportunities for improving data flow and processes.
Next steps (if any)
Time boxed effort to provide the mappings.
These materials may help:
- https://drive.google.com/drive/folders/1kfCEQM6XYGWYxq3Ke4TNvtmDR-46erVD
- https://about.gitlab.com/handbook/business-ops/business_systems/portal/#zuora-and-salesforce