CloudLink Ideas Portal

GateKeeper - Fully enable the addition and management of Influencers in gatekeeper

Fully enable the addition and management of Influencers in gatekeeper
Through Semi-automatic gatekeeper functionality

Part A - The ability to Add an influencer in SalesLink and push it to DBS semi-automatically
Part B - The ability to edit an influencer in SalesLink and push it to DBS semi-automatically
Part C - The ability to delete an influencer (But it looks like we might not have an API Endpoint for that.)
Part D - The ability to pull back influencer information into SalesLink in a timely manner.
** Note we're looking at what the optimal and reasonable time is "a timely manner".
** Note we're doing an investigation to see if we can use Get Changes or Current Gatekeeper functionality, or new method
** May need estimate from platform depending on method used

2 parts for each of A, B, D (and C if we can do it)
1) Call the API - (Change the data ) to push to DBS
2) Pull the data back (we don't have an ERP Mirror .. but we need it).

This pushes only customers.

This has to be tested from sales rep , sales executive and push from Saleslink touch and flex

Engineering Estimates
Part A & B - 1 sprint
Part C - if exists - unknown
Part D - Spike - 2 days for investigation

QA Estimates
2 days - for the entire project

  • Hector Catre
  • May 15 2020
  • Shipped
  • Attach files


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