Data Flow Diagram
BE:011 JMP Customer buys STD AL via the DPBE:011 JMP Customer buys STD AL via the DP Data Dictionary
online lead rqst =
order number +
product +
site +
territory code +
license start date +
operating system +
quantity * <=10 *
GIDB site update =
site number +
territory code
Acct Validation SFDC =
DUNS number
Order Summary =
order number +
payment type +
shipping address +
product +
site +
contract +
amount +
license start date +
currency unit +
operating system +
quantity * <=10 *
Salesforce Opportunity ID =
order number +
license start date +
transaction date +
transaction time
Salesforce Opportunity ID =
opportunity Id +
date +
time +
product
Process Steps
Lead Request Activity
- Customer decides to buy.
- SFDC notifies salesperson that order was placed.
- Update SFDC with order summary as per data dictionary.
- Update GIDB with territory code for site id.
- Update SFDC with DUNS number.
- End.
Open / Modify Salesforce Opportunity ID activity
- If new opportunity convert lead to an opportunity ID.
- If not new opportunity manually update SFDC opportunity ID by merging existing lead record with new lead record.
- If customer requested to be invoiced then provide permanent license code.
- Update opportunity record as per data dictionary.
- End.
