Data Intake and Governace (Surveys and Applicactions). How do you manage survey, applications, and other intake data? Help us document best practices!
The goal of this project is to create documentation on best practices around data intake.
The audience for this project is for admins in any organization who deals with data intake.
Join us on the Hub!(https://powerofus.force.com/s/group/0F91E000000bs88SAA/data-intake-governance)
| Full Name | Team Role | Github Username | Sprint(s) |
|---|---|---|---|
| Deanne Walters | Team Leader | DatabaseDeanne | March 2020 Virtual |
| Full Name | Team Role | Github Username | Sprint(s) |
|---|---|---|---|
| Samantha Shain | Team Leader | samanthashain | Philly 2019 |
| Megan Pietruszka | Scribe | mpietruszka | Philly 2019 |
| Jen Higgins | Contributor | jenhiggins | Philly 2019 |
| Nicole Smith | Contributor | NA | Philly 2019 |
| Alexa Adams | Contributor | alexasgotsaas | Philly 2019 |
| Deanne Walters | Contributor | DatabaseDeanne | Philly 2019 |
| Melissa Hill Dees | Contributor | Melissahilldees | Philly 2019 |
| Angela Adams | Contributor | AngAdams | Philly 2019 |
| Dar Veverka | Contributor | kdveverka | Philly 2019 |
| Michael Kolodner | Contributor | mkolodner | Philly 2019 |
| Clayton Goss | Contributor | clayton514 | Philly 2019 |
| Amy Bucciferro | Contributor | amymarieb | Philly 2019 |
We are trying to define how to manage survey, applications, and other intake data in Salesforce. This includes a series of questions that admins should ask themselves before setting it up and possible data models for surveys/applications/intake data.
Join us at this Google Doc: https://docs.google.com/document/d/1iqR0LYNrVs5MZ7bKvGFSf9ZrVe2TQyaFBAe9sJLmSPs/edit?usp=sharing Please add yourself as a collaborator!
March Virtual Sprint 2020: A documentation draft has been finished (starting on page 14 of the google doc). This includes an overview of the data intake architecture areas (with different options you can do in each area), a deep dive into explain what the different data intake architecture areas options are, and a case study of an admin who utilizes different data architectures depending on the department need.
Philly Sprint 2019: We have come up with various draft data models with pros and cons. We have also built out what a key questions that an admin should be asking before implemetning a data model.
Create an Entity Relationship Diagram for some of the most common options.
March Virtual Sprint 2020: We need to review/edit the documentation with a focus on the following areas: make sure we are covering all of the key points, make sure it is understandable for people at all levels, and make sure it has a consistent tone and structure. Then we would like to have the information published on the Power of Hub as a best practice.
Philly Sprint 2019: We want to finalize the wording of the key questions section. We also want to finalize the data models. (Need to re-evalutate if this is still needed.)