New End Date Requests

Leads Programs- How to Request a New End Date

If a leads program is running late whether it's because it was sold wrong, the customer changed filters or any other reason (and we are not doing a change order), the Delivery Manager is to request a new end date in the relevant SF case.

The CSM will be notified of this request and they will request approval from the vendor. Once the approval is received from the vendor (via email AKA in writing), the CSM forwards this to the finance team and the finance team takes care of updating the new end date in SF.

Open the case
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3. Select the current date to the "Date when new end date requested" field.

4. Provide the reason+the new date that is needed to the "Reason for Adjusted End Date" field.

New End Date Requested Status- If there is no open request, this field will be blank. Otherwise, the statuses will be either "Pending" or "Completed".

Days in Pending Status- This field will show how many days case has been sitting in the "Pending" or "Completed" status.

Once this request is done, the CSM will receive the request the following Sunday to their email. They will email the vendor asking them for approval for the new end date.

Once the customer provides approval, the CSM forwards the approval email from the customer to the finance team letting them know that they should update the end date per the instructions in SF.

The finance team will then update the "Adjusted End Date (FINANCE ONLY)" field with the new end date.

Notifications from Salesforce Related to New End Date Requests

Subject: LEAD GEN - ADJUSTED END DATE

Body:

"The {!OppProductName} has an adjusted end date of {!Get_Opp_Product_Name_0.Adjusted_End_Date__c}

CSM: {!CSOwnerFirstName} {!CS_OwnerLastName}

{!CaseLink}

Please update the following campaigns on PeerSpot:

{!LINKS}

Identificator: Email_Notification_for_Completed_Lead_Gen_program - Flow/Body"

Recipients: lead_director@peerspot.com

Subject: Summary of Programs with Updated End Date Requests - {String.valueOf(Date.today().format())}

Body:

"Hi team,

Please find an updated summary of our active programs, which won't conclude according to the previously set program end date.

Contact your vendor's POC and update them on the newly estimated end date.

Summary of requested end dates:

Date Delivery Requested the Change:

Account Name:

Product:

Case:

Opportunity:

Current End Date:

Current Estimated Completion Date:

Reason For New End Date Request:

Identification: ProgramEndDateUpdateController.getProgramsNotification"

Recipients: contentdeliveryteam@peerspot.com, deliveryteam@peerspot.com, amanda.silverman@peerspot.com+CS owner of the opportunity products related to cases with adjusted end date requests.

Subject: {!$Record.Opportunity.Account.Name}: SPONSORED COMPARISON ADJUSTED END DATE

Body:

"Please note that the {!$Record.Opportunity.Name} Sponsored Comparison program has an adjusted end date of {!$Record.Adjusted_End_Date__c}. Please adjust the campaign on the site.

CSM: {!CSM_Not_Null}

Case #{!Get_Case.CaseNumber}

Identification code: Opportunity_Product_After_Save_Flow_Notifications_Automations/ADC_Body_SC"

Recipients: lead_manager@peerspot.com

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