RESOLVED: Analytics Portal Reports missing clients and referral accounts from Salesforce

From
Monica Johnston <johnstonm@thekey.com>
To
Dart Team <dart-team@thekey.com>
Date
ue, 21 Nov 2023 09
Folder
INBOX
The issue with the Salesforce integration has been resolved and the data in
the data lake is up to date. All reports were refreshed with data through
the end of day yesterday. If you see any issues please let us know.

Thanks,
Monica

On Mon, Nov 20, 2023 at 10:59 AM Monica Johnston <johnstonm@thekey.com>
wrote:

> The critical Sales reports on the Analytics Portal have been refreshed and
> other lower priority reports are in progress. Please remember the reports
> will still be missing some data from Salesforce until we have a permanent
> fix which we should have by end of day tomorrow.
>
> There should be no impact to Billing and Payroll since the clearcare data
> in the data lake is up to date. This issue only impacts the Salesforce
> client and referral account data in the data lake.
>
> Thanks,
> Monica
>
> On Mon, Nov 20, 2023 at 9:30 AM Monica Johnston <johnstonm@thekey.com>
> wrote:
>
>> Due to an issue with the integration between Salesforce and the data lake
>> we are missing some clients and referral accounts. This would impact any
>> Analytics Portal reports showing client conversions. Also any reports
>> that show referral account metrics. Since only the Salesforce data was
>> affected, there should be no impact to the Billing or Payroll teams. We
>> have no known issues with the Clearcare data in the data lake at this time.
>>
>> The ETA for resolving the Salesforce integration issue is tomorrow. In
>> the meantime we are working to update the reports to show the snapshot as
>> of Sunday. I will send out another email when that is done. ETA for that is
>> 1-2 hours.
>>
>> Please note that you can also see issues and updates using the new IT
>> Status Page that Eugene Narciso demonstrated in the announcements call last
>> week: https://thekeystatus.trust.pagerduty.com/
>>
>> BCC: Executive team, Regional Directors, Tableau Desktop Users, Payroll
>> Notifications, Billing Alerts
>>
>> --
>> Monica Johnston
>> Manager of Data Services
>> * Please note my email has changed: *
>> johnstonm@thekey.com <https://brand.thekey.com/esg/johnstonm@thekey.com>
>> (602) 501-7890
>> TheKey.com <https://www.thekey.com/>
>> [image: TheKey] <https://homecareassistance.com/>
>>
>

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