Re: Montreal Salesforce Set Up

From
James Patchett <jpatchett@homecareassistance.com>
To
Aaron Baik <abaik@homecareassistance.com>
CC
Rebecca Howe <rhowe@homecareassistance.com>, Trina Leroux <tleroux@homecareassistance.com>, "Salesforce @ HCA" <salesforce@homecareassistance.com>, Salesforce Support <salesforcesupport@homecareassistance.com>, Timothy Thomas <tt@homecareassistance.com>, Sarah Powers <spowers@homecareassistance.com>
Date
Mon, 17 May 2021 10:41:53 -0400
Folder
INBOX
--0000000000005a330305c2879aef Content-Type: multipart/alternative; boundary="0000000000005a330105c2879aee" --0000000000005a330105c2879aee Content-Type: text/plain; charset="UTF-8" Thank you all, I have set a time with Sarah this week and we will follow up after we have a plan. Thank you, James On Fri, May 14, 2021 at 6:58 PM Aaron Baik wrote: > Hi Team, > > This is something I wouldn't be able to handle yet since I don't know how > to set up a Salesforce location when it is not part of the normal corporate > clearcare. I will wait until Sarah can help me understand this process. > Aaron Baik > Help Desk Specialist > Home Care Assistance of Home Care Assistance of Walnut Creek, CA > Office: (650)-462-9501 > Direct: (650)-400-2856 > 1808 Tice Valley Blvd, Walnut Creek, CA 94595 > homecareassistance.com > --- > Read Our Testimonials > Join Our Newsletter > > We Are Hiring! > > Champions of Longevity > > > On Fri, May 14, 2021 at 2:28 PM Rebecca Howe > wrote: > >> Hiya, >> >> James, can you please work with sarah on this? >> >> Because they are not part of the normal corporate clearcare, there will >> be some challenges to work through. It's not just a normal set-up. >> >> BW, Rebecca >> >> On Fri, May 14, 2021 at 1:44 PM Trina Leroux > tleroux@homecareassistance.com> wrote: >> >>> Hi Aaron, >>> >>> >>> >>> Can you please assist James with the request below? >>> >>> >>> >>> Thanks, >>> >>> Trina >>> >>> >>> >>> *From:* James Patchett >>> *Sent:* Friday, May 14, 2021 3:38 PM >>> *To:* Salesforce @ HCA ; Salesforce >>> Support >>> *Cc:* Timothy Thomas >>> *Subject:* Re: Montreal Salesforce Set Up >>> >>> >>> >>> Good Afternoon, >>> >>> >>> >>> I am following up on the request below. If we could please set some >>> time to discuss I would appreciate the support. >>> >>> >>> >>> Thank you, >>> >>> >>> >>> James >>> >>> >>> >>> On Tue, Apr 27, 2021 at 2:56 PM James Patchett >> jpatchett@homecareassistance.com> wrote: >>> >>> All, >>> >>> >>> >>> As we will be bringing on an HCL to the Montreal Team in the next month >>> or so, we would like to start the process of getting SalesForce set up for >>> the Montreal office. >>> >>> >>> >>> Please advise on next steps. >>> >>> >>> >>> Thank you, >>> >>> >>> >>> -- >>> >>> *James Patchett* >>> >>> *Director of International Operations & Franchise Support * >>> >>> Home Care Assistance >>> >>> Direct: (727) 729-2068 >>> >>> www.homecareassistance.com >>> >>> --- >>> >>> Read Our Testimonials >>> >>> Join Our Newsletter >>> >>> >>> We Are Hiring! >>> >>> >>> >>> >>> >>> [image: Image removed by sender.] >>> >>> *Champions of Aging Well* >>> >>> >>> >>> >>> -- >>> >>> *James Patchett* >>> >>> *Director of International Operations & Franchise Support * >>> >>> Home Care Assistance >>> >>> Direct: (727) 729-2068 >>> >>> www.homecareassistance.com >>> >>> --- >>> >>> Read Our Testimonials >>> >>> Join Our Newsletter >>> >>> >>> We Are Hiring! >>> >>> >>> >>> >>> >>> [image: Image removed by sender.] >>> >>> *Champions

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