New Salesforce Updates

From
Cristal Munoz <cmunoz@thekey.com>
To
"Desiree A." <desiree.aranjo@thekey.com>, Timothy Thomas <tt@thekey.com>, Timon Page <timon.page@thekey.com>, Joey Taylor <joey.taylor@thekey.com>, Sharon Speirs <sspeirs@thekey.com>, Chuck Terlesky <cterlesky@thekey.com>, Dennis Fancy <dfancy@thekey.com>
CC
Matthew Albano <matthew.albano@thekey.com>, Bryan Carter <bryan.carter@thekey.com>
Date
Tue, 13 Jan 2026 11:10:13 -0500
Folder
INBOX
--000000000000256e500648473ce9 Content-Type: multipart/alternative; boundary="000000000000256e4f0648473ce8" --000000000000256e4f0648473ce8 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable HI Canada Team, On Friday 01/16, Salesforce will launch duplicate account management and new rate fields (lower rate & higher rate quoted). I=E2=80=99ve attached the two SOP documents that outline these changes in d= etail. These new changes will help our Salesforce run more smoothly and better position the field going into AXs, leading to more SOCs for the business as a whole. Thanks and please let me know if you have any questions. *Duplicate Check * [image: image.png] *Full SOP Below* Lead Conversion Duplicate Check *New Rate Fields *- We will now be entering the lower rate quoted & higher rate quoted in the text box. [image: image.png] *Full SOP Below* SOP - New Rate Fields & Rate Type Cristal Munoz Inside Sales Manager cmunoz@thekey.com Mobile: (616) 729-8114 https://thekey.com --000000000000256e4f0648473ce8 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable HI Canada Team, On Friday 01/16, Salesforce= will launch duplicate account management and new rate fields (lower rate= =C2=A0&amp; higher rate quoted). I=E2=80=99ve atta= ched the two SOP documents that outline these changes in detail. These new = changes will help our Salesforce run more smoothly and better position the = field going into AXs, leading to more SOCs for the business as a whole. Tha= nks and please=C2=A0let me know if you have any questions.=C2=A0 = Duplicate Check=C2=A0 Full SOP Below =C2=A0 Lead Conversion Duplicate Check = New Rate Fields - We will now be enteri= ng the lower rate quoted &amp; higher rate quoted in the text box. Full SOP Below =C2=A0 SOP - New Rate Fields &amp; Rate Type Cristal Munoz <td style=3D"font-size:12px;

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