Reducing Salesforce Event Fields - Collateral + Promo Quantity & Attendees

From
Julia Jenkins <jujenkins@thekey.com>
To
Dart Team <dart-team@thekey.com>, Renee Drobek <renee.drobek@thekey.com>, Audra Williams <audraw@thekey.com>, Tiffany Silton <tsilton@thekey.com>, Sales Leadership Team <salesleadership@thekey.com>, Emma Zumsen <emma.zumsen@thekey.com>, Greg Jones <greg.jones@thekey.com>, Alisha Laird <alisha.laird@thekey.com>, Amanda Maldonado <amanda.maldonado@thekey.com>, =?UTF-8?B?TWF4aW1pbGlhbm8gSWLDocOxZXo=?= <maximiliano.ibanez@thekey.com>, Ravi Mahadevia <ravi.mahadevia@thekey.com>, Sonu Singh <satinder.singh@thekey.com>, Brian Christian <brian.christian@thekey.com>, Regional Directors <RegionalDirectors@thekey.com>
Date
Mon, 2 Feb 2026 15:
Folder
INBOX
--0000000000008b88080649df6205 Content-Type: multipart/alternative; boundary="0000000000008b88070649df6204" --0000000000008b88070649df6204 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Everyone, To reduce administrative friction for our HCLs, ASMs, and GMs, we are simplifying the Salesforce Event (Meeting) layout. Per Chris=E2=80=99s dire= ction, we are prioritizing ease of documentation over granular tracking to ensure our teams spend more time selling and less time data-entering. The change will sunset the following fields from the Salesforce Event layout: - *Quantity of Collateral + Promo Given* - *Number of Attendees* While this will change our reporting on the *volume* of materials distributed to each Account, our focus is shifting toward tracking *which* materials are being used and *which* Accounts are being engaged rather than the specific quantities provided. These fields will be hidden, not deleted. All historical data will remain preserved and accessible for past reporting needs. *If you have any concerns regarding this transition, please let me know by Wednesday, 2/4.* I plan to submit the Salesforce ticket on Wednesday to finalize these changes. [image: image.png] Thank you, --=20 Julia Jenkins Director, Revenue Operations *Please note my email address has changed:* jujenkins@thekey.com Mobile: (805) 717-7606 TheKey.com --0000000000008b88070649df6204 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Everyone, To reduce administrative fr= iction for our HCLs, ASMs, and GMs, we are simplifying the Salesforce Event= (Meeting) layout. Per Chris=E2=80=99s direction, we are prioritizing ease = of documentation over granular tracking to ensure our teams spend more time= selling and less time data-entering. The change=C2=A0will sunset the= following fields from the Salesforce Event layout:

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