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Implementation Templates
We understand how daunting a blank page can be, so we’ve created templates that might be relevant to your industry for inspiration.
Partner Program Management
Custom Object: Partner_Program__c
Key Fields:
- Partner_ID__c
- Channel_Manager__c
- Partner_Tier__c
- Territory__c
- Industry_Focus__c
Required Context:
- Partner ID
- Meeting Purpose
- Topics to Discuss
Routing Rules:
Rule 1:
- Criteria: Partner_Tier__c = 'Strategic' AND Territory__c = 'EMEA'
- Assignment: EMEA_Strategic_Manager
Rule 2:
- Criteria: Partner_Tier__c = 'Strategic'
- Assignment: Strategic_Partner_Manager
Rule 3:
- Criteria: Industry_Focus__c = 'Healthcare' AND Territory__c = 'NA'
- Assignment: Healthcare_Partner_Manager
Rule 4:
- Criteria: Partner_Tier__c = 'Standard'
- Assignment: Regional_Partner_Manager
Custom Object: Healthcare_Group__c
Key Fields:
- Practice_ID__c
- Implementation_Manager__c
- Practice_Type__c
- Location_Count__c
- EMR_System__c
Required Context:
- Partner ID
- Meeting Purpose
- Topics to Discuss
Routing Rules:
Rule 1:
- Criteria: Practice_Type__c = 'DSO' AND Location_Count__c > 10
- Assignment: Enterprise_Implementation_Manager
Rule 2:
- Criteria: EMR_System__c = 'Legacy' AND Practice_Type__c = 'Multi-Location'
- Assignment: Migration_Specialist
Rule 3:
- Criteria: Practice_Type__c = 'Specialty' AND Location_Count__c > 3
- Assignment: Specialty_Practice_Consultant
Rule 4:
- Criteria: Practice_Type__c = 'Private'
- Assignment: Implementation_Specialist
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