2022 January Working Meeting

Attendees: Cori, Andy, Jung, John, Hima, Dar, Jung

Agenda:

• Package Status

  • Main Package Items
    • Permissions Update & Removing Contact Record Types - Update from Shun
    • How to install a proto/beta package by ID
    • Packaging & Surveys discussion from Slack channel
  • User Client Relations Object
    • Homework results & options for creating a caseworking/case load list
    • Full demo from Bhim?
  • Status of the survey package as a stand alone- is it ready to go?
  • Github Task Status updates
  • Work Time for Documentation

• Next Steps

  • Next Meeting - Same time slot for February
  • Table at Nonprofit Housewarming
    • Trish - anyone else?
  • What’s next/roadmap thinking

• Notes:

  • Missing Shun, Trish, Bhim for some key items

• Main Package Items

  • Jung test loaded but some items needed might be vulnerable to the log4j vuln.
  • Checked metadata and it looked good so far
  • Jung has link for installing by package ID
    • Package ID for beta w/out contact record types: 04t5G000003RT2LQAW
    • https://MyDomainName.lightning.force.com/packagingSetupUI/ipLanding.app?apvId=04t5G000003RT2LQAW
  • Packaging & Surveys: discussion: https://salesforce-external.slack.com/archives/C01TLP7BN9K/p1642482373002500
    • Cori - will need to verify not skirting the definitions
    • Discussion around longevity of the supplemental package
    • May need to keep the surveys to mostly just fields and have the automation as wiki page walk-throughs

• User Client Relations Object

  • Noted issues:
    • No connection between members (such as the same household) on the survey clients
    • No connection from the Clients on the User & Client Relationship records back to the surveys
    • Need a demo on this from Bhim for the Hayden Hall org
    • No contacts ever created from the survey records (and would this be advisable?) - could include a Flow template for this or add to the documentation
  • Survey package
    • May still need clean up on name, help text, etc
    • Branch - https://github.com/SFDO-Community-Sprints/GrassrootsSurveySalesforcePackage/tree/metecho/sample-surveys
  • Networking Table at Housewarming
    • Trish, John, maybe Dar
  • Roadmap - DLRS example: https://github.com/SFDO-Community/declarative-lookup-rollup-summaries