[[Prebuild - Outlook create from Contacts]]
==== Prebuild – Contacts from emails ====
Using outlook, export all the emails to a data file.
Outlook > File menu > Options > Advanced > Export > Export to a file > Choose Excel > Choose what you want to export > Save the file on your desktop
{|
| [[File:bxpR10SER1_005.png | 300px]] || [[File:bxpR10SER1_006.png | 300px]] || [[File:bxpR10SER1_007.png | 300px]]
|}
The output is a file with the following headings
* Subject
* Body
* FromName
* FromAddress
* FromType
* ToName
* ToAddress
* ToType
* CCName
* CCAddress
* CCType
* BCCName
* BCCAddress
* BCCType
* BillingInformation
* Categories
* Importance
* Mileage
* Sensitivity
These can be loaded into a form. bxp instead can use the FromName, FromAddress, ToName, ToAddress, CCName and CCAddress. From these it attempts to extract unique contacts. It then attempts to tidy up the data and store those contacts in a form. In this way previous emails from an outlook folder can be quickly processed into a useable contact list for marketing and other related interactions.
Using the smart update engine the form can allow for multiple uploads.
==== Prebuild – SalesForce data ====
When loading data from SalesForce there are a number of fields and sources of data. Exporting from SalesForce is easy and provides a number of templated files.
{|
| [[File:bxpR10SER1_008.png | 200px]] || [[File:bxpR10SER1_009.png | 200px]] || [[File:bxpR10SER1_010.png | 200px]] || [[File:bxpR10SER1_011.png | 200px]]
|}
Not all of these files are used. It depends on how you use your SalesForce account. In size however the most common used files (ones with the most data ) are usually.
[[File:bxpR10SER1_012.png]]
By uploading key files into bxp and specifying a number of parameters, bxp can auto-build a number of structures, link the data and import the data from SalesForce. The data is then bxp forms and can be used and manipulated as per system requirements.
* Account = company
* Contact = contacts (link contacts to companies)
* Opportunity = sales opportunity (link to account)
* Notes = attached to account (loaded as ccls or as separate form)
* Task = attacked to account (loaded as ccls or as a separate form)
* User = System Access Management mapping to bxp users (the Client table field will contain their SalesForceId)
==== Prebuild – ISO27001 SOA ====
This build is to allow the “Statement of Applicability”, a key requirement of bxp to be almost instantly built in bxp. The form will store documents and updates, whilst a prebuilt keystat provides the headings and numbering system to deliver the requirements of the standard.
This form and keystat can then be easily modified, if needed, to the requirements of the business.