Sales & Marketing CRM Request Form

Information

Request Summary *

Description (Provide more details about your request)

Requestor Email *

Enter valid Pall email ID

Priority *

Enter Business Priority

Feature Issue Area *

Select Appropriate Area

Business Unit *

Impact Category

Only applicable for New Feature Enhancements

Region *

Select Affected Region

Feature Issue Type *

Select Appropriate Issue Type, see below for more info

Steps to reproduce (Provide the steps to reproduce the issue/error)

Has the enhancement been approved by your BU council * (who is centralizing and prioritizing enhancement requests)?

If not, please do so and after BU Council approval create the ticket or ask to your Regional Champion to do it. Here the list of BU Councils members: SFDC CRM BU Champions and Key Users / Governance Models by BU

Please do not submit the form if the answer is "No".

The enhancement is aligned with strategy * (either Pall Industrial strategic plan or BU strategic initiatives). If yes, please explain.

Is it Global? *

Is it based on existing BU SW * (for example included in Funnel Management Playbook/SW)? If yes, please explain.

Is there a clear business impact or does it help to reduce muda? * Please explain.

Your enhancement request will be cancelled if it is not complying the 5 criterias above and if not channeled through your BU council according to CRM Governance Model SW.

Select languages for translation *

List of URL to be translated (Provide list of all URLs to be translated. One URL per line. E.g. https://www.pall.com/en/biotech/technologies/chromatography.html
https://www.pall.com/en/biotech/technologies/cell-culture.html

These fields are required to delete your account from Adobe Learning Manager

Name (Enter Full Name) *

User Email Address (Enter Pall Email Address) *

Are You Manager *

These additional fields are required to have your account setup correctly for access.

All fields are for the new SFDC user except "Manager Full Name" and "Manager Email Address".

Please enter replacement manager information. These additional fields are required to have the replacement manager account setup correctly for access to Adobe Learning Manager

Name (Enter Full Name) *

User Email Address (Enter Pall Email Address) *

Function name *

SF Learning Role (Learning Role for LMS) *

Division *

LOB *

Region *

Manager Full Name *

Manager Email Address *

Position Title *

Danaher ID (Associate ID) *

Department *

Country *

Language *

Currency *

Time Zone *

Is this of part of an existing Campaign? (Provide yes/NO accordingly)

Existing Campaign Name (Provide Campaign Name)

Existing Campaign Code (Provide Campaign Code)

Content Development Status (Provide Content Development Status)

Content Type (Provide Content Type)

Select requested Channels for promotion (Provide requested Channels)

--Select-- Linkedin Organic Linkedin Paid Linkedin Sales Navigator Youtube Blog Other

Requested Channels for promotion

If other *

Please specify

Requested Publishing Date (in MM-DD-YYYY format)

Are the publishing date(s) flexible? (Is the publishing date(s) flexible?)

Is this request Urgent/Requires action in the next 48 hours?

Attach File

Only single file of max size 1 MB can be attached in one request. For multiple files, use zip and attach

This form is to be used to report & request any incident / production issues / new enhancement in CRM SalesForce.com. Relevant assigned team member will reach out to requester with resolution & for any additional details required as appropriate.

Production Issue - Any interruption or unexpected behaviour observed in digital production environment is defined as Incident or production issue. For Salesforce.com production issues, please capture a screenshot of the issue and add it into the Attachment field.
New Enhancement - Any new requirement or addition to existing functionality in CRM SalesForce.com is defined as New Enhancement.
General Request - Any other request or question apart from above is defined as General Request. (Example - Access request, data upload, Training etc.
WALKME Installation Or Extension topics - raise a ticket via Service Desk following: Order something - PC Software - WalkMe Extension. Indicate the need to install WalkMe extension.
Adobe Learning Manager access or issue - use the Intake-Form Feature Issue Area “Adobe Learning Manager” if you need to request access or you face any issue.