Referrer__c Object.md

Create new object called Referrer__c

Fields:

• Contact__c

  Contact__r relationship to Contact object.

• Vivint_Employee__c

  Vivint_Employee__r relationship to Vivint_Employee__c object.

• Personalized_URL__c

  Formula field that tacks Username__c onto the end of either https://referrals.vivintsolar.com/ or https://referrals.stage.vivintsolar.com/

• Username__c

  Unique text field

• First_Name__c

  Text field

• Last_Name__c

  Text field

• Email__c

  Email field

• Default_Lead_Generator__c

  Default_Lead_Generator__r relationship to Vivint_Employee__c object.

• Default_Sales_Rep__c

  Default_Sales_Rep__r relationship to Vivint_Employee__c object.

Data load to be done by Evan:

1. Create Referrer__c record for every Contact
   • Default the Username__c field to the contact email.
   • Default Default_Lead_Generator__c and Default_Sales_Rep__c with sales rep from Opportunity
2. Create Referrer__c record for every Vivint_Employee__c that is not a Dealer
   • Default the Username__c field to the employee firstname.lastname (e.g. alex.ford)
   • Default Default_Lead_Generator__c and Default_Sales_Rep__c with themselves. Circular relationship back to the Vivint_Employee__c this Referrer__c record is being created for.
3. Create Referrer__c record for every Vivint_Employee__c that is a Dealer
   • Default the Username__c field to the dealer email address.
   • Default Default_Lead_Generator__c and Default_Sales_Rep__c with themselves. Circular relationship back to the Vivint_Employee__c this Referrer__c record is being created for.

Data load to be done by Chev:

1. Create a Referrer__c record for any customer Okta record whose email does not match a Contact record.
   • Populate First_Name__c, Last_Name__c, and Email__c text fields.
   • Default Username__c field to customer Okta email.
2. Update Username__c fields for all Referrer__c records that have already customized personal URLs in our Amigo CouchDB table.

Referrer_Submission__c Object.md

Create new object called Referral_Submission__c

Fields:

• Referrer__c

  Referrer__r relationship to Referrer__c object.

• Lead__c

  Lead__r relationship to Lead object.

• Opportunity__c

  Opportunity__r relationship to Opportunity object.

Data Load to be done by Chev:

1. Create Referral_Submission__c records for all entries in the amigo_referrals CouchDB table.
   • Populate Lead__c with leadId from Couch record.
   • Locate Referrer__c record associated with customer Okta account if repId is false.
   • If repId is not false then locate the Referrer__c record associated with the Vivint_Employee__c record for that repId.