Background: As part of an ongoing improvement to track the status of Authoritative Copy acknowledgments, we are introducing a new update in Salesforce. This update includes a new tracking field and a banner that will appear on contracts when the Authoritative Copy confirmation is missing
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Starting January 22This update is expected to start by January 23, 2025, a new tracking field will be added to Salesforce to monitor the status of Authoritative Copy acknowledgments. This will help agents and internal teams easily identify if the acknowledgment has been completed or if any action is still required.
The new field will have three possible statuses:
Amend & Restate
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Indicates the contract needs to be amended and re-signed
Collected
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Means the Authoritative Copy acknowledgment has been successfully collected
Missing
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with the first round of updates likely to be completed by end of day. Agents may start seeing changes earlier, but please be aware that the full update may take until January 26, 2025, to be fully implemented
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When the Missing status is present, a banner will appear on the contract record in Salesforce. This banner serves as a reminder that the Authoritative Copy acknowledgment is still needed from the homeowner.
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| Info |
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Once the update goes live on January 22, 2025, Salesforce will automatically begin displaying the new |
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banner where necessary. |
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