Authoritative Copy - Banner in Salesforce
- Rafael Gonzalez
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 banner that will appear on contracts when the Authoritative Copy confirmation is missing
This update is expected to start by January 23, 2025, 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
When the Authoritative Copy is missing, 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.
The banner will be Red and and will contain a Blue link to the internal Confluence article that provides more details on how to handle this situation.
Once the update goes live on January 22, 2025, Salesforce will automatically begin displaying the new banner where necessary.
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