Org Web Adapter

Editing pages/eng_18140_account_reset_tool_request.org

#+title: ENG-18140 - Account reset tool request
#+roam_alias: ENG-18140

* Description
** *Requestor:*

Sara Bush, Senior Director of Revenue Operations

** Departments Impacted:

Billing, Sales, Support, and Rev Ops

** Problem we need to solve for:

We need a way to start a new instance of 15Five for trials that are done testing
and ready to deploy 15Five to their team.

** Solution we need to build:

We would like to Build a tool for Sales/Support to perform resets under our
Admin tools in Django here https://15five.15five.com/admin/sales/

Bartek Grabski made the great suggestion that we soft-delete the current trial,
but that impacts the company id and opportunity in Salesforce.

** More context:

Support has been doing manual data deletions with the account creators
documented permission for over 7 years. We get the request so frequently when
new customers are done testing.

So why is this such a big deal? We have people wanting to give us money, close
deals and onboard their new users but they don’t want the new users to see test
data, objectives, reviews, high fives, check-ins. They don’t want metrics to be
altered. They want it all wiped so they have a clean slate with only the account
creator remaining.Our current handoff is not efficient, we have the Sale’s Team,
CSMs, and Tier 2 Support receiving the requests not to mention Billing having to
transfer the request to another company id if we have to create a new
opportunity in Salesforce. The hours add up, and on top of that the delay for
the customer to get going is about 3-4 days for processing.

* Notes

- Note taken on [2021-08-25 Wed 08:43]

From earlier comments I missed the need to remove:

- Security logs
  - In app notifications
  - Admin dashboard stats
  - Pending user invites
  - Career growth data

I also need to make sure we keep