Agenda - Economic Development Authority - 10/09/2025

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Overview • Greater MSP to provide Conrin with a fresh sandbox for development and testing purposes. Client personnel will be available to interface with Greater MSP should assistance be necessary with the acquisition of the sandbox. • All development will be completed within a new Salesforce instance. • Development will include standard fields (text/picklist/date/number/etc.) and the Business Visit custom object. • Field automation (flows, workflows/process builder/etc. are not necessary for data migration purposes. • Greater MSP to provide complete data sets to be migrated in a format that exactly matches corresponding fields as they exist in the sandbox. Client personnel will be available to interface with Greater MSP should assistance be necessary with the acquisition of the data to be migrated to the City of Ramsey's Salesforce org. • Data migration includes field data for each of the three objects. Activity History, Notes and Attachments, etc. are not necessary for project completion. • Client to procure Salesforce license upon commencement of work. License will be available for development purposes by October 13, 2025. Includes • Replication of Account, Contact, and Business Fields and objects exactly as they exist within the sandbox to be provided to Conrin by Greater MSP. • Migration of Account, Contact, and Business Visit data. • Four support hours to be used for general support, report/dashboard development and training. • Additional support available on an hourly basis ($155.00/hr.). Final Delivery • Account page layout, Salesforce Lightning user interface, and data migration. • Contact page layout, Salesforce Lightning user interface, and data migration. • Business Visit Salesforce Lightning user interface and data migration. • Lockout period — two weeks for data migration. • Project to be completed by December 31, 2025.