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Agenda - Economic Development Authority - 10/09/2025
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Agenda - Economic Development Authority - 10/09/2025
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11/6/2025 3:14:30 PM
Creation date
10/2/2025 3:46:22 PM
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Meetings
Meeting Document Type
Agenda
Meeting Type
Economic Development Authority
Document Date
10/09/2025
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Overview <br />• Conrin will be provided with access to a fresh sandbox for development and testing <br />purposes. <br />• All development will be completed within a new Salesforce instance. <br />• Development will include standard fields (text/picklist/date/number/etc.) and the Business <br />Visit custom object. <br />• Field automation (flows, workflows/process builder/etc.) are not necessary for data <br />migration or other purposes. <br />• Client to provide data to be migrated in a format that exactly matches corresponding fields <br />as they exist in the sandbox. <br />• Data migration includes field data for each of the three objects. Activity History, Notes and <br />Attachments, etc. are not necessary for project completion. <br />• Complete data set, matching the current Salesforce configuration, to be provided to Conrin. <br />Includes <br />• Replication of Account, Contact, and Business Visit fields and objects exactly as they exist <br />within the sandbox to be provided to Conrin by Greater MSP. <br />• Migration of Account, Contact, and Business Visit record data. <br />• Four support hours to be used for general support, report/dashboard development and <br />training. <br />• Additional support available on an hourly basis ($155.00/hr.) <br />Final Delivery <br />• Account page layout, Salesforce Lightning user interface, and data migration. <br />• Contact page layout, Salesforce Lightning user interface, and data migration. <br />• Business Visit Salesforce Lightning user interface and data migration <br />Fees for Services <br />• $4,000.00 <br />• 50% due upon commencement of work <br />• 50% due upon project completion <br />
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