ANZ: NDIS & Aged Care

Hi Everyone,

We are looking for a full time Salesforce Administrator / Analysis to assist us with our go live and post go live activities.  Does anyone have the details of an Employment Agency that they have successfully used in the past and can recommend?

Many Thanks

Hey team, @Geovanna Pazmino, long time no see! @Jonathan (Yoni) Deutsch, we are still close in this group!  I saw some of the videos there, and it is not clear to me the reason that we are treating a NDIS Client as a "Contact". For me, it would make more sense to assess them as an Account. So, I have some questions:

(1) Do you have different Contact Record Types for their Parents, Legal Guardian, or who is performing the services? Or do you simply have just one Contact form that shows everything to every contact even though they are not clients ? -- i.e. suppose we are creating a Client's Father contact , if we don't have different record types, then the Father will have a field "NDIS NUMBER" which might be unclear for the user 

(1.1) Do you recommend to create additional record types for Contacts?   

(2) if CPQ can consider "Client Account",  can we create a special Record Type for Account and relate services to the Account Client (of course, connecting the Client's Household as a Field in Client's Account)? Or does CPQ need that we treat the Client as a Contact?    #Best Practices

Hi everyone @ANZ: NDIS & Aged Care @ANZ Disability Service Providers

We deliver primarily allied health and specialist consulting services to people who are blind or have low vision. We decided years ago to allow our service providers to stick to using their favourite calendar Outlook and have events sync between Salesforce/Skedulo and Outlook (so yes 3 calendars essentially :( ). It's a two way sync. We have been trying to transition from the Salesforce for Outlook sync tool to the Lightning tool and are encountering a few issues. I am keen to know: How do your service providers manage their time with calendars? Do they use a 'main' calendar? if so what is it and how? Any insights you can share are greatly appreciated!

Well I thought as I am a new member, I should start a little post?  A quick update from Yooralla.  We are a long way in our CPQ/Billing project having just done end-to-end walkthroughs with all the key stakeholders.  The efficiency gains are very significant, the simplicity CPQ delivers with the standard renewals & amendments process a major step forward.  We are using Product Bundles to allow Service Bookings at Support Category level thereby giving Customers great flexibility on how & where they spend their funding.  At to this that we are integrating with NDIA Portal data and will virtually eliminate claim rejections.  There is a very significant story emerging here