BD/RD Allocation

This project involves implementing updated logic within Salesforce to facilitate the accurate allocation of split commissions between Business Development and Relationship Development associates, aiming to enhance the accounting team's ability to generate precise reports.  

My Position: Within this project, my task was to collect requirements and facilitate communication with the client to grasp their needs. I created mockups for the team to adhere to and conducted quality assurance checks after developers completed their tasks. 

Goal: To achieve our goal, I collaborated closely with the accounting team and Salesforce developers to implement the updated logic in Salesforce. 

Outcome: The outcome of the project was successful, as we were able to enhance the reporting system for the accounting team, enabling more accurate allocation of split commissions between Business Development (BD) and Relationship Development (RD) associates. The accuracy level of reporting rose by 30%.