Baucore Implementation Guide

Once you’ve completed Install the baucore Managed Package and the Baucore Post Installation Guide, it’s time to set up the basics of Baucore to fit your business.

Setting up the Role picklist

The Role picklist is a central element in Baucore. Many processes depend on its values, including Participant Fields for Submission Process, Processor Recommendation, Dealer Recommendation, and more.

These settings can currently be updated in the Baucore Admin app’s Setup Page — you can associate picklist Role values with their classifying flag fields, such as Processor, Buyer, Competitor, Builder, and Specifier.

Set the My Company account

Define which Account(s) represent My Company. In most cases, only one Account is needed, but multiple My Company Accounts may be needed if you have separate business units that need to be tracked separately.

Set thresholds for Performance and Loyalty

The Account Performance and Loyalty Indicator is calculated automatically, but only once the appropriate thresholds have been configured.

Project Lead qualification

Baucore provides a list of fields to support the qualification process of a Project Lead. Set up a process using these fields — plus any other fields relevant to your qualification criteria — to set the Project status picklist field to Red, Yellow, or Green.

The conversion process for a Project Lead can only run while its Convertable? field is set to true. Define a process for when this field should be set to false — it defaults to true.

Map the Project Lead fields to Project on conversion

All standard Project Lead fields are already mapped to their corresponding Project fields. If you add custom fields to Project Lead that need to carry over to Project, see Map Project Lead fields to Project.

Related

• Install the baucore Managed Package
• Required Metadata for Baucore
• Assign baucore Permissions and Licenses