Vantrell Software / BG-Demo – Onboarding
Callcompleted
Vantrell Software · 1 Aug 2024 12:00
Callie Brennan set the connector order with Hugh Firth and Jess Dobson: Salesforce first, then Zendesk and Xero. Salesforce credentials were still waiting on the customer's IT team.
What was said
What this says
As at Fri 9 Oct 2026Callie Brennan set the connector order with Hugh Firth and Jess Dobson: Salesforce first, then Zendesk and Xero. Salesforce credentials were still waiting on the customer's IT team.
What happened: Callie walked through the three source systems and proposed bringing Salesforce live first, then Zendesk and Xero. Hugh and Jess agreed.
Customer view: Jess manages the credentials and said the IT request was raised but not yet complete. Hugh said he would press IT to turn it around quickly.
Commercial: Value depends on all three sources being joined, so a late Salesforce service account delays the first questions asked.
Watch: The evidence does not show whether IT delivered the org ID and service account by the end of the week.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Jess Dobson and Hugh Firth to get the Salesforce org ID and read-access service account to Callie Brennan by the end of the week.
- Callie Brennan to send the checklist and IT spec the same day and test the connection.
- Callie Brennan to meet the customer the following Wednesday and schedule the first refresh for Thursday.
Risks
As at Fri 9 Oct 2026- The Salesforce service account depends on the customer's IT team and was not ready on the call.
- A slip on Salesforce delays the Zendesk and Xero connectors and the first refresh.
Opportunities
As at Fri 9 Oct 2026- Once all three sources are joined, the team can query straight away, which builds early value.
Transcript
Callie BrennanHi Jess, Hugh, thanks for joining. How's your week been?
Jess DobsonGood, ready to go.- Callie BrennanPerfect. So today I want to walk through the connectors we're bringing in first and sort out the access credentials before we switch on the refresh. What systems do you use?
Hugh FirthSalesforce for CRM, Zendesk for support tickets, and Xero for accounting.- Callie BrennanGood. I'd suggest we bring Salesforce live first, get that solid, then layer in Zendesk and Xero. Sound right?
- Jess DobsonYeah, that makes sense.
- Callie BrennanGreat. Jess, you're managing the credentials on your end?
- Jess DobsonThat's me.
- Callie BrennanWhat I need is a Salesforce org ID and a service account with read access. Has IT set that up yet?
- Jess DobsonWe've raised the request but it's not quite there yet.
- Callie BrennanIf you can chase that and get it to me by end of week, I'll test the connection over the weekend. We can then schedule the first refresh for early next week.
- Hugh FirthI'll lean on IT, they should turn it around quickly.
- Callie BrennanThanks, Hugh. Once Salesforce is live, Zendesk is straightforward, the mapping is clean. We'll send you a spec, IT provisions read access, and we bring it in.
- Jess DobsonAnd after the refresh, how soon can we start using it?
- Callie BrennanThe first refresh takes a couple of hours, then you're live. Your team can query straight away, the brain will have all three sources joined.
- Hugh FirthWill you send over the details of what we need?
- Callie BrennanYes, I'll send a checklist with what we need from each system and the IT spec. Here's the plan: you send Salesforce details by end of this week, I'll test it, and we'll meet next Wednesday to walk through what we found. Then we schedule the refresh for Thursday.
- Hugh FirthSounds good to us.
- Jess DobsonYes, perfect.
- Callie BrennanBrilliant, I'll get that checklist over today. Thanks, both. Speak soon.