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Scott Fletcher sfletche

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  • Portland, OR
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@sfletche
sfletche / applications-response.md
Last active June 5, 2017 22:52 
{
  "errors": {},
  "applications": [
    {
      "id": "80994",
      "api_version": "2.5.0",
      "created_at": "2017-05-23T18:21:43.612+00:00",
      "updated_at": "2017-05-23T18:23:04.517+00:00",
      "origination_source": "champ_superuser",
@sfletche
sfletche / application-details-response.md
Created June 5, 2017 22:52 
{
  "id": "80994",
  "api_version": "2.0.0",
  "created_at": "2017-05-23T18:21:43.612+00:00",
  "updated_at": "2017-05-23T18:23:04.517+00:00",
  "origination_source": "champ_superuser",
  "sponsor": {
    "identifier": "cscda",
    "name": "CSCDA"
@sfletche
sfletche / application-response-81279
Created June 1, 2017 21:35
"phases": [
{
"name": "application_submission",
"steps": [
{
"name": "application_submission",
"type": "milestone",
"completed_at": "2017-06-01T00:25:24.842+00:00"
},
{
@sfletche
sfletche / lead_details.json
Last active November 7, 2016 18:31
JSON response to a specific lead
{
"id": { "type": "string" },
"status": { "enum": ["offered", "accepted", "applied", "declined", "disqualified", "expired", "unavailable"] },
"archived": { "type": "boolean" },
"expire_at": { "type": "datetime" },
"critical_at": { "type": "datetime" },
"contractor_location": { "type": "location" },
"lead_contact": {
"type": "object",
"properties": {
@sfletche
sfletche / Clone Lead in Salesforce
Last active November 3, 2016 22:21
View existing Lead in SF
Click Clone
Make sure Lead Status is Unassigned
Change Lead Measure (to help differentiate in Champ) (NOTE: make sure lead measures will align with existing contractors)
Remove Location
Save
Trigger Availability Check
- System Information -> Lead Owner -> Change
- Queue / Homeowner Availability Queue
- Save
@sfletche
sfletche / application_request.json
Created February 9, 2016 18:19
{
"property": {
"address": {
"full": "977 Stannage Ave, Albany, CA 94706",
"street1": "977 Stannage Ave",
"street2": null,
"city": "Albany",
"county": "Alameda",
"zip": "94706",
"state": "CA",
@sfletche
sfletche / plan_codes.json
Last active February 8, 2016 23:18
"plan_groups": [
{
"group_code": "default",
"plans": [
{
"code": "A600400",
"term_months": 60,
"interest_rate": 7.99,
"approved_amount_financed": 20000.0
},
@sfletche
sfletche / current_response_object.json
Created February 7, 2016 06:08
{
"id": 14919,
"created_at": "2016-01-24T00:22:10.000Z",
"updated_at": "2016-01-24T00:22:10.000Z",
"origination_source": "CHAMP",
"transaction_identifier": "910c068c-5d76-4183-9985-3bf579825cc0",
"self_install": false,
"contractor": {
"location_id": "LOC3",
"sales_rep_id": "55A93D21-C920-4408-9DDE-152DC088CE3F",
@sfletche
sfletche / original_response_object.json
Created February 7, 2016 06:00
{
"id": 14919,
"created_at": "2016-01-24T00:22:10.000Z",
"updated_at": "2016-01-24T00:22:10.000Z",
"origination_source": "CHAMP",
"transaction_identifier": "46ef6022-fd8c-48f3-b80a-8ee4da780438",
"program": "re_home",
"self_install": false,
"contractor": {
"location_id": "LOC3",
@sfletche
sfletche / this_is_what_i_need.json
Last active February 7, 2016 03:42
{
"plan_groups": [
{
"group_code": "default",
"plans": [
{
"code": "A",
"term_months": 60,
"interest_rate": 6.99,
"approved_amount_financed": 20000.0