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Creating Production Tasks in Salesforce: WAD

Training Objectives/Goals

At the end of this session, you will better understand our WAD Team and their role.

WAD

WAD stands for Web Applications Development.

What do they do?

These are the common tasks they cover:

IDX Integration
Module Integration ie. Testimonials, Listings, Communities, Agents
Third-Party Tools and CRM Integrations – Connect websites with tools like Mailchimp, Constant Contact, Follow Up Boss, KVCore, BoomTown.
API Integrations ie. YouTube, Google Maps, Custom API
Custom Inner Page Templates – Develop and integrate unique page designs beyond standard templates.
Debug and troubleshoot website issues
Set up SMTP and troubleshoot form issues
Performance Optimization – Improve website speed, efficiency, and scalability.
Upgrade WordPress versions

Who should I assign tasks to?

Dayshift: Rachel Narral
Nightshift: Jerick Domingo

Generally, our WAD tasks are assigned to the dayshift production team. However, there are cases where we need urgent tasks done (ie. escalations, VIPs, quick updates, minor edits). These could be assigned to the night shift production (NSP) team.

Tasking Guidelines

Default Assignment: Tasks are generally assigned to the day shift production team.
Urgent Tasks (ie escalations, VIP requests, quick updates, minor edits) may be assigned to the night shift production team (NSP) as needed.

Important Notes:

Labor-intensive tasks should be assigned to the day shift, except for escalations or critical tasks. Please consult your manager to assess the NSP team’s bandwidth.
NSP focus: Quick/minor priority edits. To ensure NSP accommodates a task, request your managers to set it as a high priority.
Homepage/inner page design conversions must not be assigned to NSP unless approved by production managers.
Before promising a same-day turnaround, consult with your managers first.

Task Naming Convention

Naming convention varies depending on the type of request. It is highly recommended that you name the tasks more precisely for easy tracking.

Some ideas:

WAD - IDX Integration
WAD - Site Updates
WAD - Testimonials Integration
WAD - Update Wordpress
WAD - Set up SMTP and check forms

Task Due Date and Priority Order

Standard FEWD Task Due Date: 2 business days (regardless of priority).
If an urgent task requires a faster turnaround, ask your manager to tag it as high priority, but Salesforce turnaround remains at 2 days.

Task Priority Order:

VIP/ESCALATED – HIGH Priority
Non-VIP – HIGH Priority
VIP – NORMAL Priority
Non-VIP – NORMAL Priority

Tasking Cutoff Time

Day Shift Cutoff: 6:30 AM MNL / 3:30 PM PST
Night Shift Cutoff: 6:00 AM MNL / 3:00 PM PST (as bandwidth allows)

Helpful Tips When Tasking

Our goal is to write clear, structured tasks and provide our production team with all the necessary resources to complete them efficiently.

1. Write Clearly & Simply

Assume the person receiving the task has never seen the website—many times, they haven’t.
Keep instructions simple, concise, and easy to follow.

2. Follow a Logical Task Flow

Start with changes above the fold, then work your way down.

3. Provide Necessary Resources

For large file batches:

Zip them up and upload them to Dropbox or Google Drive.
Set permissions to “anyone with the link” to avoid delays.
Adjust sharing settings under Advanced Settings: Example .

4. Use Visual Aids When Needed

Showing is better than telling. If you are struggling how to describe something, use visual aids tools like:

Jam (preferred when reporting bugs)
Lightshot
Snipboard

5. Communicate Effectively

Say hello and thank you. Build relationships with Production, and you will see better results in communication and execution.
Let your personality shine through your task writing. Emojis and casual greetings are strongly encouraged! 😎

6. Refine Client Requests

Never copy and paste client emails.
Rewrite and filter what the client says. It is our responsibility to simplify our clients’ requests.

By following these best practices, you’ll create effective and actionable tasks, leading to smoother workflows and better results.

More Pro Tips When Tasking

For multiple integrations, it is recommended to create smaller tasks instead of combining everything in a single task.

WAD - Testimonials Integration
WAD - Communities Integration
WAD - IDX Integration

When tasking out, make sure to include the related page links. This way, the assigned developer will immediately know what the request is about.

Labor-intensive tasks may require advanced scheduling. Setting a specific due date doesn’t guarantee completion on that date. Coordinate with your managers if you have a tight deadline.

Tasks for VIPs, Escalated Clients, or Brewing Escalations, ask your managers to set these as high priority.

If you don’t know how to describe something, use screenshots/videos. Showing is better than telling.

For Semi-Custom sites, task out the IDX integration as soon as the homepage design is converted.

For Imagine Studio sites, prioritize the IDX custom inner page design and conversion (if using any custom inner pages), then task out integration as soon as the conversion is done.

Custom Quotes

Have a client that has an out of scope request?

Cheat sheet: Below is the list of commonly requested integrations. This link is for internal use only and never to be shared with clients. https://docs.google.com/spreadsheets/d/1rZoz-FpAV0AjcwFmmIOq3XpZVA4zf1H8Fape7xfeK6s/edit?usp=sharing

Not listed on the cheat sheet? Put a quote in Basecamp .

Unsure/Got Questions?

Feel free to ask your fellow team members or managers for assistance. We are always happy to help!