Salesforce
What do we need to do to avoid simultaneous handling of a case?
Assign to Me
How can Travel Manager set up a new profile (2 points)?
Create a Profile via Tool Tab and Create User or Self-Registration
Who can create, update and deactivate user profiles?
Travel Managers/Directors and Manage users
Name the tool to assist you with step-by-step guidance to process actions in SalesForce
Walk Me Through
Name the role of an person who will confirm/deny booking during an absence of an approver (e.g. vacation).
Substitute Approver
What type of profiles can be edited by Arranger?
Profiles that are connected to the Travel Arranger
Name the tool to look up Egencia handlings and processes.
GCO Knowledge Base (GKB)
Name the tool where Egencia Travel Managers/Directors can collaborate with one another
Egencia Connect
What is the difference of a Flexible Arranger compared to a regular Arranger (2 points)
Flexible Arranger will be able to book for all traveller profiles in the company but can only access the ones they are connected to.
What case status will be displayed when you have send a mail to a supplier?
Waiting for Response
If set up in the company profile, who needs to give permission to travel to high risk destinations?
Security Approver
What will be disabled on a Traveller Profile with no user rights?
Book now (ability to finish a booking)
Where can we find the features Send/Reply Email, Comment, New Task, Log Call, Close Case, On Hold?
Activity/Communication Tab
Name the two possibilities Egencia can provide to a companies to login to their profiles.
Egencia Sign-In and Single Sign On
Name the four tools from the Tools Tab that are accessible for every user role.
Help Centre, Egencia Travel Advisor, Customer Invoice Care, My Invoices