Salesforce🤝Open
What is the trigger in the meeting record that automatically sends an email to Mentors to complete an Assessment record after an SOR/LSP meeting?
Change Meeting Status from "scheduled" to "completed" - must have attendees listed as donated.
A new team member is starting next Monday, what steps do you/their manager need to take on Salesforce?
Create Contact & Active Endeavor Staff affiliation records.
What are some recommended pre-work you should do before creating a report?
Define the questions you want answered
Identify which data points provide those answers
Note where those data points are stored in Salesforce Object(s) & Field(s)
Define your Data Set - thinking about filters
Open Sample Records
Select best Report Type
Build!
Give me one scenario where using a list view might be better than creating a report.
a nice scenario response haha
This person got a master's in social entrepreneurship in London, after which they swiftly took up rollerblading!
When should I use a Campaign instead of a Project to log a servicing?
Projects are specific to a single EE, while campaigns can be servicing provided to multiple EEs.
The team is planning a virtual LSP next week, what must be prepared in advance to ensure a successful vLSP?
1. Reports on Assessments
2. Dashboard for deliberations
3. Meetings Created, Attendees added
4. Optional - Meetings listview
Add a Custom Summary Formula that counts the # of Meetings per account to this report:
https://oneendeavor.lightning.force.com/lightning/r/Report/00O0z000005GDTwEAO/view
Use power of one, formula to count up # of meetings
I am trying to add these people to my new campaign as campaign members, but am having the hardest time... what am I doing wrong?
List View must be on the Contact object!
This person loves to bike around the city, and has even taken champions call from their bike!
Juan Diego!
What determines a mentor's ability to sign up for Endeavor Open? For those eligible, what tool can endeavor staff use to enable their mentor's users?
Must have an Active Endeavor Mentor Affiliation to the Endeavor Office.
Use the Mass Enablement Tool to enable the new users.
I want to institutionalize my MDs knowledge of Mentors in our local Network. What can I do?
Create a List on Open & share with the team.
I want all the different SOR meeting types to be categorized under one category "SOR". Create the bucket field that can make that happen!
https://oneendeavor.lightning.force.com/lightning/r/Report/00O0z000005GDTmEAO/view
Add a bucket column for meeting type, "SOR" for all SOR meeting types.
I want to share a list view with my team, but when I send them a link - they are not able to open it. How can I give them access?
https://oneendeavor.lightning.force.com/lightning/o/Account/list?filterName=00B0z000007eLOREA2
Gear Icon - sharing settings - share with Group - ALL OFFICE
This person has 4 cats, all rescues! One is fully blind, but knows how to get around now!
Hutami!
EE/Mentor is having trouble logging into Open, how should I troubleshoot/what can I do?
I want to add campaign members in mass to my campaign, what can I do?
Create a list view on the contacts/prospects object.
Create a report with contacts/prospects as the primary object
Add a cross filter to this report so that i see all contacts with “Active Endeavor Mentor” affiliation to Endeavor - UAE.
https://oneendeavor.lightning.force.com/lightning/r/Report/00O4W000007EmoeUAC/view
Add Cross Filter on Org Affiliations.
I want to update the Selection Stage/Status of application on my list view, but I can't edit it on the list view. What are 2 alternatives I can use, without leaving the List?
Use Kanban - grouped by Selection Stage, then drag and drop.
Use SplitView to go one by one!
This person went to penn state in its "glory years" and enjoys gardening and writing to their pen pals!
Hamizah!
What are some of the criteria for a Candidate to be able to access the Digital Application in Open?
- EE App Level
- Account Level
- Contact/Affiliations Level
EE App - Stage must be SOR and higher and status must be an active value. "Active = checked"
Account - Last Meeting date must be within the last 2 years
Contact - Potential Endeavor Entrepreneur & Active Founder/Executive affiliations!
I want to replicate a dashboard I saw, what steps should I take to do that?
1. Save As the whole dashboard - add it to office/team folder
2. Save As the Reports - update filters to your needs and organize into a folder
3. Update components, by referencing the original dashboard on another tab.
What should the filter logic be for this report to show the Active Pipeline of Endeavor Miami?
1 AND 2 AND 3 AND ((4 AND 5) OR (6 AND 7))
I want to mass update the vertical and add a quick note to my candidate prospects, but those fields are not showing in my list view and I can’t seem to quickly add a note on the list view. How do I add vertical and quick notes then edit those columns directly on the listview?
https://oneendeavor.lightning.force.com/lightning/o/Lead/list?filterName=00B4W00000CtD6TUAV
Gear Icon, selected fields to display, add vertical and quick note.
Check filters, add Prospect Record Type filter.
This person is a big fan of Doritos, particularly "the red ones...cheese?"
Isabella!