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The Team ❤️
100

What is the trigger in the meeting record that automatically sends an email to Mentors to complete an Assessment record after a SOR/LSP meeting?

Change Meeting Status from "scheduled" to "completed" - must have attendees listed as donated.

100

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.

100

What are some recommended pre-work you should do before creating a report?

  1. Define the questions you want answered

  2. Identify which data points provide those answers

  3. Note where those data points are stored in Salesforce Object(s) & Field(s)

  4. Define your Data Set - thinking about filters

  5. Open Sample Records 

  6. Select the best Report Type 

  7. Build! 

100

Please give me one scenario where using a list view might be better than creating a report.

an excellent scenario response haha

100

This person used to run a franchise business!

Sam Foster

200

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.

200

The team is planning a LSP next week, what should be prepared in advance to ensure a successful LSP?

1. LSP Campaign

2. Use the Panel Creation Tool to automate meetings/interview setups.

3. Dashboard for deliberations

4. Meetings Created, Attendees added 

5. Optional - Meetings listview


200

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

200

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?

https://oneendeavor.lightning.force.com/lightning/o/npe5__Affiliation__c/list?filterName=00B0z000007X5yIEAS

List View must be on the Contact object!

200

These 2 people have a shared experience in falling from the sky, paragliding/skydiving!

Alan and Abbi

300

What determines a mentor's ability to sign up for Endeavor Open?

Must have an Active Endeavor Mentor Affiliation to the Endeavor Office.

300

Where can I find the most up-to-date count of # of Active Companies, # of Active Outliers etc?

300

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 on the meeting type field, "SOR" for all SOR meeting types. 

300

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

300

These 2 champions are parents of 3 kids!!

Samantha & Nora!

400

Where can I find dashboards that give insight into historical ISP Trends?

Tableau!

400

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

400

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.

400

I want to update the Selection Stage/Status of the 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?

https://oneendeavor.lightning.force.com/lightning/o/EE_Application__c/list?filterName=00B0z0000086kVyEAI

Use Kanban - grouped by Selection Stage, then drag and drop. 

Use SplitView to go one by one!

400

These 2 people will faint at the sight of blood. 

Iliana & Faysal

500

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.

Account - Last Meeting date must be within the last 2 years

Contact - Potential Endeavor Entrepreneur & Active Founder/Executive affiliations!

500

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.

500

What should the filter logic be for this report to show the Active Pipeline of Endeavor Miami?

https://oneendeavor.lightning.force.com/lightning/r/Report/00O0z000005GDTSEA4/edit?queryScope=userFolders


1 AND 2 AND 3 AND ((4 AND 5) OR (6 AND 7))

500

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 and then edit those columns directly on the listview?  

https://oneendeavor.lightning.force.com/lightning/o/Lead/list?filterName=00B4W00000CtD6TUAV

  • Gear Icon, select fields to display, and add vertical and quick notes. 

  • Check filters, and add the Prospect Record Type filter.

500

This person is a fraternal twin! 

Tim!

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