The "Not-So-Fake" News (Reports)
The folder where all CSIA Portfolio Strategist team reports are located.
Where is "Reports -> All Folders -> CSIA_Reports?"
file:///\\f0003sfo\scir-public\group\csia\_CSIA General\Meilii Gensler\Salesforce\Sales Offsite Prep\Jeopardy Videos\1_100_CSIAReportLocation.mp4
{Contact or Customer Name} -> Details -> Owner -> "Change Owner"
How do I change record ownership of a Customer or Contact?
{Contact or Customer Name} -> Open Activities -> "New Task"
Salt Lake City
Which branch had the largest Digital Solutions netflows the past 365 days?
My A, B and C "Contacts".
What is the Salesforce term for Financial Consultants?
"The Report Builder"
Reports -> New Report -> Customers & Contacts -> "Contacts & Customers"
Where can I create custom reports for Customers (Branches) and Contacts (Financial Consultants)?
You can send an email to CSIAsalesforce@schwab.com
Where (How) do I submit a request for help with Salesforce?
{Contact or Customer Name} -> Activity -> Filters (Date Range, My Activities or All Activities and Activity Type)
How do I filter for specific activities on a Customer or Contact?
Las Vegas - Summerlin
Which branch had the largest TPI netflows the past 365 days?
My "Customers".
What is the Salesforce term for "Branches"?
"The Report Builder"
Reports -> New Report -> Activities -> "Tasks & Events"
Where can I create custom reports for myself or my teams tasks and events (activities)?
Las Vegas - Summerlin
Which branch had the largest Windhaven netflows the past 365 days?
These documents are located under the "Files" tab.
Where can I find Salesforce job aids, competitive intelligence updates and other Portfolio Strategist team files?
Reports -> Edit -> Export -> "Formatted Report"
Where I navigate to export reports to Excel files?
Pasadena
Which branch had the largest SMP netflows the past 365 days?
Contacts -> {Contact Name} -> AUM (SIP, SIA, SMP-MF, SMP-ETF, TIP & WIM)
How much AUM does my Financial Consultant have in CSIA strategies?
Contacts -> {Contact Name} -> Flows (SIP, SIA, SMP-MF, SMP-ETF, TIP & WIM)
What have CSIA flows been like for my Financial Consultant?