Workflows
What are the three different ways we can view data in a list view?
List
Kanban
Split Vliew
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 using the Onboard a New Team Member button on the homepage
What is 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 - think about filters
Open Sample Records
Select the best Report Type
Build!
Please give me one scenario where using a list view might be better than creating a report.
an excellent scenario response haha
This person is passionate about E-Sports and even did a thesis on it!
Nicolas!
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.
Where can I go to see how Endeavor has engaged with an Account (who we know there) and Contact (who had the last touch point/best connection)?
Affinity’s Relationship Insights panel on the right-hand side of an Account or Contact Record.
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 studied travel despite their fear of flying!
Aga!
This feature allows us to use AND/OR statements within our filter columns
Filter Logic Statements can be used when building listviews & reports.
Where can I find the most up-to-date count of # of Active Companies, # of Active Outliers, etc?
Portfolio Data Dashboard!
https://oneendeavor.lightning.force.com/lightning/n/Portfolio_Data
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.
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 reads the horoscope every day!
Flavia!
If your office would like to work with a Global mentor, what is the best workflow to follow?
I want to leverage AI. What are the best tools for me to use?
Dashworks & Endeavor Brain!
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 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?
Use Kanban - grouped by Selection Stage, then drag and drop.
Use SplitView to go one by one!
Unlike some fearful champs, this person is not scared of flying. In fact, they flew for the Air Force!
Manuel!
For Affinity to enrich Contacts & Accounts which fields are most important to have populated for both objects?
Contacts:
First Name, Last Name
Primary Email
Accounts:
Account
How has Endeavor’s platform infrastructure evolved over the past few years?
Core Systems: While Salesforce remains a mission-critical platform as the main CRM, its role has been adjusted to integrate seamlessly with a newly implemented Data Warehouse (Snowflake).
Data Handling Enhancements: The introduction of advanced data ingestion, enrichment, and transformation tools alongside Snowflake has diversified the technological reliance away from Salesforce, enabling more robust data processes and analytics capabilities.
Increased Complexity Management: With these advancements, the architectural complexity has significantly increased, allowing for innovative ways to enhance
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 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.
You don’t want to mess with these 3 fierce champions, they practice Kickboxing, Muay Thai, & Taekwondo.
Rebecca, Cheryl, & Sam!