PBI
Salesforce
Critical Data
Random - BL
Random 2.0
100

What is the name of the dashboard that all advising staff have access to download a personalized caseloads. Bonus point if you can show the team how to download the report for: Students with 1 fall meeting and only 1 spring meeting.

Engagement Tracker. 

100

Where on the student record can you find the drop down for " FERPA waiver Response" 

Contact info all the way at the bottom! 

100

If a student had $1,000 in loans from last year and then took out an additional $500 this semester, what goes in the spring loans field?

$1,500 

100

When is the Rise up dinner? 

4/3
100

Who auditioned for the walking dead?

Judy! 

200

What dashboard(s) shows you a semester by semester graph  where you can see your engagement trends. 

Bonus: Points if you can name the dashboard that shows you the year long graph. 

24-25 Success Engagement (Fall or Spring) 

Bonus: The Success Engagement:  All  Meetings tab shows you a year long view of your engagement including the peaks and valleys of the year. You can use this to get a sense of when students are most engaged and also be able to compare side by side how you are doing compared to the fall 

200

What is the name of the list view you can use to view open task and bulk change dates? 

My Success Caseload Tasks,  My Success Team's Open Tasks

200

Cumulative GPA : What if my student didn't attend college this semester?  

Please leave this field blank.

200

What is the name of the next big access event? 

Star Party

200

What year did Kira start working at BL ?

2011

300

What is the difference between the Career Connections Dashie and the E Milestone tracker? 

Career Connections: Gives you visuals ( graphs) 

E milestones breaks down students  completed e- milestones in a table 

300

True or False you can edit college attending in your Program records: My Caseload list

True

300

What if my student didn't attend college this semester, what do I do with the SAP field?  

Please leave this field blank.

300
How many SD students do we need to recruit for FY 26?
original: 100
300

How many BL offices has Ginette worked in?

Boston , Worcester and NYC! Did you know she's had 5 different roles in that time??!?! She's a programs person at heart! Senior Counselor (JP )  > Site Director (WOR)  > SPD (NYC)  > MDP (NYC) > ED ( MA) 

400

What dashboard do you use to see how many total students are in success including inactive  and in grad track? this year, 4 years, 5 years, or more than 6. 

On track projections  1, 199 

400

Can you make a note on SF private? And who can see it? 

Yes! Advisor, Manager , and PD can see it! 

400

What is considered Full time in SF? 

12 credits. *** Framingham 4 

400

On what teams channel can you find the Office & Tech quick reference guides

MA General! 

400

What was the founder name? and where was the idea born ? 

Dave Borgal, in a garage 

500

Last week Karla posted how many students were missing spring balance. What channel was it and how many students had this info missing? 

MA Success > 443, As of 1 pm we were at 408

500

Date earned BA where do you find it? And can you fill this out when a student earns an AA

in contact info, & no

500

What do you enter in the critical data field if your student has not  borrowed any loans at any point in college?

Enter 0 

500

When is recognition night and where is it? 

5/22 Block your calendars MFS

500

Which staff member taught in Spain for a year? 

Abbey!

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