Overview + Product
Salesforce & Internal Portal
Zendesk Zone
Beam & Storelinks
Beam & Storelinks
100

What part of the restaurant is responsible for hospitality and customer service?

What is the Front-of-House (FOH)

100

What term in Salesforce refers to the organization’s name rather than an individual store?

What is the Parent?

100

What are the two user types in Zendesk?


What are End User and Staff Member?

100

What two components are combined to create a store in Beam?


What is Facility + Brand?

100

What Otter tool is used to accept and manage all direct and online orders?

What is Order Manager?

200

Name two types of restaurants categorized under 'Quick Service.'

What are McDonald's and KFC?

200

True or False: Billing Requests should be attached to the parent record in Salesforce.


What is False?

200

Which section of a Zendesk ticket form asks, 'Why did the customer call?'


What is Customer Symptom / Request?

200

True or False: Storelinks can be configured in Auto-Onboarding Mode.

What is True?

200

Which role is required to access Order Manager features?


What is Otter Admin?

300

What is the purpose of an 'Expo Line' in the back-of-house?


What is to quality-check orders before delivery?

300

What section in the Internal Portal lists products associated with a customer’s subscription?


What is the Account Product?

300

True or False: A ticket can be reset to 'New' after its status changes.

What is False?

300

What is the difference between API and Legacy (Web Scrape) integrations?

API is faster and more stable, Legacy is slower and more fragile

300

What feature allows customers to create and publish menus across all integrations?


What is Menu Management?

400

What device or system helps streamline order preparation in the BOH?


What is the Kitchen Display System (KDS)?

400

What is the correct onboarding status for when hardware has reached the customer's store?

What is Delivered?

400

When an agent fills out the 'Impacted Integration' field, where can they find this information?


What is in Beam?

400

What type of credentials give Otter access to all stores in an account?


What are Admin Credentials?

400

In Order Manager, what is '86ing' an item?


What is marking a menu item as unavailable?

500

What restaurant layout factor affects how Otter hardware should be installed?

What is foot traffic flow?

500

In Salesforce, if a case is being tracked by the Technical Integrations Onboarding team, what process is being documented?


What is the POS integration onboarding?

500

What is the purpose of a Zendesk 'View'?


What is to organize and display tickets based on specific criteria?

500

If a Storelink connection fails repeatedly and is unrecoverable, what status is shown?


What is Suspended?

500

Where can a customer track marketing campaign performance and run promotions?


What is Otter Marketing (formerly Boost)?

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