How To
This tool is where a branch would go to search for an account in Salesforce Desktop.
What is the Global Search Bar?
This section of the Day at a Glance displays the activities needing to be completed today for the member of the branch calling.
What is/are "Tasks for (insert name here)"?
This term is where a Client's, Entity's, or Prospect's personal information is located within the Salesforce Desktop System.
What is a Profile?
This Salesforce Desktop Term Replaced the F2 Menu.
What is "All Tools"?
This section of a client's profile can be modified to display charities they support, hobbies the have, and other preferences that may help a branch make a personal connection with their clients.
What are "Interest Tags"?
This is the button a branch would use to add a new prospect.
What is the Add Profile Button located on the Homepage?
This is the name of the search bar at the top of the Salesforce Desktop Screen used to search for Client's accounts, profiles, and connections.
What is the "Global Search Bar"?
This is the Salesforce Desktop term used to define a client's account, and is denoted by a goldish/yellow colored banner across the top when viewed.
What is a Financial Account?
This legacy term will remain the same in Salesforce Desktop, and is used to define a group of accounts receiving their statements together.
What is a "Mailing Group"?
This tab located in a Client's Profile is where information like their Marital Status, SSN/TIN, and preferred names can be found.
What is the "Details" tab?
This location allows a branch to access all of the accounts in their portfolio in a list view.
What is the Financial Accounts List located in the Dropdown Menu?
This tool allows a branch to get the latest quote on an investment by searching the ticker symbol/CUSIP.
What is the "Get Quote"?
This Salesforce Desktop Term has replaced the term "appointment" in our legacy system.
What is an "event"?
This Salesforce Desktop Term is used to denote a contact that a branch may need to contact for outside services, such as a mutual fund vendor or a cleaning service.
What is a "Rolodex Contact"?
This tab of a client's Profile will display all of the Financial Accounts, and Financial Account Roles they hold across of all of the Relationship Groups they may be a part of.
What is the "Financial Summary" tab?
This location allows a branch to view Appointments and Tasks on their calendar directly from the Homepage of Salesforce Desktop.
What is the "Day at a Glance" tab?
This tool allows a branch to search for a WEB ID or key terms in order to locate information on JonesLink.
What is the "Enterprise Search" Bar?
This Salesforce Desktop term is used to replace the term "activities" in our legacy system. Common types of this term are; Money Dues, To-dos, and Calls.
What are "Tasks"?
This Salesforce Desktop Tab, located within a Relationship Group displays the members and key information/notes such as the FA's Name, Number, and Branch number.
What is the "Details Tab"?
This tab displays all of the Relationship Groups, Family Members, Personal, and Professional Contacts a client may be associated with within Edward Jones. A branch can add additional connections to this page at any time.
What is the "Network" tab?
This location on the Homepage of Salesforce Desktop houses the option to begin a ScreenMeet session with the Home Office.
What is the "Tools" Tab?
This collection of applications is displayed in a ribbon of buttons at the top of the Salesforce Desktop Homepage.
What are "Quick Links"?
This Salesforce Desktop Term is replacing the commonly used "household," and is where a collection of Financial Accounts and Clients are grouped together.
What is a Relationship Group?
This Dropdown Menu, located in a Relationship Group, is where tools like Banking & Asset Movement Center, Opportunities, and Propose and Document are located. This is in contrast to the Legacy system where all of the tools were viewable upon clicking the House/Home Button.
What is the "More" tab?
This section of the Profile Summary Tab allows a branch to display and track certain milestones a client may be working toward.
What are "Life Events"?