Find It
This timeline shows all outreach (sorted from most recent to oldest) and is a great place to start looking when assessing a handoff.
The Activity Tab
Name the three categories under the “Task Management” Tab in Salesforce
Business Critical, Player Activity/Follow ups, Offers/Amplifications
You want to see your current open (and recently closed) SNOW Tickets. Where do you go?
What is at the top of Salesforce there is a ServiceNow Hub (potentially have to click on ‘more’ button). This will take you to the SNOW Dashboard where you can see all open and closed tasks that are under accounts you own.
This tab shows the workflows eligible for each account (ex: predictions interest).
The Actions Tab
You get a slack from an individual from CX, they mention one of your VIPs reached out and provide the SNOW case number. Where do you go to find the case and comment on it?
The ServiceNow case list on the right hand side of the account. You can then view and comment on the case from Salesforce.
You see under your Task Management tab you have 100+ accounts that have a good user deposit offer loaded, and you want to amplify to those accounts. How do you pull that data into a spreadsheet that is easy to digest and use?
Navigate to the Task Management tab, scroll down to the bottom where it says ‘My Offers/Amp Tasks this week’, and click on ‘view report’. This will allow you to export as CSV/Excel to then cross reference with other lists you have or have made, and amplify accordingly.
This tab shows the last time the account received a PD comp.
What is the details tab on the Salesforce account home page under “Player Engagement”
Where do you go to check the status of the referral on Salesforce?
Scrolling down to the very bottom of the PD Host UserLevel dashboard to find the Shared Incentive Dashboard and reporting.
You want to create a Handoff email template, where do you go and how do you create?
What is navigate to the ‘email templates’ tab on salesforce, click on ‘new email template’ and then create.