Best Practices
SFDC Project Process
Planning & Resources
SFDC Functionality
Smart Sampling
100
How do you ensure all rollovers are properly tracked in SFDC for the Spring 2015 selling season?
What is using the rollover report in the static reports view & cross checking from your sample view before sampling
100
Opportunity resolution is what step in the SFDC Summer Project Process
What is the first step
100
Name 3 of the 5 resources you should be using in your SFDC project planning process
What are course schedules, course catalogs, targeting guides, rollover reports, school bookstore/department website
100
In speaking with your respective departments, you've found out Professor Mark Preston has retired. How do you clean up this contact record in SFDC?
What is clicking on the inactivate button in Mark Preston's contact. Next, clicking on the inactivate and unlink records button. ***BONUS QUESTION*** What is the process if you discover an opportunity in SFDC that is no longer valid?
100
What is one of the three main reasons we follow the smart sampling guidelines
What is to promote thoughtful sampling, control costs, and support effective e-sampling
200
When sampling physical copies, when should they be sent to the instructor and how do you do this in SFDC?
What is September/early October by modifying the future process date field while sampling
200
Opportunity resolution, a very important part of the Summer SFDC project, entails doing what?
What is moving opportunites to a final stage, updating the TP for all adopted opportunities, confirming term enrollment, ISBNs, and opportunity type.
200
Rollover reports, based on prior edition sales for newly publishing titles in the Q4 and first half of 2015 can be found in...
What is the static reports tab in Salesforce
200
What are the steps to create an opportunity view in SFDC?
• Drill into your opportunities view (after you have cloned your opportunities) to see all of your opportunities within your territory. • Create a view of opportunities by Account for planning by clicking on "Create New View" • Pull the School Course Code over to the left to identify the courses at the account. This will coordinate with your College Course Schedule. • When organizing this view drag the columns to show: • Course Name • Opportunity name • Targeted Product • PIU, Term Enrollment, Type, and Stage
200
This will be auto-sampled for you for all opportunities where it's available
What is Coursesmart eBook samples
300
This needs to be checked and updated during the planning stage to ensure your contacts receive their Coursesmart samples
What is the contact's e-mail address
300
After cloning, the west region will be required to change the stages for some of our opportunities. What stages should rollovers and service adoptions be moved to?
Rollovers need to be moved to short stack, Service needs to be moved to prospect
300
After all opportunities have been resolved, this is the next step in the summer SFDC project.
What is cloning. JEOPARDY BONUS!!!!!!!!!! Double points if you can explain the steps to clone.
300
Explain how to mass sample after the TP is updated
What is create a opportunity view for comps, check over opportunities for accuracy (especially rollovers), click on the Samples button
300
One the opportunities are updated, print samples should be sent in what circumstances?
What is all qualified takeaways, rollovers, upper level front-list courses and opportunities where a 1st edition is being targeted.
400
Where can you access videos to help support you throughout this planning process?
What is MHU. ******BONUS QUESTION******* What is the click path to get to the videos after logging into Salesforce?
400
When cleaning up an opportunity for the SFDC project in Artemis, how do you remove a contact who no longer should be associated with that opportunity?
What is swiping from right to left and hitting the trach bin icon in the Spring 2015 opportunity
400
The 2014/2015 Targeting Guide is located where
What is the CRM Resources site
400
You are talking for Professor Smith and he tells you he’s dropping his current text and adopting Connect with the eBook for Colander, but not the print text. How do you reflect this in Salesforce?
What is Change your targeted product to accurately reflect the Connect package or materials he is adopting and then change the opportunity status to ADOPTED. By Modifying the Targeted Product you will ensure proper tracking and accurate revenue calculations. Leave the PIU as it stands … this will be updated during the planning process for next season.
400
How should individual choice adoptions be sampled?
What is waiting until teaching assignments are made before sampling, unless you know the instructor teaches the course consistently. Sample Coursesmart in the interim. Once assignments have been made, send only your best bet products until the opportunity has been further qualified.
500
When updating the Targeted Product using the Mass Targeted Products update feature, how do you make sure you are not creating multiple TP's for opportunities where there should only be one TP (Example, rollovers)
What is making sure you are updating TP by each stage individually to avoid multiple TPs
500
Explain the entire process for mass updating a targeted product.
What is click on mass update TP link in SFDC, enter term, year, type and MHE course from the targeting guide, • Select Add Products or Replace Products, to display Search New Targeted Product. Use the Product information from the Targeting Guides to locate the New targeted Product to be added. • Click Add Products, Remove Products or Replace Products button on the Search results section Once the process has completed, the page will refresh back to Step 1 of the process.
500
You should set up opportunitiy views for each school in SFDC to easily cross reference with a course schedule. What fields should be in each account view in SFDC to make sure you are seeing and updating all SFDC information as you plan?
What is the school course code, course name, opportunity name, targeted product, PIU, Term Enrollment, Type & Stage
500
The west has our own requirements for stages. What is the easiest way to change the stages after cloning to meet these requirements?
What is create a specific view for what you want to change (for example, delayed decision), select all opportunities, click mass edit button and change the stage. ****BONUS QUESTION******* One of your service adoptions switched to another MHE product during this selling season. You moved the stage on this opportunity to adopted to reflect the revenue we will see during ordering. During cloning, this adoption will be moved from Service/Adopted to Service/Qualified. What stage does this adoption actually need to be in?
500
What is an example of a circumstance where a printed sample would qualify for upgraded shipping (with RVP approval)
What is -Late instocks with needs for presentations or impending decisions -Late breaking presentation needs -Late hires with impending decisions
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