AIM
Provide 3 examples of how you would use the Salesforce Inspector tool
1. To check a field value of a field that is not on the page layout (ie: Active)
2. To change a field value that is not on the page layout (ie: Checking a box used for mailing list)
3. To query records based on criteria (ie: show me all accounts with "Active=true"
What is the issue when a Contact in AIM has the ShareSecure widget, but it does not show their SS Activity?
The user was most likely created within ShareSecure, and not added from their contact in AIM. Click "Invite to SS" to link their AIM contact to their SS user. This will not actually invite them.. the button just has a terrible name
Name the ways you can split a Contact Full Name cell into two columns for First and Last Name
1. Create the new columns and then use the "text to columns" function
2. Create the new columns and type in the first first name, and then the second. Use the "flash fill" function to copy the rest of the first names down. Do the same with the last names
Which Org does Shannon Brucci work for?
Wynnchurch
What color are the sunsets on Mars?
Blue!
How can you reference Investment Records on an Interaction?
You have to create a lookup field on Interaction for Investment, then place the interaction related list on the investment record page. You cannot reference investments in the interaction reference object.
Name 2 tools you can use to create Rollup Summaries other than the native roll-up summary field in Salesforce. Provide reasons you would use them.
1. DLRS: To make connections and roll up data that isn't necessarily a parent-child relationship. ie: # of contacts linked to an account
2. Rollup Helper: Use this if you are ever counting interaction or interaction references. DRLS won't work with references for some reason. An example of this is showing the total # of interactions an Account has on the Account page layout
How can you combine multiple cells into one cell? ie: address fields, contact first and last name into just full name
1. =CONCAT function --> =CONCAT(A2," ",B2)
2. =A1 & " " & B1
What are some ways to manage your time so you are solving cases quickly?
This is up to you, just want to hear what you are doing currently
People with koumpounophobia are afraid of what?
Buttons - weirdos
What would you do if a client wanted only admin users to edit the stage field to lost, passed, or hold? They want all users to be able to update every other stage value.
What do you do when an LP doesn't receive a verification code from ShareSecure?
Have them clear their browser cache and cookies, and resend the code
Make sure the IP address is white labeled, and check the spam inbox
How can you check for duplicates and remove duplicates?
To check for dupes - use a conditional formating rule to color the dupes and then filter by the color to show them together. To remove duplicates, use the remove dupe function- you can choose to match dupes based on multiple rows of data, or just one - such as last name.
You just got a case in, but you are swamped with other work. When should you reply to the case that just came in?
RIGHT AWAY! Let them know you received the case and are working on it, this way, they know you saw it and know it is in the pipeline. Do not wait to reply until you actually have time to work on it, or until it has been completed.
Name the only city where all 3 sports teams share the same color
Pittsburgh
What do you do when a commitment roll-up field on Account is not working? ie: You edited an entity number after commitment records were created and now the field is not working.
JAC_IR - you must create a custom report type pulling the jac_ir records, and update the entity number on every record. Updating the entity number only on the entity will not work.
What tool would you use to trigger a field update such as a new rollup summary, formula, or automation?
The Masseuse
How would you use the LEFT, RIGHT, and MID functions?
=LEFT(A1,5) would take the first 5 characters from the left of the cell and place them in a new call
=RIGHT(A1,5) would take the 5 characters starting from the right and place them into a new cell
=MID(A1,6,5) Would take the 6th character and extract the 5 characters.
for example the cell value is:
Zip: 95612, Oakland
I only want to extract the zip code to a new column. the number 9 is the 6th character and is 5 characters long- hence the (A1,6,5)
What should you do if a case email comes in from a case that was already closed?
OPEN THE EMAIL! OPEN THE CASE! Some clients reply to old threads if the new case pertains to the old case. Please please still check these and make sure they are being taken care of. Cases that come back from the dead are annoying but we must reply to them nonetheless!
Which Animal's pee glows under black light?
Cats
How do you give a number character in a picklist, a numerical value?
(value(text(People__c)) * value(".1667") )+
(value(text( Investment_Philosophy_Process__c )) * value(".0833"))+
(value(text( Investment_Performance__c)) * value(".0833"))+
(value(text( Investment_Amount__c)) * value(".0833"))+
(value(text( Materiality__c)) * value(".0833"))+
(value(text( Growth_Potential__c)) * value(".1667"))+
(value(text( Initial_Yield_Valuation__c)) * value(".0833"))+
(value(text( Return_Projection_IRR__c)) * value(".0833"))+
(value(text( Growth_Visibility_Risk__c)) * value(".1667"))
What should you do if you add a field to a page layout, and the field is not there, even after a refresh?
Check the Lightning Page for Dynamic Forms! If Dynamic Forms are anywhere on the page, you have to add the field in the lightning page settings on the front end.
How can you change Horizontal Data to Vertical Data and vice versa?
Transpose function
=TRANSPOSE(A1:B4)
Control, Shift, Enter
What gender is Ray's baby?
Girl
How many words are used in the book Green Eggs and Ham?
only 50 - it was written based on a bet