Membership
This term is what is used to connect an individual to a group, indicating their connection to that group.
What is a group relationship?
A _____ and password will be required to login to Salesforce.
What is a username?
The name of this standard Salesforce object is where you'd find the records for all of your members.
What is the Contact object?
The _____ feature is where a chapter might go to update a member's status in portal.
What is Roster?
This pair of fields on a member's Contact record will tell us the group where they joined the organization and the group where they ended their time as a collegian and became an Alumnae member.
What are Chapter of Initiation and Chapter of Graduation?
Adding a record to this feature will allow me to see some of my favored records quickly.
What is Favorites?
A registration _____ is something that an undergraduate member would see upon first logging in to portal.
What is a prompt?
The _______ is the name of the field on a member's record that tells you what their official membership status is.
What is Undergraduate Chapter Status?
I navigate to a Contact ______ when I want to quickly navigate to records I've recently viewed.
What is a List View?
What is crawl, walk, run?
Members changing a status on the portal will prompt the creation of these types of records, related to a Group Relationship.
The login vehicle for portal.
What is FSID?
Member and Non-Member _______ help further define Contacts.
What are record types?
What is Group?
This is what every group relationship must have at least one of.
A portal invite will be sent to potential members at the time a chapter officer does what for the first time?
What is reports them as New Members?
This type of field is used when you want to reference a record in another object.
What is a lookup field?
This is the name of the part of the portal that everyone will have access to.
What is User Context?