Salesforce🤝Open
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Report Trouble🤓
Lists Trouble 🤔
The Team ❤️
100
What is the trigger in the meeting record that automatically sends an email to Mentors to complete an Assessment record after a SOR/LSP meeting?
Change Meeting Status from "scheduled" to "completed" - must have attendees listed as donated.
100
A new team member is starting next Monday, what steps do you/their manager need to take on Salesforce?
Create Contact & Active Endeavor Staff affiliation records.
100
What are some recommended pre-work you should do before creating a report?
Define the questions you want answered
Identify which data points provide those answers
Note where those data points are stored in Salesforce Object(s) & Field(s)
Define your Data Set - thinking about filters
Open Sample Records
Select the best Report Type
Build!
100
Please give me one scenario where using a list view might be better than creating a report.
an excellent scenario response haha
100
This person used to run a franchise business!
Sam Foster
200
When should I use a Campaign instead of a Project to log a servicing?
Projects are specific to a single EE, while campaigns can be servicing provided to multiple EEs.
200
The team is planning a LSP next week, what should be prepared in advance to ensure a successful LSP?
1. LSP Campaign
2. Use the Panel Creation Tool to automate meetings/interview setups.
3. Dashboard for deliberations
4. Meetings Created, Attendees added
5. Optional - Meetings listview
200
Add a Custom Summary Formula that counts the # of Meetings per account to this report:
https://oneendeavor.lightning.force.com/lightning/r/Report/00O0z000005GDTwEAO/view
Use power of one, formula to count up # of meetings
200
I am trying to add these people to my new campaign as campaign members, but am having the hardest time... what am I doing wrong?
List View must be on the Contact object!
200
These 2 people have a shared experience in falling from the sky, paragliding/skydiving!
Alan and Abbi
300
What determines a mentor's ability to sign up for Endeavor Open?
Must have an Active Endeavor Mentor Affiliation to the Endeavor Office.
300
Where can I find the most up-to-date count of # of Active Companies, # of Active Outliers etc?
Portfolio Data Dashboard!
https://oneendeavor.lightning.force.com/lightning/n/Portfolio_Data
300
I want all the different SOR meeting types to be categorized under one category "SOR". Create the bucket field that can make that happen!
https://oneendeavor.lightning.force.com/lightning/r/Report/00O0z000005GDTmEAO/view
Add a bucket column on the meeting type field, "SOR" for all SOR meeting types.
300
I want to share a list view with my team, but when I send them a link - they are not able to open it. How can I give them access?
https://oneendeavor.lightning.force.com/lightning/o/Account/list?filterName=00B0z000007eLOREA2
Gear Icon - sharing settings - share with Group - ALL OFFICE
300
These 2 champions are parents of 3 kids!!
Samantha & Nora!
400
Where can I find dashboards that give insight into historical ISP Trends?
Tableau!
400
I want to add campaign members in mass to my campaign, what can I do?
Create a list view on the contacts/prospects object.
Create a report with contacts/prospects as the primary object
400
Add a cross filter to this report so that I see all contacts with “Active Endeavor Mentor” affiliation to Endeavor - UAE.
https://oneendeavor.lightning.force.com/lightning/r/Report/00O4W000007EmoeUAC/view
Add Cross Filter on Org Affiliations.
400
I want to update the Selection Stage/Status of the application on my list view, but I can't edit it on the list view. What are 2 alternatives I can use, without leaving the List?
Use Kanban - grouped by Selection Stage, then drag and drop.
Use SplitView to go one by one!
400
These 2 people will faint at the sight of blood.
Iliana & Faysal
500
What are some of the criteria for a Candidate to be able to access the Digital Application in Open?
- EE App Level
- Account Level
- Contact/Affiliations Level
EE App - Stage must be SOR and higher and status must be an active value.
Account - Last Meeting date must be within the last 2 years
Contact - Potential Endeavor Entrepreneur & Active Founder/Executive affiliations!
500
I want to replicate a dashboard I saw, what steps should I take to do that?
1. Save As the whole dashboard - add it to office/team folder
2. Save As the Reports - update filters to your needs and organize into a folder
3. Update components, by referencing the original dashboard on another tab.
500
What should the filter logic be for this report to show the Active Pipeline of Endeavor Miami?
1 AND 2 AND 3 AND ((4 AND 5) OR (6 AND 7))
500
I want to mass update the vertical and add a quick note to my candidate prospects, but those fields are not showing in my list view and I can’t seem to quickly add a note on the list view. How do I add vertical and quick notes and then edit those columns directly on the listview?
https://oneendeavor.lightning.force.com/lightning/o/Lead/list?filterName=00B4W00000CtD6TUAV
Gear Icon, select fields to display, and add vertical and quick notes.
Check filters, and add the Prospect Record Type filter.
500
This person is a fraternal twin!
Tim!