Salesforce Trouble
What qualities differentiate a list view from a report?
1. Object Specific
2. Inline Editing
3. Switch to Kanban
This person is automatically CCd when you send an email through Open.
Who is the Local Contact Owner?
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 record.
update this field on the prospect before converting to create a local program app instead of a regular ee app.
"Prospect Program"
This person loves to dance salsa. They also trained a nearby office and helped them create reports/dashboard!
Who is Syifa?
My teammate can't view a report that I shared with them, what is the issue? How can I resolve this?
Reports sharing settings are determined by the Folder they are kept in. Place the report into a public/shared folder, or adjust the sharing settings on the report folder you created.
Doing this will ensure your campaign is visible on open
Checking the "Display Campaign on Open" field.
The team is planning a virtual LSP next week, what must be prepared in advance to ensure a successful vLSP?
1. Reports on Assessments
2. Dashboard for deliberations
3. Meetings Created, Attendees added
4. Optional - Meetings listview
What is the trigger in the meeting record, that automatically sends an email to Mentors to complete an Assessment record after an SOR/LSP meeting?
Change Meeting Status from "scheduled" to "completed" - must have attendees listed as donated.
This person woo'd their partner with a rap about cheese. They also love doing user research.
Who is Nathan?
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
Replace "record count" with the new summary field.
Who is responsible for submitting an A2M form on Open?
The EE!
I want to institutionalize my MDs knowledge of Mentors in our local Network. What can I do?
Create a List on Open & share with the team.
You want to submit a candidate for a Q3 vISP, what do you need to do?
1. Have all required metrics
2. Attach Candidate's Company blurb
3. Target ISP = Q3 2020 vISP Submissions
This persons is an excellent cook. They were also one of the first people to use the digital application.
Who is Ege?
Add a Buck Field to this Report where all SOR meetings are bucketed as "SOR".
https://oneendeavor.lightning.force.com/lightning/r/Report/00O0z000005GDTmEAO/view
Create the bucket field and group rows by it.
A companies Priority Importance can be set or edited by clicking on this.
Eye Icon in Staff Home Page
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.
Import - collect list with SF IDs and share with product.
When you convert a Candidate prospect - which records are created?
1. Contact Records for Entrepreneurs
2. Account Record for the company
3. EE Application Record
4. Affiliation record to their company & Potential Endeavor Entrepreneur
DAILY DOUBLE - worth 800
5. Entrepreneur Applications tied to the Contacts
This person was once interviewed on local cable TV while dressed as the Pink Power Ranger for Halloween. They also presented at a global retreat!
Who is Maita?
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))
You can categorize a list in Open with these three tags
Industry, Topic, Stakeholders
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.
Name the 4 new Objects we built for the Digital application
Competitors
Customers
Products/Services
Value Chains
This person once turned down a cig with Tom Felton (Draco Malfoy) because they were too hungover. They also provided key feedback to update the staff homepage on open!
Who is Jake?