Community Access
User type that can access My Contacts.
List the action needed for duplicate cases.
What is take ownership of the duplicate case, keep open until original case is resolved, then close as duplicate with a reference to original case?
List all of the user types that can designate a user as a Team Admin in PDPlus.
Who is PowerSchool staff?
Where can someone find a list of all events?
Where is Events Hub, All Events?
Share the process for closing member responses in Care.
What is tagging the actionable post as member responded and closing the conversation as won't respond?
List the users that can access create and manage cases for Unified Classroom Behavior Support.
Who are all staff using the product?
What is Is Supervisor?
List three examples of PDPlus sub-teams we offer?
Accounting/Finance,
Counselor,
Curriculum Director,
Health Office Staff,
Human Resources,
Office/Administrative Staff,
School/District Administrator,
Teacher,
Technical Staff.
What user types can access Product Roadmap?
Who are DSCs and Non-DSCs?
What to do when PII data is shared in the Community?
When should you edit a post to remove PII data, add admin notes in the user's profile, and notify the user?
Requirements in Salesforce for Partners who need the Partner DSC role in the community.
What is Partner Portal in Account License Detail?
What do you do when there are no Technical Contacts listed in an organization?
What is reaching out to the CSM and AO?
How do you find the team1 code for the PDPlus user import?
Where is team settings?
Where is My Contacts?
List the number of Technical Contacts an account can have that has Schoology, PowerSchool SIS, and eFinancePlus.
What is 13?
List the three access levels for Schoology users.
Who are Support Contacts (TCs), End User Support, and All Other Users
What is the account setup for employees to receive employee role in the community?
What is a PowerSource account as a staff member?
What do you do when a TC wants a quote for PDPlus?
When do you send an email including their AO and CSM?
How can users find articles within Product Help through Community?
What is the Product Help source in SearchUnify?
When should you move the comment to a forum in the community directly and respond through the community then tag and close in Care?
Name the three sync types in Community for users.
What is jwt token, lookup, and powersource?
What to do when a Technical Contact does not have products listed in the chat or case forms?
What is assigning contact products?
Why should we assign the correct brands when adding users to PDPlus?
What is access to the correct content?
What are Schoology, Naviance, Communication, and Behavior Support?
What to do when a user does not have access to post in the product forum for go-to-market products?