Workflows
What are the three different ways we can view data in a list view?
List
Kanban
Split Vliew
What is the Endeavor Multiplier Map Project that Enrico recently demoed, and with which EE company are we partnering to bring it to life on Endeavor One?
Partnering with Globant!
An internal (score) & external (map) platform for the Global Entrepreneurial Community to understand the power of Multipliers™ and why Big Bubbles of Influence & Impact ought to be the new yardstick of entrepreneurial success.
What is 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 - think about filters
Open Sample Records
Select the best Report Type
Build!
When is Dreamforce/Platform Week in San Francisco this year?
+100 points for every team member going as well
October 12 - 17th
What is Endeavor Brain and how is it integrated within the Endeavor One platform?
Endeavor Brain is helping us build a high-touch organization that leverages the power of data and technology to foster Endeavor's knowledge.
- Creates summaries, translations etc. for Profiles in One
- Enables mentor discovery based on endeavor knowledge
Where can I go to see how Endeavor has engaged with an Account (who we know there) and Contact (who had the last touch point/best connection)?
Affinity’s Relationship Insights panel on the right-hand side of an Account or Contact Record.
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
What is the newest staff-facing function/feature launched in Endeavor One this week?
Meeting Management!
Learn all about it here and use it yourself!
https://oneendeavor.notion.site/How-to-Manage-Meetings-21abd9fe4dd680e3a179d1ebe854ffce?source=copy_link
This feature allows us to use AND/OR statements within our filter columns
Filter Logic Statements can be used when building listviews & reports.
How/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
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.
What are some topics and skills you want to learn through this course that we have not touched on yet?
What are some tools/resources you and your team can leverage to improve the Data Completion Score of your Mentors/Network?
All available in the Mentor guidebook.
- Update Affiliations
- Review & Complete Core Data Sets (Mentor Form on One)
- https://oneendeavor.notion.site/Guidebook-Mentor-Data-Management-Clean-Up-20ebd9fe4dd680859855d52dd3a993eb?source=copy_link
How is Affinity integrated into our tech ecosystem? Highlight a few core features and functionality of Affinity.
Relationship Intelligence Scores
Auto Sync enagement data
Data Enrichment
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.
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!
For Affinity to enrich Contacts & Accounts which fields are most important to have populated for both objects?
Contacts:
First Name, Last Name
Primary Email
Accounts:
Account
How has Endeavor’s platform infrastructure evolved over the past few years?
Core Systems: While Salesforce remains a mission-critical platform as the main CRM, its role has been adjusted to integrate seamlessly with a newly implemented Data Warehouse (Snowflake).
Data Handling Enhancements: The introduction of advanced data ingestion, enrichment, and transformation tools alongside Snowflake has diversified the technological reliance away from Salesforce, enabling more robust data processes and analytics capabilities.
Increased Complexity Management: With these advancements, the architectural complexity has significantly increased, allowing for innovative ways to enhance
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))
What is the goal we have set for Data Completion on active Endeavor Mentors by Q4 2025?