EEP: An Intro to Salesforce
When clicking this, the bar enlarges and provides predictive suggestions based on prior searches.*
What is the Global Search Bar?
You can only edit an Activity if you are the _____.
What is the owner?
Picture Clue! Your clue is this icon:
What is Opportunities?
A non-licensed professional who supports the sales process, such as an assistant, consultants, or home office staff, are referred to as ________ Contacts.
What are Business Contacts?
The letters of EEP stands for this.*
What is the Enterprise Engagement Platform?
After EEP launches, if you have any technical issues, confusion, or need additional guidance, you can contact.....
What is the EEP Support Team?
(Will also accept: What is 1998, opt. 1 twice?)
Two (of 4) types of activities in the Activity Panel are...
Any 2 of:
-Log a Call
-Send an Email
-New Event
-New Task
A Dashboard is made up of these.*
What are Reports?
This type of record contains the personal information of a producer, such as contact methods like phone number, mailing address, and email, their SSN, DOB, and more!
What is a Producer Contact Record?
Picture Clue! Your clue is this icon:
What is a Contact? (also accept Contact Object)
In the Global Search Bar, you can _____ over a record to get a sneak-peek at the contents before clicking.
I can assign my internal/external a job to complete by a specific date with this Activity.
What is a New Task?
On a Producer Onboarding Opportunity record, this section displays the onboarding progress and associated Guidance for Success steps.*
What is the Stage Path?
This type of record contains the business-related information such as segmented sales by line of business, trainings and licenses for a producer.
What is a Producer Drilldown?
When clicking an Object from the Navigation Menu, you'll see this kind of view.
What is a List View?
The comprehensive resource tool that houses articles about:
-How to utilize aspects of EEP
-Step-by-step procedural instructions
-Product Descriptions
-Rules of Business
-And more!
What is the Knowledge tool?
This activity refers to a scheduled meeting or session that will be placed on your calendar.
What is a New Event?
On a Producer Onboarding Opportunity record, this sits under the Stage Path and states the necessary actions to move forward for each stage.*
What is the Guidance for Success?
If a producer is appointed with multiple companies, they'll also have multiple of these types of records.
What are Producer Drilldown records?
Picture Clue! When you successfully complete an action in EEP, you'll often get this kind of message briefly on screen.*
What is a Toast message?
Always remember to _______ your Dashboards! It's wise to be mindful of the date on your dashboards to ensure you have the most accurate information.
What is Refresh?
When applying filters to an Activity History, EEP will maintain selected filters until you change them if you choose this save option.*
What is Apply & Save?
Clicking this button on the Stage Path will allow you to move onto the next stage in the producer onboarding process.*
What is the Mark Stage Complete button?
On a Producer Drilldown record, this tab has 2 sub-tabs showing New Business Analytics and Policies/Contracts Analytics.*
What is Book Management?
DAILY DOUBLE - ALL PLAY
Take a moment to write down your bet.
This aspect or function of EEP is going to be the best part of having the new platform.