Salesforce
Standard Processes
Resources and Tools
Equipment and Install
Misc Solar Trivia
100

This date is auto-filled after filling out 3 other fields, including Monitoring Reporting Active

What is System Finalized?

100

This is the MOST IMPORTANT piece of information to give the customer during the welcome call

What is your contact information?

100

This is the name of the app that our customers download to show the progress of their system.

What is Ion Solar Sunrise?

100

This is where our panels and inverters are manufactured.

What is the United States?
100

This is what PV stands for

What is Photovoltaic?

200

This is the folder that the Engineering Letter will be placed in

What is File Browser > 09 Permit > Engineering Letter?

200

This is the expected timeline from Install Completed to Inspection Confirmed by Customer

What is 24 hours?

200

This is the domain name we input for Talkdesk

What is ionsolar-partner?

200

This is the small piece of equipment that we can install for $500 so that the customer can track their energy consumption with Enphase. 

What is a CT Ring?

200

This is the azimuth of a roof that faces perfectly Southeast

What is 135?

300

This active report shows accounts that have a CAD created and the customer has not yet approved the design 

What is Design Validation Queue View?

300

This document is required whenever we roll any amount into the loan. 

What is the Loan Adder Addendum Form?

300

This famous Utah Jazz player has peaked as the login name for our Site Capture

Who is John Stockton?

300

This small box goes on the roof to join the wiring into the attic. 

What is a Soladeck? Or J-Box

300

This is an organization Ion Solar works with to provide worthwhile free solar via our Ion Earth program. 

What is Habitat for Humanity?

400

This is the pathway/process for changing the primary contact email address

What is Accounts > Contacts > Edit

400

This needs to be created whenever an inspection fails.

What is an inspection fail case? (Or case)

400

This is the 7-digit Enphase ID required by Dividend 

What is the Node ID?

Also, Site ID

400

This is a service needed when structural review fails for insufficient roof strength. It usually includes reinforcing the attic trusses and beams. 

What is a retrofit?

400

Movement of these is what produces electrical current.

What are electrons?

500

This new dashboard that we covered last week shows the amount of time that each account has been in each phase of the process

What is Blank Times Dashboard?

500

This is the document from the city/county required by the utility company before they place the meter

What is the Final Inspection Card. 

500

What is the name of the salesforce report showing vetted contractors we've used in the past?

What is 3rd Party Contractor Master?

500

This is the voltage of the IQ7 inverter

What is 240 V?

500

This is the percentage of total energy in the United States that is produced primarily using renewable energy.

What is 12.2%?

Solar Accounts for 5.8%