Salesforce Lightning
CST, DIS, OT ... oh my!
SOP
Quoting
Searchable on Slack
100

What are the three widgets at the top of an ASM dashboard?

Weighted Pipeline Current Year

Order Fulfilled Current Year

[Territory] Bonus Report

100

This channel is designed to support "digital customers in NE states with a location for internal communication among Sales reps, DS Team and ILs"

#Northeast_Sales_DIS

100

When was the most up to date MY SOP shared FIRST in #mightynortheast

6/13

100

District purchasing WW In Sync? You also need to add this to the quote for teacher access. 

WW In Sync DTE (not available standalone)

100

What four overall categories can you search for in Slack?

Messages

Files

Channels

People

200

I need to send tracking information for any order. Where can I find the tracking link/number for an order that has left the warehouse?

Shipment

200

As of 2023, CST was split into two teams. What are they?

Print & Digital

200

When naming a MY opp - what alphanumeric code do you add to the opp name to show that it's a MY quote, but only 1 year is reflected in the pipeline. 

1YMY

200

Searching for a Geodes K classroom kit by price in the product picker? You'll need to type in this exactly... 

3695.00

200

On what day was the newest ASM in the Northeast announced in #salesteam. 

6/26

300

What are the six tabs that organize Account level information in SF?

Details

Revenue

Related

Academic Information

Implementation Team

Systems Information 

300

Name three of the six options that customer can choose on the "Contact Us" portal for CST

Sales

Print Support

Digital Support

Product Feedback

Media Inquiries

Human Resources

300

What internal team do you reach out to start the process of requesting free VOE seats?

Sales Support

300

Name everything that comes in a 2023 WW Teacher Print Bundle (k-5)

1 of each TE

1 of each SE

MLL resource printed

Video library access

Slides access

300

Name 3 of the 9 ways you can filter a search in slack

From

In

With

Date

Only My Channels

Exclude Apps and Workflows

Reactions

Message has...

Message is...

400

What are the two ways to add products to an opp?

Add Product

Product Picker

400

What team would you reach out to for an order cancellation pre-shipment?

Order Tracking / OMT

400

What is one of the listed reasons for "Why" we need to follow SOP when using a BDR for an event?

• BDRs get compensation off meetings and for those people we get to show up. 

• We need to make sure the person we told RSVP’d and showed up to the event

400

Quoting a Hybrid WW Coaching Series? Name three of the six individual sessions you need to include. 

Implement

Observe

Pre-Implement Meeting

Prepare

Closing

Intro

400

On May 25, 2022, Carl asked for the recording of THIS to be shared.

Prologue Webinar

500

Where do I go to see who changed the stage of a particular opportunity most recently?

Opportunity Field History 

500

If you're emailing info@, you better include these 4 things...

1. District Name

2. Issue Summary

3. Main Contact Name & Email

4. FO/Opp/or Quote Link

500

Splitting up MY order for fulfillment should ALWAYS be done by what team?

Sales Support

500

Provide the list price:

1. One module of PhD Knowledge Deck Cards

2. Inside Geodes

3. Getting Started with Geodes (on-site)

1. 57.75

2. 50.00

3. 3,900

500

During the last review cycle, a district accidentally sent us their questions for CKLA instead of Wit & Wisdom. When were they shared with the northeast team in slack?

5/24