Show:
Core Pages
SDRs Role in Core
Core Menu Items
Bonus Question
100

The following can be found on where in Core?

  • Mode
  • Status
  • Shipment Assigned To
  • Client Assigned To
  • Action Items
  • Port

Shipments Table

100

Who will update an existing Core page or create a new Core page?

SDRs


*necessary for ALL new Salesforce opportunities created. 

100

In what menu item can you rack progress of shipments, bookings, and quotes—or add new ones.

Logistics

100

The right side of the _________ at the top of your screen are items you’ll see across all your apps—like notifications, inbox, messaging, notifications and your profile. It also has the app menu that lets you favorite apps and switch between them. 

Navigation Bar 


*The left side of the navigation bar lets you navigate between pages in the app. The left side changes based on the app you’re in.

200

The following can be found where in Core?

  • Status
  • Mode
  • Client Assigned To
  • Quote Assigned To

Quotes Table

200

In addition to updating/adding the proper Squad, AE, OM, Broker, and SDR Name, the SDR must also update which field?

Segment

*

  • SMB = 20 - 300 units

  • ENT = >300 units

  • Key = NAC (BDR use)

200

In what menu item can you find clients, carriers, service providers, ports, vessels, warehouses, and more—or add new ones.

Network

300

The Orders Table contains a list of _______  ________ submitted using the Purchase Order Management (POM) feature.

Purchase Orders

300

After creating an opportunity on the Account and confirming a Core page does not exist, click on the "______  ___  _____" button at the top right hand of the page.

Create in Core

300

In what menu item can you compare air, ocean, and trucking freight quotes. Manage and track service requests and bids.

Marketplace

400

The _______ tab has been deprecated and is no longer used. Please use Marketplace instead of _______.


*Same word for both blanks

Rates

400

After creating a Core page, follow these steps:

  1. Navigate to the Core page associated with the SFDC Account. 

  2. Click on the “_____” Button

  3. Update the “Segment” field to reflect the annual unit potential confirmed during SDR qualification. 

  4. Update the “__________” tab including Squad name, AE, CSM, Broker, and SDR on the right hand side in Core.


*2 different words


1. Edit

2. Assignments

400

In what menu item can you complete administration tasks like managing users and adding teams

Setup