Salesforce General
What is the best browser for Salesforce?
Chrome
Name 3 project statuses
Contracting
Contracted
In Progress
Completed - Review Required
Complete
Complete - ReplacedCancelled
What is a product?
Stores the most recent profile information for a fund/investment vehicle
What are the steps for a client to complete an intake survey?
Log in
Complete profile information
Complete survey information
What is a view?
A view is a list of records on a particular tab or record. The fields that display on a view and the records that are shown in a view can be adjusted.
What are the 3 record types for projects?
Practice, Reporting, and Bespoke
What is a project product?
A project product is a place to store the profile information for a fund/investment vehicle at the time of the project
Where would the client fill information about their HQ Location and Total AUM?
Account
What is the name of the app we will use most frequently in Salesforce?
Client Services
How will you know when a client has completed at least 75% of the intake survey?
Report is sent or
% Complete - Intake Survey field on project
Name the 2 different types of project contacts
BlueMark Staff
Client Staff
What are the steps to activate a user?
Enable the user
Adjust user fields
What tab would you go to find the All Projects Tracker?
Analytics
How is the project auto rating calculated?
The rating is calculated based on the % of points that a client has earned and if the client has answered "Yes" to all the required questions for that rating level
How are the product records updated?
When a project product with the most recent project start date is saved an automation automatically updates the product.
What version of the survey do the clients take in the portal?
Rubric 2.5