Salesforce
Admin
Shelf
Process
100

Which tab in SF can you find if the partner is selling alcohol?

Accounts tab

100

PX requested for us to adjust their closing hours. Where in admin should you go?

Hours

100

Which gem can we use to see suggested spiels for chat/voice?

Handling a contact

100

If the requestor's email cannot be found on Teams on hub. what macro should you send?

en-ib-01

200

Which tab on SF you can go to see what time the case was created

Details tab

200

____is where you need to go to see if the px is core or mplus

rx fulfilled by

200

Which shelf gem can you go to see the macro you can send if the px is not permitted for the request

Data protection and identity verification

200

if a staff is requesting to change the bank details. we send what macro?

ib-83 for requester
ib-84 - 2 admins

300

You go here to see if the px has replied to to your question.

Emails tab

300

If you need to add tags. You can open

menu group

300

Px request to update the company address

Change of company details

300

if the partner wanted to change their bank details, before we send the form, we should?

Check related cases

400

To make sure everyone can see records of what transpired on the case, we should always leave ____

Chatter notes

400

You need to check the current preparation time of the px

Show workload

400

If the px reporting about lost payment, which gem can you go to?

Handling invoice

400
For food remake we should check the ___ and ____ time

"Prepare for" and "rider confirmed at" time