Terminology
What is a Network Connection?
People or Entities that are connected or related to existing Clients or Prospects but are not themselves Clients or Prospects.
True or False? The quick links aren't able to edited?
False, the quick links can be edited to suite each need of the Branch Team members.
What are the two ways to launch the Calendar?
1. From the drop down menu, select "Calendar"
2. From the "DAAG" click on "Go To Calendar"
Name 5 locations a Branch can add a Task?
Relationship Group, Home Page, Profile Page, Task Tab, and Financial Account
A Relationship Group will consist of what?
Clients (People or Entities) and/or Prospects and there may or may not be accounts in a Relationship Group.
What is a Rolodex Contact?
Contacts who have some working relationship with the FA or BOA.
Where can a Branch quickly look up a WEB ID or search JL?
Using he Enterprise AI-Search
Which Calendar task color CAN NOT be changed?
My Appointments
What's the WEB ID you would provide if a Branch wanted to know how to edit, clone, complete or delete a task?
WEB6010244
What is a Mailing Group?
The combination of accounts a client consents to put together for delivery of documents such as statements and client letters.
What is an Entity?
This is a non-person business profile such as an Unincorporated Association, LLC, C Corporation, Sole Proprietorship, Estate, Partnership, or Trust.
When a Branch launches SFD, what's the default page they will see?
Their Home page which will display Day at a Glance (DAAG)
What are the 5 different ways a calendar can be viewed?
Availability, Day, Week, Month, and Table
Tasks can be set from multiple places, however what are the two preferred ways?
From either the Relationship Group or the Financial Account they pertain to.
What kind of information is shared when members are planning together?
Investment Account information such as: Account Name, Number, Type and the Value. Financial Account Roles as well as Goals.
What is a Financial Account?
Any Account that holds assets at Edward Jones
Where would the Branch go if they needed to open a Service Request?
Navigate to the Tools tab>Under Contact Home Office>Send a Service Request
Name the 7 Appointment types?
My Appointments, Canceled, In Office, Out of Office, Phone, Timeblock, and Web Conference
What is a Knowledge Article you could use to review a Task List Creation?
Knowledge Article: 000004915
If a client wants to have their account documents for a specific account mailed separately, what needs to take place?
The account would need to be placed in it's own mailing group.
What is the difference between Salesforce Console and Salesforce Desktop?
Salesforce Console is only used by Home Office and is used to log calls and look up Knowledge Articles. Salesforce Desktop is how Branches efficiently and effectively manage, maintain, and grow their client relationships.
If a Branch wanted to view the "DAAG" for a Branch Team Member, what would they need to do?
Under "Add Day at a Glance User", search the Branch Member and click "Add"
True or False? The calendar for the Branch Team will be pre-loaded for all it's members?
True, Branch team members should not have to manually add unless they do not see someone they need, or if they removed someone by error.
What's a reason a branch would create a List View?
To streamline the Branch Team's operations, organize data, prioritize key accounts, and track financial tasks
True or False? A minor can be added to a Relationship Group?
True, and this would be reflected on the client's statement and with a letter to the Relationship Group Members.
**This is because once a minor reaches Age of Majority they could create an Online Access account and view financial information within the Relationship Group