SFD 101
Which browser is suggested to use with SFD?
Microsoft Edge
Where do you look to see if ACH or SWPS is attached in SFD?
Financial summary- Article 4941
How many days is a task editable?
30
It is recommended to clear cache/cookies every morning
True
Change an event or task assigned to someone else in your branch
Reassign the task or event to yourself then make necessary changes
What short cut keys are recommended to clear cache?
Ctrl, shift, & delete simultaneously.
These closed accounts will migrate in SFD
If a closed account is in a Household/Relationship Group with other open accounts in JCMS, all accounts, including the closed account will migrate over to Salesforce Desktop.
If the Household/Relationship Group only has closed accounts in it, none of the accounts will migrate. Article 4946
How long do uncompleted tasks stay in salesforce?
Indefinitely
Events are the same as tasks in SFD
False- events are appointments
Create rolodex contacts in SFD
From SFD home, use dropdown to go to rolodex contacts then from there hit "new" at top right
In legacy it is called "Contact Profile System". In SFD it is called ____
Relationship Groups
Each year in February, the system attempts to delete accounts in a closed status for 18 months or more with no tax reportable activity
What is account and client profile retention requirement - article 4886
A branch would like to create an event as a timeblock, it is recommended that they use _________
What is Rolodex Contact. Article 4942
Validating an address is required
False- not required but is best practice
Branch receives error when attempting to update email
What is confirm the profile has a date of birth. Once DOB has been entered, branch should be able to enter the email address without error. Article 4965
6 types of client identity restrictions
Address, DOB, Legal name, SSN, Photo ID, and foreign citizen.
These types of contacts need o be in rolodex before they are added to a relationship group
Changes that need to be made to a task
what is edit the task in SFD- article 4835
Salesforce will NOT move over non-prospect data from client profile system
False
The form message for escalation process
What is web5399889
His name starts with an "E" and is an AI feature in SFD
What is Einstein in SFD- article 4854
The article you would use to help with removing a former spouse
Article 4987
Enter the details of the event and/or event notes in the _______ field and click save
What is description- article 4832
Branch number can be found here
Relationship group: relationship group details
Workaround to generate client relationship summary when receiving blank white screen during account opening
What is white box workaround article 4887