The Stuffed Nose
Business Yoga
Dungeons and Dragons
Cowboy or girl of the Modern Day
Potpourri - Ninja Style
100
How to customize the Home Screen?
Visibility Preferences
100
What is the best method to add more than 200 contacts to a Campaign List?
From a Report, “Add to Campaign” allows a user to do this.
100
What is the visual cue for Target contact?
100
How to update your contact information and modify your signature block?
Settings
200
What is the field used to search for records across Salesforce?
Global Search
200
How to assign or remove the Target icon?
"Is Target" on the Contact Record
200
Where to find Activity history more than 365 old?
Search the contact Chatter feed or "View All" on Contact Activity History
200
What are the options for working with New Leads in Territory?
Accept, Assign, Ignore
200
Where do I locate Contact FAST Order history for last 12 months?
From the Opened/Closed Order tiles on the Contact, under "View All"
300
Where to locate New Leads?
My Contacts Listings component
300
Which Home screen component alerts that my top contacts haven't opened a FAST order in the last 45 days?
My Contacts at Risk
300
How to use Salesforce in Centerpoint?
Campaign Lists
300
Where is the best place to research listing and order activity on an existing contact?
Contact Health
300
Where to upload images of business plans, interview questions or a photo of the contact?
Notes
400
Where is the best place in Salesforce to start my day?
Home Screen
400
What is the best way to log activities?
Mobile: Today Screen
400
How to default a favorite list view?
Pin
400
Which feature should be used to ensure that Target clients stay on the radar?
Recurring Tasks
400
Where to find all marketing pieces that were sent to a contact?
Campaign List History on the Contact: Related List Quick Links
500
Where to request a change of ownership?
Chatter on Contact
500
What is the Contact Relationship Status?
An automated categorization of contacts based on their closed FAST order activity, as the business source, within a given time frame.
500
Which function allows for assigning a series of steps with automated scheduled intervals task reminders?
Activate Sales Success Plan
500
Which feature allows a user to see FAST and/or Listing information for a contact?
Connect GAB/Connect Listing
500
Where is the best place to colloborate with other members of your Sales team?
Groups: AZ Sales