Pin it to win it
Captains Log - July 22/2019
Adcentral.....Nah!
Time to take you to TASK
Your Director did what!!!
100

What is the object in SFDC you spend the most time in? If you get this wrong lets talk.....

What is "Tasks"

100

What is the first thing you should do after hanging up with a client?

What is Log a Call

100

What is the name for a Follow Up in SFDC?

What is a Task

100

What action should be taken after you log a call or event?

What is "set a task"

100

This Director has lived in the Czech Republic, Germany and Canada

Who is "Paul Petras"

200

In the Tasks Object, which view should be primarily pinned?

What is "Your name- Open tasks"

200

In what section of your SFDC setting do you find your BCC email that you will attach when sending emails to clients?

What is "My email to Salesforce"

200

Where can you find your adcentral alerts in SFDC?

What is Activities

200

If you miss this field in your task creation, your task will not show up in your personal task list?

What is "Due Date"

200

This Director achieved the maximum possible on World of War Craft?

Who is "Chris Horak"

300

What is synonymous with adcards in SFDC?

What is "My sub-account"

300

When Logging a call what is the comments section used for? 

What are "call notes"

300

Name the newest link that is only in an adcentral card but not in SFDC?

What is the "Budget tool"

300

If you are creating a task to check on an account without contact with the client what subject should you select for your task?

What is "other"

300

Which Director is not wearing in his Linkedin photo?

Who is "Waylon McGill"

400

In the Cases Object what pinned view will show your active cases?

What is "Requested by me - Open"

400

What are the four preloaded mandatory subject lines when you log a call?

What is "Call", "Send Letter", Send Quote" & "Other"

400

How do you get into a parent from a sub account in SFDC? 

What is "Show account hierarchy"

400

When you are trying to find specific "past activities" on a sub account, for example if you are searching for logged calls what do you do?

What is " Select the filter function and choose your activity"

400

Which Director had a baseball thrown to him by Justin Smoak while attending a game at Fenway Park in Boston last summer?

Who is Maurice Williams

500

In SFDC, what object is directly beside "Home"?

What is - whatever you want to be just put things in order of importance

500

What are the mandatory "subject/s" and "type" when logging an event?

What is "Call/Meeting" and "Demo"

500

Where do you login as advertiser in SFDC?

What is Revenue Stream

500

In what 2 places can you set a task?

What is "the sub account & the Primary contact"

500

This Director once hitchhiked in another country and was picked up at 2 am and driven to a church choir practice for 4 hours before the driver was willing to take them home?

Who is Corey Shankman