Salesforce
What is knowledgebase?
A space to find documents about system processes or updates
What are source codes?
Codes that indicate the type of donation
What is a case?
What is a constituent?
How/What we call donors in Saleforce
What percentage goes to the hospital/kids?
For the past seven years, 82 cents of every dollar received has gone to support the treatment, research and future needs of St. Jude.
13 % for fundraising
5% administration
What information can we visualize in Salesforce? (List a minimum of three)
With what frequency can a donor donate?
One time and monthly
What must we always do with a case?
Comment and Close
We will always have to create a new constituent regardless the type of call.
False
Where is the hospital located?
Memphis TN
In contact is located on the right-hand corner of Salesforce.
Yes
What are the 3 payment types?
Credit/debit card, ACH and check (money order)
What are the 3 steps to creating a case?
1. Click in a new case
2. Select Donor Services Dept
3. Select Phone and Save
What 3 type of constituent may we choose from when creating a new one?
Person (Individual), Household and Organization
Where are you located?
I work for a contact center located in Hermosillo MX, on behalf of St Jude Children's Research Hospital.
What is Salesforce?
The platform used to manage donors information and by which we log in to take calls.
Regular donation, in Memory and Honor of
When is the only exception to not closing a case?
When we reassign/escalate to another department
What information will be asked from the caller to create a new constituent?
Full name, complete address, email and phone
What is our CORE message?
Thanks to donors like you
No family will ever receive a bill from St Jude for treatment, travel, housing or food.
We log into Salesforce in a remote desktop.
True
How long may you be on MASK (taking card information) before it's considered a cero?
2 minutes
True or False
Whenever a case is created/opened, a case number is assigned to it.
True
What is a donor ID?
The account number which is 8 digits
Do we accept Car donations?
Yes