What is that?
The URL you will need to get to Rady School of Management's Salesforce Org?
The location in the Org where admissions will spend the most of their time (Think App Exchange)
What is Recruitment Manager?
The time you should wait to log interactions in the CRM?
What is as soon as possible!
The URL for Rady School of Management's online App
What is ApplyRady.force.com? or just "applyrady"
A applicant adds their unofficial GPA on their application. Where would you look to find that information?
What is the "Details" Tab on the "Application Record"?
Ron Burgundy started an application... Where would you go to find it. And has called in to see which transcripts are missing.
What is the Application Section?
Somewhere you should NOT log interactions.
Where is "On the Application". Students are able to have multiple applications and might change YOY. Logging conversations on the student record will ensure that you and the rest of your team will be able to see what is happening with the students.
CRM is an acronym for what?
What is Customer relationship management?
Salesforce's internal chat system?
What is "Chatter"?
On the contact record or application record, this is where you can find uploaded documents from other admissions team members?
What is "Attachments Objects".
Ron Burgundy has called again, he attended 5 community colleges and wants to know which official transcripts we've received. Where does he go?
Salesforce has two different modes, we are training our users in one of those modes.
What is Lightening and Classic? We are training in Lightening.
What is the contact record?
Located at the top of a Record, this section tells you the students name, their school or "account" or on the application it tells you the "Application Number".
What is a "Header"?
You're hosting a coffee chat in downtown san diego and this is the location where you create the invitation for your coffee chat?
What is the events tab?
The difference between Target X and Salesforce?
What is Target X is an application built on top of the existing software of salesforce?
Mobile App to Mobile Phone
Assigning yourself or a colleague a task in the future? This will show up in your Tasks list organized by date. (THIS SHOULD ONLY BE DONE ON THE STUDENT RECORD).
What is "New Task"?
** DAILY DOUBLE** I just got off the phone with the CEO of Qualcomm. He wants to set up an appointment to meet with someone about the FlexWeekend MBA program. What would you do? (3 steps)
(sorry this does not follow the jeopardy format)
1. Search for their student record
2. Log your phone call
3. Tag the Flex Weekend MBA Advisor to follow up about the appointment.