Articles
What article details how to trouble shoot/clear cache?
Where can the branch see their scheduled appts for the day?
Calendar
How can you set up a reoccurring todo?
When creating todo, in the additional details section select reoccurring in todo window.
Can you complete someone else’s tasks?
No. You have to reassign to self.
When adding a person to a relationship group, do they need to have a profile?
Yes
What article goes over the escalation process?
4916
How does a branch see a specific associates appts for the day?
By sorting the calendar to just the associate in mind.
Can a branch bring back a deleted reoccurring todo?
Nah. But maybe in the future with the help of an admin.
Where can a branch go to send a message to a client?
All tools, secure messaging
How can you edit a contacts email?
Through contact profile
Which article goes over the status center ?
4819
Where can a branch find their directory?
From homepage, above calendar.
How can a branch add a reoccurring event that is specific to a client?
Under acct
How does a branch share their screen?
Through screenmeet
How to create a Rolodex contact?
Select "Rolodex Contact" in the main Salesforce Desktop dropdown. Then, select "New" and fill out the prompts.
Article 4937
What article covers how to remove a former spouse?
Article 4987
Where can the branch go to dep a check for another branch on SF desktop?
Go to running you office, then select “deposit for another branch”.
Article 4880
Does the BAM allow for reoccurring deposits for a qualified 401k plan?
No
Can you mass edit multiple tasks?
Yes. See article 4877
How do you resolve duplicate contacts in creating a task?
Refresh their screen.
Article 4762
What article references if a SSN is necessary for a trust profile ?
Article 4829
Where else can you see learning site, besides tab on home screen ?
From running your office
Where would branch go to add birthdays or other reoccurring milestones?
Dashboard, upcoming client events, milestones then bdays
Article 4870
What is the maximum number of occurrences that SF allows for monthly tasks?
60
Article 4871
How can a branch transfer a contact to another branch?
By transferring entire household and all accounts.