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Talent Stacker

End User Training

Team SFCDP0704

Ketan, Madhavi, Arpita, Jonathan | Salesforce Certified Administrators

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Items Not Covered In This Release

  • 12. Ability to track if other achievements have been made such as additional certifications, ability to add other achievements as needed. (Related Achievements on Member record)
  • 13 / 20b. Ability to capture the Certification Verification Email Address of Members. / Certification cannot be confirmed without Certification Verification Email populated.
  • 14a. Ability to track if the member has agreed to join the Volunteer Ohana as a Study Group Leader (You cannot do this if you have not first completed a full study group and preferably certified)
  • 18b. At Risk Members should not be visible to anyone except Bradley Rice User.
  • 20b. Certification cannot be confirmed without Certification Verification Email populated.
  • 21f. When a members Study Group, Certification, Experience Project, Landed Job is complete automatically create an Achievement Record related to the contact with any information available

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TOPICS

  1. Web-to-Lead
  2. Lead Conversion with Program
  3. Email-to-Case
  4. Member/Contact Record Details
    1. Experience Project
    2. LinkedIn 1-1 Review
    3. Mock Interview
  5. At Risk
  6. Study Groups
  7. Experience Project
  8. Company Interviews
  9. Additional Certifications
  10. Progress Report
  11. Reports & Dashboard

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  1. Web-to-Lead

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  • Web-to-Lead creation (Leads get generated once potential members submit web form with basic information: first name, last name, email address
  • All new Leads are auto-assigned to “New Lead Queue”
  • Lead ownership (has to assign yourself as lead owner and working with the potential member, as soon as you became an owner, these are private to you only)
  • If the member agreed to join the program, please select the program as per member paid/selected, then convert a Lead to Contact/Member
  • As soon as Lead converts to Contact, it creates a task for contact owner to send email to Member about Study Group

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Web-to-Lead

This Web-to-Lead form allows for the creation of new Leads.

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Web-to-Lead

New Leads can be found in the New Lead Queue. Check the box next to the Lead, then click Accept to assign the Lead to yourself.

New leads in New Lead Queue

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Web-to-Lead

After accepting a Lead from the New Lead Queue, �these can be found in My Unread Leads.

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2. Lead Conversion

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Lead Conversion with Program

Click in Program to choose the Program the Lead purchases before saving. Click Convert to convert the Lead to a Contact.

Select Program

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3. Email-to-Case

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  • Email to Case Creation
  • Members/You can create cases using this email:

ketansalesforceai@k-2uiehkvjzv36dqhu9uf5ag7wenx7vxlhfgxxm2pj555k0vk2j9.o8-3zrgomaa.usa268s.case.sandbox.salesforce.com

​

  • All cases automatically assigned to “Member Support Queue”

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Email-to-Case

Cases can be accessed from the Cases tab

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4. Member/Contact Details

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  • Contact/Member Record Details
  • Trailblazer/LinkedIn Profile
  • DIY Interview/LinkedIn Prep Status
  • Admin Certification & Verification Email, Date
  • Leadership Eligibility Status
  • Signed Up Program
  • Based on program selection, can see below details & labels:
    • LinkedIn 1-1 Review Details: Status, Date, Reviewer, Recording link, feedback, labels
    • Mock Interview Details: Status, Date, Interviewer, Recording link, feedback, labels
    • If LinkedIn Review/Mock Interview completed: Send an email to contact owner for uploading video & confirm template

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Member/Contact Details

The Contact page allows you to enter details about the �Member and track their progress.

Contact Details

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Member/Contact Details

Additional details can be added for each Member.

Membership Information

Displays the Program the Member has purchased.

Salesforce Certification

Update with Member’s Salesforce Certification details when provided.

Social

Update with Member’s many social links.

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Member/Contact Details

Study Group name, status, and Study Group Leader �can be set on the Contact page.

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Member: Experience Project

The Experience Project section only displays when a Member becomes certified. This allows details to be added for each Member.

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Member: LinkedIn 1-on-1

The LinkedIn 1-on-1 section displays on the Contact page when a Member has paid for CDP Program Plus, Upgrade CDP- Basic to Plus, or Advanced CDP.

LinkedIn 1-on-1 Scheduled

Capture schedule details.

LinkedIn 1-on-1 Complete

When the Status is set to Complete, other fields become available to add additional details for LinkedIn Review Leadership opportunities for the member.

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Member: Mock Interview

The Mock Interview section displays on the Contact page when a Member has paid for CDP Program Plus, Upgrade CDP- Basic to Plus, or Advanced CDP.

Mock Interview Scheduled

Capture schedule details.

Mock Interview Complete

Mock Interview is set to Complete and Feedback is provided.

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Related Lists

Related Lists display the following: Experience Projects, �Company Interviews, Additional Certifications, Cases

Experience Projects

Company Interviews

Additional Certifications

Cases

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5. At Risk

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  • Anyone can mark member “At Risk”
  • At Risk members record page show “At Risk” Label as well
  • Anyone can mark the member “At Risk”

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At Risk Feature

A Member can be flagged as At Risk by anyone. �This sets the Contact Owner to Bradley Rice.

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5. Study Groups

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  • Study Group Details (Name, Cert level, Status, Timezone, Members)
  • Study Groups can be created from Study Group object
  • Members can be added from Study group object
  • You can also add study group to members record page
  • There is a status of the Study group (Active/Complete)

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Study Groups

The Study Group tab allows you to see a list of all Study Groups, and the ability to create a new Study Group.

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Study Groups

Enter the Study Group Name, select the Certification, Status, �Timezone, and Time when the group will be meeting.

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Study Groups

Adding Members to a Study Group can be achieved by clicking on Related, then click New next to Study Group Members.

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Study Groups

Search for the Member to add to the Study Group, then click Save.

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Study Groups

The Member can be found on the Study Group Members related list �after adding them to the Study Group.

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6. Experience Projects

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  • Experience Project can be created from the Experience Project object. This includes:
    • Exp Project Name
    • Status
    • Project Manager
    • Project Coordinator
    • Project Members
    • Start Date
    • End Date

​

On the Contact/Member record page:

  • Experience Garnered
  • Commitment Score
  • Experience Project Review

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Experience Projects

Experience Projects can be accessed from the Experience Projects tab. Click New to create a new Experience Project.

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Experience Projects

Enter details for the Experience Project including Name, Cohort, Status, Dates, Manager, Coordinator, and Members.

New Experience Project

Allows you to enter the following details:

​

  1. Experience Project Name
  2. Cohort
  3. Experience Project Status
  4. Start Date
  5. End Date
  6. Project Manager
  7. Project Coordinator
  8. Project Member 01
  9. Project Member 02
  10. Project Member 03
  11. Project Member 04

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Experience Projects

Experience Project completed with all details.

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7. Company Interviews

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  • You can add a record whenever a Member interviews for a Salesforce position at any company.

​

  • Company name
  • Job Title
  • Interview Date
  • Interview Result
  • Interview Feedback

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Company Interviews

Enter information about the interview from clicking New �on the Company Interviews Related List.

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8. Additional Certifications

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  • You can add additional certifications to the Member’s record related page
  • Certifications need Issue Date when added

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Additional Certifications

Additional Certifications can be added on the Related list

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9. Progress Reports

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Progress Reports

Progress Reports allow the creation of a PDF that can be shared with the Member or potential employers.

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Progress Reports

Select the Progress Report S-Docs Template, then click Next Step.

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Progress Reports

Completed Progress Report is available as a PDF to be sent to the Member for review, or sent to potential employer.

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10. Reports and Dashboards

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Dashboards

The Dashboard for Bradley Rice.

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Dashboards

The Dashboard for Program Manager.

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Dashboards

The Dashboard for Member Review Manager.

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Dashboards

The Dashboard for Experience Project Manager.

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Reports

Average Leads per Week, Volunteers for the Talent Stacker Program

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Reports

Certified vs. Non-Certified, Program Performance

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Reports

Members Joined per Day Average, Study Groups Completed per Day

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Reports

Study Groups Completed per Year, Study Groups Completed per Week

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Reports

Members in Study Groups vs. Not in Study Groups, �Study Groups Completed per Month

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Additional Training

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Salesforce Training with Trailhead

Create your own instance of Salesforce:

https://developer.salesforce.com/signup

​

Log into the training with your dev org credentials from above:

https://trailhead.salesforce.com/en/home#

​

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Questions?

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