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Talent Stacker App

User Training Manual

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Meet Your Consultants

Jhonatan Rosario

Marissa Netro

Mohit Supe

Rilwan Akande

Salesforce Admin

Salesforce Admin

Salesforce Admin

Salesforce Admin

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Leads From Website

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Verify Member Information with S-Docs

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Banners/Images

When a user enters “Certified” in the Certification Status field and chooses “Not Assigned” in the Volunteer Project field, a red banner appears at the top of the member’s record page.

It will read “Member is certified but not assigned to Volunteer Project!”.

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Mark a Member as At Risk

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Member’s LinkedIn Review Complete

When the Member Review Manager, Program Manager, or Bradley Rice updates the LinkedIn Review Opportunity stage to “Completed”...

…an email is sent from the User to the Owner of the Member Record with a reminder to upload the video and share the related items with the member. Member Link is a hyperlink that takes the Member Record owner directly to the Member Record.

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Member Gets Certified!

  1. When a User confirms a Member is certified, click in the field “Certification Name”.

3. Once the Certification Name is entered and the Member Record is saved, an email is sent from the User to the Member to congratulate them. A copy of the email is also sent to the owner of the Member Record.

2. Search for and select the type of Certification obtained by the member.

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Member’s Volunteer Project Complete

When the Volunteer Project Manager, Program Manager, or Bradley Rice marks the checkbox on the Member Record for “Volunteer Project Complete”...

…an email is sent from the User to the Member to remind them to update their LinkedIn profile. A copy of the email is also sent to the owner of the Member Record.

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Member’s Mock Interview Complete

When the Member Review Manager, Program Manager, or Bradley Rice marks the checkbox on the Member Record for “Mock Interview Complete”...

…an email is sent from the User to the Member Record Owner to remind them to upload the video to MembersPro and confirm the member can access the video. Member Link is a hyperlink that takes the Member Record owner directly to the Member Record.

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Member Path and Achievement Record

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Email To Case Functionality

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Reports & Dashboards

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Talent Stacker!

  • Your Salesforce Consultants