1.    Review & e-Learn

a)      As practical (in person or by phone/conference call) you will review with your direct supervisor the previous days lesson(s) and activities including lessons 1-5 from the previous day

b)     You will then take the following e-Lessons/videos:

• Construction Knowledge 10.1 Moisture Management(8Min.) – Reference Guide
• Construction Knowledge 10.2 Exterior Cladding(5Min.) – Reference Guide
• Introduction to Salesforce - Customizing Your Home Page 10.1(15 Min.)
• Introduction to Salesforce – Chatter Filters 11.1(15 Min.)
• Introduction to Salesforce - Posting Comments & Documents 12.1(15 Min.)

2.    Salesforce Lesson 1 – Overview (Customizing Your Home Page)

a)      A local SME will provide you with an overview of Salesforce and demonstrate how to:

•         Access Salesforce
•         Customize your Home Page (personal profile, top tabs and dashboard)

b)     You will simultaneously refer to SOP SF 1.1 Customizing Your Home Page – My profile, Top Tabs & Dashboard

3.    Salesforce Part 2 – Overview (Chatter Filters)

a)      Your contemporary mentor will explain and demonstrate how to filter your Parksite feed in Salesforce to follow specific people, groups, files and topics

b)     You will simultaneously refer to SOP SF 2.1 Chatter Filters - People Groups, Files & Topics

4.    Salesforce Part 3 Overview (Posting Comments & Documents)

a)      Your contemporary mentor will explain and demonstrate how to post comments and documents

b)     You will simultaneously refer toSOP SF 3.1 – Posting Comments & Documents

c)      You will discuss and analyze with your direct supervisors all dashboard metrics as it applies to your market segment

5.    Salesforce Part 4 (Field Applications)

a)      Your contemporary mentor will explain and demonstrate how to:

•         Enter contacts in Salesforce
•         Create a new account in Salesforce
•         Create a sales opportunity in Salesforce
•         Populate a Blue Sheet Opportunity in Salesforce
•         Create a default opportunity team in Salesforce
•         Convert leads in Salesforce
•         Process Co-Up Expenses in Salesforce
•         Enter Tyvek builder details in Salesforce

b)     You will simultaneously refer to SOP’s:

•         SOP SF 10.1 Creating New Customer Account
•         SOP SF 11.1 Creating a Sales Opportunity in Salesforce
•         SOP SF 13.1 Creating a Default Opportunity Team in Salesforce

6.    Salesforce Part 5 (Metrics / Reports)

Your direct supervisor will explain to you the importance of honest data and demonstrate how to:

•         Track an opportunity – number, amount & age
•         Analyze new stocking dealers, project & existing dealer opportunities year to date
•         Analyze opportunities (by representative, month, sale type, value)
•         Create custom reports

7.    Product Knowledge Tyvek - Commercial

You will access, read/study PS DuPont Tyvek - Commercial Wrap

8.    Product Knowledge DuPont Tyvek Flashing Products

You will access, read/study PS DuPont Tyvek – Flashing Products