Impact App for Reviews
This course will introduce the Review object, the various stages that a company progresses through and general Task functionality from the perspective of the Standards Analyst. Time Commitment: ~60 minutes
1.1 How to Use This Course
1.2 Learning Objectives
2.1 Where to Access the Review
2.2 Review Stage Summary
2.3 Rules of Reviews
2.4 Test Your Knowledge: Review Stages
3.1 Approach Overview
3.2 Types of Approaches
4.1 Task Overview
4.2 Task Workflow
4.3 Company List View (with Task Workflow)
4.4 Test Your Knowledge: Review Tasks
5.1 Reporting on Reviews in Salesforce
6.1 Additional Resources