Executive Engagement & Customer Advisory Board (CAB) Nomination

From which record is the executive nomination process initiated?

• Opportunity

• Contact

• Account

• Campaign

What are the primary benefits of moving the executive nomination process into Salesforce?

• Improved UI customization & tighter integration with Splash

• Reduced license cost

• Streamlined workflow, centralized data, and enhanced reporting capabilities

• Automated email invitations to nominees

Which custom objects were introduced in this solution?

• Nominee & Event Invitation

• Account Nomination & Influenced Opportunity

• Campaign Influence & Contact Nomination

• Executive Nominee & Event Campaign

What object is used to nominate an individual for an event and track their status?

• Nominee

• Contact Nomination

• Campaign Member

• Contact

How is attendance typically tracked for executive events?

• Through Campaign Member statuses in Salesforce

• Via external tools with optional sync to Salesforce

• Attendance is auto-logged by Salesforce calendar integration

• Attendees check-in through an app

Which of the following describes the role of a requester, who submits nominations for events?

• A person managing logistics for events

• The person who approves budget for campaigns

• Someone with a close relationship to a nominated account

• xDRs