WorksheetsExecutive Engagement & Customer Advisory Board (CAB) Nomination
Total questions: 6
Worksheet time: 3mins
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
