As you’re settling in… #1- please take out your TFACT Manual #2 log-in to TFACT:

1. As you’re settling in… #1- please take out your TFACT Manual #2 log-in to TFACT: • Website: https://test.salesforce.com/ • Username: [windows username]@teachforamerica.org.tfactstage • For example akillen@teachforamerica.org.tfactstage • Password: windows/timesheet password #2- reflect on your response to this ‘would you rather’:

2. Customizing Lists and Reports (TFACT) Summer 2014 L&D Designer/Facilitator: Ariel Killen RT 101- Tuesday, July 15th

3. Objectives At the end of this session, you will be able to: • Further understand the uses of lists and reports • Understand why we clone lists and customize reports • Clone lists and customize reports

4. Agenda Session Norms Review Lists & Reports Cloning and Editing Lists Customizing Reports Work Time

5. Session Norms • Remain engaged by taking notes and following along • Return focus to the demonstration as quickly as possible • Music will begin when it’s time to bring your attention back to the front • Take ownership of your learning

6. Agenda Session Norms Review Lists & Reports Cloning and Editing Lists Customizing Reports Work Time

7. Review Lists and Reports List View: A way to view a collection of TFACT records from the same object. (For example: accounts, activities.) Lists are especially useful for modifying a large number of records. • Report: A comprehensive and complex way to view data from multiple objects in TFACT. Reports are especially useful: • For large amounts of data • For sharing data and for use in dashboards What is the difference between a list and a report?

8. Lists vs. Reports

9. Agenda Session Norms Review Lists & Reports Cloning and Editing Lists Customizing Reports Work Time

10. Reports and Lists to Customize

11. Demonstration: Cloning Lists We clone lists to increase efficiency AND to view only relevant information Scenario: I am a Recruitment Manager. I want to see a list of my pending meetings in TFACT. My meetings on campus are a type of interaction. Where in TFACT would I navigate to first?

12. Cloning Lists Q&A • At your tables….. • What questions do you have about this process? • - Can anyone think of any further filters we might add or any filters we might alter to see something different? Take 3 minutes to discuss

13. Customizing a List- Your Turn!

14. Your Turn: Cloning Lists We clone lists to increase efficiency AND to view only relevant information Scenario: I am an outreacher and I need to see all my emails from this week’s email outreach cycle. Follow the Step by Step Instructions on the Next Slide

15. Customizing a List- Your Turn! Open Your Computer and Log into TFACT Stage Navigate to the Activities Object Tab Scroll down to the “RT-DA: OutreachWeeklyEmails for Response” list Click “Clone” to customize the list Change the filters to see your activities or someone who’s activities you want to see • Follow your TFACT Manual pages 30-31 for the steps to take to customize this list Before you select ‘save as’ show your facilitator your filters After facilitator has checked it, select ‘save as’

16. Agenda Session Norms Review Lists & Reports Cloning and Editing Lists Customizing Reports Work Time

17. Reports and Lists to Customize

18. What can reports do for you?

19. Demonstration: Customizing Reports We customize reports to increase efficiency AND to view only relevant information Scenario: I am a Recruitment Manager at the University of Michigan. I want to see a report of my full senior pipeline. Where would I go on my home page to get to reports?

20. Saving Reports in TFACT • Viable Options: • My Personal Custom Reports – Can edit but you can’t share with others • RT-User Created Reports – Can edit AND share with others • RT-CCC Reports- Can edit AND share reports with CCCs

21. Demonstration: Customizing Reports Scenario : I am a Recruitment Manager and I want to see a report of all my African American seniors at the University of Michigan who come from a low income background .

22. Customizing Reports Q&A Scenario: I am a Recruitment Manager. I want to see a report of my entire senior pipeline or professional portfolio in TFACT. At your tables, discuss: - What filters would you use to narrow your report down?

23. Your Turn: Customizing Reports Scenario: I am a Recruitment Manager and I want to see a report of all my STEM seniors and juniors at my campus or professional portfolio. Follow the Step by Step Instructions on the Next Slide

24. Customizing a Report- Your Turn! Navigate to the Reports Object Tab Find the “RT-Big 9: Pipeline” and right click the dropdown next to the report name and click edit Change the ownership filter to see your schools Add a filter for STEM (“STEM/BMEF Major/Minor” equal “STEM”) Add a filter for your seniors and juniors (“current category” contains “senior, junior”) Before you select ‘save as’ show your facilitator your filters After facilitator has checked it, select ‘save as’ • Follow TFACT Manual pages 40-47 for how to customize a report

25. What’s coming down the line… Once you’re checked out on Thursday, clone these reports and lists again in your real TFACT Account