The User Ops team will receive inquiries from clients and partners about emailed assessment invitations or reports not being received by the intended recipients. Most Hire/Inspire functions are sent via SendGrid. In SendGrid we can check the email delivery status directly. SendGrid What is SendGrid?SendGrid is our email server. This tool is integrated into our…
The Org Upload feature makes it easy for Account Owners and Account Admins to quickly and comfortably manage their organization’s structure and efficiently send the PI Behavioral Assessment to employees. User RolesAccount Owners and Account Admins have the ability to assess employees through Org Upload. Test your knowledge Answer the questions below by clicking the…
The extended-time versions of the PI Cognitive Assessments are for respondents who have requested extended time and are eligible to receive reasonable accommodations, in accordance with company policies and legal requirements. The follow course work will walk you through how to send the cognitive assessment with extended time if requested. User RolesOnly Account Owners have…
To get us started, we will take a walk through the main arteries of the software. In the following video you will learn the basic layout and understand the features of the Administration tab. At the end, you should feel more comfortable adding users and have a general knowledge of where to find information. Resources…
As a member of the User Operations Team, you have the privilege to access all active client and partner software systems. This allows us to help troubleshoot clients and partners issues in real time. To toggle between software, you will select the software name in the upper lefthand corner, beginning typing the name of the…
The Predictive Index is committed to helping organizations improve the working lives of people. Our software is focused on aiding our clients in aligning their business strategy with their people strategy, all while creating a better workplace for their employees. The PI software helps organizations hire the best possible talent by ensuring each candidate is…
Earlier in the course you learned how to create a contact in both a client account and a partner account. Let’s dive into all the nuances of the contact record and learn more about how the contact record closely integrates with the software. Test your knowledge Now that you have navigated through the contact page,…
You previously learned that client accounts are created once a lead matriculates to a final sale. Partner Accounts will likely have multiple client accounts associated to them and listed in their Accounts Page. Let’s take a closer look at the features of a client account. Resources Test your knowledge Now that you have navigated through…
As a reminder, a Certified Partner is a company that sells The Predictive Index to clients. Think of Certified Partners, or partners as you will commonly hear, as contracted sales agents for The Predictive Index. To track their business they have accounts in Salesforce. Regardless if they are an agent or licensee, their account will…
Quotes in Salesforce represent the proposed prices for our software products. It includes the product, quantity (i.e. headcount), unit price, discount price, start date, and length of subscription. The quote is created from an opportunity. Each opportunity can have multiple quotes, however, one must be marked as the primary quote. The primary quote indicates which…
Within Salesforce, we have the ability to create parent accounts, which is very useful in a few situations. If a company has multiple lines of business, like our client IKEA or Nissan Motor Co., parent accounts offer us a more holistic view of the business. This can be useful when partners are negotiating pricing or…
Opportunities in Salesforce are leads that have been qualified to buy. Opportunities are one of the most important objects for PI and our Partners because that is where we track sales and revenue. Let’s take a look at using opportunities. Opportunities can be created in two ways in Salesforce. First, you can convert a qualified…