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💡 This page is for anybody who likes to dive deeper into functional skills, their use, definitions and how you can improve your data management capabilities
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Who to reach out to if you run into issues:
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🆘 For Salesforce related questions reach out to Samantha ([email protected]) or Sanjay ([email protected])
Also leverage our Slack channel #helpforce to get quick answers on your questions
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The new functional picklist - 58 functional skills details across 7 different categories
→ Click on the respective functional skill detail to see the definition
Key takeaways:
- We have made the new picklist more lean, reducing total values drastically by 38% from 98 to 59 values, especially eliminating bucket and non-timeless fields
- We have optimized for MECE (mutually exclusive and collectively exhaustive) ensuring that fields are comprehensive and conclusive
Our new picklist
⁉️How to use functional skills
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🧠 Functional Skills fulfill 3 key purposes for our servicing architecture
- They are tied to our meeting data enabling us to have clear visibility on service delivery to our EEs and most in-demand categories
- Entrepreneur priorities use the same categories which are collected every year through the impact survey
- Many Endeavor staff use functional skills to segment their mentor network determining gaps and recruiting needs of future mentors
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👇🏽Link to presentation and zoom recording
→ Check out the presentation on the functional skills revamp below
→ Podcast Episode with Sam and Pat on the functional skills update and what it means to the organization and our processes
→ Check out the Zoom recording here (Psw.: 2wre^8ki)
230824_Functional Skills Revamp_WW Presentation (1).pdf