Training Video: https://www.loom.com/share/777032c253d54431b34286f1c05ab234?sid=89858d35-26a9-4239-85f3-576d4fbccb75
Summary
Hey there! In this video, I'll be addressing a common question we receive from potential program participants: "Is there still space for me to enroll?" I'll show you how to use Salesforce to check the availability of a specific program. We'll use the example of our July 1st Northern Italy program. I'll guide you through the process step by step, and I'll also share a tip on how to offer an alternative if the program is full. Let's dive in and find out if there's still space for you or your friends to join our amazing program!
SOP: Checking Program Availability in Salesforce
Objective
To determine the availability of a program for enrollment using Salesforce and provide alternative options if the desired program is full.
Key Steps
- Access Salesforce and search for the specific program requested by the individual.
- Verify the accuracy of the country, program name, and dates.
- Identify the maximum number of students and attendees for the program.
- Inform the individual if the program is full and offer alternative program options.
- Access reports in Salesforce and search for the current year's programs, sessions, and available seats.
- Identify alternative program sessions with available seats.
- Recommend alternative program sessions with available space to the individual.
Cautionary Notes
- Ensure to accurately input the program details to avoid misinformation.
- Double-check the availability of the program before providing information to the individual.
- Be prepared to offer alternative options in case the desired program is full.
Tips for Efficiency
- Familiarize yourself with the navigation in Salesforce to quickly locate program information.
- Keep track of available seats in alternative program sessions to provide prompt recommendations.
- Maintain clear communication with individuals regarding program availability and alternative options.