Faculty Committee Database

The Faculty Committees are tracked as Accounts (record type Committee) in Salesforce.  Faculty Committee Membership is tracked as Affiliations in Salesforce.  

Faculty Committee Database is an App in Salesforce, granted by permission sets Faculty Committee Database and Confidential Faculty Committee Database.  Only users with the Faculty Committee Database permission set will have access to the Faculty Committee Database in Salesforce.

Accounts: Faculty Committees

  • Each Faculty Committee is created as a separate Account in Salesforce, with Committee record type. 
  • Faculty Committees can be marked as Confidential on the Account record.  Confidential Faculty Committee access is restricted to users who have the Confidential Faculty Committee Database permission set.
  • Faculty Committee Members can be seen on the Committee's Account record, on the Related Tab.  Committee Members are separated in two sections: Current Faculty Committee Members and Prior Faculty Committee Members.  These are determined by the Affiliation record's End Date.

New Faculty Committees are created as needed:

  1. In the Faculty Committee Database App, search for the Faculty Committee, to ensure you are not creating a duplicate Account.
  2. If you do not see the Faculty Committee, navigate to Accounts.
  3. Select New, then select Committee record type.
  4. Enter the details for the new Faculty Committee.  Click Save.

Create new Faculty Committees:

  1. Navigate to the Account tab, then click New.  Select the Committee Record Type.
  2. Enter the required Account Name, then as many details as you can.  Click Save.

Import new Faculty Committee records:

Contacts: Faculty Committee Members

  • All Faculty have a Salesforce Contact records, identified as Contact Type includes Faculty or Former Faculty.
  • Faculty Committee Membership can be seen on the Faculty's Contact record, on the Related tab.  Committee Membership is separated in two sections: Current Faculty Committee Memberships and Prior Faculty Committee Memberships.  These are determined by the Affiliation record's End Date.

Affiliations: Faculty Committee Memberships

Affiliation records tie the Committee Account record to the Faculty Contact record, and are labeled Committee Membership.  The Affiliation records hold all of the details of the faculty committee membership.

New Faculty Committee Memberships are created in Salesforce:

  1. From either the Faculty Committee's Account record, or from the Faculty Member's Contact record, there is a button called New Faculty Committee Member.
  2. Complete the form that popups up.  Click Save.
  3. You will return to the Account/Contact record.  In the Related tab, you will see the newly created Faculty Committee Member record.
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