Faculty Support

The space for faculty support


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How Salesforce Cases are used for faculty support: Email-to-Case intake from the DFR, Area Affairs and Grad Research Programs EGAs, queue and predefined-case-team assignment by Type, the permission sets that grant object and record access, and how to use Tasks, Topics, email reassignment and mass close.
You can create Task Templates and Task Template Items that you can use to create and assign Tasks to Cases without needing to recreate each Task individually. Following the below steps, you can create reusable Task Templates that can be assigned to Cases and automatically create Tasks for the Case.