Account Team members allow multiple people the ability to show their relationship to an account. This is important with a large organization that has multiple people who interact with a company. It also allows you to track activities and changes on an account where you are listed as a team member.
Most record pages in Salesforce have an Activity Timeline. The Activity Timeline displays a list of all activities (tasks, events, etc) related to the record. For example, you can customize your view by adding filters to view only certain types of activities, open or closed activities, or change a timeframe of activities displayed.
How to turn off Salesforce calendar and activity reminders from your personal Settings, under Calendar & Reminders then Activity Reminders.
We depend on everyone at the college to keep information about our corporate partners updated. You can use the instructions below to update one or many fields on an account.
Follow this guide to export a Salesforce report into Excel (or your other preferred Spreadsheet application).
Accounts are used to store information about organizations or corporate partners that someone in the college has a relationship with. If the account you need to manage does not exist, follow these instructions to add a new account.
Contacts store information about the people you do business with. Contacts are usually associated with an account, but can also be associated with other records such as opportunities.
How to add a contact to a College Engagement: open the engagement from the College Engagements tab, then create a new College Engagement Contact record naming the contact and their related account.
A college engagement is used to show a commitment to the college by playing an active leadership role at an event or function. To create a new engagement, follow these steps.
How to create a Task in Salesforce for an activity that has not happened yet, from the Activity tab on an account or contact. To record an activity that has already occurred, see How to Log Activity instead.
How to update fields on an existing Contact record, either one field at a time from the Details tab or several at once with the Edit button. Contact Owner and Contact Record Type cannot be changed from the Edit Contact form and must be updated individually. Edit permission varies by person.
If you create tasks with dates in the future, you will most likely want to be reminded of these upcoming tasks.
An interaction between you and a company and/or person such as a phone call, meeting, or email. You don't need to log every single email, only those with information that might be relevant or provide context to you or others in the future.
Currently only Salesforce Administrators have access to merge accounts. Please put in a request using this form to have accounts merged. Include the URL of the account you want to keep as well as any details such as, keep the address from this account, but keep the fields from all others.
What happens when duplicate Contact records are merged in Salesforce - how related records are combined, what is sent to the recycle bin and how long it can be recovered, and what becomes of user accounts belonging to the merged contacts.
Alumni information is a little different than other contacts within Salesforce. We get this information from Peoplesoft via an integration. In order to give updated information to AA&D, a special process was built to handle these types of updates.
Students in the Two-Year Ithaca MBA program take an immersion their spring semester of their first year. The immersion they have selected is an important piece of data that helps student services including the career advising team provide the student with better support. Keeping this field updated when changes take place is important to assisting students.
How to find the College Engagements linked to an Account: open the account, scroll to College Engagement Accounts and click View All. Also links on to creating a new engagement and adding engagement contacts.
This article provides a brief description of which records are displayed in each list available to you in the object along with instructions to create a personal list view. The example used is Lead records, but the process is the same for all object list views.
Where to find your personal Salesforce user settings and what you can change there. Note that the settings available to you may differ from those shown in this article's screenshots.
This help article describes how to navigate the app launcher in Salesforce and how to use the Global Search in Salesforce.
You can create and share reusable quick text templates in Salesforce.
Salesforce has enforced Multi-Factor Authentication since Fall 2022 - an additional verification step after your username and password. Covers the ways to meet it, including Cornell Two-Step Login with Duo, the custom domain link, verification codes and the Duo app, plus shared accounts, Pardot, integration and API logins, and sandboxes.
Instructions on how to set dashboard/report filter to only display records owned by the running user.
Outlook Integration allows you to easily work between Salesforce and Outlook by viewing Salesforce records within Outlook, copying emails over to Salesforce records, or creating new records like Leads and Contacts directly from Outlook.
Follow these instructions to share list views with others in Salesforce.
How to change which Chatter email notifications Salesforce sends you, from View profile then Settings, under Chatter and Email Notifications.
Use the following instructions to view your report subscriptions.