How to update alumni information

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.

Step-by-step guide

  1. When you find an alumni record that needs to be updated, start by selecting the down arrow in the upper right hand corner and choose Alumni Update

     
  2. Update any of the fields that appear in the form.  If you need to change accounts, you can do so as well.  Please note the account

3. Review the changes that were made and click Next to submit the changes

When you submit the changes the following happens:

  • The changes are made on the Salesforce record
  • The Salesforce record is marked in such a way that will block the Peoplesoft integration from overriding the changes on only this record for 30 days.
  • An email will be sent to the alumni-updates email address asking them to update Peoplesoft.
  • After 30 days, the Salesforce record will once again allow Peoplesoft to feed data to update this record.


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