How to update and manage student immersion

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.

Step-by-step guide

Before you begin, here are a few important items to understand about how immersions are updated/managed:

    • An applicant for the two-year MBA program is asked their intended immersion during the application process.
    • Once the applicant accepts their offer and makes their deposit, their application status is updated in Peoplesoft and a contact record is created.
    • When the GRADM upload status is updated to MATR-COMM, the immersion field on the contact record is populated from the admissions application via a process builder workflow called:  Application Updated to Lead/Contact field updates (This process builder also updates the lead status to matriculated, and updates fields on the contact including targeted industry, targeted field, us military and us military branch)  -NOTE: This process builder no longer updates immersion as of 5/2019.  The immersion field remains blank until the step below occurs.
    • Each Fall, students in the two-year program are sent a (FormAssembly) survey to select their immersion from the Registrar's Office.  This survey populates the immersion field on the enrollment record, which in turn updates the immersion field on the contact.
    • Only those with the Immersion Selection permission set may edit the immersion field on the enrollment record.


Updating the Immersion field

If the immersion needs to be updated because the student has changed, here are the steps to manually update the immersion field on the enrollment record:

  1. Search for the student by last name, netid, or emplid.
  2. Click on the contact record and scroll down the related tab list until you get to enrollments related list

  3. Click on the Enrollment Record ID


  4. Find the immersion field on the page layout and edit the field either by clicking the Edit button at the top of the page our clicking in the field itself
  5. Choose the new immersion value from the picklist
  6. Click Save.  This information will now also be updated on their contact record.


A full report Johnson Students and their current immersion can be found here.

Was this helpful?
0 reviews
Print Article

Related Articles (1)

General Salesforce Best Practices
The starting point for using Salesforce at Johnson. Links to guides for navigating and searching, managing your user settings and list views, working with Accounts and Contacts, logging Activities and Tasks, College Engagements, the Outlook integration and multi-factor authentication.