Salesforce

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This is all documentation related to the Salesforce orgs at the SC Johnson College of Business.

Categories (19)

Salesforce Getting Started

Salesforce Getting Started provides easy‑to‑follow guidance to help you navigate Salesforce with confidence. These help articles cover core features, everyday tasks, and simple best practices so you can find information quickly, keep your data accurate, and get the most out of Salesforce in your daily work.
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Academic Administrative Support

Academic Administrative Support help articles provide step-by-step guidance on the Salesforce records behind faculty, class and corporate project support. These resources cover face cards for Johnson School classes, college engagements for classroom speakers, managing accounts and contacts for corporate projects, and logging corporate interactions and follow-up activities.
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Academic Planning

Academic Planning help articles provide step-by-step guidance on planning academic offerings in Salesforce. These resources cover the Academic Planning Console, the Johnson Case Catalog, and planning for joint degree programs such as the Cornell-Peking MMH/MBA.
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Admissions

Admissions help articles provide step-by-step guidance on managing the admissions application in Salesforce. These resources cover the applicant dashboard and the Apply Community, the application checklist and the application reader flow, recommendations and connecting recommenders, admission decisions and decision letters, interview scheduling, and admissions email and text message management.
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Career Management

Career Management help articles provide step-by-step guidance on supporting student advising and employer relationships in Salesforce. These resources cover managing the student contact record, adding advising meetings, building views for current student advisees, the Jobs Dashboard, moving a corporate contact between accounts, reporting on account team activity, and the 12Twenty recruiting data load.
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Centers and Institutes

Centers and Institutes help articles provide step-by-step guidance on campaign and outreach work in Salesforce. These resources cover email marketing for centers and institutes, adding and importing leads and contacts into campaigns, exporting and reimporting campaign members, board membership, and Hotel Ezra Cornell.
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Cvent

Cvent help articles provide step-by-step guidance on using Cvent for event management alongside Salesforce. These resources cover requesting Cvent access, the Cvent-Salesforce integration, adding the event department, publishing Cvent events to the College Calendar, and Cvent web accessibility.
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External Relations

External Relations help articles provide step-by-step guidance on managing corporate relationships in Salesforce. These resources cover account strategy and activity management, the Corporate Index and how it is calculated, board membership and multi-sponsorship agreements, the guest speaker form, LinkedIn Navigator, and sharing or marking files private.
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Faculty Committee Database

Faculty Committee Database help articles provide step-by-step guidance on finding and maintaining faculty committee records in Salesforce. These resources cover faculty committees, which are held as Accounts with the Committee record type, committee membership recorded through Affiliations, and the access needed to view confidential committees.
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Faculty Support

Faculty Support help articles provide step-by-step guidance on handling faculty support requests as Salesforce cases. These resources cover creating and merging cases, case automations, and task templates.
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Faculty Titles/Roles

Faculty Titles/Roles help articles provide step-by-step guidance on recording and maintaining faculty titles and roles in Salesforce. These resources cover viewing a faculty member's current title and role, requesting changes, and keeping title and role data accurate over time.
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FormAssembly

FormAssembly help articles provide step-by-step guidance on the online forms Johnson uses with FormAssembly to collect information into Salesforce — building and publishing a form, connecting its responses to Salesforce records, and finding those responses once they arrive.
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Linvio Events

Linvio Events help articles provide step-by-step guidance on running event registration in Salesforce with Linvio. These resources cover creating and copying events, choosing a record type, campaigns and custom field mapping, importing attendees, waiving application fees, mass emailing registrants, printing nametags, event reporting, publishing an event to the College Calendar, and Linvio user permissions.
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Mogli SMS

Mogli SMS help articles provide step-by-step guidance on sending and managing SMS messages from Salesforce with Mogli. These resources cover Mogli SMS setup and use, and refreshing Mogli configuration in a sandbox.
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Nintex DocGen

Nintex DocGen help articles provide step-by-step guidance on generating documents from Salesforce records with Nintex DocGen, formerly DrawLoop. These resources cover DocGen packages and their Word document templates, and the trigger loop process that runs them.
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Pardot

Pardot (Account Engagement) help articles provide step-by-step guidance on using Pardot alongside Salesforce. These resources cover connecting Salesforce and Pardot, the Pardot Lightning App, and Pardot-Salesforce user sync.
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Research Database Lifecycle - RDLA

Research Database Lifecycle (RDLA) help articles provide step-by-step guidance on creating and maintaining research databases across their full lifecycle. These resources cover creating and configuring a database, managing user access, quotes and the Quote Calculator, contracts and renewals, and the underlying flows and permissions.
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Statler Hotel Salesforce (Delphi)

Statler Hotel Salesforce (Delphi) help articles provide clear, step‑by‑step guidance on using Salesforce Delphi for sales and event management. These resources cover key processes, everyday tasks, and best practices to help you manage accounts, bookings, and event details accurately and efficiently.
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SUMO CEP

SUMO CEP help articles provide step-by-step guidance on appointment scheduling in Salesforce with SUMO. These resources cover the Online Scheduler, the Multi Calendar, email management, personalized lead appointment URLs, and interview scheduling for admissions.
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