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.
The Academic Planning Database (APD), built in the college’s Salesforce org, is used daily by faculty leadership and college administration for:
How to use the Academic Planning Console app in Salesforce: APD roles, creating Courses and Sections in the School Workspace, assigning instructors in the Area Workspace, and setup and maintenance of Academic Years and Terms.
Each year, the current academic year's data in the Academic Planning Database (APD) is copied forward as the starting point for the next planning year. This is the rollover. Academic Affairs and the Salesforce team do it together. This page explains what carries over, what doesn't, and what Academic Affairs does before and after.
The Faculty Class Review (FCR) is a form in FastApps where instructors tell the school registrars how they plan to run each class they teach in the coming academic year. The registrars use the answers to build rosters and schedules. This page covers how to complete it, when classes appear, and how access works.
Each spring, faculty get a Faculty Summary Letter (FSL) that summarizes their commitments for the upcoming academic year. Faculty read their letters in FastApps. This page covers how faculty view a letter, how access works, and how Academic Affairs staff release letters.
Step-by-step walkthrough for importing faculty resources into Salesforce for the Johnson Case Catalog.
The Johnson Case Catalog tracks the use of Academic Cases in Salesforce. It connects the Case to the Class and Faculty Member where it is used. This happens through Academic Planning data in Salesforce which includes Courses, Classes, and Faculty. Check out the Academic Planning Console User Guide for more information.