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.
How Centers and Institutes manage board membership in the Salesforce CI app: board member Accounts and Contacts, board membership Opportunities, scheduled payments, and email templates.
From Salesforce, Centers and Institutes manage their board membership agreement documents and attach the draft and final agreements to the board membership opportunity . Both Draft and Final Agreements are managed on the board membership's Opportunity record.
Hub for Centers and Institutes users of Salesforce: training recordings and links to managing Accounts and Contacts, board membership, logging interactions, college engagements, and opportunity management.
The SC Johnson College of Business uses Pardot for email marketing. Pardot is a marketing automation tool that connects directly with the college Salesforce org. Data is synced between Pardot and Salesforce on an ongoing basis.
Follow these steps to export Campaign Members from one Campaign and import them into another campaign in Salesforce.
The students that run the Hotel Ezra Cornell use Salesforce to manage their process. The have a separate Hotel Ezra Cornell Profile and permissions to use. They also have a separate Hotel Ezra Cornell app to use. Their event registration is handled through Cvent.
Salesforce campaigns are used to group leads or contacts for a specific purpose such as a email list.
When import any data into Salesforce, it is important to ensure the data is as accurate and clean as possible. This will ensure we have good data in Salesforce, as this data is often shared across departments, and is used in email and other interactions.
Multi-sponsorship agreements can span Centers and Institutes and gift type, and are owned by External Relations.