Summary
How recommendations flow through the Salesforce admissions application: the applicant enters their recommenders' details, each recommender is emailed an invitation and creates an account to submit. Also covers a missing recommendation and deleting recommendation records.
Body
The Recommendation process is as follows:
- The applicant enters their recommenders' information on their application.
- The recommendations are automatically saved, and the recommenders are sent an email (to the email provided by the applicant) inviting them to complete a recommendation.
- The recommender receives an email to create an account (or login to an existing account). The link includes a parameter that will link the recommender to the recommendation record. This is needed for the applicant recommendation to display for the recommender.
- The Recommender can use any email address to create their account - it does not need to be the email address the recommendation request was received.
Missing Recommendation
If the applicant or recommender reaches out that the recommendation is missing, it is because the recommender was not connected to the recommendation record.
You can fix this by:
- Navigate to the Recommendation record (attached to the Application).
- At the top of the Details tab, find the Recommender field. Edit the field and enter the Recommender's Contact record.


Save the record. The Recommender will now be able to complete the recommendation.
Delete Recommendation Records
Admissions staff have access to delete recommendations at the request of the Applicant. To delete the recommendation record, first change the Recommendation Owner to yourself, then use the Delete button to delete the Recommendation record.
If you have further issues, please log a ticket in TDX with the Salesforce team.