Summary
Faculty Titles and Roles are tracked as Account record of type Faculty Title/Role in Salesforce. This allows for tracking changes to Faculty Titles and Roles, details regarding compensation, donors, etc., and tracking who has held and currently holds a title/role.
Body
Faculty Titles and Roles are tracked as Account record of type Faculty Title/Role in Salesforce. This allows for tracking changes to Faculty Titles and Roles, details regarding compensation, donors, etc., and tracking who has held and currently holds a title/role.
Faculty Member Contact records are affiliated with these Faculty Title/Role records using Faculty Title/Role Affiliations. This allows for a history of who has held a Faculty Title/Role and when, what if any compensation they received, start and end dates, etc.
Table of Contents
Definitions
The Faculty Titles/Roles are tracked as Accounts (record type Faculty Title/Role) in Salesforce. Faculty Title/Role associations are tracked as Affiliations in Salesforce.
Faculty Database is an App in Salesforce, granted by permission sets Faculty Title/Role Permissions and Faculty Title/Role Confidential Permissions. Only users with one of these permission sets will have access to the Faculty Title/Role data in Salesforce.
Accounts: Faculty Titles/Roles
- Each Faculty Title/Role is created as a separate Account in Salesforce, with Faculty Title/Role record type.
- Faculty Titles/Roles can be marked as Confidential on the Account record. Confidential Faculty Title/Role access is restricted to users who have the Faculty Title/Role Confidential permission set.
- Faculty Title/Role current and historical holders can be seen on the Faculty Title/Role Account record, on the Related Tab.
New Faculty Title/Role records are created as needed:
- In the Faculty Database App, search for the Faculty Title/Role, to ensure you are not creating a duplicate Account.
- If you do not see the Faculty Title/Role record, navigate to Accounts.
- Select New, then select Faculty Title/Role record type.
- Enter the details for the new Faculty Title/Role. Click Save.
Field Definitions:
- Account Name
- Long Name
- Alternative Long Name
- Account Status
- Account Type
- Account Sub Type
- Title/Role Compensated
- School/College
- Confidential
- Title/Role Tracked by AA&D
- IGO
- Internal/External
- Date Established
- Term Length Type
- Donor
- Retired/Previous Names
- Notes
- Description
- Standard Number of Appointments
- Active Faculty in Role
- Previous Faculty in Role
Create a Faculty Title/Role Account record
- All Faculty have a Salesforce Contact records, identified as Contact Type includes Faculty or Former Faculty.
- Faculty Title/Role affiliations can be seen on the Faculty's Contact record. Faculty Title/Role history and current affiliations are in the same section, Faculty Title/Role Affiliations.
Affiliations: Faculty Title/Role Affiliations
Affiliation records tie the Faculty Title/Role Account record to the Faculty Contact record, and are labeled Faculty Title/Role Affiliations. The Affiliation records hold all of the details of the faculty title/role affiliation.
Field Definitions
- Affiliation Name
- Contact
- Account
- Alternative Approved Title
- Description
- Term Length Type
- Confidential
- Instructor Adjustment
- Faculty School
- Status
- Indefinite Term
- Start Date
- End Date
- Current
- Compensated
- Role
- Role Other
Review the steps below to create new faculty title/role affiliations in Salesforce.
Create a Faculty Title/Role Affiliation to a Faculty Title/Role Account
Scroll through the below article to review how to create a Faculty Title/Role Affiliation from the Faculty Member's Contact record in Salesforce.
Hover your mouse over the screenshots that have a play button to view the progression of screens through a particular step.