How to Create a New Engagement

Summary

A college engagement is used to show a commitment to the college by playing an active leadership role at an event or function. To create a new engagement, follow these steps.

Body

A college engagement is used to show a commitment to the college by playing an active leadership role at an event or function. To create a new engagement, follow these steps.

Step-by-step guide:

  1. Click College Engagements on the Navigation bar and click New.


  2. Fill in as many fields as possible and click Save.


  3. Add Engagement Contacts by following these steps.

Details

Details

Article ID: 9272
Created
Mon 9/14/26 12:25 PM
Modified
Mon 9/14/26 12:52 PM

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General Salesforce Best Practices
The starting point for using Salesforce at Johnson. Links to guides for navigating and searching, managing your user settings and list views, working with Accounts and Contacts, logging Activities and Tasks, College Engagements, the Outlook integration and multi-factor authentication.