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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.
Hotel Ezra Cornell – Salesforce Resources
Salesforce is used to track Corporate Gifts, Hotel Ezra Cornell conference attendance, companies, employees, and interactions and communications. This guide will help you manage your Salesforce processes.
General Salesforce Best Practices – this page is a list of resources specific to the College of Business Salesforce use. There is a lot of information, some of which will not be applicable to your use case. There are specific articles highlighted below.
Account – Company
How to add a new Account
Account Team – add as an Account Team Member, with a role
Adding Account Team Members
This is an important step, as it will allow for easier reporting, and allows others to view who has a relationship with the Account.
Contacts are associated with Accounts. They are the employees of the company. Their information is vital to ensure you are reaching out the correct person.
How to add a new Contact
Opportunity – Gift
The Opportunity is how gifts from companies are tracked. The monetary value, contract, point of contact (Contact) and company (Account) are all connected to the Opportunity.
To Create a new Opportunity:
Navigate to the Account, and on the Related tab, find the Opportunity section.- Enter the information as best you can. Required fields are marked with a red asterisk. You can search for the correct Contact in the Primary Contact and Billing Contact fields. Click Save. The Opportunity will now appear in the Opportunity section of the Account.
Attendee – Event Attendance Tracking
An attendee record is how event attendance is tracked. The Event is setup, and as people register for the event, they will have an Attendance record, with a status, that is linked to the Event. This way, you can track who has registered for an event and what their attendance status is.
How to Create a New Engagement
Report – gather data based on criteria and filters
Create a Report
Task/Activity – log email, phone calls, reminders, etc.
Related to the Account/Contact, viewable by others, to create a log of interactions with the company and/or employee.
How to Log an Activity
Issues/Troubleshooting
If you have any issues with or questions about Salesforce, you can log a ticket with the Salesforce IT team, and they will get back to you. Please also log a ticket if you need support entering data, creating a report, or have any other questions regarding the use of Salesforce.