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Students in the Two-Year Ithaca MBA (and some One-Year Ithaca MBA) program take an immersion their spring semester of their first year. The immersion they have selected is an important piece of data that helps student services including the career advising team provide the student with better support. Keeping this field updated when changes take place is important to assisting students.

Currently only Salesforce Administrators have access to merge accounts. Please put in a request using this form to have accounts merged. Include the URL of the account you want to keep as well as any details such as, keep the address from this account, but keep the fields from all others.

How to change which Chatter email notifications Salesforce sends you, from View profile then Settings, under Chatter and Email Notifications.

Outlook Integration allows you to easily work between Salesforce and Outlook by viewing Salesforce records within Outlook, copying emails over to Salesforce records, or creating new records like Leads and Contacts directly from Outlook.

Instructions on how to set dashboard/report filter to only display records owned by the running user.

Salesforce has enforced Multi-Factor Authentication since Fall 2022 - an additional verification step after your username and password. Covers the ways to meet it, including Cornell Two-Step Login with Duo, the custom domain link, verification codes and the Duo app, plus shared accounts, Pardot, integration and API logins, and sandboxes.

This article provides a brief description of which records are displayed in each list available to you in the object along with instructions to create a personal list view. The example used is Lead records, but the process is the same for all object list views.

How to find the College Engagements linked to an Account: open the account, scroll to College Engagement Accounts and click View All. Also links on to creating a new engagement and adding engagement contacts.

Students in the Two-Year Ithaca MBA program take an immersion their spring semester of their first year. The immersion they have selected is an important piece of data that helps student services including the career advising team provide the student with better support. Keeping this field updated when changes take place is important to assisting students.

Alumni information is a little different than other contacts within Salesforce. We get this information from Peoplesoft via an integration. In order to give updated information to AA&D, a special process was built to handle these types of updates.

What happens when duplicate Contact records are merged in Salesforce - how related records are combined, what is sent to the recycle bin and how long it can be recovered, and what becomes of user accounts belonging to the merged contacts.

An interaction between you and a company and/or person such as a phone call, meeting, or email. You don't need to log every single email, only those with information that might be relevant or provide context to you or others in the future.

If you create tasks with dates in the future, you will most likely want to be reminded of these upcoming tasks.

How to update fields on an existing Contact record, either one field at a time from the Details tab or several at once with the Edit button. Contact Owner and Contact Record Type cannot be changed from the Edit Contact form and must be updated individually. Edit permission varies by person.

How to create a Task in Salesforce for an activity that has not happened yet, from the Activity tab on an account or contact. To record an activity that has already occurred, see How to Log Activity instead.