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This stage covers two things: turning an approved, funded Quote into a live Contract, and then looking after that Contract day to day — funding it, invoicing against it, and attaching files. A few related steps also happen automatically; those are explained at the end.

Salesforce automatically sends reminder emails before a database's renewal, non-renewal and expiration dates. This explains when each is sent and which dates on the database record control them.

This guide walks you through Stage 4 of the RDLA process: creating and managing a Quote and - the main event - funding that Quote using the calculator. You do not need any Salesforce experience; just follow the screens and the on-screen labels shown in this guide.

This is a detailed companion to the Stage 4 guide (Quotes & the Calculator), focused entirely on the RDLA Quote Calculator – the most involved tool in the whole process. Use it alongside Stage 4 whenever you need a deeper, step-by-step walkthrough of splitting a Quote's total across its funding sources.

This stage is where you review faculty requests to access a database — deciding who is approved, denied, or sent back for revision, handling several people at once. The questions those faculty answered are set up in Stage 3a, Managing the Database Request Form .

This tool sends the renewal emails to the faculty connected to a database. You open it from the contract (or quote), choose which email to send, preview it, pick the recipients, and finish -- which sends the emails.

This guide explains how to record a new research database in the system.

Once a database record exists, this stage is where you set up who is connected to it: the vendor company, the vendor's people, the Cornell faculty and staff involved, and the users who are allowed to access the database. Each task below opens as its own guided screen from the database record.

Contains all documentation for the Research Database Lifecycle in Salesforce.

This stage is where you maintain the questions on the database request form — the questions a faculty member answers when requesting access to a database. You review the questions in use, retire ones you no longer need, and add new ones.

How to check for and create Fund Source records in the RDLA app, including a Faculty RPF Account Fund Source for a faculty funder, so they can be selected in the Quote Calculator and contract funding.

Field-by-field reference for the RDLA Affiliation object (Affiliation__c): labels, API names, data types, how each field is populated, and picklist values.

Index of the Salesforce objects behind the Research Database Lifecycle (RDLA), linking to a field-by-field reference article for each one.

Field-by-field reference for the RDLA Fund Source Use object (Fund_Source_Use__c): labels, API names, data types, how each field is populated, and picklist values.

Field-by-field reference for the RDLA Fund Source object (Fund_Source__c): labels, API names, data types, how each field is populated, and picklist values.