Description
The Cornell Cooperative Extension (CCE) People Platform is a Customer Relationship Management (CRM) platform available to CCE associations. It includes Ideal-Logic for event registration and Salesforce for managing constituent relationships.
Any CCE staff member with a license who has been onboarded may use this system. To request access, submit a request using the CCE IT Solution Consulting request form.
Ideal-Logic for Event Registration
Access Ideal-Logic
The following guides and videos are available to help with using Ideal-Logic:
Ideal-Logic also provides a series of videos covering each step in creating an event.
Note: There may be differences between these videos and the CCE setup, but they provide a good general overview.
- Event Setup
- Schedule and Staff
- Registration Setup
- Registration Form
- Pricing Setup
- Consent and Confirmation
- Activation and Testing
Salesforce Customer Relationship Management
Access the CCE Salesforce org
The following guides and videos are available to help with using Salesforce:
Support
For assistance with the CCE People Platform, submit a CCE People Platform support request.
Related Information
CCE Salesforce People Platform Project: status, timeline, and onboarding