📝 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
The following User Guides and Videos are available to support staff in 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.
🤝 Salesforce Customer Relationship Management
The following guides and videos are available to help with using Salesforce:
📤 Bulk Data Upload for Salesforce
To request to upload pre-existing data (e.g., bulk constituent records, program data, etc.) into Salesforce, you'll need to map your data to our standard template and include it with your request.
- Download the Data Upload Template above.
- Enter your data on the first sheet, using the approved values listed on the second sheet (picklist values) to ensure your data maps correctly.
- Submit a CCE People Platform support request and attach your completed file.
Need additional fields? If any of your programs require fields that cannot be mapped to existing fields in the template, you can request those be added — either along with your data upload or as a separate request.
🛟 Support