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Salesforce
Salesforce
Salesforce is used to manage certain Outreach program workshops and events, registrations, class operations, and finance.
If you have difficulty accessing the information contained in this document, or any document found in this knowledgebase, please contact us at access-ilr@cornell.edu and we will assist you.
Categories (7)
Salesforce How To's
Help for commonly used features related to Salesforce.
If you have difficulty accessing the information contained in this document or any document in this knowledgebase, please contact us at access-ilr@cornell.edu and we will assist you.
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Technical Roles
Staff who manage Salesforce.
If you have difficulty accessing the information contained in this document, or any document found in this knowledgebase, please contact us at access-ilr@cornell.edu and we will assist you.
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Marketing and Sales Roles
Information for staff who use Salesforce in a marketing capacity.
If you have difficulty accessing the information contained in this document, or any document found in this knowledgebase, please contact us at access-ilr@cornell.edu and we will assist you.
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Registrar Roles
Information for Registrars who use Salesforce.
If you have difficulty accessing the information contained in this document, or any document found in this knowledgebase, please contact us at access-ilr@cornell.edu and we will assist you.
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Fiscal Roles
Information for fiscal staff who use Salesforce.
If you have difficulty accessing the information contained in this document, or any document found in this knowledgebase, please contact us at access-ilr@cornell.edu and we will assist you.
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Temporary Placeholder
Not currently in use.
If you have difficulty accessing the information contained in this document, or any document found in this knowledgebase, please contact us at access-ilr@cornell.edu and we will assist you.
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Course Banking
Faculty can teach more than their yearly obligated amount, which allows them to bank credits that can be exchanged for time off from teaching at a later date. The system to track this is in Salesforce with data exported to Activity Insight for faculty viewing.
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