Salesforce

Salesforce is used to manage certain Outreach program workshops and events, registrations, class operations, and finance.

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Categories (7)

Salesforce How To's

Help for commonly used features related to Salesforce.

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Technical Roles

Staff who manage Salesforce.

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Marketing and Sales Roles

Information for staff who use Salesforce in a marketing capacity.

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Registrar Roles

Information for Registrars who use Salesforce.

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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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CAHRS

Documentation for the Center for Advanced Human Resource Studies (CAHRS) procedures using Salesforce.
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Fiscal Roles

Information for fiscal staff who use Salesforce.

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