Salesforce

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

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Categories (8)

Salesforce How To's

This page contains how-to pages for commonly used features related to Salesforce. They are roughly in order by popularity, but for best results, you may with to use the search bar at right to find what you're looking for.

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Opportunities

Entering and using Opportunities in 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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Technical Roles

Staff who manage Salesforce.

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