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.
How-to log into the ILR Salesforce org
List of terms commonly used in Salesforce.
Brief overview of the Nav Bar in Salesforce
Links to Outreach Activity Form Docs and Training
Using Salesforce to check people in for in-person free events.
Using the Create Sessions button on the Outreach Activities Form screen
How to select which set of tabs to use
How to add items to the Salesforce Nav Bar
Step-by-step instructions on how to create an Opportunity from an Outreach Activity Form.
Step-by-step instructions on how to create an Outreach Activity Form from an Opportunity
Searching for things in Salesforce
Change owner of records in ILR Salesforce.
Link to Powerpoint about reporting and calendaring.
Using the Salesforce Calendar with the Outreach Activities Form.
Switching between Lightning and Classic
Managing Chatter email notifications.
Exporting Outreach activity calendar data from Salesforce for import to Outlook.
Diagram showing types of data in the ILR Salesforce org and their relationships to each other. This is a simplification and does not show every data table and field.
45-minute introductory video on using Salesforce for ILR Outreach staff. Slides can be downloaded separately.
Report filtering for enrolled participants (Advanced)
If Cornell's Single Sign-on authentication method goes down for an extended period of time, the Salesforce Authenticator App can be used to meet the multi-factor authentication requirement and login to Salesforce. These are instructions for downloading, installing, and setting up the Salesforce Authenticator App on a mobile device.
How to log into a sandbox following a refresh.
Quick overview of using the Outreach Salesforce partner community.
How to subscribe to reports in Salesforce