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From the home page click Contacts
Use search to determine if the person you are appointing already has a contact record in Salesforce.
Type the persons first name and last name in the Search box at the top of the Salesforce Contact page. If you find a match use additional information, for example, email address or address, to confirm a match. If you have questions or concerns contact Abby Grow. If you find a match, skip steps 4 - 5 below and go to to Step 2, Create Appointment.
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All YLS alumni, as well as current and former faculty and staff, should be found as as existing Salesforce Contact record. |
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