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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. All YLS alumni are in the system, as well as current and former faculty and staff.
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. Questions or concerns contact Abby Grow. If you find a match, skip steps 4 - 5 below and go to 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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4. From the Contact page, click New
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If you see the warning below when you click save, the contact you are creating may already exist in Salesforce. Please review potential duplicates before proceeding. If you have any concerns reach out to Abby Grow. |
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From the contact record, click the New Appointment (Fellows Onboarding) button.
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