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The instructions below are a guide to the Salesforce data entry required for onboarding new Fellows. Once you have completed this process, the YLS HR team will review the information you have provided and will complete the hiring process. There are three steps to the process.

  1. Creating a contact in Salesforce, if one does not already exist.

  2. Creating an Appointment, with a title, start date, end date.

  3. Uploading the Appointee’s CV

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titleData needed to complete onboarding in Salesforce

  • Name

  • Hiring Organization

  • University Title, if you are not sure please read this decision tree under Fellows Hiring Guide.

  • Email Address

  • Phone number

  • Visa needed Y/N

  • Appointment Start Date

  • CV

\uD83D\uDCD8 Instructions

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CreateContact
CreateContact
Step 1: Create or Update Contact

  1. Login to Salesforce

  2. From the home page click Contacts

  3. Use search to determine if the person you are appointing already has a contact record in Salesforce.

    1. 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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The Named Appointment field is important, it connects the appointment to your Center. Please select or create a new Named Appointment and that includes the name of your Center, if one does not exist.

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UploadCV
UploadCV
Step 3: Upload CV

  1. From the Appointment record, click the “upload files” link to upload the appointee’s CV.

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