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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. Questions If you have 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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Note: if you are a your Center that also tracks other contacts affiliated with your Center in Salesforce, the data entry screen you see will be different from the one below and will include Center specific fields. |
5. Fill out the form that opens and click the Save button
All Contacts must have an affiliation with an Organization. For Fellows being hired and paid by YLS the Organization Name is Yale Law School or Yale Law School followed by the name of the Center. If the Fellow you are onboarding is not working for YLS (for example a Public Interest Fellow), search for the name of the Organization they will be working for and select it in the Organization Name field. If the Organization does not exist, please contact Abby Grow to have it added to Salesforce.
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Named Appointment: Search for an existing Named Appointment for your Center, if one does not exist you can create a new Named appointment and Appointment. When creating a new Named Appointment make sure you choose your center Center in the “Administered By” field.
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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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Visa Needed: select Yes or No
Appointment Start Date: Enter the appointment start date
Appointment End Date: Enter the appointment end date, if known
Who will assign the office?: select if the Center or Building Services will be assigning the office to the Fellow. If no office is needed, select N/ANo office is needed.
Eligible for Computer Equipment: if the fellow is eligible to receive YLS supplied computer equipment, please check the box
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You have now created a contact, added an appointment to the contact, send the appointee an email with a link to the data collection form, and uploaded the candidates CV. This completes the process. |
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