...
| Expand | ||
|---|---|---|
| ||
|
\uD83D\uDCD8 Instructions
| Anchor | ||||
|---|---|---|---|---|
|
From the home page click Contacts
| Info |
|---|
All YLS alumni, as well as current and former faculty and staff, should be found as as existing Salesforce Contact record. |
...
Use the global search box at the top of the Salesforce screen 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
...
the match. If you have questions or concerns contact Abby Grow. If you find a match, skip to Step 2, Create an Appointment.
| Info |
|---|
All YLS alumni, as well as current and former faculty and staff, should be found as as existing Salesforce Contact record. |
...
4. From the Contact page, click 
If you don’t find a match, you need to create a new contact. To create a new contact, click the Contacts Menu, and select + New Contact
...
Alternatively, you can create a new contact from the Contact page, by clicking New
...
| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||
Note: if your Center tracks 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
...
| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||
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, and if you are still unsure if you are creating a duplicate or if you have any questions reach out to Abby Grow. |
| Anchor | ||||
|---|---|---|---|---|
|
From the contact record, click the New Appointment (Fellows Onboarding) button.
...
2. Enter the Appointment data and click Save.
Appointment Name: enter the Appointee’s name. Track: select FellowsYou can copy and paste from the read-only Appointee data field.
University Title: Choose the University Title given to you by HR. If you are unsure, please use the guide below to determine the University Title.
...
Named Appointment: Search for an existing Named Appointment for your Center, if one does not exist you can create a new Named Appointment. When creating a new Named Appointment make sure you choose your Center in the “Administered By” field.
| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||
The Named Appointment field is important, it connects the appointment to your Center. Please select or create a new Named Appointment that includes the name of your Center, if one does not exist. |
...
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 No office is needed.
Eligible for Computer Equipment: if the fellow is eligible to receive YLS supplied computer equipment, please check the box
| Anchor | ||||
|---|---|---|---|---|
|
From the Appointment record, click the “upload files” link to upload the appointee’s CV.
...
| Tip |
|---|
You have now created a contact, added an appointment to the contact, and uploaded the candidates CV. This completes the process. |