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Susan Monsen

Susan Monsen

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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

Login to Salesforce

From the home page click Contacts

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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, and if you are still unsure if you are creating a duplicate or if you have any questions reach out to Abby Grow.

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CreateAppointment
CreateAppointment
Step 2: Create an Appointment

From the contact record, click the New Appointment (Fellows Onboarding) button.

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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 No 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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UploadCV
UploadCV
Step 3: Upload CV

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

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You have now created a contact, added an appointment to the contact, and uploaded the candidates CV. This completes the process.