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From the home page click Contacts
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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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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.
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If you find a match (see search results page below) use additional information, for example, email address or address, to confirm the match. If you have questions or concerns contact Abby Grow.
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When the match is confirmed click on the name to open the contact record and then skip to Step 2, Create an Appointment.
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 (see below).
Alternatively, you can create a new contact from the Contact page, by clicking New
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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. |
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From the contact record of the person you are appointing, click the New Appointment (Fellows Onboarding) button.
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Appointment Name: enter the Appointee’s name. You can copy and paste from the read-only Appointee data fieldfield (above the Appointment Name 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.
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