Education

Overview

The education object is used to track degree information for students. The object can track two types of records:

• • Unofficial

    • Self reported from any data source for any completed degree from any institution

• Official UofU Eccles Degree

  • • Included students who have applied or have been awarded a degree from the Eccles School.

    • Imported weekly from Peoplesoft on all Eccles programs starting Fall 2016.

    • Official records will back the "Official Record" box checked within the record details.

    • Official records created before Fall 2016 may not contain all Eccles degree for a given graduation term.

Creating Records

Eccles Salesforce users cannot create Official education records, but can add any unofficial record as needed. To create a record, find the Education related list on the contact record and click "New Education." If you do not see the Education related list on your contact record, please contact a member of the Eccles Salesforce Team.

Deleting Records

Users cannot delete education records. However, if you find an extraneous or duplicate education record for a contact, please submit a Duplicate Record notification (found on the left side menu of your Salesforce home tab).

Reporting

All users have access to a report folder called Education Records, which contains a few report templates. To create your own reports, please refer to these templates and the field definitions below. If editing the report templates to set your own filters, please use the Save As button to save your report in your own private folder or a shared team folder.

• • Official Eccles Degrees - Awarded - all official Eccles Degrees (includes all data Fall 2016 and after, with some potential omitted records prior)

  • Official Eccles Degrees - Applied - students have applied but have not been awarded to degrees in the indicated term. If a student applies to graduate in a given term and fails to graduate, their record will remain as Status = Applied; if the student applies to graduate with the same degree in a future term, a new record will be created.

If you choose to create your own report without the aid of a template, please use the Contacts with Education Report Type.

If you would like assistance creating or filtering reports, please contact a member of the Eccles Salesforce Team.

Field Definitions

To help withe reporting, please refer to the field definitions below.

Major Codes

To help with reporting, please refer to the program code definitions below.