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Pardot
Program Specific
Alumni Relations & Development
Create and edit opportunities
Changing Opportunity Owners
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Giving Levels Import
Scholarships
Create a Scholarship
Create a Scholarship Opportunity
Using the Scholarship Creation Wizard to connect opportunities to scholarships
Business Career Services (BCS)
Adding Organizations to a Session
Corporate Outreach Division Employers
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Add a Company in Salesforce
How to add Contact to Salesforce
How to add Info Sessions to Salesforce
How to Add RM to Salesforce
How to Log a Call in Salesforce
How to log account activity in Salesforce
Login to Wiki
Relationship Management
Creating Email Templates in Salesforce
Employment Object
Associating Employment Surveys with Contacts or Organizations
Events and Sessions
Pardot Training
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Position Data Report for Tableau
Position Opportunities
UCP Export to Salesforce Import
Student Development Division (Coaches)
Business Scholars
Data Team
AACSB
Eccles Global
Executive Education & MBA
Executive Education
Accounting
Changing Price on Opportunities
Chargent Orders
Discounts
Editing the Invoice/Receipt Template
Sending an Invoice
Discount Reports
Campaigns
Campaign Membership - Class Registration
Campaign Membership - Request for Information
Creating Campaigns for Programs, Sessions and Classes
Cancelling, Rescheduling, or Completing a Class
Creating Campaigns for Custom Classes
Certificates
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Registrations
Cancelling or Rescheduling Registration
EE Open Enrollment URL Paramters
Open Enrollment Individual Registration Form
Quick Registration Form (Manual Registration)
Scholarships
Awarding a Scholarship
Creating a New Scholarship Type
Seeing How Much Funding is Remaining
MBA
ApplyYourself Import
Data Mapping & Opportunity Stages
HOW TO
GMAT Import
Duplicate Management
MBA RFI Wizard
MBA Campaign Hierarchy
Office for Student Inclusion (OSI)
First Ascent
Recommendation Manual Entry Cheat Sheet
Opportunity Scholars
Scholarship Administration
Specialized Master Programs (SMP)
Admission Emails
AY Applications Not Imported
MSIS Tasks
Opportunities
SMP Application & Admission Discrepancies
SMP ApplyYourself Import
Term Fields and Pipeline
Student Engagement & Assessment (SEA)
Undergraduate Advising Services (UAS)
Application Processing
Back End (SalesForce)
UAS Orientation Tool
UAS Orientation Setup
Petition Processing
Site Pages Configuration
Transfer Equivalency Guide
Processing Instructions
Course Petitions - Email Triggers
Course Reviewer
Definitions
Entering a New Course Petition
Official Transfer Institution Edits
School of Record
USHE Utah Articulation Guide
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Viewing New/Recent Course Petitions
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Qualtrics
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Customize your Salesforce Tabs
Eccles Salesforce Policies
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Salesforce-Outlook Integration
Uninstall Salesforce for Outlook (SFO)
Unresolved Items
ApplyYourself Basics
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Cases in Salesforce - A users guide to issues and requests.
Converting Leads to Contacts and Opportunities
Duplicate Contacts and Organizations - How to submit a Duplicate Case using Salesforce
Events, Sessions, & Location Management
GMAT Import to Leads
Imports
GMAT Import
Session Attendee Import
Marketing & Communication
Email Templates
Modify Email Templates
Profile Object Access
Reports
Apsona Multi-Step Reporting
Relative Date Values
Salesforce - Create List Views in Salesforce
Salesforce - Create Reports with the Report Builder
Salesforce - Creating Dashboards
Salesforce - Using Report Formats
Salesforce -Reports and Dashboards Introduction
Salesforce Reports Overview
Salesforce Visualize your Data with Dashboards and Charts
Salesforce: Report Sharing, Scheduling, & Notification
Salesforce Program Liaisons
Scholars: how to tell if a student is involved
Scholarships / Waivers
Awarding Scholarships
Creating and Awarding Waivers
Scholarship Recipient Import
Soapbox Mailer Email Campaigns
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