Certificates

The certificates object allows us to track anyone pursuing or having received a certificate. The certificate record should be created as soon as you know the person is pursuing a certificate, so as soon as they register for a class and have told us they want to count it towards a certificate

• 1. From the contact record scroll down to the "Certificates" object and select "New Certificate.

• 1. On the next page select the correct certificate type.

• 1. Add in the relevant session campaign(s) (you’ll see this on the contact record in the “campaign history” section). The search will only pull up classes that are “active” so you might need to go in and make the session active just for a few minutes so you can add it to the certificate. Just click on the campaign and check the “active” check box towards the top of the screen, then uncheck it after you’ve added it to the certificate. (Note: Jodi sent a work request on 3/19/2018 so the search will pull from inactive campaigns as well.)

  2. Change the status to the appropriate option.

  3. If the certificate requirements are met, check the "Project Complete" box (not relevant to all certificates), change the certificate status to "Complete", add the appropriate date to the completion date (last day of class they attended or day the certificate was awarded).

  4. Check the "Certificate Sent" box only once the certificate has been given or is printed and in the mail.

  5. Use the notes section as needed!

Here's what a complete certificate record looks like:

This report shows certificates that need to be mailed (Has a "Complete" status but "Certificate Sent" is not checked): https://na51.salesforce.com/00O0V000005c3LZ