Site Pages Configuration

Most areas on this page are configurable. They are identified by number below. Please note: the fields numbered 1 and 6 below are optional and may not appear on your page. Read below how to show or hide these fields.

Each of the numbers represent a Salesforce field that can be edited just like any field on a Salesforce record.

The numbers on the image of the UAS Appointment Scheduling page (top) correspond to the highlighted fields on the record edit page (above).

1. Alert - Two fields make up the Alert: Alert Heading (1a) and Alert Content (1b)

2. Title 1 - The title for Content 1

3. Content 1 - text to appear below Title 1*

4. Title 2 - The title for Content 2

5. Content 2 - text to appear below Title 2*

6. Text Field 1 - this is an optional field for additional text. 

7. Unassigned Message - text for the message if a student does not have an assigned advisor.

*Some typical boilerplate text for the Content 1 and Content 2 fields can be found at the bottom of this page.

Points of Interest

The Alert is made up of two fields which are not highlighted in the screen grab above: Alert Type and Alert Visibility.

Alert Type is a picklist and has four choices which mainly indicates the color of the background and included text. Depending on the intent of the Alert message, an appropriate color may be selected:

1. Danger: Red

2. Warning: Amber

3. Info: Blue

4. Success: Green

Alert Visibility has two choices: Show and Hide. 

Text Field 1 is a Rich Text field which allows the font, text size, indenting, alignment and more to be set. In addition, web links and images can be inserted.

In the image above, the Alert Type is set to 'Danger' and 'Show'. Text Field 1 (outlined in yellow above, Field 6 on the edit page) has a brief message with bold applied to 'TEXT'.

The image below shows the message displayed if a student does not have an advisor assigned. The contents and formatting of this message are also customizable by editing field 7: Unassigned Message.  Since it too is a Rich Text field, the presentation of this content is highly configurable.

Updating Advisor Photo

If the advisor's photo does not appear when one is assigned to the student, the advisor must upload a photo to their Salesforce account Profile. Follow the steps below to add or update a photo. This must be performed by the logged in user.

Navigate to the Profile Page by clicking on the icon in the upper right-hand corner of the Salesforce window (it may be an image of one of the Salesforce characters such as Astro, etc).

• Click on the icon (i.e. Astro) to the left of the user name.

• Next, click on the small camera icon.

• Click Update Photo on the dropdown.

• Click the Upload Image button

• Navigate to an appropriate photo

• Once uploaded, be sure to check the "Show my photo on publicly accessible pages

• Make any adjustments and click the Save button.

That photo will be used on the Undergraduate Advising Services Appointment Scheduling page.

To view whether or not active users with the UAS user role have a user photo, view the Has Profile Photo field on the following report: https://eccles.lightning.force.com/lightning/r/Report/00O3o000005nD7iEAE/view 

To view whether or not active users with the BCS user role have a user photo, view the Has Profile Photo field on the following report: https://eccles.lightning.force.com/lightning/r/Report/00O3o000005nDcvEAE/view

Updating Advisor Scheduling Link and Biography

Advisors can update their biography (which is displayed to students before scheduling appointments) and the URL used to schedule an appointment using their Profile page within Salesforce. 

Navigate to the Profile Page by clicking on the icon in the upper right-hand corner of the Salesforce window (it may be an image of one of the Salesforce characters such as Astro, or the Advisor's photo).

1. Open User Profile page

2. Click the Edit button

3. Edit the corresponding fields (About Me and Scheduling Link URL)

4. Click Save

To view whether or not active users with the UAS user role have a user bio or scheduling link, view the Scheduling Link URL and About Me fields on the following report: https://eccles.lightning.force.com/lightning/r/Report/00O3o000005nD7iEAE/view 

To view whether or not active users with the BCS user role have a user bio or scheduling link, view the Scheduling Link URL and About Me fields on the following report: https://eccles.lightning.force.com/lightning/r/Report/00O3o000005nDcvEAE/view

Scheduling Link Dynamic URL Parameters 

When using the UAS Appointment Scheduling Salesforce app, if a student's contact record does not have the FERPA field checked, then some data from the Salesforce contact record will be dynamically passed to the Acuity Scheduling form using URL Parameters. The current url parameter mapping is listed below and more information about the URL Parameters can be found here: https://developers.acuityscheduling.com/docs/embedding#section-example-time 

IMPORTANT: If any of the custom form fields are changed, you will need to contact your Salesforce Administrator so they can update the back-end processes. 

Boilerplate text for the Content 1 and Content 2 fields

BCS

Content 1

Please enter your uNID to see your assigned career coach and proceed to our online scheduling system. 

Content 2

If you have not been admitted to the University of Utah yet, please call our office at 801-587-8687 to schedule an appointment. 

UAS

Content 1

Please enter your uNID to see your assigned academic advisor and proceed to our online scheduling system. 

Content 2

If you have not yet applied to the university and do not have a uNID, please click below to request a Prospective Advising Appointment. 

(Link as of October 2021:  https://docs.google.com/forms/d/e/1FAIpQLScm-NFFqYP_oe1k8Zl3UvCAe2q5WoxH9LLRDK3-wTZFa2xRFQ/formResponse)