Salesforce is the university's customer relationship management system. Salesforce powers university Admissions, Student Success Hub, Marketing, Athletics and many other university services.

Articles (9)

Pinned Article Salesforce: Creating & Sharing Advising Notes

Learn how to create advising notes, share advising notes, and associate advising notes with records in Salesforce Student Success Hub.

Pinned Article Salesforce: Creating Alerts in Skyline

Learn how to create alerts directly in Skyline. Alerts help support staff stay on top of concerns about grades, attendance, and other areas that impact student success. Every alert is automatically related to a advising case and to the student contact associated with the case.

Pinned Article Salesforce: Creating an Alert for a Student in Student Success Hub

Learn how to create alerts in Student Success Hub. Alerts help support staff stay on top of concerns about grades, attendance, and other areas that impact student success. Every alert is related to a Student Record case and to the student contact associated with the case.

Pinned Article Salesforce: Resolving an Alert in Student Success Hub

Learn how to resolve or update the status of an alert. Alerts help support staff stay on top of concerns about grades, attendance, and other areas that impact student success. Every alert is related to a Student Record case and to the student contact associated with the case.

Pinned Article Salesforce: Viewing and Resolving Alerts (Faculty/Staff Guide)

Learn how to view current alerts from within Salesforce. Please note that Salesforce access is required to view alerts and not all employees have access to Salesforce.

Salesforce: Adding/Editing Your E-Mail Signature

Learn how to add or edit your email signature within Salesforce Student Success Hub.

Salesforce: Creating Notes About a Student

Learn how to create non-advising notes on a student record.

Salesforce: Manually Assign Success Team Members

Learn how to manually add someone to a student's success team in Salesforce Student Success Hub

Salesforce: Setting Up Appointment Availability in Salesforce

Learn how to set up your appointment availability in Salesforce.