Salesforce is a customer relationship management software (CRM) that helps higher education institutions connect with students and manage related data in the form of student records.
Salseforce completely replaces the hard copy advising file, and is now the only system that on-campus and regional advisors will use to log advising notes and track students.
NOTE: Salesforce is not connected to Degree Works. Substitutions, petitions, and graduation notes should all still be housed in Degree Works.
Many pieces of information about a student can be found just by opening that student’s record in Salesforce, including:
Once you are at the My.EOU Portal, log in with your Mountie Credentials (your full email address and password)
Click on the Salesforce tile.
You will initially land on your “Frequents” page. If the Salesforce tile is not visible, click the “Company: Eastern Oregon University” link (top of the page, below the search bar) to see a full list of the EOU apps to which you have access. If you still don’t see the Salesforce tile, you do not have access to Salesforce.
This is the Salesforce home page. From here you can search all student information (by name, ID number, email, phone number, etc…) to find a specific student. There is also a “Recent Items” list in the left side bar where you can see recently viewed student records. You can be logged in for 8 hours before you have to login again.
As you hover over “Advising (Student)” you can see any advising notes or holds on the student’s record, as well as other options.
If you want to read other notes or add to them click on the Advising Record ID number you want to read or edit.
NOTE: Always create a new meeting note instead of editing an old one
You should now be in the Edit screen with your cursor in the Student Name box. Click in the Notes/Log area below to record your notes. Please include any important/relevant information, such as classes planned, change of degree, etc…
Copy the address on your screen (not the one in the example photo) and paste into the BCC field of the first appropriate outgoing email to a student (one you want to have attached to that student’s record in Salesforce).
Once this has been done, you should only have to type ‘emailsalesforce’ in the BCC field for the address to come up. Do this for any emails that you want to have attached to the respective student’s record in Salesforce.
While logged into Salesforce, looking at a student’s record:
1. Hover over Advising (Student) to see a list of holds on the student’s record. If the hold type is Advising then you will be able to remove the hold. Select the Advising Record ID field of the Advising Hold you wish to remove.
Please reference these training videos for Faculty Advisors who use TargetX for student advising in the CRM.
For the complete Faculty Advising training series, please visit the Faculty Advising Training Site.
For other Salesforce related articles, search the Knowledge Base for “crm”, “crm-faculty” or “salesforce”.