How to Request Projects in Salesforce
For all project requests in Salesforce, please create an Atlas ticket, selecting the JSOMCRM – Salesforce & Marketing Cloud under Services. How do I make a Salesforce request? Create an Atlas Ticket Effective immediately, you can now submit an Atlas ticket for all of your Salesforce needs. Select CRM Request Enter a title and provide […]
Read moreLogin/User Issues
How do I log into Salesforce? If you have an active user account, please visit https://utdallas.my.salesforce.com/. Your username is your NetID and your password is your system password. If you can’t login, submit your name and NetID and the CRM Developer will contact you to assist. Submit Ticket
Read moreOther Services Your CRM Developer Can Assist You With
Outlook Plugin The Outlook Plugin is a simple tool that allows you to log your emails with candidates into their contact records in Salesforce. This will allow you to keep all phone calls, visits, and emails in one place within the contact record (Activity History.) Reports can be run on the emails that you send […]
Read moreReports and Dashboards
Reports Now that you have all of this prospect data, what do you do with it? A good place to start is a report. Salesforce has a dynamic reporting feature that allows us to draw on the information you collect. Sample reports: How many people are submitting the Request for Information or Ask a Question […]
Read moreViewing Prospects and Tracking Interactions
Viewing Prospects and Tracking Interactions Salesforce allows you to view several details about a contact and your interactions: View: Basics, such as first name, last name, email address, phone number Application-fed data, such as address, Net ID, UTD-ID, DOB, citizenship and visa information, apply term, application decision Event data, such as events registered for […]
Read moreSalesforce Forms
Request for Information Form You may have noticed the Request for Information form at jindal.utdallas.edu. That is a Salesforce form! When a prospect submits their information into this form, they are sent a response from the department within 1-2 hours. This first line of marketing is a response that can be customized at any time. […]
Read moreIntroduction to Salesforce
What is Salesforce? Salesforce is a customer relationship management (CRM) product that helps you manage your prospects. This cloud-based platform helps with recruitment initiatives by enabling you to track prospects throughout the admissions lifecycle, from the moment they express interest in UT Dallas until they matriculate. Salesforce: A Short Overview Video Who is currently using […]
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