Welcome to the nec-salesforce wiki!

Salesforce Documentation for Sales Teams

Initial Setup and Administration

• Setting Up Your Salesforce Account
  • Set Up Recruiter Signature
  • Granting the Admin Access to Your Account

Daily Operations and Usage

• Basic Navigation and Features

  • Navigating and Understanding Salesforce
  • How to Create a List View and Bulk Edit Any Kind of Record
  • Using the Add Feedback Feature to Record WUAS Feedback

• Using our Salesforce to Recruit for NEC

  General Workflow

  • How to Audit and the Audit Process
  • About the Requirements System
  • Logging a Live Interaction (Phone Call or Campus Visit)
  • E-Mail Records of Contacts and Why They Are Important

  Student Recruitment

  • Progressing Applicants through the Student Application Sales Process

  Partner Recruitment

  • Progressing Agents and Agencies through the Partner Recruitment Sales Process

  Problem Solving

  • How to Rectify an Incorrect Audit
  • Importing Missing Emails from Outlook to Salesforce
  • Resolving Missing Emails and Tasks on Opportunities Activity Timeline
  • Resolving Emails Sent On Mailchimp Not Appearing on Salesforce

2021 Migration Period

• Prospect Migration and How To

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Marketing Documentation

Mailchimp Use

• Understanding How We Integrate Salesforce with Mailchimp

  • The Exclusive Campaign Tracker Model and How It Works
  • List of Automation Names; Their Structure, and Their Segmentations

• Campaign Management in Mailchimp

  • Triggering Mailchimp Campaigns
  • MailChimp Step-by-Step Guide: Creating and Running a Classic Automation

• Understanding Mailchimp Bounces

  • Seeing the Difference Between Hard and Soft Bounces on MC vs Other Areas

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Admin Documentation

New Recruiters Management

• Onboarding New Team Members
  • Adding a New Person to the Sales Team

Existing Users Management

• Handling Departures and Permissions
  • Handling the Departure of a Recruiter
  • Handling the Departure of a Recruitment Manager
  • How to Set Up and Work with Permissions and Permission Sets
  • What the Manager Permission Set Does

Existing Data Model

• Data Structure and Program Management
  • How to Create and Manage Programs
  • Gravity Forms Integration and Debugging Steps
  • How to Create New Academic Program Accounts
  • How to Create New Terms
  • How to Create New Specializations
  • Map of Opportunity Stage to Index
  • Things You Can’t Do – Better Call Saulesforce

Miscellaneous Operations

• Bulk Operations and External Integrations
  • Bulk Updating Record Ownerships
  • Connection with Facebook