Use this category for any issues or requests related to Salesforce CRM, which EFSC uses to manage the recruitment and admissions process. Salesforce supports tracking prospective student engagement, communications, application status, and outreach campaigns.
Examples of Appropriate Tickets:
- 🔐 Access requests for Salesforce CRM (new user setup, role changes, or permissions updates)
- 🧭 Issues navigating recruitment or admissions dashboards
- 📄 Problems with lead or applicant records (e.g., missing data, duplicates, incorrect status)
- 📢 Errors in communication workflows or campaign delivery
- 🔄 Requests to update or create new reports, views, or filters
- 🧩 Integration issues between Salesforce and Banner or other systems
📄 When submitting a ticket, please include:
- 👤 Your EFSC username and department
- 📝 Brief description of the issue or request
- 📷 Screenshot of any error messages or unexpected behavior
- 🔗 URL or name of the affected record, report, or dashboard (if applicable)
📞 Additional Support:
For assistance with the Salesforce Recruitment or Admissions process, you may also contact: