How nominations populate Salesforce
Nominator information
The form looks up the nominator's contact and organization in Salesforce to see if records already exist:
1. Looks for the nominator's listed organization in Salesforce based on the name. If no matches are found, a new Account record is created.
2. Looks for the nominator's contact record in Salesforce based on a matching last name and email address. If no matches are found, a new Contact record is created.
3. Looks for an Organization Affiliation between the contact and the account. If no matches are found, a new Affiliation record is created.
Candidate information
The form looks up the candidate's contact and organization information in Salesforce to see if records already exist:
1. Looks for the candidate's listed organization in Salesforce based on the name. If no matches are found, a new Account record is created.
2. Looks for the candidate's contact record in Salesforce based on a matching last name and email address. If no matches are found, a new Contact record is created.
3. Looks for an Organization Affiliation between the contact and the account. If no matches are found, a new Affiliation record is created.
4. Looks for a Relationship between the candidate's contact record and the nominator's contact record. If no matches are found, a new Relationship record is created.
Linking the candidate to the program
The form looks up the candidate's relationship to the Fellowship program to see if any engagements exist:
1. Looks for an Engagement between the candidate's contact and the Fellowship program. If no matches are found, a new Engagement is created.
Nomination details
The nomination details from the form create a new Nomination record in Salesforce for the engagement linking the candidate's contact record to the program for which they are nominated. Any attached documents - letters of recommendation, resumes - are uploaded to the nomination record.
Activity tracking
A new "Task" (aka "Activity") record is created with each form submission. The task/activity is connected to the Nomination and the nominator's contact record, and includes the full form response text for your reference. You can use this to compare any changes or updates to existing data.
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