Recent Updates
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Updated on: Feb 03, 2023
Assign a Sector
<p><strong>Sectors are pre-defined tags.</strong></p> <p>Each sector falls into broader sector categories.</p>Manual Learn about Custom Objects -
Updated on: Feb 03, 2023
Update a Program record*
<p><strong><span id="docs-internal-guid-7eda0957-5fb2-7a1c-d3a5-ea2ee56dfdc0">*New Programs will be added by the System Administrator.</span></strong></p> <p>The Programs object is used primarily for our Fellowship programs. All information about the Henry Crown Fellowship Program, for example, will be connected to that program record, including primary staff contacts, moderators, classes, and fellowships.</p>Manual Learn about Custom Objects -
Updated on: Feb 03, 2023
Take Salesforce with you!
<p>Download the Salesforce app for your smartphone or tablet: <a href="http://www.salesforce.com/mobile/getting-started/">www.salesforce.com/mobile/getting-started</a>.</p>Manual Set Up Your Account -
Updated on: Feb 03, 2023
Refresh your dashboard
<p>You must manually refresh your dashboard to see updated information.</p>Manual Dashboards -
Updated on: Feb 03, 2023
Add a dashboard to your Home tab
Manual Dashboards -
Updated on: Feb 03, 2023
Edit the attributes of the gauge
<p>This will allow you to specify the values that will anchor the gauge.</p>Manual Dashboards -
Updated on: Feb 03, 2023
Adjust your Dashboard Layout
Manual Dashboards -
Updated on: Feb 03, 2023
Create a new Reading record*
<p><strong>*For reference only - Readings will be managed by Dancey Glover.</strong></p> <p>The reading record is a standalone object representing a single reading from our curricular library. These readings can be linked to specific seminars and will create a new record to represent that reading's use at a seminar, capturing information on who moderated that particular reading, as well as feedback from the seminar surveys.</p>Manual Learn about Custom Objects -
Updated on: Nov 15, 2022
Pulling your survey results
Manual Managing Seminars -
Updated on: Nov 08, 2022
Set up your Survey Form
Manual Managing Seminars