Recent Updates

  • Updated on: Feb 03, 2023

    Pulling the Flight Schedule

    <p>Instructions for how to generate the AGLN Flight Schedule in Salesforce. The Flight Schedule is a formatted document that displays all upcoming seminars and special events. </p>
    Manual Conga Composer

  • Updated on: Feb 03, 2023

    Importing

    Manual Data Migration

  • Updated on: Feb 03, 2023

    Roles

    Manual Security

  • Updated on: Feb 03, 2023

    Manage campaign members

    Manual Learn about Standard Objects
    campaigns

  • Updated on: Feb 03, 2023

    Link an Engagement record to a Class

    <p>Once a nomination leads to selection, make sure to link the Engagement record to the appropriate Class.</p>
    Manual Learn about Custom Objects
    classes engagements

  • Updated on: Feb 03, 2023

    Create a new Nomination record

    <p>A Nomination record is related to an Engagement linking a Contact and a Program. One Engagement, e.g. between Jamal Smith and the Finance Leaders Fellowship Program, can have multiple Nominations.</p> <p>As with Engagements, most Nomination records are created automatically through form submission. In some cases, you may wish to manually create a new nomination with information provided through other means.</p>
    Manual Learn about Custom Objects
    nominations programs engagements

  • Updated on: Feb 03, 2023

    Create a new Engagement record

    <p>An Engagement record links a Contact to a Program record.</p> <p>Most Engagement records will be automatically created through form submissions, such as when contacts are nominated for Fellowship, the Action Forum, or apply for the Aspen Seminar.</p>
    Manual Learn about Custom Objects
    programs engagements

  • Updated on: Feb 03, 2023

    Create a new Class record

    <p>A <span style="color: #0000ff;">Class </span>record is closely related to a <span style="color: #0000ff;">Program</span> record.</p> <p>It is best created from the <span style="color: #0000ff;">Program</span> record itself.</p> <p>Always create the <span style="color: #0000ff;">Class</span> from the <span style="color: #0000ff;">Program</span> record itself so that the direct connection is already created. If you create the <span style="color: #0000ff;">Class</span> record separately, make sure you connect it to the appropriate <span style="color: #0000ff;">Program</span> record!</p>
    Manual Learn about Custom Objects
    programs classes

  • Updated on: Feb 03, 2023

    Create a new Moderator Certification record*

    <p>A <span style="color: rgb(0,0,255)">Moderator Certification</span> record is connected to a <span style="color: rgb(0,0,255)">Contact</span> and <span style="color: rgb(0,0,255)">Program</span> and represents a contact's moderator status for a particular program. It's best to create the <span style="color: rgb(0,0,255)">Moderator Certification</span> record from either the <span style="color: rgb(0,0,255)">Contact</span> record or the <span style="color: rgb(0,0,255)">Program</span> record.</p> <p>Please contact Dancey Glover to create a new moderator certification record!</p>
    Manual Learn about Custom Objects
    moderator certifications

  • Updated on: Feb 03, 2023

    Assign a Country record*

    <p><strong>*Countries are managed by Eana Chung.</strong></p> <p>The country record can be linked to contacts, accounts, and ventures. This allows us to click on the country record for Jordan, for example, and see all contacts, organizations, and projects related to Jordan. A country is linked to a sub-region so that we can easily find records by country or region.</p>
    Manual Learn about Custom Objects
    countries