Accounts are organizations, such as businesses and schools, who work with or want to work with the University. Accounts are generally external to U-M, but internal U-M groups and clubs which are involved with a project being tracked in Salesforce may also have Account records.
Salesforce
A Contact is an individual who has a record within Salesforce. All University community members (i.e., staff, faculty, students) have Contact records. Records for non-UM individuals are created as needed.
Contacts are affiliated with, or linked to, an Account. Accounts are organizations, such as businesses and schools, who work with or want to work with the University. Accounts are generally external to U-M, but internal U-M groups and clubs which are involved with a project being tracked in Salesforce may also have Account records.
Overview
Event Connections are the individuals who are attached to events either as interested or confirmed attendees to the Event. Adding connections to events allows you to track overall attendance, ticket availability, and event capacity.
An event needs to be created before connections can be entered. See Salesforce: Create Events for more information.
Contents
This document is divided into sections:
Overview
The U-M Events component in Salesforce allows offices to track individual and organization attendance at ticketed and non-ticketed events. You can also organize multiple events under a single parent event to help with reporting. For example, organizing a season of U-M volleyball games under a 2023 U-M Volleyball parent event.
After an event is created, use the Add, View & Update Event Connections to add and track event participants.
Setting Up Files Connect
Files Connect is the Salesforce component that allows you to connect your Salesforce account to a Google Drive account. Follow the steps below to connect your accounts.
Contacts, Inquiries and/or Campaign Members can be automatically created in the Student Life Salesforce Org using the Data Import Service automation. Users create a comma-delimited (CSV) file which maps data to specific fields in Salesforce and duplicate data is removed/updated as appropriate.
This document provides instructions and important information on using the Data Import Service: