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Interest List Auto-Send Documentation
Launched 6/12/14. Beth R is updating existing interest list records with the course of interest. Once that is done the notifications should start going out. When a user encounters a full course,...
View ArticleWorkflow rule debugging tips for Salesforce
Set up debug logs. If using form assembly, try re-ordering the order in which objects are processed. I tried this 7/28 on an ACTL rule that wasn’t working. I believe it worked because the two...
View ArticleAutomated email reminders for pre-college guidance counselor and parent...
The process begins when an application is submitted for precollege, 3 days have elapsed, and approval has not been received by the GC. The Auto Email Timer field on the Enrollment Opportunity object...
View ArticleForwarding inquiries to other departments through Salesforce
Rationale: Other departments would prefer to handle their own inquiries, after we collect them. We use a hubspot form to collect info, and then workflow rules in salesforce forward the details to the...
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