Salesforce CRM Help Documentation
Resources & User Guides
Below please find our support resources for Salesforce.
Waves Security Access Form
- Log in to Etrieve to complete the IT - CRM Security Form. It is located under Forms > IT Service Requests > IT - CRM Security Form.
- Create a "User Security" case type in Waves related to "New User."
Training
- Training with Trailhead
Learn Salesforce through their custom training tool, Trailhead. - CRM Waves Training Folder
Google Folder of previous CRM Training Material (slide decks and recordings).
Quick Guides
- Waves Org User Guide
A guide for Recruitment and Admissions users to get acclimated to Salesforce at Pepperdine. This document includes Blackthorn events and SMS. - Contacts Quick Guide
A guide to understand a Contact record. - Opportunities Quick Guide
A guide to understand an Opportunity record. - Interactions Quick Guide
A guide to understand an Interaction record. - Import List User Guide
Steps to reviewing, cleaning, and prepping the data for prompt import to Salesforce. - How to Use Cases
A guide to help notify the CRM Team when there's a problem, question, or request relating to Salesforce. - Reporting Quick Guide
A guide to get you started on creating a report, adding fields and filters.
App-Specific User Guides
- Professional Programs User Guide
A manual for the Straus Professional Programs App in Salesforce - PGBS Executive Education User Guide
A manual for the Professional Enrichment App built-in Salesforce for the Graziadio Executive Education team.
Reporting
- Helpful Date Filters
This shows what all the available date filters are for criteria for reports.
General Reference
- Data Hierarchy
Contains the data hierarchy as it pertains to data imported into the CRM from various University systems. - Waves Org: Object/Field Inventory
Fields, picklists, and 'what for' of our Salesforce fields. Includes PeopleSoft mapping when applicable. Fields are arranged by object. - Opportunity Stages
Contains the overall status of the opportunity (open, closed/won, closed/lost), opportunity stages, associated application statuses and definitions.