Salesforce CRM Help Documentation
Resources & User Guides
- Getting Started: Training Roadmap
A visual, step-by-step training roadmap for new Salesforce users, including required training for Salesforce, TargetX options, and School Admins.
- Getting Started: More Training Resources
An expanded compilation of great training resources for new Pepperdine Salesforce users (and School Admins).
- TargetX Training
- Training with Trailhead
Learn Salesforce through their custom training tool, Trailhead.
- Salesforce 101
A guide for all users to get acclimated to Salesforce at Pepperdine.
- How to Make a Change
A visual representation of how to make your ideas come to life within Salesforce.
- Import List User Guide
Steps to reviewing, cleaning, and prepping the data for prompt import to Salesforce.
- Power of Us Hub login
Details how to log into the Power of Us hub through Pepperdine's login process.
- Current Stage Primary/Details Definitions
This shows definitions for fields and values in Salesforce. Currently only contains definitions for Current Stage Primary/Detail.
- How to Use Cases
A guide to help notify your School Admin or IT CRM Team when there's a problem, question, or request relating to Salesforce.
- MapAnything Email Sends User Guide
A guide for MapAnything users regarding email campaign sends.
- Using Sources Object
How to use and report on touchpoints (Sources) in Salesforce.
- How to Use QR Codes for Event Check-in
A walk-through of how to use QR Codes to simplify and expedite event check-in.
App-Specific User Guides
- Professional Programs User Guide
A manual for the Straus Professional Programs App in Salesforce
Career Services User Guide
A guide for the Career Services 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 & Dashboards
- How to Create a Report
A quick guide to creating a report in Salesforce.
- Helpful Date Filters
This shows what all the available date filters are for criteria for reports.
- Report & Dashboards
This is a Salesforce link for help on reports and dashboards.
- Data Hierarchy
Contains the data hierarchy as it pertains to data imported into the CRM from various University systems.
- TargetX Recruitment Manager Schema
Shows how the base objects TargetX uses relate to each other as a high level schema.
- SFDC Data flow diagram
Shows how data get into and out of Salesforce and what is integrated into Salesforce.
- Advanced Reference
Some details that should be helpful for advanced users.
- IMG Media & Sources
This shows a list of the referral media and sources the IMG has standardized upon CSV File Download.
- Field Definitions
Your magic ball of all the fields, picklists, and 'what for' of our Salesforce fields. Includes PeopleSoft mapping when applicable. Fields are arranged by object.
- Event Colors by School
List of field colors to use when creating events. The color is required.