Pacific College of Health and Science Help Center

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    Getting started with Salesforce at Pacific College

    Salesforce HEDA: The Basics

    Logging In 

    Go to the following link: https://login.salesforce.com/

    Enter your PCOM e-mail as the username and your password.

    Once you are logged in, you may save the Salesforce “Home” page as your browser’s home page or as a bookmark, for your convenience. 

    No Password yet?

    Please reach out Oskar Zhang(ozhang@pacificcollege.edu) from IT



    Home Page

    You will always land on the “Home” tab, immediately after logging in.  Frequently Used Features (FUF) on this tab go as follows:

    • Search Bar: At the top, you can use this feature to search for anything in Salesforce. You can search leads(students) by phone, number, e-mail or name (partial name spellings can be entered if they are followed by *). You can also search for reports.
    • Your profile: At the top-right corner, this button allows you to access your profile and settings, as well as to log out.
    • Global Actions:  On the top-right (next to your profile button), this dropdown allows you to send an email and log a call to any of your student or create a new task for yourself.
    • Recent Items:  On the right, this is a list of recent lead(student) profiles, reports and accounts you have viewed.


    Creating a Lead(student) Profile

    There are two ways to create a new student profile.

    OR

    Enter as much information as you have on hand.

    Note:

    You can later update information by searching for and finding the lead in the Search Bar or Recent Items, then clicking Edit.

    For reporting purposes, all new leads should have at least these 7 fields entered:

                First Name & Last Name

    Note:  If you don’t know one, you may enter * as a substitute

                Student Stage:  Please see *Stage Definitions

    Note:  All leads should be contacted ASAP.  Even if the student doesn’t pick up or reply instantly, update the stage to “Attempted Contact”, then when you receive contact update to “Contact”, and so on and so forth.  Update the Student Stage ASAP, every time it changes.

                Program:  Please see *General Overview/Programs

    Note:  On the rare occasion that you cannot get in touch with a student to find out their program-of-interest by the end of the month, please default to “MSTOM”.

                Lead Source:  Please see *Source Definitions.

    Notes:  You don’t have to enter “Most Recent Source Date”; the system will automatically update it when you press “Save”.

                On the rare occasion that you cannot get in touch with a student to find out their lead source by the end of the month, please default to “Internet:  Google/Self-Reported”.

                Phone or Email: You need to enter at least one of these two fields.

                Campus: Choose which this record belongs to.

    Then, click “Save”.  Now, you have a new lead profile.


    Distributing

    To distribute to a rep, click the icon next to the current Student Owner’s name.  Search the rep and hit Change Owner. 

    You do not need to check “Send Notification E-mail” if the lead is truly a new lead (“Student Stage” =Lead; “Most Recent Source Date” =Today).  If they do not though, you MUST select this option, so the rep will be notified of the lead assignment.


    Putting in Notes

    Notes must be entered for every significant interaction or attempted contacted with a lead – whether the lead is yours or another rep’s. 

    The quickest way to do this is to click “Recap your call” field under the “Activity – Log a Call” on the right side of the student page. Select an appropriate subject and any necessary comments. Hit Save. You’re done!

    Notes During Call Campaigns (Power Hour, etc.)

    If you’re on a call campaign and trying to call a long list of students, simply open up a tab for 10 students at a time, and as you’re calling each student, go to their tab and fill out the information under “Log a Call”.  If no contact is made, hit save and move onto the next tab.  If contact is made, put the appropriate notes from the conversation, hit save and move onto the next tab.  This technique saves the most time and will allow you to get in touch with the most students.

    Can’t find what you’re looking for?

    Use the form below to submit a ticket, we will get back to you as soon as we can!



    By submitting this form, you attest that the concern or complaint is an honest account of what transpired and agree to allow Pacific College to review and investigate the matter.

    The college recognizes that confidentiality is important. The college will make every effort to respect the confidentiality and privacy of all parties involved. When looking into the matter, particularly when a grievance is filed, the school will pay attention to any due process or other rights the accused might have.