You can use a variety of tools for sending messages to a group. We have outlined solutions, rated them for effort required, and have identified key considerations.
Resources
Comparisons
Experts & Communities
The MC User Group is a systemwide resource for anyone using Salesforce Marketing Cloud at the University of Minnesota.
Get answers about Salesforce, a constituent relationship management (CRM) system used at the University of Minnesota, from customers, partners experts, and official documentation.
Get answers about Salesforce, a constituent relationship management (CRM) system used at the University of Minnesota, from customers, partners experts, and official documentation.
Users of the University's customer relationship management tools meet monthly to share ideas. If interested in joining, email [email protected]
Users of the University's customer relationship management tools meet monthly to share ideas. If interested in joining, email [email protected]
Users of the University's customer relationship management tools meet monthly to share ideas. If interested in joining, email [email protected]
The WorkflowGen Consortium includes users of WorkflowGen at the University of Minnesota. It provides administrative oversight and user experience insight.
Good Practices
Challenge
In an effort to reduce spam and phishing, Google is instituting more stringent limitations on mass email.
How-Tos
Global fields are available to all categories and case types in CXM and should be used when applicable. Category-specific fields can be created upon request.
When a form is submitted and sent to the next participant in the workflow process, it must include a URL to the participant to access the next form.
To gain access to Jadu XFP (forms), there are a few steps you need to take. Follow the steps below if you only need access to build forms.
This is the ninth of nine tasks for setting up your XFP forms to work with CXM.
CXM Forms are the logical grouping of fields available to XFP at the time of creating and editing a case.
Form Types
Case Types have two default forms that are already created for you.
This is the fourth of nine tasks for setting up your XFP forms to work with CXM.
This article outlines how to set up a template to initiate a CXM Case submission and send XFP form data to the case.
Emails can send from CXM to alert users of dates or to send reminders.
Rules provide a flexible way of automating actions based on triggers within a case. Rules are most commonly used for:
A status allows you to give end-users a quick indication of where the case stands at any particular moment and what step the case may be waiting for. A case can be in only one status at a given point in time.
Transitions are the routes a case can take from one status to another.
Use emails from CXM to alert users of dates or to send reminders.
Note: Emails in CXM are not as customizable as those in XFP.
Rules in CXM are optional functionality most commonly used for sending reminders and auto-transitioning or auto-closing a case.
A status allows you to give end-users a quick indication of where the case stands at any particular moment and what step the case may be waiting for. Statuses are informational and categorical.
Transitions are the routes that a case can take to go from one
To carry XFP data forward into subsequent forms, you need to identify what XFP data needs to be stored in CXM. The data from your XFP fields goes into a corresponding CXM field.
You can take your business process diagram and add in XFP and CXM steps. This helps you to figure out how your CXM workflow will work.
A process map is a planning and management tool that visually describes the flow of work. Process maps:
This is the fifth of nine tasks for setting up your XFP forms to work with CXM.
This is the seventh of nine tasks for setting up your XFP forms to work with CXM.
This is the sixth of nine tasks for setting up your XFP forms to work with CXM.
This is the third of nine tasks to setting up your XFP forms to work with CXM.
This is the eighth of nine tasks for setting up your XFP forms to work with CXM.
All users who have access to CXM have the ability to view and filter cases.
In this article:
What is CXM?
Jadu CXM (workflow) is used in conjunction with Jadu XFP (forms) to create and manage form routing and approvals.
Add Page to Form
Once you have pages within the context of your form, you can add the pages into the form structure.
Jadu Forms - Enable ReCAPTCHA
You may enable reCAPTCHA in your Jadu Forms to prevent automated software from engaging in abusive activities.
ADM - School Lookup (PS)
Description: Allows a user to search for and select a school to get the associated school code.
Source System: Peoplesoft
CLASS - Instructor Lookup (PS)
Description: Allows a user to search for and select a school to get the associated FICE code.
Source System: Peoplesoft
CLI (R) - Class Validation (PS)
Description: Allows an end user to see how many times a student has taken a specific course and if they are allowed to take it again based on the student s in
SF Direct Deposit Status (PS)
Description: Displays the student financials direct deposit status of the currently logged in student. Returns a result of Active or Not Active .
SR - Admit Date - Undergrad (PS)
Description: Displays the undergraduate admit date for the currently logged in student.
SR - Admit Term - Undergrad (PS)
Description: Displays the undergraduate admit term for the currently logged in student.
SR - Admit Type - Undergrad (PS)
Description: Displays the undergraduate admit type for the currently logged in student.
SR - Aid Year (PS)
Description: Displays the aid year based on the campus ID, career ID and term ID.
Source System: Peoplesoft
SR - Career/Campus Selector (PS)
Description: Allows a user to select a career/campus from a list of all of the currently logged in user s active career/campus combinations.
SR - College/Major Lookup (PS)
Description: Allows a user to first select a college from a list.
SR - Dropped Enrollment (PS)
Description: Allows a currently logged in user to select a course from a list of courses that they are currently enrolled in.
SR - Plan Information (PS)
Description: Allows a currently logged in user to select a plan from a list of their currently active plans.
SR - Plan/SubPlan Display (PS)
***This component is display only and should not be used in emails, PDFs, or for mapping to other fields in Jadu.
SR - Student Lookup (PS)
Description: Allows a user to lookup a user by their emplid or internet id.
Source System: Peoplesoft
SR - Term Selector (PS)
Description: Allows a user to select a term from a list of terms defined by the form builder.
Source System: Peoplesoft
UMN - Address - Mailing (PS)
Description: Displays the mailing address for the currently logged in user. If there is no mailing address, the field will be empty.
UMN - Country Lookup (PS)
Description: Displays a list of countries in a dropdownlist.
Source System: Peoplesoft
Fields On Form:
UMN - Department - Z (PS)
Description: Displays the z-department of the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Email (PS)
Description: Displays the email of the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Employee ID (PS)
Description: Displays the employee id of the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Internet ID (PS)
Description: Displays the internet id for the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Name - First (PS)
Description: Displays the first name of the currently logged in user.
Source System: Peoplesoft (Accessed Through Boomi)
UMN - Name - Full (PS)
Description: Displays the full name of the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Name - Last (PS)
Description: Displays the last name of the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Name - Middle (PS)
Description: Displays the middle name of the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Staff Position (PS)
Description: Displays the position of the currently logged in user if they are a staff member.
USERV - Active Position Lookup (PAN)
Description: Allows a user to search for a position that is in the PAN database by selecting any combination of department, job code, and position id.
USERV - D - Position Detail - Craft (PAN)
Description: Displays the craft of the currently selected position. If the position doesn t exist, the field will be empty.
USERV - D - Position Detail - Crew (PAN)
Description: Displays the crew of the currently selected position. If the position doesn t exist, the field will be empty.
USERV - D - Position Detail - Job Code (PAN)
Description: Displays the job code of the currently selected position. If the position doesn t exist, the field will be empty.
USERV - D - Position Detail - Site (PAN)
Description: Displays the site of the currently selected position. If the position doesn t exist, the field will be empty.
USERV - D - Position Detail - Supervisor (PAN)
Description: Displays the supervisor of the currently selected position. If the position doesn t exist, the field will be empty.
USERV - D - Position Detail - UM Title (PAN)
Description: Displays the um title of the currently selected position. If the position doesn t exist, the field will be empty.
USERV - D - Position Detail - Union (PAN)
Description: Displays the union of the currently selected position. If the position doesn t exist, the field will be empty.
USERV - D - Position Detail - Warehouse (PAN)
Description: Displays the warehouse of the currently selected position. If the position doesn t exist, the field will be empty.
UMN - ADM - FICE Code
Description: Allows a user to lookup a school's FICE code using the Peoplesoft external organization ID.
Source System: Peoplesoft
UMN - Flag - SR - Degree Checkout Status
Description: Allows a user to lookup the logged in end user's degree checkout status.
Source System: Peoplesoft
UMN - Flag - SR - User Has Active Career
Description: Determines if the logged in end user has an active career based on the career and campus selected by the form builder.
UMN - Flag - USERV - Can Access PAN
Description: Determines if the logged in end user can access data in the PAN database.
Source System: Peoplesoft
UMN - Perceptive Index - Full Name
Description: Pulls the logged in user's full name from Peoplesoft and trims it to 39 characters. This is intended to be used as a Perceptive index.
UMN - Perceptive Index - Trim Value
Description: Pass in a value and it will be trimmed down to 39 characters. This is intended to be used as a Perceptive index.
UMN - SR - Current Term
Description: Pulls the current term for the campus and career selected.
Source System: Peoplesoft
Set form reentry settings (optional)
This checklist should be completed prior to submitting a request to have your form moved to production. It is intended to guide you through the list of items on your form that will be checked and will help prevent a d
Form accessibility requirements include appropriate use of some HTML elements: LABEL, LEGEND, FIELDSET, and headings (e.g.
In your action template, you may include form data called
Some accessibility evaluation is a manual process, but tools are available to help.
For Jadu forms that do not require login, the
When you create an Action Template, you will be prompted to choose a Template Type. Some of the listed Template Types are unavailable in our implementation of Jadu Forms, as shown in the list below the screenshot.
If you don't already have the form open, begin by finding your form in the form list and click on the title to open the form.From the Pages tab, click Add Page.
Before you create a PDF Action Template to store Jadu Form data, you must have a PDF file with fillable fields already defined.
Jadu Forms provides an action for creating a CSV or XML file of each submission, containing only the fields that you choose.
Before you are given access to the Jadu Forms development environment there are a few steps you need to take.
Use descriptive names for rules.
Some integrated components need extra information in order to work. This extra information is referred to as an input.
An Integrated Component brings data into your form from an external source.
Logic
Logic can be used to calculate something that will be useful later in the form, such as a value based on que
Using logic in Jadu Forms enables you to create formulas to calculate numeric and textual values.
OIT requires that the Pages you make for your form be form-specific.
There are two types of data integrations that can be used in a Jadu Form:
An overview of the page elements (fields) available to form builders to use in their forms.
When you create your predefined logic, choose one of the items in the table below from the Formula menu.
To test your form, you will need to make it live.
On the Publish tab, slide the Live toggle to the right to make the form live, or to the left to take the form offline.
Please follow the steps below to have your Jadu form moved to production:
Summary
To send the form data to Perceptive Content, the following setup is necessary.
A Jadu Action Template can be used to send one or more emails.
As you work with Jadu Forms there may be times that you need to make a request of the Jadu Forms development and support team.
You can use a simulator to test your form for mobile use. This will help you determine what adjustments you can make to improve your design.
Creating a PDF
Your initial form can be created using a variety of tools, after which you can use Adobe Acrobat DC to make it a fillable PDF form.The software you can use to create a PDF include
There are a few things that are required for all UMN Jadu Forms.
Creating Jadu Forms will be easier if you understand their vocabulary.
When a new version of a Jadu Form is moved to the Production environment, it will be at a different URL than the previous version of the form.
Step 1: Attend a Jadu Forms Orientation
The Jadu Forms orientation provides an overview of Jadu Forms. In the orientation you:
Step 1: Gain Familiarity with XFP and Build a Form
In order to begin working with CXM (workflow), you must be familiar with some basic XFP functionality. This includes:
This table shows some of the high level functionality offered in Jadu XFP and CXM to help you decide which components you need for your forms.
You can send a message to other people working the ticket by using the Comments button down by the ticket Feed.
This article is meant to be used for training purposes. You can find your own forms and practice filling them out so that you know what your end user will experience when filling out the form.
Approvers will receive a TeamDynamix email with a link to the approval needed. This article is for those people who have the general technician role within TeamDynamix group and supervisor approvals.
Individual Approvers and Key Contacts receive an email notification when they have a request that needs to be approved.
There may be times when you need to give partial approval of access or service to a Requestor. Depending on the situation, use one of these methods to communicate partial approval:
The TeamDynamix platform has two main areas: the Client Portal and Users (TDNext).
If you see something in the ticket that needs to be changed before you can fully approve the request, DO NOT edit a ticket.
You can see where a request is in its workflow by viewing the ticket Details (static view) in Users (TDNext).
You can see where a request is at in its workflow by looking at the request ticket in the Client Portal.
TDX allows you to target Communicate Through the Request Ticket with people associated with the ticket.
This article gives an overview of what you are looking at when you click on the title or ticket ID number of a Request ticket in the Awaiting my Approvals section of TDNext.
The main functionality of a Change ticket in TeamDynamix is similar to that of other ticket classifications.
You can use the TDX Client Portal to view your tickets. By default, you will see all your new, in process, or on hold tickets but you can choose to view tickets of other statuses as well.
In the article:
This article goes through how to make an incident ticket in TeamDynamix.
In the Details (static view) of a ticket, you have an Actions button and an Edit button in the ticket menu.
This article defines when to resolve an Incident ticket in TDX. It also contains the steps to resolve a ticket.
Sometimes a customer never responds to questions about an incident ticket, making it impossible to resolve.
This article explains the different areas found in the Details (static view) of a Incident ticket. To get to this view, either:
After you Create an Incident Ticket, you will complete much of your work on the ticket using the
This article covers how to create and update an asset record. Standard Operating Procedures (SOP) for asset creation and updates are also provided. This article covers the follow topics:
Search for an Asset Record
Navigate to the Asset/CI application.
Click the Application Menu and select Asset/CI from the dropdown menu.
Including images in a knowledge base article can help users accomplish their tasks more quickly.
Addressing feedback in a timely fashion is an essential part of keeping our knowledge resources up to date.
Any technician in TDX can create a new Knowledge Base article and submit it for approval by an editor.
When an article has reached the end of its useful life, it should be archived.
When you create a ticket, you will need to associate the Knowledge Base article you used to resolve the ticket.
Category corresponds to the names of the old ServiceNow Knowledge Bases and categories. Unlike in ServiceNow, anyone can put knowledge articles in any category in TDX.
When you create a Knowledge Base article, you will be identified as the Owner.
Before archiving a knowledge base article you need to check for other TDX articles that link to it to avoid breaking those links.
This article covers creating links to other pages external to the article.
When resolving a ticket, you should identify the knowledge you used to resolve the issue. If no article currently exists in our Knowledge Base, you should create one as a part of the resolution process.
If you are a technician in TDX, you can draft a new Knowledge Base article.
You can use Google Docs to draft knowledge. Drafting in Google Docs allows you to use the collaboration features to get feedback from your colleagues.
To edit an article, you first have to create a draft revision.
Technicians can edit an article owned by them or by their Group until it has been submitted for approval. Once submitted only those people with an editor role will be able to edit your article.
All nested numbered lists in TDX default to Arabic numerals. Sub numbered lists should be formatted as lower-alpha and then lower-roman for clarity.
Anyone with a technician role in TDX can leave Feedback on an article and can see all the Feedback left on any article. Feedback helps us keep our Knowledge Base up to date and relevant.
Alternative text, or "alt text", provides a text equivalent for images, charts, graphs, and more. Some of its benefits include:
You can quickly create a table of contents (or other in-page links) by associating anchors to selected headings (or text) and then linking to those anchors.
Global Knowledge Editors can publish any article, regardless of ownership, to the [email protected] website.
You can use a variety of editors to create a knowledge base article.
Before creating a new knowledge article, it is important to search for existing resources.
All technicians can view all Knowledge Base articles regardless of an article's status or ownership.
In this article:
You can help our users help themselves by providing them with links to knowledge articles published to the [email protected] website ( it.umn.edu) or wherever your department publishes its knowledge base articles for the public.
Anyone can create a new Knowledge Base article and submit it for approval by an editor.
Before someone submits an article, they should have reviewed it for technical accuracy first.
Creating a new knowledge base article may involve writing something completely from scratch or curating an existing resource.
Create a Major Incident when any large scale outage occurs or when an outage impacts a large number of people. Work the Major Incident until the outage is resolved or a workaround is in place.
Once a workaround or permanent solution is found, resolve the Major Incident ticket and all of its associated children Incident tickets.
Major Incident tickets allow a method for managing large scale outages or an outage causing a high volume of incidents.
The focus of working through a Major Incident is to find a permanent fix for what is broken or a viable workaround that will allow affected users to continue working.
The purpose of a Problem ticket is twofold:
Once a solution has been implemented for a Problem, then the Problem ticket can be resolved.
The purpose of a Problem ticket is to manage the analysis process for either what happened during a Major Incident ticket or for analysis of recurring incidents that seem to be related.
Two actions commonly taken when working a problem ticket are assigning tasks and providing status updates for technicians. This article covers updating technicians on the status of a Problem.
After a user has already filled out a Service Request form, they may call in to see the status of the request. This article walks through the steps to do that without making a ticket.
You can fill out a request on behalf of a user when the situation warrants. When you do, be sure to open a Service Request ticket in TDNext.
Anytime a user contacts us with a Request (something is needed for a job; not when something is broken), complete a thorough
Service Request forms are housed in the Client Portal area of TDX. These forms are also available to users throughout the public-facing website of the group or department that they are associated with.
There are several request forms that customers can fill out on their own. They may call in needing help finding the link to that request form.
You can send an Access or Service Request form to a user from the Client Portal so they can fill it out and submit the form on their own.
When you are creating or managing a desktop, you may want to add a report. Some existing reports may meet your needs.
You can attach one or more files to a ticket. There are multiple methods of attaching files to a ticket.
During the lifecycle of a ticket, there may be additional stakeholders who need updates as work progresses. Adding them as Contacts to the ticket allows a technician to notify them when updating the ticket.
When updating a ticket, you can specify exactly who should receive a notification regarding the ticket update. This article includes:
Ticket Tasks can be created for all ticket classifications (Incident, Request, Major Incident, etc.). Ticket Tasks are used to assign a specific job to another Responsible Group.
You can create a ticket template to apply when filling out a ticket. Any field values you set in the template will auto-populate those same fields in the ticket saving time.
A Desktop in TDX is a display area that users can edit. It contains reports, lists of assignments, tickets, and other valuable information. Desktops cannot be shared.
This article gives specific definitions for the impact, urgency, and priority of a ticket when working with users.
The TeamDynamix platform has two main areas: the Client Portal and Users (TDNext).
The TeamDynamix platform has two main areas: the Client Portal and Users (TDNext).
After you have Created a Ticket Template to use, you can modify, share, or delete any ticket templates you own.
The TeamDynamix platform has two main areas: the Client Portal and Users (TDNext).
There are several ways to search for tickets in TeamDynamix. Each ticket, no matter what ticket classification it is, receives its own ticket identification number. This article covers the following searches:
The Responsible field for any ticket classification (Incident, Request, Major Incident, etc.) communicates who is responsible for the ticket.
It is important that each interaction with our users is documented within TeamDynamix.
Tickets occasionally need to be reassigned to a different Group due to new information or initial error.
There are five ticket classification forms that technicians will use in the U of M Tickets application. Each form has fields tailored to the specific type of ticket it addresses.
The My Work application of TDX will gather any tickets, ticket tasks, or approval forms that are assigned to the Responsible Group you belong to.
A warm transfer occurs when one technician passes a call to another technician.
Once a Ticket Task has been created, the Responsible technician can then begin to work the task. The ticket from which the Ticket Task was generated continues to be owned by the ticket's original Responsible Group.
As you work within TeamDynamix, you will see the language Parent and Child. This article explains what that terminology means and how it works for our processes and procedures.
Sometimes a user's name will not easily be found in the Requestor field. Use this article if you cannot find the name or internet ID of the person requesting help.
In this article:
Resources
A/B testing is a method of market testing in which you send two versions (Condition A and Condition B) of your communication to two test audiences from your subscriber list.
A guide from the Federal Trade Commission (FTC) concerning the CAN-SPAM Act, which sets the rules for commercial email, establishes requirements for commercial messages, gives recipients the right to have you stop ema
This page describes how the Salesforce Marketing Cloud application processes unsubscribe requests to help you remain compliant with the CAN-SPAM Act.
Content Detective is a tool that helps you identify spam triggers in your email content.
Grouper has two branches for WorkflowGen, CDEV and PRD. It is important that the structure between the two branches is identical for process that need to moved into production.
This vendor-supplied help article details the steps required to create a new data extension for storing subscriber data within Salesforce Marketing Cloud.
This vendor-supplied help article explains how to create templates using the either the Template Editor or the Content Builder in Salesforce Marketing Cloud.
This vendor-supplied help article is an overview and landing page for all topics related to data extensions within Salesforce Marketing Cloud.
This document is required for users of the Donor Management System (DMS) database courtesy of the University of Minnesota Foundation (UMF).
If you have general use questions concerning document imaging, please contact the Document Imaging team by sending an email to
This PDF contains the policies surrounding use of the University of Minnesota Foundation's (UMF) Donor Management System.
Login to the Donor Management System (DMS), available to people who have been granted access.
Oracle's PeopleSoft applications are the basis for a great number of the University's mission critical functions.
Oracle's PeopleSoft applications are the basis for a great number of the University's mission critical functions.
Oracle's PeopleSoft applications are the basis for a great number of the University's mission critical functions.
Oracle's PeopleSoft applications are the basis for a great number of the University's mission critical functions.
Business analysts and technology staff who use enterprise systems (such as PeopleSoft Financials,
Business analysts and technology staff who use enterprise systems (such as PeopleSoft Financials,
Business analysts and technology staff who use enterprise systems (such as PeopleSoft Financials,
Improve the layout of your online forms by placing form labels near the associated text field and by grouping similar fields.
A standard data extension is a table within the application database that contains your data.
A template controls the banner, background color, borders, and layout of an email. You can use the same template as the basis of multiple emails. It contains your brand and the layout of information.
University of Minnesota branded templates are available for several Google apps.
Learn how to create or join a Google Group, read and create posts, create a forum, and organize events.
Google's official help center on how to use Blogger
Requirements for Perceptive Content 7.2Perceptive ExperienceSupported Browsers:Microsoft Internet Explorer 11Microsoft EdgeMozilla Firefox (Microsoft Windows OS)
Instructions
Find the correct form(s) below. Forms can be completed online.
This vendor-supplied help article details the steps required to import new subscriber data into an existing data extension within Salesforce Marketing Cloud.
The Knowledge Base within TeamDynamix (TDX) is available as a repository for units with access to the tool.
Video introduction to creating an action template, along with a rule to invoke that action template.
Add questions (also known as elements and fields) to your form.
Add instructions at the top of the page.
UMN Jadu users will be assigned a single category to use for all their forms. You will still need to select that category.
Create your form's metadata. The Description field is required.
After you create Action Templates, you can create Rules to fire those Actions.
Video introduction to getting started creating a Jadu form.
The form instructions page is presented at the beginning of your form.
Add, edit, and remove prefills.
Download a PDF file that was generated upon form submission.
Dynamic display of a section of a page (also known as page branching) allows display of questions based on answers to previous questions.
Login to the Jadu Production Environment to view submitted forms.
Login to the Jadu Form Building Environment using your Jadu username and password.
Edit or delete an action template, and see which rules use an action template.
Remove a question from a page.
Jadu Forms can restrict access to your form only to those signed in with University of Minnesota InternetID and password.
Change the title of a page.
A progress bar indicates how many pages in the form have been completed and how many remain to be completed.
Show a custom response page after a form has been submitted.
Edit a question in a page.
Access data from submitted forms.
Video introduction to creating a page and adding it to a Jadu form.
A full account of all the legal requirements and policy guidelines for mass email sent from users of Salesforce Marketing Cloud at the University of Minnesota. The document is owned by University Relations.
The data extension details section is where you can view statistics about the data extension and change properties of the data extension.To access data extension properties, follow these steps:
To manage content or news for MyU Portal, click on one of the links below to request access.
This site, maintained by University Relations (URelations), provides requirements and guidelines surrounding the use of color and type/typography at the University of Minnesota.
This site, maintained by University Relations (URelations), provides downloadable files containing offical University of Minnesota logos, wordmarks ("Driven to Discover"), seals, and other official branding elements s
Maintained by University Relations (URelations), this site contains guidelines for using the official UMN Branded Template in Salesforce Marketing Cloud, as well as the raw HTML code for use in any HTML email authorin
University Relation's web page on University of Minnesota web standards, and usability and accessibility related to the Univesity of Minnesota web templates.
This site, maintained by University Relations (URelations), provides downloadable images for social networking services such as Facebook, Twitter, LinkedIn, and Google+; as well as common icons for RSS feeds and
Costs Paid by the UniversityThe following are Enterprise-funded costs covered by the University:
The Document Management team can provide reports to you, using the Business Insights tool, about Perceptive Content security, documents, users, and queues.
Canon and Fujitsu scanners are the two major brands used at the University.
Financial Document Imaging HelpFor questions concerning financial document imaging, please contact University Financial Help:
Note: Most of these guides are from an older version of the software. You may notice a few minor differences, but generally they still are accurate for the version we are using.
Web: Perceptive Experience, the web based instance of Perceptive Content, allows you to take advantage of most of the functionality of the desktop client via a web browser, so wherever you are, on cam
This page presents conceptual information and references about creating personalized content in an email. Personalization is content that is specific to an individual customer or client.
This section contains procedural information relating to
This document contains conceptual and procedural information about the portfolio file management feature inside of Salesforce Marketing Cloud.
A Salesforce article outlining ways to manage and assign Draft Knowledge Articles.
A short video with instructions on how to attach an email to a Prospect record with Cirrus.
A 1min 33s video covering the topic of what happens when a student clicks on the chat button and fills out the form (only name and email are required), how the agent is notified of inc
A Salesforce article on Creating and Editing Knowledge articles, including some tips and best practices.
A list of report types added into Recruitment CRM managed by the CRM support team.
A Salesforce article outlining how to update settings for the Stay-in-Touch functionality that allows you to request updated contact information from customers and users.
A 1min 34s video covering the topics of how a student can save the transcript of the chat to their computer and how either the student or Agent can end the chat.
A 1min 17s video covering the topics of how to select the Live Agent App, change your status to Online, and how the webpage looks when Agent is Online and when Agent is Offline. The video also notes that you
A Salesforce article with instructions on publishing Knowledge Articles.
A Salesforce article outlining Knowledge Documentation
A Salesforce article giving an overview of terms and definitions when using Salesforce Knowledge features and functionality.
A document maintained by the CRM Internal Support Team on the Silverpop Opt Out process.
A Salesforce article with instructions on how to send a Stay-in-Touch contact information update request to a Salesforce Contact from the Contact record.
A Salesforce article with instructions on how to send a mass Stay-in-Touch request to multiple Contacts at one time to request updated contact information.
A Salesforce article about Viewing and Editing articles within Salesforce Knowledge.
A Salesforce article about the cycle of publishing and maintaining Knowledge Articles.
This document provides conceptual and procedural information about the reporting functionality available in the Salesforce Marketing Cloud. Reports provide you aggregated information about your subscribers, sends, and
New Imaging ProcessFor a new imaging process, click the link below to access the Document Imaging Interest Indicator form. Complete the form and click the Submit button at the bottom.
A Salesforce article outlining how to @mention individual people or a group to keep them informed when you're discussing something relevant to them.
A Salesforce article giving an overview of using Group functionality for Chatter.
This 5min 48s video from Salesforce walks you through how group owners, managers and members all contribute to making a group's success.
This 5min 48s video from Salesforce walks you through how group owners, managers and members all contribute to making a group's success.
A Salesforce article about different report formats.
A Salesforce article about different report formats.
A Salesforce article about choosing a Report type.
A Salesforce article about choosing a Report type.
A link to Conga Composer's Learn About Conga Apps page where you are able to choose from a variety of resources.
A link to Conga Composer's Learn About Conga Apps page where you are able to choose from a variety of resources.
A Salesforce article going over considerations and specifications for using merge fields within email templates.
A Salesforce article going over considerations and specifications for using merge fields within email templates.
An article from Salesforce on how to create a report, with links to other relevant actions one may take in regards to Reports.
An article from Salesforce on how to create a report, with links to other relevant actions one may take in regards to Reports.
An article on how to Create a Dashboard in Salesforce Classic.
An article on how to Create a Dashboard in Salesforce Classic.
A Salesforce article on how to create a custom email template without letterhead.
A Salesforce article on how to create email templates using letterhead.
A Salesforce article on creating plain text email templates.
A Salesforce article on how to update your page display settings.
A Salesforce article about how to modify the display of your Tabs within Salesforce Apps.
A Salesforce article on using the Report Builder to customize reports.
A Salesforce article on using the Report Builder to customize reports.
A Salesforce Help article covering the use of cross filters in reports.
A Salesforce Help article covering the use of cross filters in reports.
A reference document from Salesforce on available Filter Operators.
A reference document from Salesforce on available Filter Operators.
A Salesforce article on how to filter report data.
A Salesforce article on how to filter report data.
A Salesforce article on how to navigate to and update your personal settings in Salesforce Classic.
A Salesforce article that tells you how to follow records so you can see updates in your Chatter feed, including field changes, posts, tasks, and comments on records.
A 2min 31s video showing how to use Salesforce Chatter to create posts, polls, and bookmarks to collaborate effectively with your coworkers in Chatter.
A Salesforce article on Getting the Most out of Filter Logic.
A Salesforce article on Getting the Most out of Filter Logic.
A Salesforce article on how to Group data in columns or rows in summary, matrix, and joined reports to display meaningful information.
A Salesforce article on how to Group data in columns or rows in summary, matrix, and joined reports to display meaningful information.
A Salesforce article outlining actions you can perform while your Report Preview loads.
A Salesforce article outlining actions you can perform while your Report Preview loads.
A Salesforce article with basic information on logging in for the first time.
A Salesforce article on creating, accessing, and reviewing email templates.
A Salesforce article with basic information on merge fields for use with email templates.
A Salesforce article with basic information on merge fields for use with email templates.
A Salesforce article describing basic navigation in Salesforce with Tabs and the basic setup of Object Home Tabs outlined.
A Salesforce article including a table outlining where you can post and where your post will display.
How-to article from Salesforce describing how to reply to Chatter Email Notifications and outlines for what to put in certain types of responses you may want to use to complete actions within Salesforce with your emai
How-to article from Salesforce describing how to reply to Chatter Email Notifications and outlines for what to put in certain types of responses you may want to use to complete actions within Salesforce with your emai
An article from Salesforce about Report Fields. The Fields pane displays fields from the selected report type, organized by folder. It also lists custom summary formulas, which you can cr
An article from Salesforce about Report Fields. The Fields pane displays fields from the selected report type, organized by folder. It also lists custom summary formulas, which you can cr
A Salesforce article about Saving and different Save options for reports.
A Salesforce article about Saving and different Save options for reports.
A How-To article from Salesforce on updating information in your Chatter Profile.
An external link to Silverpop's Training Portal. Silverpop Login information will be required.
An external link to Silverpop's Training Portal. Silverpop Login information will be required.
A Salesforce article indicating how to set criteria to be notified of and get report notifications based on this criteria.
A Salesforce article indicating how to set criteria to be notified of and get report notifications based on this criteria.
A Salesforce article on using fields to summarize your report data.
A Salesforce article on using fields to summarize your report data.
A Salesforce article with Tips for New Users.
A Salesforce article with basic information on troubleshooting issues with logging in.
A link to a group of external resources for using Cirrus Insight with Salesforce.
A link to a group of external resources for using Cirrus Insight with Salesforce.
Both inline editing and enhanced lists are enabled for UMN Recruitment, which means you can edit records directly in a list.
Both inline editing and enhanced lists are enabled for UMN Recruitment, which means you can edit records directly in a list.
A PDF guide from Salesforce on using the Drag-and-Drop Report Builder.
A PDF guide from Salesforce on using the Drag-and-Drop Report Builder.
A Salesforce article that tells you how to view the Chatter feed associated with a record you follow to see updates about the record.
A Salesforce article on how to use formulas in reports to get customized summary data.
A Salesforce article on how to use formulas in reports to get customized summary data.
Salesforce Marketing Cloud Classic Content starts its end of support plan in the first half of 2019.
The University of Minnesota Marketing Cloud Users Google Group is a systemwide resource for anyone using Salesforce Marketing Cloud (SMC) at the University of Minnesota.
This screen-capture video walkthrough by Honey VanDerVenter will illustrate how to send a mass email message from Salesforce Marketing Cloud when you need to import subscriber data from a spreadsheet document (E
Login to Salesforce Marketing Cloud (SMC), formerly known as ExactTarget.This is not Salesforce CRM.
Publication lists can provide more control over opt-out (unsubscribe) requests in Salesforce Marketing Cloud (SMC).
This screen-capture video walkthrough by Honey VanDerVenter will illustrate how to send a mass email message from Salesforce Marketing Cloud when utilizing Donor Management System (DMS) data extensions from the Univer
This screen-capture video walkthrough by Honey VanDerVenter will illustrate how to send a mass email message from Salesforce Marketing Cloud to a UMN internal LISTSERV mailing list.
Send Preview is a rendering of an email as it will be sent to a recipient. After the initial preview, you can proceed through the rest of the recipients on the list to see the preview for each.
This vendor-supplied help article details using the Guided Send feature to send emails using contact information stored in a Data Extension.
This page presents conceptual and procedural information about sending within the Email application of Salesforce Marketing Cloud.
This page presents conceptual information about the tracking feature within the Salesforce Marketing Cloud application.
This vendor-supplied help article details the various tabs and functionality of the Tracking Workspace.The tracking workspace contains the follow tabs:
Please note: courses that must be available in June, should be entered into the Training Hub in May.
This page contains all the pertinent info surrounding privacy and security policy when utilizing data queries within DMS (Donor Managment System)
This Word document contains a walkthrough of the steps required to access Donor Management System (DMS) data queries from the University of Minnesota Foundation (UMF).
This document is required for users of the Donor Management System (DMS) database courtesy of the University of Minnesota Foundation (UMF). Wh
The University of Minnesota's official privacy statement. This page is a required link in the footer of any mass email that is sent from the University to an external audience.
The UMN Mass Email informal Community of Practice (or iCoP) is a Google Group that promotes the needs of communicators around the University of Minnesota.
This vendor-supplied help article provides information and examples on how tracking happens within Salesforce Marketing Cloud.
A Google Doc maintained by the CRM support team with the current links for Testing Webpages in the current version of Salesforce sandbox Don.
Google Support document on the use of Google Groups to make sharing from Google Drive more easily monitored and controlled.
The validate functionality checks your email message for common issues that could prevent your email from being sent. Run validate on your email and make corrections before starting any sending process.
Follow these well-established — but frequently ignored — user experience (UX) design guidelines to ensure users can successfully complete your website forms.
MissionTo provide an active, collaborative, user group and business process owner for WorkflowGen (WFG), the University’s enterprise workflow product.
All departments at the University of Minnesota are eligible to use WorkflowGen for their business processes.
To make this work, add a couple more actions to the workflow:Manager approvalCFO Approval
Resources for IT Staff and Partners
Background
Change Freeze Calendar
Definitions
Background
A freeze or caution
Self-Help Guides
Obtain secure access to the University's enterprise systems, including PeopleSoft, Data Warehouse, and reporting systems.
Obtain secure access to the University's enterprise systems, including PeopleSoft, Data Warehouse, and reporting systems.
Obtain secure access to the University's enterprise systems, including PeopleSoft, Data Warehouse, and reporting systems.
Obtain secure access to the University's enterprise systems, including PeopleSoft, Data Warehouse, and reporting systems.
Obtain secure access to the University's enterprise systems, including PeopleSoft, Data Warehouse, and reporting systems.
Obtain secure access to the University's enterprise systems, including PeopleSoft, Data Warehouse, and reporting systems.
Obtain secure access to the University's enterprise systems, including PeopleSoft, Data Warehouse, and reporting systems.
This Self-Help Guide may change as more users onboard to the Enterprise CRM platform.
This Self-Help Guide is intended for departments using the Service Console functionality within Enterprise CRM.
This self-help guide takes you through the process of setting up workflows for Jadu XFP forms.
This self-help guide takes you through the process of creating a form, setting up the page elements (such as text fields, drop downs check boxes) and the corresponding properties, and managing the submitted form
This Self-Help Guide is intended for Campuses using Prospect Management functionality.
Salesforce Marketing Cloud (SMC) is the enterprise-supported tool for sending mass email communications to both internal and external audiences at the University.
This self-help guide is for users who create or edit knowledge in TeamDynamix.
This self-help guide is for anyone who approves Access Request Forms (ARF) or Service Request Forms (SRF) that originate in TeamDynamix.
This self-help guide is for a technician who manages hardware assets in TeamDynamix (TDX).
This self-help guide is for technicians working in TDX to track Incidents, Requests, Major Incidents, Problems, or Change tickets.
This self-help guide takes you through the basic process of setting up and managing training courses in Training Hub.
This self-help guide covers how instructors can view rosters and waitlists and mark learners complete.
There are several steps involved in developing web-based forms with defined business process pathways using WorkflowGen.