Who can I contact with help on DMS Data Extensions?
Contact the person who submitted the request for a DMS Data Extension.
Resources
How-Tos
Once a Case has been resolved it will need to be Closed. When and why to close Cases will be determined by internal business practices.
While the preferred method to create Cases is using the Find Contacts button sometimes you'll need to enter a Case fo
If you have a customer that has no EMPLID or UMN Email to pull from Peoplesoft into CRM and you have
What is an Assignment Group?
Assignment Groups allow you to use Round Robin assignment for Cases, so that you can ch
When someone walks-in or calls a Case may not be automatically created within Student Services CRM. This means a new Case has to be created.
Tasks are like a To-do list within CRM.
Student CRM communicates with Peoplesoft, but not automatically. When a student emails from their UMN Email address the Contact is automatically associated with the Peoplesoft record.
What Are Views?
Creating Views is a great way to save yourself time when looking for certain types of records. At the top of every individual Object's Home Tab (i.e.
What Are Queues?
Queues in Salesforce allow you to assign logic behind the ways Cases or other desired Objec
Logging In and Timing Out
Your first login will be with the URL you receive in your setup email.
Once Assignment Groups have been created different Users can be assigned and indicate whether or not they should be receiving
What Cases you should be accessing and which Cases will be available to you will vary per your internal business processes.
Round Robin Assignments allow you to assign which staff are going to be actively getting Cases associated with a particular Assignment G
The Service Console within Enterprise CRM is a way of looking at and organizing information. Some of the navigation elements are not always clear.
When working in Enterprise CRM and setting up new business processes it can sometimes be confusing to remember which type of Object you need set up for what purpose.
First Login
When your account gets created you will get an email from Salesforce titled Finish resetting your Salesforce
When someone puts in a request via email, a web form, or walks-in to one of your locations they may provide different information for themselves based on the information requested and their place within the applicatio
Most of the time when working with Cases you'll be managing email communications. The below is an outline of how to navigate to and send an email from a Case record.
Setting Default Record Types can save time. When creating different records there may be dropdown menus where the same field gets selected over and over again.
The Service Console is often used for Case management, which means you'll often be working out of a Queue.
Walk-in Locations and Counters let you organize your Case and Staff assignment.
Cases usually come in with some kind of logic to them. They may come from a particular web form, email address, or meet certain dropdown criteria.
Sometimes a Case will come into the wrong queue or another group will reassign one of thei
Depending on how your access has been setup you may be assigned to different Walk-in Locations and Counters at different times.
What is Martin?
Martin is what Salesforce calls a full sandbox. That means that it is a complete copy of the production system.
Google Docs within CRM allow you to associate Google items from your Drive to records within CRM.
What Are Google Docs, Notes, and Attachments?
Google Docs, Notes, and Attachments can be used to associate particular information or documents to records within CRM using various formats.
Notes within CRM allow you to associate information with records.
What Are Google Docs, Notes, and Attachments?
Google Docs, Notes, and Attachments can be used to associate particular information or documents to records within CRM using various formats.
What Are Google Docs, Notes, and Attachments?
Google Docs, Notes, and Attachments can be used to associate particular information or documents to records within CRM using various formats. 
What Are Google Docs, Notes, and Attachments?
Google Docs, Notes, and Attachments can be used to associate particular information or documents to records within CRM using various formats.
What Are Google Docs, Notes, and Attachments?
Google Docs, Notes, and Attachments can be used to associate particular information or documents to records with
Attachments in CRM allow you to put outside documents into the tool and associate them with particular records.
What Are Interested Party Assignments?
Interested Parties allow you to assign the name of a group to relevant Contact and/or Bio records.
What is Additional Contact Information?
Additional Contact Information allows you to add information to a Contact record beyond the default Home and Other addresses within the default Address Infor
What Are Tags?
Tags are a way to associate information with Contact, Organization, and/or Lead records within CRM. They are a bit like
What Are Travel Records?
Travel records allow you to associate events, notable time periods (like semesters, fiscal quarters, etc.), campuses, and other information you'd like to record with a specific
What Are Bios?
Bios records are tools that allow you to assign information about a contact or organization to the Contact or Organization record within Enterprise CRM.
What is a Lead?
Leads can be used to capture potential opportunities within Enterprise CRM, such as people you've me
What Are Events?
Events allow you to add information related to CRM records while designating a specific time period.
What Are Events?
Events allow you to add information related to CRM records while designating a specific time period.
What Are Tasks?
Tasks are like a To-do list within CRM. They can be used to assign yourself or other Users to call, email, or meet with Contacts or Organizations that can show up on your Home Tab.
What Are Tasks?
Tasks are like a To-do list within CRM.
What Are Events?
Events allow you to add information related to CRM records while designating a specific time period.
What Are Events?
Events allow you to add information related to CRM records while designating a specific time period.
What Are Events?
Events allow you to add information related to CRM records while designating a specific time period.
What Are Tasks?
Tasks are like a to-do list within CRM. They can be used to assign yourself or other Users to call, email, or meet with Contacts or Organizations that can show up on your Home Tab.
What Are Tasks?
Tasks are like a To-do list within CRM.
What Are Tasks?
Tasks are like a to-do list within CRM. They can be used to assign yourself or other Users to call, email, or meet with Contacts or Organizations that can show up on your Home Tab.
What are Tasks?
Tasks can be used like a To-do list within CRM. They can be used to assign Users to call, email, or take any other type of action with Leads.
What Are Travel Records?
Travel records allow you to associate events, notable time periods (like semesters, fiscal quarters, etc.), campuses, and other information you'd like to record with a specific
What Are Events?
Events allow you to add information related to CRM records while designating a specific time period.
What Are Events?
Events allow you to add information related to CRM records while designating a specific time period.
What Are Interested Party Assignments?
Interested Party assignments allow you to assign the name of a group of Users to relevant Contact and/or Bio records.
What Are Interested Party Assignments?
Interested Party assignments allow you to assign the name of a group of Users to relevant Contact and/or Bio records.
When you want to change something within Enterprise CRM, or if something isn't quite working the way you think it should, then you'll need to create an Internal Support Case.
What Are Bios?
Bios records are powerful tools that allow you to assign information about a contact or organization to the Contact or Organization record within Enterprise CRM.
What Are Bios?
Bios records are tools that allow you to assign information about a contact or organization to the Contact or Organization record within Enterprise CRM.
What Are Bios?
Bios records are powerful tools that allow you to assign information about a contact or organization to the Contact or Organization record within Enterprise CRM.
What Are Views?
Creating Views is a great way to save yourself time and hassle when looking for certain types of records. At the top of every individual Object's Home Tab (i.e.
Customizing your Tabs can save time.
Log a Call is best used when you are recording an interaction that has happened with a particular contact and perhaps a follow-up Task is needed.
What Are Calls and Emails?
Calls and Emails allow you to track communications with your records within CRM.
What Are Calls and Emails?
Calls and Emails allow you to track communications with your records within CRM.
What Are Calls and Emails?
Calls and Emails allow you to track communications with your records within CRM.
What is an Opportunity?
Opportunities are for interactions that your business unit would like to track and forecast.
What Are Contacts?
Contacts are a major part of Enterprise CRM.
What Are Interested Party Assignments?
Interested Party assignments allow you to assign the name of a group of Users to relevant Contact, Organization and/or Bio records.
What is a Lead?
Leads can be used to capture potential opportunities within Enterprise CRM, such as people you've met at a conference or someone who emailed your business unit requesting additional informati
What Are Travel Records?
Travel records allow you to associate events, notable time periods (like semesters, fiscal quarters, etc.), campuses, and other information you'd like to record with a specific locat
What is an Opportunity?
Opportunities are sales, pending deals, or other transactions or interactions that your business unit would like to track and forecast.
What Are Organizations?
Organizations are a major part of Enterprise CRM.
What is Reserved Contact Data?
Reserved Contact Data allows you to add information to a Contact that is private to your
What is Reserved Organization Data?
Reserved Organization Data allows you to add information to a Or
What Are Tags?
Tags are a way to associate information with Contact, Organization, and/or Lead records within CRM.
What is Reserved Contact Data?
Reserved Contact Data allows you to add information to a Contact that is private to your business unit or organization.
What is Reserved Organization Data?
Reserved Organization Data allows you to add information to an Organization that is private to your business unit or organization.
Send an Email allows you to send an email associated with the Contact record to a single or multiple Contacts by either typing, copying and pasting in content, or using any
What Are Privacy Settings?
Privacy settings within Enterprise CRM will dictate what information other users can see on records.
What is Sharing?
Default Sharing settings within CRM have been set by the Internal CRM Support Team and dictate the p
What is a Lead?
Leads can be used to capture potential opportunities within Enterprise CRM, such as pe
Why Use the Global Search Bar?
Many times while working within Enterprise CRM you may be pulling the records you need from
When you get an email saying Case Ready for Verification in Martin, it means that a Case you submitted has been updated in
When you get an email saying Case Ready for Verification in Production, it means that a Case you submitted has been fixed and pushed to the live
The federal CAN-SPAM Act outlines rules and requirements for email (especial
For technical assistance and questions with Salesforce Marketing Cloud, email the Marketing Cloud Admins at [email protected].
When importing contacts into a data extension or list, you will be required to specify a unique subscriber key to identify the recipient within Salesforce Marketing Cloud.
Each University of Minnesota business unit that uses Salesforce Marketing Cloud has designated a key person.
If you already use Salesforce Marketing Cloud and you want access to another
Tracked links in your Salesforce Marketing Cloud (SMC) emails go to SMC, and are redirected to your intended URL. These SMC links will eventually expire, after which they will redirect to a specified Redirect URL.
Go to http://z.umn.edu/SMClogin.
Log in with your Internet ID and password.
If you see the following error when trying to login into Salesforce Marketing Cloud, clear your
To help you conform with legal and policy requirements and save you time, University Relations has created footers and shared them with you in Salesforce Marketing Cloud.
In This Page
Text Wrapping around an image in a Free Form block
Resources
This vendor-supplied help article is an overview and landing page for all topics related to data extensions within Salesforce Marketing Cloud.
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.
A Salesforce article about different report formats.
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 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 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 Help article covering the use of cross filters in reports.
A reference document from Salesforce on available Filter Operators.
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 record
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 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 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
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
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.
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 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.
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 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.
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.
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).
Self-Help Guides
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.
Salesforce Marketing Cloud (SMC) is the enterprise-supported tool for sending mass email communications to both internal and external audiences at the University. This guide shows how to use the