Salesforce object overview

Objects and Description - Core CRM

Object

Description

Home

See announcements, Calendar, Chatter posts, Dashboards and Important data.

Contracts

Log of the contract

Contacts

Used to record Faculty details.

Accounts

Accounts are used to record details related to Academic Programs, Businesses, Educational Institutions, and University Departments.

Reports

A report is a list of records that meet the criteria you define. It's displayed in Salesforce in rows and columns, and can be filtered, grouped, or displayed in a graphical chart. Every report is stored in a folder. Folders can be public, hidden, or shared, and can be set to read-only or read/write.

Dashboards

A Salesforce dashboard is a quick way to view summary data from multiple reports at once. You can have up to 20 components on one dashboard.

 

Objects and Descriptions - Course Architecture

Object

Description

Courses

A Course is an instance of a class that's offered at your educational institution and is typically associated with the Department  that offers it.

Course Sections

A Course like “Introduction to Statistics” is often offered on a recurring basis, say every fall semester. A “Course Section” like Introduction to Statistics - Fall 2022 appears as an entry in the course catalog of courses available in particular term.

Course Section Schedules

Course Sections don't always meet at the same time or in the same place every day of the Term. The Course Offering Schedule object is used to track such variations by associating the Course Section with multiple schedules. Ex: Introduction to Statistics is offered on Monday and Wednesday from 6-9pm in Albert Hall.

Course Assignments

Used to track a faculty member's involvement with a Course Section such as an instructor, advisor, or other role.

Special Assignment

●A Special Assignment are assignments separate from regular ones

●A Special assignment can be associated with a Course Section but it does not have to.

Terms

A term is the length of time a standard course lasts.

Part of Term

A part of term is a set of dates that take place within a larger semester.

Facilities

Represent Campus> Buildings> Rooms

 

Objects and Description - Invitations

Object

Description

Course Invitation

Used to record details of invitations to teach that are sent to faculty members.

Special Assignment Invitations

Used to invite Faculty Members to participate in a role within a Special assignment. Can be connected to a course or not connected to a course.

Availability Requests

Used to collect general faculty availability during a particular term.

Campaigns

Campaigns are a flexible, native object that allows you to track your engagement efforts and performance in Salesforce

 

Objects and Description - Invitations

Object

Description

Course Invitation

Used to record details of invitations to teach that are sent to faculty members.

Special Assignment Invitations

Used to invite Faculty Members to participate in a role within a Special assignment. Can be connected to a course or not connected to a course.

Availability Requests

Used to collect general faculty availability during a particular term.

Campaigns

Campaigns are a flexible, native object that allows you to track your engagement efforts and performance in Salesforce

 

Objects and Description - Other Related Objects

 

Object

Description

Faculty Reviews

The Facility review evaluates a professor's contributions in three areas: research, teaching, and service to the university.

Activity Pay

Used to track faculty payments.

Cost Center

Cost centers are used to record where costs can be allocated.

Trainings

Used to record and track trainings offered throughout the university.

Training Connections

Used to Relate Contacts to Training opportunities.

 

 

 

 

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