Salesforce business processes, availability requests

Event Workflow

 

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Availability Requests Step 1

Availability requests are used to collect general faculty availability during a particular term.

1. Click Contacts

2. Select your list view and the contacts you would like to invite

3. Click Create Faculty Invitation

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Availability Requests Step 2

1. Select Availability Requests

2. Click Next

3. Select Relevant Term

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Availability Requests Step 3

Faculty receive an email with a code to enter in the Availability Request webform. The Faculty member fills in the form and submits the information, which gets recorded into Salesforce.

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Availability Requests Step 4

1.Availability Request is added to the contact record

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Availability Requests Step 5

1. Status is set to Not Responded until the contact responds

2. Email is sent to the Contact and Logged to the Availability Request record

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