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Overview
Once HCOM Faculty are onboarded to University systems, they need added to Salesforce as well to track contract and workload information.
Creating Faculty Contact Record
In Salesforce, from the waffle, go the the 'Faculty' application
- Select 'New' in the top right hand corner
- Select 'HCOM Faculty' record type, then 'Next'
- Enter basic information and click 'Save'
Creating Faculty Information & Workload Record
After creating the contact record, go to 'Faculty & Workload Information' on the right. Use the drop down to create 'New'
- At first you will just click 'Save' (nothing to really available to you to update on initial record creation)
- Once the record opens, then you'll want to select 'Edit' in the top right hand corner to complete all additional information.
- At minimum, be sure to enter the 'Academic Year' and select this as the 'Current Active Record'
- You can include additional Attachments on this record if needed
- On the right hand side, the Faculty Teaching Assignments will be loaded by OMET. Be sure to contact them if a new faculty member after the academic year has started so this can be exported from eMedley and loaded to Salesforce for the new faculty member.
Go back to the Contact record, towards the bottom of the contact record, you'll want to add the FAC to the 'Active Faculty Information Record'. If this is not added then it will impact the faculty portal user experience.
Enabling User Account
From the faculty Contact record, click on 'Enable Customer User' to turn on portal access.
Below are the fields you'll want to update on this user account:
- Email and user name should be their OHIO email
- Profile should be 'HCOM Faculty Login User'
- Federation ID (middle of the page down) should be their OHIO email
- Then all the way down at the bottom unselect the 'Generate new password and notify user immediately', this is not needed because of single sign on
- Click 'Save'
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