Welcome! We are happy you are here. Thank you for your interest in building your skills within the Enrollment Management CRM (Salesforce/TargetX). In Summer 2023, our team revised the way we thought about training, developing tracks by user role and offering more self-directed skill building opportunities.
Our team sought the help from skilled users in each group to inform the common competencies that guide these sessions. All new users are encouraged to enroll in our Level 1 sessions to build the shared competencies for all users.
Level 2 sessions are organized by role, offering hands-on, discussion-based sessions to work through real situations users in the role may encounter in their professional life. Just as our user’s experiences are unique to each person, no session will be completely identical. Feel free to attend these sessions as needed – you may learn something new each time! Click on the role that best fits your position for session recommendations.
Level 3 sessions are forthcoming and allow for users who have reached all competency levels to come together and work through areas that have yet to be addressed. As a group, participants will assist each other through reporting challenges, hiccups, and even prepare suggestions for future iterations of the Enrollment Management CRM. These sessions create a network of campus-wide champions that can help facilitate skill building across campus and within their own units.
On-Demand Skill Building Resources
L1: Basics
The Level 1: Basics session is the first introduction to using the Enrollment Management instance of Salesforce. This session will acclimate all new users to the Enrollment Management CRM, terminology, and provide tools for navigation. This session is mostly information, as it sets the stage for Level 1: Beyond Basics and is the beginning of a users' skill building journey on their path to meeting base competencies for successful use of the tool.
| In-Person Sessions | Virtual Sessions |
L1: Beyond Basics
This session is the second phase of the introductory course. The session is approached with some information sharing combined with scenario-based exercises that are applicable to the majority of users. By the end of this session, the goal is for users to have the knowledge and skills to search and create a new student in Salesforce and be guided through the steps for linking their Outlook emails directly to student records for easy tracking. Meets the following competencies: 1)search and create student records and 2) link sent emails to student records.
| In-Person Sessions | Virtual Sessions |
January 23, 2024 at 10:30 a.m. February 20, 2024 at 10:30 a.m. |
L2: Intermediate Skill Building Sessions
The Enrollment Management CRM has 700+ users at any time, spanning a variety of departments. We've catagorized the majority of our users into roles/personas that would share common functionalities within Salesforce. Click the role/persona that best fits your professional role at the university to see which skill building sessions are recommended for you.
1:1 Skill Building Sessions
After attending all the sessions possible, some users benefit from through individual coaching sessions. Schedule a virtual appointment with our CRMS Project/Training Specialist. The most beneficial sessions for users occur when the participant has some working knowledge of the system. Therefore, users are highly encouraged to complete level one sessions prior to scheduling an appointment. Sessions are hosted virtually to allow for screen sharing capabilities. Users are required to sign in with their Bronco NetID and password to select an available date and time.
If there are sessions not currently listed, but would be helpful for your group, please contact our CRMS Project/Training Specialist to see if a custom session would be an option.