Salesforce EDA: Reporting & Dashboard Folder Structure

Salesforce EDA is the official CRM tool for the University of St. Thomas.  With the ability to create reports and dashboards directly within Salesforce EDA this article provides an overview of the current folder structure within the platform. Individuals will only be able to see the folders for which they have access to and further FAQs around gaining access can also be found at the bottom of the page. 

Salesforce EDA Folder Structure 

The overall structure is based off of the current organizational structure at the University and will be updated as any changes to the University organizational structure occur. The top-level folder directory is also known as the Root Level folders, and any folders located within the root level folders are known as Secondary Level folders. This folder structure aligns with the Cognos Analytics reporting structure with minor level changes due to permission abilities within Salesforce EDA and current access to the platform. As more teams are incorporated into the platform then this article will be updated to reflect changes.

  • Academic Counseling
  • Athletics
    • Athletics Administration
      • Compliance
      • Title IX
    • Athletics Advancement
    • Athletics External Affairs
      • Athletics Communication
      • Dance
      • Cheer
      • Mascot
    • Athletics Internal Operations
      • Athletics - Ticketing
      • Anderson Athletic and Recreation Complex 
      • Intramural 
    • Athletics Student Welfare & Development
      • Athletics Academics
      • Athletics DE&I
    • Athletic Recruitment
    • Teams
      • Mens Baseball
      • Mens Basketball
      • Mens Cross Country
      • Mens Football
      • Mens Golf
      • Mens Hockey
      • Mens Soccer
      • Mens Swimming
      • Mens Tennis
      • Mens Track
      • Womens Softball
      • Womens Basketball
      • Womens Cross Country
      • Womens Golf
      • Womens Hockey
      • Womens Soccer
      • Womens Swimming
      • Womens Tennis
      • Womens Track
      • Womens Volleyball
  • Campus Life 
  • Center for Well Being
  • College of Arts & Sciences
    • Actuarial Science
    • Aerospace Studies
    • American Culture and Difference
    • Art History
      • Grad Art History
      • UG Art History
    • Biology
    • Biochemistry
    • CAS Leadership
    • Catholic Studies
      • Grad Catholic Studies
      • UG Catholic Studies
    • Center for Catholic Studies
    • Chemistry
    • Classical Civilization
    • Communication Studies
    • Computer & Information Sciences
    • Data Analytics
    • Earth, Environment and Society
    • Economics
    • English
      • Grad English
      • UG English
      • Writing Center
    • Emerging Media
      • Tommie Media
    • Environmental Studies
    • Environmental Science
    • First Year Experience
    • Geography
    • Geology
    • History
    • Latin American & Caribbean Studies
    • Legal Studies
    • Liberal Arts in Business
    • Family Studies
    • Film Studies
    • Interdisciplinary
    • Justice & Peace Studies
    • Math
      • Math Resource Center MARC
    • Modern & Classical Languages
      • Grad Modern & Classical Languages
      • UG Modern & Classical Languages
    • Music
      • Grad Music
      • UG Music
    • Neuroscience
    • Philosophy
    • Physics
    • Psychology
    • Political Science
    • Sociology & Criminal Justice
      • Police Leadership
    • Statistics
    • Theology
      • REAL Program
    • Womens Studies
  • Communication Systems - ITS
  • Dean of Students
  • Disability Services
  • Dougherty Family College 
  • Enterprise CRM - ITS
  • Financial Aid
  • Financial Planning & Budgeting 
  • Human Resources
  • IDAR: Institutional Data, Analytics & Reporting
  • Libraries
  • Marketing, Insights, and Communications
    • Academic Marketing
    • Marketing Communications
    • Public Relations
  • Morrison Family College of Health 
    • Health & Exercise Science
    • Professional Psychology
    • School of Nursing
    • School of Social Work
  • Office of Diversity, Equity & Inclusion 
  • Office of Mission
    • Center for Common Good
  • Office of Student Retention 
  • Orientation & Registration
  • Residence Life
  • Opus College of Business
    • Graduate OCB
      • Grad Accounting
      • Grad Business Communications
      • Grad Business Analytics
      • Grad Health Care Innovation
      • Grad MBA
      • Organization Development
    • Family Business
    • OCB Alumni Relations
    • OCB External Relations
    • Schulze School of Entrepreneurship
    • UG OCB
      • UG Accounting
      • UG Entrepreneurship
      • UG Finance
      • UG Ethics & Business Law
      • UG Management
      • UG Marketing
      • UG Operations and Supply Chain Mgmt
  • School of Divinity
  • School of Education
    • Education Leadership
      • Grad Ed Leadership
      • Doctorate Ed Leadership
    • School of Ed Administration
    • Education Assessment and Accreditation
    • Education Events and Alumni
    • Education Finance and Operations
    • Education Enrollment Services
    • Education Field Office
    • Education Advising
    • Special Education
    • Teacher Education
  • School of Engineering
    • UG Engineering
      • Civil Engineering
      • Computer Engineering
      • UG Electrical Engineering
      • Mechanical Engineering
    • Graduate Engineering
      • Data Science
      • Grad Electrical Engineering
      • Informational Technology
      • Manufacturing Engineering
      • Mechanical Engineering
      • Regulatory Science
      • Software Engineering
      • Software Management
      • Systems Engineering
      • Technology Management
  • School of Law 
  • Strategic Planning & Implementation - ITS
  • Student Data and Registrar - ITS
  • Student Diversity & Inclusion Services 
    • REAL program 
  • UG Admissions
    • International Admissions and Aid 
  • University Advancement  

How Can I Request Access to a Folder?

There are two options for requesting access to a folder within Salesforce EDA:

  1. Have the school, college or department leader submit a ticket through Tommie Tech Services on behalf of the individual requesting access
  2. An individual can submit a ticket through Tommie Tech Services and the Security team will reach out to the folder owner to approve access.

How Can I Request Access to a Folder for a New Employee?

Have the school, college or department leader submit a ticket through Tommie Tech Services on behalf of the individual requesting access.

How is Security Determined for Each Folder?

Leadership at the school, college or department level act as the Folder Owner and determine which individuals have access and at what level for each folder and its contents.  

Is Folder Security Audited?

Yes, every year the school, college or department leader will be notified of the users within their security groups to complete an audit.

Could Employees Who Are No Longer Employed Still Have Folder Access?

By following the necessary steps for off-boarding an employee will remove their Salesforce EDA access all together. But if off-boarding steps do not occur and the employee is still a student or contract worker with access to their St. Thomas account it is possible they still have access. Please submit a ticket to Tommie Tech services right away if you think this is occurring.

 

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