Salesforce: Creating a Scholarship Applicant record

This guide walks you through creating a Scholarship Applicant record in Salesforce.

Step 1: Navigate to the Contact Record

1. From the Salesforce homepage, click Contacts in the top navigation bar.
2. Use the search box to find the Contact for the student applying for the scholarship.
3. Open the student’s Contact record.
4. On the right-hand side under Related List Quick Links, click Scholarship Applicants.

(Refer to Screenshot 1)

Step 2: Create a New Scholarship Applicant

1. In the Scholarship Applicants related list, click the New button in the upper right corner.
2. When prompted to Select a record type, choose Scholarship (used for students applying for scholarships).
3. Click Next.

(Refer to Screenshot 2)

Step 3: Complete Scholarship Applicant Details

1. Fill in the required fields:
   • Scholarship: Search and select the scholarship the student is applying for.
   • Contact: This should auto-populate with the student’s contact record.
2. Optional fields:
   • Scholarship Status: Select the current status (e.g., Submitted, Approved).
   • Scholarship Award Type: Choose the award type if applicable.
   • Scholarship Amount: Enter the amount if known.
   • Scholarship Date Started and Scholarship Date Submitted: Add dates as needed.
3. Click Save (or Save & New if entering multiple records).

(Refer to Screenshot 3)