Articles specifically about Salesforce and related systems at University of St. Thomas.
In 2026, development was done to create populating specific links for students as well as counselor specific links for students under Academic Warning to create appointments. A screen flow was created in Salesforce to allow Academic Counselors to quickly review and update the records in Salesforce. This article is designed for Academic Counselors working in Salesforce.
Information and instructions for accessing OnceHub ScheduleOnce at the University of St. Thomas.
Information and instructions for viewing Campaign Member data in the Salesforce Campaign object via the Communication List Management app, used by former Lyris users in Salesforce. A Campaign record is a collection of Campaign members, individuals or corporation contacts.
Information about Apsona, a data management suite of products used within the Salesforce platform.
This article provides an overview of how department administrators can assign placements exams for current students in Salesforce. Specifically used by Modern and Classical Languages and Chemistry departments when the functionality went live in December 2025.
Instructions to clone/copy a dashboard or report in Salesforce Lighting.
Information about frequently asked questions regarding Program Finder at University of St. Thomas.
Information about commonly used terms in Salesforce
Instructions for connecting your Outlook email account to Salesforce to log interactions.
Information about how to create a Salesforce Specification based on a Salesforce EDA Report or Dashboard.
Information and instructions to create a scholarship applicant record in Salesforce at University of St. Thomas.
Information and instructions for creating and editing a list view in Salesforce.
Information about how the CRM Team handles requests, keeps stakeholders updated, documents its work, and runs meetings — including what you can expect from us and where to send different kinds of requests.
Information about the process and standards of giving third-party vendors direct access to our St. Thomas Salesforce Environments.
Instructions for how to edit a Salesforce Specification based on a Salesforce EDA Report or Dashboard.
Information about email unsubscribing with Marketing Cloud.
Information about getting started with Salesforce as a new user at the University of St. Thomas.
Information and instructions for importing data into Salesforce Marketing Cloud for email communications,
Instructions for installing the Salesforce Data Loader for macOS.
Instructions for uploading new data into Salesforce Campaign Member object, which can be accessed within Salesforce EDA or Salesforce Marketing Cloud. Campaign members are individuals or corporation contacts that populate a Campaign within Salesforce.
Information and instructions for signing into Salesforce with your XST student worker account.
Instructions for manually logging attendance for an event in ScheduleOnce for Salesforce at University of St. Thomas.
Instructions for using the New Tutor Event Quick Action to manually log tutor events.
Information and instructions for troubleshooting Journey Builder, Salesforce Campaign Entrance Criteria, and the Dynamic Sender Profile at University of St. Thomas.
Information about phishing attacks involving Salesforce and Salesforce Data Loader.
Information on how Placement Exams appear within the Salesforce Student Portal during O&R sign-up time.
Information and instructions for pulling the Fire Engine Red suppression list, matching the template, and sharing securely
Information about the Expectations and Definition of a Salesforce EDA Report Writer at University of St. Thomas.
Information for experienced Salesforce report and dashboard developers, this Canvas based training will provide the knowledge and resources required to create reports and dashboards in the new Salesforce EDA environment.
Information about the Salesforce EDA Reporting & Dashboard folder structure at University of St. Thomas.
Information and instructions about the steps to take when you need a new Salesforce EDA Report Type.
Information about the available report types for Salesforce EDA at University of St. Thomas.
Information about the Salesforce Platform and Ecosystem at the University of St. Thomas
Information about the ERD Admissions chart in flowchart format and how to navigate connections between salesforce and EDA objects. Objects contain their labels and API Names and how they are connected.
Information about the ERD Current student chart in flowchart format and how to navigate connections between salesforce and EDA objects. Objects contain their labels and API Names and how they are connected.
Information about the ERD Summit Events chart in flowchart format and how to navigate connections between salesforce and EDA objects. Objects contain their labels and API Names and how they are connected.
Information about the subflow for undergrad BSN admission application assignments.
Information about the subflow for undergrad BSN opportunity assignments.
Information about the subflow for undergrad default admission application assignments.
Information about the subflow undergrad FTFY fallback application assignments.
Information about the subflow for undergrads with high school applications.
Information about the sublow for undergrad international application assignments.
Information about the Summit Event Registration Backend Process, including the steps for completing and managing event registrations through the backend system.
Information and instructions for sending a Re-Opt-In email in Marketing Cloud.
Information and instructions for setting up the ScheduleOnce Zoom integration at University of St. Thomas.
Instructions for signing into ScheduleOnce and syncing it with your Salesforce account and Outlook Calendar
Information about ScheduleOnce temporary connection issues.
Information about using texting (SMS) with Salesforce at University of St. Thomas.
Information about using the student drop-in appointments feature of Salesforce.
Information about Summit Events for Salesforce. With Summit Events Version 0.37.0.2 (release in August 2025), users need to make Images public before utilizing in Rich Text Fields and expecting registrants to see Images within Summit Events Registration pages.
Information and instructions for viewing data in Salesforce Campaign object via the Communication List Management app, used by former Lyris users in Salesforce. A Campaign record is a collection of Campaign members, individuals or corporation contacts.
Information about code created by the St. Thomas CRM Team that changes the First Name, Last Name, Middle Name and Preferred Name fields in Salesforce to proper case when entered in the Salesforce Community/Application Portal and through Summit Events. In general, it makes the first letter capitalized and the rest lower case irregardless if the user typed all lowercase or uppercase or mixed case.