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Setting Up and Configuring ScheduleOnce Zoom Integration
Information and instructions for setting up the ScheduleOnce Zoom integration at University of St. Thomas.
Viewing and Creating Salesforce Campaign Records
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.
Salesforce Summit Events: Create Registration Flow Button
Information about the Summit Event Registration Backend Process, including the steps for completing and managing event registrations through the backend system.
Sending a Re-Opt-In Email in Marketing Cloud
Information and instructions for sending a Re-Opt-In email in Marketing Cloud.
Salesforce at the University of St. Thomas
Information about the Salesforce Platform and Ecosystem at the University of St. Thomas
Requesting A New Data Field for A University of St. Thomas System or Database
Information and instructions on how to request a new data field be created in our University of St. Thomas technology ecosystem.
Loading a Campaign Member Data List into Existing Campaigns in Salesforce EDA
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.
Getting Started with Salesforce for New Users
Information about getting started with Salesforce as a new user at the University of St. Thomas.
Adding New Salesforce Campaign Member Contacts and Managing Campaign Member Records
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.
Updating Your Web Browser
Information and instructions for updating your web browsing software.
Text Messaging (SMS) within Salesforce
Information about using texting (SMS) with Salesforce at University of St. Thomas.
Using Summit Events Images in 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.
Using Student Drop-In Appointments with Salesforce
Information about using the student drop-in appointments feature of Salesforce.
Setting Up and Integrating ScheduleOnce in Salesforce
Instructions for signing into ScheduleOnce and syncing it with your Salesforce account and Outlook Calendar
Cloning a Salesforce Dashboard or Report in Lightning
Instructions to clone/copy a dashboard or report in Salesforce Lighting.