Data Integrity Tools

Create a checkbox for Full App PDF received

1. Navigate to Setup and select Object Manager.
2. Locate the Application object (TargetX_SRMb__Application__c).
3. Click Fields & Relationships in the left side panel.
4. Click the New button.
5. Select Checkbox on the next page and click Next.
6. Enter your field label (eg. CAS Full App PDF Received).
7. Tab to the next field.  It automatically populates an API name.
8. Click Next.
9. Leave the next page as-is and click Next.  (This allows the selected profiles to access the field.)
10. The next page determines which page layouts to add it to.  Uncheck Community Layout and click Save.

Create a checkbox for Foreign Evaluation received

1. Navigate to Setup and select Object Manager.
2. Locate the object where this flag should be placed. (Contact, Application, or Enrollment History).
3. Click Fields & Relationships in the left side panel.
4. Click the New button.
5. Select Checkbox on the next page and click Next.
6. Enter your field label (eg. Foreign Evaluation Received).
7. Tab to the next field.  It automatically populates an API name.
8. Click Next.
9. Leave the next page as-is and click Next.  (This allows the selected profiles to access the field.)
10. The next page determines which page layouts to add it to.  Uncheck Community Layout and click Save.

Creating a report for Full Application PDF received

1. In TargetX, search for Reports in the App picker on the Top left:

2. Once in the Reports tab, click New Report in the top right corner:

3. Reports are built based on categories. Select All in the Category list, and search for the sub-category Students with Applications. Click Student with Applications report type.
4. Once selected, click Start Report on the right of the page to create the report and define the parameters for required columns and filters.

5. In the Outline tab, clear the columns by selecting the dropdown next to the column section and selecting Remove All Columns:

6. Include the following fields:
   1. CAS Applicant ID
   2. First Name
   3. Last Name
   4. Application Process
   5. CAS Full App PDF Received
7. Navigate to Filters and set the filters as:
   1. Show me: All Accounts
   2. Last Activity: All Time
   3. Last data input source: Set this to the CAS application that was used in your Informatica task for this field (For example, CASPA Application).

8. Click Save in the top right corner to open the Save Report dialog box.
9. Set the report name as “CAS Full App PDF Received” and click Select Folder to create a folder specifically for CAS Reports if one does not already exist. 

10. Click Run to view the results.

Creating a report for official transcripts received

1. In TargetX, search for Reports in the App picker on the Top left:

2. Once in the Reports tab, click New Report in the top right corner:

3. Reports are built based on categories. Select All in the Category list, and search for the sub-category Students with Enrollment History. Click Student with Enrollment History.

4. Once selected, click Start Report on the right of the page to create the report. This will open the window to define the parameters for required columns and filters.

5. For the columns, clear the columns by selecting the dropdown next to the column section and selecting Remove All Columns:

6. Include the following fields:
   1. First Name
   2. Last Name
   3. School
   4. School Name Other\Other Name\Other School
   5. Official Transcripts Received
7. Group these fields by the CAS Applicant ID by setting the Group rows attribute:

8. Navigate to Filters and set the filters as:
   1. Show me: All Accounts
   2. Last Activity: All Time
   3. Last data input source: This should be set to whatever CAS application was used in your Informatica task for this field (For example, CASPA Application)

9. Click Save in the top right corner to open the Save Report As dialog box.
10. Set the report name as “CAS Transcripts” and click Select Folder to create a folder specifically for CAS Reports if one does not already exist. 
11. Click Run to view the results.

Creating a report for Foreign Transcript received

1. In TargetX, search for “Reports” in the all apps section on the Top left. 

2. Once in the “Reports” app, click on “New Report” in the top right corner. 

3. Reports are built based on categories, hence select All in the category list and then search for the sub-category Students with Applications. Click Student with Applications report type or you can search for the sub-category Students with Enrollment History and then click Student with Enrollment History. 
4. Once selected, click Start Report on the right of the page to create the report. This will open the window to define the parameters for required columns and filters.

5. This will open the window that allows you to define the parameters required to create the report in terms of required columns and filers.
6. For the columns, clear the columns by selecting the dropdown next to the column selection as shown below:

7. Include the following fields:
   1. CAS Applicant ID
   2. First Name
   3. Last Name
   4. Application Process\School Name
   5. Foreign Evaluation Received
8. Navigate to Filters and set the filters as:
   1. Show me: All Accounts
   2. Last Activity: All Time
   3. Last data input source: This should be set to whatever CAS application was set in your Informatica task for this field (For example, CASPA Application)

9. Click Save in the top right corner to open the Save Report As dialog box.
10. Set the report name as “Foreign Transcripts” and click Select Folder to create a folder specifically for CAS Reports if one does not already exist. 
11. Click Run to view the results.

Creating a report for Recommendation letters received

1. In TargetX, search for “Reports” in the all apps section on the Top left. 

2. Once in the “Reports” app, click on “New Report” on the top right corner.

3. Reports are built based on categories. Select All in the Category list, and search for the sub-category Students with Recommendations and Application, and click Students with Recommendations and Application.
4. Once selected, click Start Report on the right of the page to create the report. This will open the window to define the parameters for required columns and filters.

5. This will open the window that allows you to define the parameters required to create the report in terms of required columns and filers.
6. For the columns, clear the columns by selecting the dropdown next to the column selection as shown below

7. Include the following fields:

8. Navigate to Filters and set the filters as:
   1. Show me- All Accounts
   2. Last Activity- All Time
   3. Last data input source- This could be set to whatever CAS application was set in your Informatica task for this field (For example, CASPA Application)
   4. Application: Application Stage- Submitted
9. Click Save in the top right corner to open the Save Report As dialog box.
10. Set the report name as “CAS Applications Recommendation Letter” and click Select Folder to create a folder specifically for CAS Reports if one does not already exist. 
11. Click Run to view the results.

Creating a report for CAS Applicant Count comparison

This report compares the count of applicants between CAS\WebAdMIT to what was loaded into TargetX.

1. Login to WebAdMIT prod.
2. Impersonate the user\organization of the school you are working with.
3. Once logged in, you will see the CAS applicant count for the different stages on the right side.
4. In TargetX, search for “Reports” in the all apps section on the top left.

5. Once in the “Reports” app, click on “New Report” in the top right corner.

6. Reports are built based on categories. Select All in the Category list, search for the sub-category Students with Applications, and click Students with Applications report type.
7. Once selected, click Start Report on the right of the page to create the report. This will open the window to define the parameters for required columns and filters:

8. For the columns, clear the columns by selecting the dropdown next to the column selection:

9. Include the following fields:

10. Navigate to Filters and set the filters as:
    1. Show me: All Accounts
    2. Last Activity: All Time
    3. Last data input source: This should be set to whatever CAS application was set in your Informatica task for this field (For example- “CASPA Application”).
11. Click Save in the top right corner to open the Save Report As dialog box.
12. Set the report name as “CAS Applications Count” and click Select Folder to create a folder specifically for CAS Reports if one does not already exist. 
13. Click Run to view the results.

Deploying Reports via Salesforce Change Sets

Follow these steps to deploy reports created in sandbox TargetX to production TargetX. Please note: all fields must be present in both sandbox and production for the deployment to succeed. Please make sure the reports folders in sandbox are shared with the role administrator and remove your account or the TargetX account as the shared person.

Create an Outbound Change Set 

1. Navigate to Setup and search for Outbound Change Sets.

2. Select New.​

3. Name the Change Set. The change set is a 'bundle' of work that you wish to move between orgs.

4. Add a Description and Save your changes.
5. In the Change Set Components section, select Add.

6. Change the Component Type to the appropriate value
   • Note: new fields are found under 'Custom Fields'.

7. Use the Previous Page, Next Page, and alphabet links to find your desired reports. Select all that need to be moved by selecting the checkbox on the left of the report name.
   • Note: Reports must be in a specific folder (not a private folder nor the generic 'public' folder).

8. Click Add To Change Set.
   
9. Repeat to add any additional facets (reports).
10. Click Add To Change Set.
11. From the change set, click View/Add Dependencies.
    
12. Select the Report Folder(s) that these reports depend upon.
    
13. Click Add To Change Set.
    
14. When finished, click Upload.
    
15. Click Production - this indicates the target org the change set will be pushed to.
    
16. Click Upload.
    
17. In the TARGET org (Prod) search "change set."
    
18. Click Inbound Change Sets.
    
19. Click Validate, then click Validate again.
    
20. Click Ok.
    
21. Click Deployment Status.
    
22. Once Validate: Succeeded displays, click the Change Set Name.
    
23. Click Deploy, then Deploy again.
    
24. Click Ok.
    
25. Click Deployment Status.
    
26. Once you see the change set as Deploy: Succeeded, the work is live in Prod.
    
27. To verify, open Reports.
    
28. Click All Folders.
    
29. Open the ATCAS report folder.
    
30. Verify the subfolder is included in the parent folder along with the reports within the parent folder.