Implementing Faculty Early Alerts
The implementation of Faculty Early Alerts consists of numerous sections:
Faculty Early Alerts can use various Licenses. Depending on your use case, you have two options to choose from when implementing how Faculty will access their Roster:
Configuration Type | Minimum License(s) |
---|---|
Tab in Salesforce | Tab in Salesforce |
Faculty Early Alerts Community | Faculty Early Alerts Community |
Note: Please connect with your TargetX CSM for guidance on license types. |
For information on why you would want to use a Community over a Tab, see Choosing which configuration option to use for Faculty Early Alerts Implementation
If you choose to use a Community for Faculty to view their Roster, you’ll need to go through ALL the steps in Steps 8 AND 9. Otherwise, proceed to Step 9. For additional details, see: Creatiing a Faculty Alerts Community AND give access to Standard Salesforce Users
Step # | Task |
---|---|
8 | Create a Community (optional) |
9 | Configure access to the Faculty Roster |
10 | Configure Faculty Early Alert Settings |
11 | Activate your Faculty Early Alerts Community |
12 | Review: How Faculty will Access their Rosters |