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Implementing Faculty Early Alerts

The implementation of Faculty Early Alerts consists of numerous sections:

Step # Task
1 Before you begin
2 Install Required Packages
3 Validate/configure Advising Categories and Types
4 Update Page Layouts
5 Customize Email templates
6 Generate & Assign Permission sets
7 Configuring Faculty Early Alerts Access

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 ReviewHow Faculty will Access their Rosters
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