Salesforce
CareerWise uses Salesforce as a Customer Relationship Management tool to build and manage the youth Apprenticeship program that staff support every day.
Salesforce Resources
CareerWise Resources for Salesforce
- Accounts
- Account Relationship Management in Salesforce
- Apprenticeship Details at the Account Level
- Check-In Engagement Scores for Accounts and Contacts
- Create Instruction Set and Requirements (Account)
- Creating a New Account
- Hiring Hub Configuration
- How to update profile creation requirements at an account level when they are different then an affiliate
- Lookup Fields on Accounts
- Merging and Managing Duplicate Accounts
- Opt Supervisors and Program Leads In and Out of Email Communication at an Account Level
- Program State Accounts
- Update Apprentice Schedules Bulk or Individual for a Specific Account
- Apprenticeships
- Approve Prior Experience Hours for Application to a Current Work-Based Learning Program
- Create Apprenticeships
- Creating Apprenticeship for Students Who Did Not Go Through the Hub
- Creating Apprenticeship Records for Multiple Applicants Using a Template
- Creating Apprenticeship Records Without a Template
- Front Load Apprenticeship Agreements Before Apprentices Are Hired
- Navigating Apprenticeship Wage Management, Creating Earning Schedules and Editing Earnings Event Details
- Related Instruction Management for Multiple Apprentices
- Manage Existing Apprenticeships
- Tracking On the Job and Related Instruction Hour Requirements for a Work-Based Learning Program
- Updating an Apprentice Profile Picture
- Youth v. Adult Apprenticeships in the System
- Cases
- Contacts
- Address Validation
- Apprenticeship Hub Contact & Disability Confirmation Pop Up
- Creating and Assigning a New Task/Activity for an Apprentice or Supervisor
- Creating and Assigning Multiple One-Off Tasks/Reminders for Multiple Apprentices or Supervisors
- How to Find What Emails Have Been Sent to an Individual Salesforce Contact
- How to Log Into the CareerWise Hub as Someone Else
- How to Merge Contacts
- Hub Reset App
- Manually Approving Student Profiles Through Salesforce
- Parent / Guardian and Additional Relative Information
- Reactivating Profiles/ Applicants
- Update Sensitive and Confidential Information
- Dropbox Sign
- Files
- Grants and Federal Reporting in Salesforce
- How Salesforce Data Impacts the Hub
- Leads
- Occupation Management
- Opportunities
- Postings
- Pulse Checks
- Roles
- Salesforce Extensions
- Training Plans / Related Instruction Plans
- Accessing and Navigating Apprentice Training Histories via the Instruction Plan
- Competency Evaluations
- Hours Reporting Fields
- How to Deactivate Competency Progress Records in Salesforce
- How to Reactivate / Activate Competency Progress Records in Salesforce
- How to Set Up an Apprentice for Time Reporting/Daily Reporting
- Monitoring Evaluations for an Evaluation Period
- Time Reporting in Salesforce as a CareerWise Staff Member
- Users
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