Retrieving Old SalesForce Documents

Overview  

  • A Help Ticket is submitted by, usually, a Graduate Recruiter, requesting verification and or uploading of old documents from SalesForce into Slate 

 

Process  

  • Using File Explorer (Path might be different on a University owned device (Z instead of J) go to J Drive [1], UA [2], Operations [3], Slate [4], Data Retention [5], App Review Documents [6]

  • In Search Box look up student using Application Number or Name [7]

  • Verify the information using the Help Ticket or Enter the Transcript Information on the Student’s Record in Slate.  Use Uploading Transcript Instructions. 

 

Uploaded Image (Thumbnail)

Uploaded Image (Thumbnail)