Retrieving Old SalesForce Documents

Summary

Overview and Processing information for retrieving old SalesForce documents.

Body

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)

 

 

Details

Details

Article ID: 169179
Created
Thu 10/2/25 10:26 AM
Modified
Thu 10/2/25 10:26 AM