How to Participate
Utah State University entities may participate with OneUSU CRM in one of two ways: as part of the formal project and independently.
Implementation Project Participants
Departments currently included in the planned implementation are:
- Recruitment & Admissions
- University Marketing and Communications
- Advancement Services
- Student Success (Academic Affairs and Student Affairs)
If you are part of one of these areas, your team will be engaged through the project's governance, planning, and implementation activities.
Other USU Entities
USU entities outside the current project may contact the OneUSU Project Manager, Mark Atkinson, at mark.atkinson@usu.edu for more information.
Learning About Salesforce
If your area is participating in the OneUSU implementation, contact Mark Atkinson mark.atkinson@usu.edu. He can help identify resources most relevant to your role and implementation timeline.
If you would simply like to explore Salesforce, feel free to use the resources below.
Basic Learning
These resources provide a foundational understanding of Salesforce.
- Explore Trailhead, the Salesforce Training Program
- Your Guide to Trailhead (5 minutes)
- Salesforce CRM (50 minutes)
- Salesforce Terms to Know
- CRM — A system used to manage relationships, communications, and engagement.
- Constituent — A person who interacts with USU, such as a prospective student, student, alumnus, donor, parent, or partner.
- Account — A record for a person or organization in Salesforce.
- Person Account — An individual person's profile in Salesforce.
- Lead — A prospective student or other individual who has expressed interest in USU.
- Case — A request, issue, or service inquiry that requires follow-up.
- Campaign — A coordinated communication or outreach effort.
- Dashboard — A visual summary of key information and metrics.