Salesforce

Chico State 360 is based on the Salesforce platform. Salesforce is a Customer Relationship Management (CRM) system that Enterprise Applications supports in partnership with the Customer Engagement Advisory Committee, which includes representatives from several technical and functional departments across campus.

University content

This content may require additional access to other systems such as Salesforce or Box.

Advising Support Resources - Located in the Salesforce Help Section of Chico State 360

• Advising Business Process Guide
• Faculty Advising Business Process Guide
• College Advisor and Retention Specialists (CARS) Advising Guide
• Appointment Calendar Training - Video
• How to Create a New Quick Text - Video
• How to Edit or Delete Quick Text - Video

Report and Dashboard Resources - Located in the Salesforce Help Section of Chico State 360

• Chico State 360 Report and Dashboard Guide
• Dashboard Training - Video
• Report Training - Video
• Program Dashboard Review - Video

Communication Resources

• Chico State 360 Communications Guide
• SMS Guidelines

Program Resources

• Honors Program Guide
• Orientation Staff Guide
• Admissions Hardship Application Guide
• How to Add International Counselor Contacts Guide

Miscellaneous Resources

• Chico State 360 Knowledge Base

Vendor content

• Salesforce Trailhead has a wide variety of learning modules for Salesforce and other business skills. 

Admin content on vendor's website:

• Salesforce Trailblazer community. Connect with fellow Trailblazers. Ask and answer questions to build your skills and network.
• Salesforce Support Landing Page