Quick Links: | Salesforce Roles and Record Visibility | Student Roles and Module Access | Additional Salesforce Roles |
Salesforce Roles and Record Visibility
Salesforce roles help identify groups of staff, students, and community members. Roles also determine when a person's record becomes visible in the Recruitment and Retention modules.
Student Roles and Module Access
Salesforce/TargetX uses two primary modules:
- Recruitment Module: Manages prospective students through the application process.
- Retention Module: Manages enrolled students throughout their academic journey.
Students are visible in different modules based on their stage in the student lifecycle:
- Prospects and applicants are visible to users with Recruitment access.
- Enrolled students become visible to users with Retention access.
Recruitment Role Student Stages
| Student Stage |
Description |
Module |
| Prospect |
A person who has expressed interest in attending Chico State. Prospect records may originate from website forms, college fairs, or third-party sources such as College Board. |
Recruitment |
| Applicant |
A person who has submitted an application for a current or future term. Records remain in the Recruitment module unless another role is assigned. |
Recruitment |
Retention Role Student Stages
| Student Stage |
Description |
Module |
| Enrolled |
A student who has matriculated or is enrolled in zero or more units for a current or future term. Once a student reaches this stage, their record becomes visible in the Retention module. |
Recruitment, Retention |
Additional Salesforce Roles
The following roles are used to manage access and organize contacts within Salesforce.
| Role Title |
Description |
Module |
| Staff |
A contact with an active Salesforce license and a student/contact record. |
Retention |
| Course Instructor |
A contact listed as the instructor of record for a course. |
Retention |
| Counselor |
An external secondary education counselor. |
Recruitment |
| Academic Advisor |
Assigned manually based on approval from Academic Advising. |
Retention |
| Academic Advising Intern |
Assigned manually to student employee advisors. |
Retention |
| International Counselor |
An external international secondary education counselor. |
Recruitment |
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