Quick Links: | Salesforce Roles Overview | Student Roles | Other Roles |
Salesforce Roles Overview
Roles in Salesforce help identify different groups of staff, students, and community members. They also determine when a record becomes visible in the Recruitment and Retention modules.
Student Roles
Salesforce/TargetX has two primary modules:
- Recruitment Module: Manages prospective students through the application process.
- Retention Module: Manages enrolled students and their ongoing academic journey.
When a student is in the prospect or applicant stage, their records are visible only to those with the Recruitment Role. Once they become enrolled students, their records are visible to users with the Retention Role.
| Recruitment Role |
| Student Stage |
Description |
Module |
| Prospect |
A person who has shown interest in attending Chico State. Inquiry records come from website forms, third-party data (e.g., College Board), and college fairs. |
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 Stage |
Description |
Module |
|
Enrolled
|
A student who has matriculated or is enrolled with zero or more units in a current or future term. Once a student reaches this stage, their records become visible in the Retention module. |
Recruitment, Retention |
Other Roles
Salesforce includes additional roles that help manage access and organize different contact groups within the system. Below are the additional roles and their definitions:
| Other Salesforce Roles |
| Role Title |
Description |
Module |
| Staff |
A contact with an active Salesforce license and a student/contact record. |
Retention |
| Course Instructor |
A contact listed as an instructor of record for a course. |
Retention |
| Counselor |
External secondary education counselors. |
Recruitment |
| Academic Advisor |
Manually assigned based on approval from Academic Advising. |
Retention |
| Academic Advising Intern |
Manually assigned to student employee advisors. |
Retention |
| International Counselor |
External international secondary education counselors. |
Recruitment |
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