Page Comparison

Log Into Salesforce

1. Ensure you are on the VPN--either UCB-VPN (vpn.colorado.edu) or HR-VPN  (vpn.colorado.edu/hr-vpn)

2. Go tohttps://o365coloradoedu.sharepoint.com/sites/HR-HRI Connect to preview

3. Click on the “HRI - Salesforce Login” button

4. Authenticate with Single Sign On

5. Authenticate with Duo MFA
   
   
   

Homepage Overview
Note: The homepage view of your open cases will show, at most, 30 cases. If you have more than 30 cases, you can click on the “Homepage My Open Cases - OED” link to view all of your open cases.

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Search for Client

1. In the Global Search, type a name, email, employee ID, etc

2. Hit Enter
   

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Select Client’s Contact Record

1. Salesforce learns your searching habits and will recommend your frequently used Objects (ie: Contacts, Cases, Employment, etc)

2. Ensure you select the Contact record (versus Case Contact, etc)
   

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Contact Record Overview

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Select Client’s Employment Record

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Employment Record Overview

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Create Case

1. Click on the Create Case button
   

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Create Case Contact

1. Salesforce will copy the client’s Contact and Employment data and paste it into the Case Contact Record

2. Update Case Contact Type to “Client”

3. Click the Save Button
   

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Case Contact Record Overview

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Go to Case

1. Click on the Case hyperlink
   

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Case Record Overview

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