Course curriculum

  1. 1

    • Introducing CoPilot

    • Welcome from the CoPilot Team!

    • Where are we Now?

    • How to use this course

    • What is Salesforce?

    • What is CoPilot?

    • CoPilot Partner Community

    • Welcome to CoPilot Quiz
  2. 2

    • Installing CoPilot

    • Assigning and Revoking Salesforce Licenses

    • Assigning and Revoking CoPilot Licenses

    • Setup List Views

    • Navigation Bar

    • Personal Settings

    • App Launcher

    • Set Up 101 Quiz
  3. 3

    • Profiles

    • Freezing vs. Deactivating Users

    • Standard vs. Custom Objects

    • Creating a Custom Tab and Fields

    • Field types

    • Field Level Security

    • Managing User Passwords

    • Themes and Branding

    • Page Layouts

    • Compact Layouts

    • List Email

    • Record Types

    • Setting Up Einstein Activity Capture

    • Utility Bar

    • Beginner: System Admin Quiz
  4. 4

    • Creating a Custom Object

    • Lightning App Builder

    • System Validation Rules

    • Custom Validation Rules

    • Creating a Path

    • In App Guidance

    • Security Health Check

    • Help Menu

    • Learning Paths

    • Form Assembly - Building a Registration for an Event Form

    • Form Assembly - Building a Day of Event Student Attendance Form

    • Multi Factor Authentication

    • Advanced System Admin Quiz
  5. 5

    • Setup a Basic Report

    • Reports & Dashboards Quiz

    • More Content to Come!
  6. 6

    • Attendance Tool

    • Recruitment Tool

    • Courses Offered & Courses Taken

    • Scholarship Disbursement Tool

    • CCMR Dashboards for Texas

    • How to Customize Log A Note Features

    • More Content to Come!

    • CoPilot Objects Quiz

    • Mass Transfer Tool
  7. 7

    • Data Import Wizard - New Records

    • Data Import Wizard - Updating Records

    • Data Loader.io - Importing Records

    • Data Loader.io - Exporting & Deleting Records

    • Downloading IPEDS Data to Import

    • Importing and Exporting Data Quiz

    • Installing Salesforce Connector

    • Using Salesforce Connector to Import Reports and Data from CoPilot

    • Using Salesforce Connector to Update Data in CoPilot

    • Using Salesforce Connector to Insert Data into CoPilot
  8. 8

    • Page Layouts, Compact Layouts, & Duplicate Management

    • Reports

    • Smart Summer Prep: Setting Your Org Up for Success This Fall

    • Mogli 101

    • Dashboards: Visualize your Student Data with Dashboards

    • Utilizing Milestones for Student Success

    • Let's Get Ready for CoPilot 2.0

    • Deeper Dive into CoPilot 2.0 & Preparing your org for NSC Data

    • Level Up Your Student Surveys with FormAssembly & CoPilot

    • Prep your Org's Data for a Successful Summer

    • Streamline Data Entry for CoPilot Users with the Power of Automations

    • Spotlights & Successes: A CoPilot Partner Panel

    • Monitoring your Org's Health & User Adoption

    • NSC Updates & Next Steps

    • CoPilot Training Best Practices

    • Use CoPilot to Monitor Financial Aid Applications

    • CoPilot System Administrator Best Practices

    • Webinars Created AFTER 2023 Have a New Home!
  9. 9

    • CoPilot Data Dictionary

    • Additional Apps to Check Out

    • Additional Learning Resources

    • Trailhead Recommendations for End Users and Admins

    • CoPilot Technical Manual

    • Annual Maintenance Checklist for Admins

    • *Summer 2024* IPEDS College Data File 8/30/24
  10. 10

    • CoPilot Release Notes (2.0, 2.1, 2.2 & 2.3)

    • Installation Instructions: Upgrading from 1.98.1 to 2.0