Course curriculum

  1. 1

    • How to use this course

    • CoPilot Website

    • What is Salesforce?

    • What is CoPilot?

    • CoPilot Navigation Bar

    • App Launcher

    • Welcome to CoPilot Quiz
  2. 2

    • Academic Terms

    • Attendance

    • Beginning of Year and End of Year Summaries

    • College Applications

    • Contacts & Accounts

    • Courses Taken

    • Degrees/Certificates

    • Documents including uploading files

    • Employment/Internship

    • Financial Aid Applications

    • Financial Aid Packages

    • Milestones

    • Scholarships

    • Test Scores
  3. 3

    • Dashboards Level 1

    • Email through Salesforce

    • How to Reset your Password

    • How to Update your Email Address

    • List Views

    • Log a Note versus New Task

    • Mogli

    • Reports Level 1

    • Send a List Email (including sending at a later date)

    • Updating your Profile
  4. 4

    • Cloning an Attendance Roster

    • Dashboards Level 2

    • How to Create an Email Template

    • Reports Level 2
  5. 5

    • Reports Level 3 - Joined Reports

    • Scholarship Disbursements

  6. 6

    • Trailhead Recommendations for End Users and Admins

    • Collaborating with your Salesforce/CoPilot Administrator

    • Support Available

  7. 7

    • Object Overview Quiz

    • Basic Use Quiz

    • Intermediate and Advanced Use Quiz