Personal Set Up
Setting up personal preferences, company address and phone number, email signatures and templates, outlook connector, mobile lite setting, chatter settings and review offered training sessions.
Personal Information - Edit
Change my Password
Type in your 1. old password and add a 2. new password and 3. verify the new password.
Enter a 4. unique question and 5. answer that is only something you would know as a password hint, try not to use your mothers maiden name.
6. Hit Save!
Note: Your password will expire every 90 days, you can choose your own unique password. A good rule of thumb is to take your existing password and add a number or a letter to the end of your password which makes it easier to manage.
Reset my Security Token
1. Click on reset security token if you plan to travel extensively or plan to log in from another computer.
Your security token allows you to login from anywhere without any security issues, just enter your security token after your password.
Note: Your security token will reset when your password resets every 90 days.
Set up New Groups
Change my Display
Grant Calendar Access
Please provide access to each other (both recruiters, telesales representatives and managers) in your organization so appointments and meetings can be set.
Click on the Add button and add the user (s), if you are a recruiter please give access to the Telesales Manager and User in your region, also provide access to your manager so he/she can view your calendar to schedule department and company meetings.
Note: The access level that is most commonly used to Show Details and Add Events.
Email Set Up
My Email to Salesforce
Personal and Departmental Templates for Email Responses
Set up your departmental or personal email templates, this will enable you to send the same consistent message on all outbound emails based on the subject; i.e. Thank you for the interview, Please go to the Hult Web Site to Fill Out Application; Hult Information with the url to the site.
Note: You may also select an attachment to be sent with any of your templates.
Salesforce to Outlook Connector - Contact your Technical Support Team to Install
Each user can set up their Outlook Connector, this enables each user to sync emails and meetings (events) with their Salesforce calendar. Be sure to contact your desktop administrator to download the connector. Your outlook application will allow you to select emails that you wish to sync back to Salesforce and attach to an applicant or the application related to the applicant (contact).