Training & Resources
The CRM Project Europa team is committed to support faculty and staff in their use of Salesforce Education Cloud and Marketing Cloud. This website contains useful training and educational resources for campus users. If you need additional resources or support, please contact the Project Europa team at europa@utdallas.edu.
Upcoming Training Sessions
Recruitment & Admissions: Faculty and staff involved in admissions application processing and reviews may attend virtual Instructor-Led Training Session beginning in April 2025. Faculty who serves on admissions committees will receive training beginning in fall 2025. The schedule for this training is available here. For information on how to attend these sessions, please e-mail europa@utdallas.edu.
Student Success: Training for the post-admissions student success functionality will be conducted in summer 2025. Stay tuned for more details.
Accessing Salesforce Education Cloud and Marketing Cloud
Access to Salesforce Education Cloud and Marketing Cloud will be provided to users prior to the system launch date. If you have questions about how to access the system, please e-mail europa@utdallas.edu.
Asynchronous Training Courses
The following Asynchronous Training Courses are available in KnowBe4:
- CRM Education Cloud - General Navigation
- CRM Education Cloud - Application Processing & Reviews
- CRM Education Cloud - Welcome Center & Recruitment Support
- CRM Education Cloud - Graduate Admissions Review
If you require this job-related training, please contact europa@utdallas.edu to be enrolled in the appropriate courses.
KnowBe4 Training Login: Click here
For support with Asynchronous Training Courses: E-mail europa@utdallas.edu
Instructor-Led Training
Stay tuned for more details about upcoming virtual and in-person Instructor-Led Training for faculty and staff.
Recruitment & Admissions: Faculty and staff involved in admissions application processing and reviews may attend virtual Instructor-Led Training Session beginning in April 2025. Faculty who serves on admissions committees will receive training beginning in fall 2025. The schedule for this training is available here. For information on how to attend these sessions, please e-mail europa@utdallas.edu.
Student Success: Training for the post-admissions student success functionality will be conducted in summer 2025. Stay tuned for more details.
Job Aids for Users
The CRM Team has developed job aids for faculty and staff users of Salesforce Education Cloud and Marketing Cloud. The job aids are arranged below by user functionality. To access the job aids in Box, campus users must login with their NETID and associated password. If you would like to request a new job aid, please contact europa@utdallas.edu.
General Navigation Job Aids (coming soon)
Admissions and Enrollment Operations Job Aids (coming soon)
Graduate Admissions Application Processor and Review Job Aids (coming soon)
Student Success Job Aids (coming soon)
Contact
If you have any questions or comments regarding the CRM project, please submit a Project Europa Information Request Form or email us.