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Updated Articles

  1. Application components in Salesforce

    Listed below are the sections of the mentor application in Salesforce and details about the functions and fields within them,  Applicant Overview Includes important information including name of applicant, stage in pipeline, application ...
  2. Walk-In Applications

    Occasionally, mentor applicants will enter the screening process before starting an online mentor profile. Any applicant who signs up using Eventbrite and attends a regular mentor orientation should have an AI application automatically created in ...
  3. Collecting The Mentor Contract

    Mentor applicants are asked to sign the Mentor  Contract via SignNow, a secure online Platform. The Screening Operations Manager sends out contracts at least 3 times a week and logs their return in Salesforce.  If an applicant doe...
  4. Mentor Application Status in Salesforce

    Each mentor applicant has an Applicant Status, which indicates where a mentor is on the path from recruitment to being matched with a mentee. The status can be found in several locations on the mentor application record in Salesforce, including in...
  5. Withdrawing Mentors

    Mentor applicants are occasionally unable to complete the screening process. In these cases, their application will  be withdrawn.  A few reasons for applicant withdrawal: Applicant does not complete application or screening steps ...
  6. Putting an Application On-Hold During Screening

    During the screening process, a mentor applicant may have to take a pause before completing screening. The mentor applicant is then put "on hold" for a pre-determined amount of time.  How do I put a mentor applicant on hold? Di...
  7. Buddy Approval Process

    Buddy approval is a crucial system of checks and balances in screening. In this process, a screener reviews applicants' screening steps before accepting them into the program. The buddy approver must NOT be the application owner OR the screene...
  8. Using Chatter for mentor screening

    This article describes the Screening team's use of the Chatter function in Salesforce. Chatter is an internal communication system that is quick and leaves a record of the communication/activity in the mentor application in Salesforce- similar...
  9. Screening and DEI

    Diversity, equity and inclusion greatly inform Screening’s work. Below is not an exhaustive overview of resources, rather a place to start. These tools inform our day-to-day work. Each is a work in progress—we strive to keep the materi...
  10. Strategies and Frequency of Outreach to Mentor Applicants

    An important element of Screening is following up with applicants about their necessary next steps. The attention we give applicants determines the quality of customer service they experience and the pace in which their steps are completed. To...