Alumni Data Request Procedures

Purpose

The Advancement and Alumni Office strives for excellence and in doing so, the management of our donor base is imperative to cultivate genuine relationships. For various purposes, WJU staff may need constituent data from SalesForce (SF) to appeal to a particular audience. In an effort to be more efficient and streamlined, we have created the following processes for SF report requests.

Step 1:

Define the purpose of the report – For example – Mailing list

Step 2:

Determine audience and proper filters – For example – only constituents who are 65 years of age and above, etc.

Step 3:

Determine the type of data (fields) needed – For example – Mailing list would include, Mailing Name, Account Greeting, Address, City, State, Zip

Step 4:

Fill in and submit the Data Request Form (Form Link)

Associate Director of Advancement Services, Flavia Mich, will manipulate the report based upon your needs within one to two weeks of submission.

Marcie Lemos | Alumni and Parent Relations Director | mlemos@jessup.edu | 916-577-2306