Update DOB / Birthday

Chapters

0:00 Introduction

0:49 Updating the Birth Date

1:29 Confirming the Date Format, Final Check in the Itinerary

SOP: Updating Student Date of Birth in Salesforce

Objective:

To update a student's date of birth in their contact record in Salesforce accurately and efficiently.

Key Steps:

1. Search for the student’s Itinerary in Salesforce by entering their name in the search bar.
2. Locate the student's contact record and scroll down to the Traveler Details page.
3. Click on the student's name to access the contact record.
4. Scroll down to the birth date section and manually revise the date of birth.
5. Confirm the date format with the client (e.g., month, day, year or day, month, year).
6. Update the birth year in the portal password section under system information.
7. Double-check and save the changes in both the contact record and portal password.
8. Verify the updated date of birth in the portal link within the itinerary.

Cautionary Notes:

• Ensure the accuracy of the date of birth before making any changes.
• Confirm the date format with the client to avoid discrepancies.
• Double-check the changes in both the contact record and portal password to maintain consistency.

Tips for Efficiency:

• Familiarize yourself with the system layout to navigate quickly.
• Communicate with the client to confirm the date format for accuracy.
• Update the portal password immediately after changing the date of birth in the contact record.
• Notify your manager in case of any discrepancies or errors in the process.

[TEMPLATE] Email Reply

Hi , thanks for letting us know! We appreciate it. I have gone ahead and updated 's birthday in our systems for you.

Is there anything else I can help you with?

• Add screenshot from the portal or Salesforce of the birthdate field for them