Update Email Address

SOP: Updating Email Address for Student Traveler

Objective

To update the email address for a student traveler in Salesforce.

Key Steps

1. Log into Salesforce and search for the itinerary of the student traveler.
2. Scroll down to the traveler details section and click on the student's name.
3. In the contact record, locate the email section and click on the pencil icon or double click on the email field.
4. Update the email address to the correct one.
5. Hit enter to confirm the change.
6. Ensure that the email field turns orange, indicating that the change needs to be saved.
7. Save the changes to update the student's email address.
8. Verify that the email address has been successfully updated.

Cautionary Notes

• Ensure that you have the correct email address before making any changes.
• Double-check the email address for accuracy to avoid errors.
• Save the changes promptly to prevent any data loss.

Tips for Efficiency

• Use the search function in Salesforce to quickly locate the student traveler's itinerary.
• Familiarize yourself with the layout of the contact record to navigate efficiently.
• Confirm the email address with the student or relevant parties to ensure accuracy before updating.

[TEMPLATE] Email Reply

Hi , thanks for letting us know! We appreciate it. I have gone ahead and updated 's email address 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