Onboarding

This document describes the process for the actions Partner Community Users will be asked to perform in order to bring on new Eagle Leaders (onboarding).

Onboarding refers to the process we use in Salesforce to bring on new Eagle Leaders.  Performing this action will trigger Eagle Leader training.

Step 1: Use the Search Box to find the member.  


If more than one entry for that member shows up STOP.  This means there are duplicates in the system. Do not create an Eagle Leader at this time until we merge/dedupe the records.  Please send this information to Chris Oliver

Step 2:  Select the name from the Search results to bring up the member record.

Step 3: Click Edit. 

Step 4: Scroll down to the Eagle Leader Information section and complete the following fields: EL Start Date and Eagle Leader Role. Click Save.

Step 5: Verify! You can see the new Eagle Leader Role in the header. 

PLEASE NOTE: The Eagle Leader checkbox will not be checked until Onboarding training has been completed

A welcome email with links to Onboarding Training will be handled at the National level and sent directly to the new Eagle Leader's personal email address.

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