Updating Matriculation Steps for Individuals

Watch a video of this process here: https://www.loom.com/share/919421c219b24c7a8cf682bd096b4084?sid=09c6e457-c4ac-4b29-8b07-fa74d6f22111

Access the Student’s Contact Page

• Search for the student using the global search bar at the top of Salesforce.

• Or, navigate through a relevant list view from the Contact tab (e.g., “12th Graders”) and select the student's name.

As long is a student is not currently enrolled in college, Matriculation Steps should appear first on their page.

Confirm Contact and Demographic Information

• Check the spelling of the student’s first, middle, and last name, suffix, and birthdate.

• This information must be accurate, as it is sent to the National Student Clearinghouse for enrollment matching.

• Click the “Confirm” button at the top once this information is verified.

Review Additional Contact and Demographic Fields

• Verify the student’s college contact information for post-graduation communication.

• Review demographic data, which is used for statistical purposes.

Scroll to the Matriculation Steps Section

• Located near the bottom of the contact page, this section lists all pre-enrollment steps.

Understand the Four Key Matriculation Steps

• These steps are highlighted in yellow and are required for a student to be considered 100% complete:

  • Enrollment step by student

  • Final award letter received

  • Immunization record submitted

  • Attended orientation or registration

Edit Matriculation Steps

• Click the “Edit” button in the matriculation steps section.

• Update the necessary fields to reflect the student’s current status.

• Click “Save” at the bottom of the section once your edits are complete.

Confirm Completion Status

• After saving, the matriculation step completion percentage will update automatically based on key fields filled.