Intake Records: Introduction

Intake Records: Introduction

Screening Forms create Intake records in Salesforce. Prospects may submit multiple screening forms at a property or community.  Intake records collect the data from the Screening Form submissions.  Intake records contain this other important information:

  • The Campaign Eligibility information at the time of submission
  • Eligibility check box.
    • If not eligible, the ineligible reason that is shared with the applicant is displayed.
  • Email Verification Confirmation
    • If an applicant enters their email address wrong or does not verify their email, the eligibility check does not occur.
  • Links to the Campaign Member for eligible applicants- Campaign Members are not created for ineligible applicants- and the SalesForce contact record. The Campaign Member status is Prospect upon initial eligibility
  • Rank (if applicable)