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In 2026 Financial Aid and OMET established a new way for students to apply for scholarships through their HCOM Student Portals. This article explains how to create, manage, and update scholarships to prepare for students to apply.
Clinical Education Cohort Site information is stored in Salesforce and integrated with eMedley. To review or make changes to Clinical Education Cohort Sites and their related Clinical Site Agreement(s) follow the instructions below.
From the AAMC Form Salesforce object, a report is pulled to use as a mail-merge file to create the PDF documents for the students. Once the documents are generated, they are then uploaded to the Student Documents Details object and shared with the student through the HCOM Student Portal. This article explains in further detail how to pull the report, create the mail-merge document, and share it with the students.
The Faculty Portal is used by HCOM Faculty members to update their contact information and affiliations, submit teaching activities, and view current workload distributions.
The HCOM Financial Aid Institutional Scholarship Application is available for HCOM students to submit between mid-February through mid-march of each year. The application is available to the students in the HCOM Student Portal.
The Graduation Checklist is an object in Salesforce used by multiple departments to verify that a medical student has met the criteria for Graduation. This object is created and updated via some Process-Builders and Flows. This article will describe these automations.
All HCOM Faculty can submit a referral form to a Student Success Navigator on behalf of a student through their HCOM Faculty portals. Success Navigators are notified of these referrals upon submission. This article explains how to login to the faculty portal and submit a referral.
HCOM Human Resources would like to import all candidates that apply to a position into Salesforce from Oracle using DataLoader. This article explains how to find existing candidates and update their Candidate record with a new HR Application for a Position and how to create new Candidates and HR Applications for a Position using reports and DataLoader.
This article outlines responsibilities and processing time lines of Affiliation Agreements and how Salesforce can assist in tracking the progress of each agreement.
High level overview and navigation of backend Salesforce for staff.
Each academic year, all medical students are required to complete the Research Compliance attestation through their Student Portals. Research and Scholarly Activities cannot be viewed or submitted until this attestation is complete each academic year. This article focuses on how to log in to the student portal and submit the attestation.
Instead of using  Microsoft Forms to request a new Affiliation Agreement, these requests will now be submitted in Salesforce (beginning September 2025). Once the requests are submitted, the Agreement and Compliance Manager will review and submit for approval. This article explains how to check if the Affiliation Agreement already exists and how to create a new one.