UA4U

FAQs

• What training topics will be covered in Phase 1 vs. Phase 2?

  Phase 1 Go-Live: 10/20/2025

  High-Level Topics include: Salesforce & ascend 101, Bio Demographics, Gift Processing, Stewardship & Membership, Prospect Management & Research, Reporting & Dashboards, Mobile App 101 (subject to change)

   

  Phase 2 Go-Live: Early 2026

  High-Level Topics include: Marketing Cloud, Events Management, Receipting, Analytics Insights (subject to change)

• When will I know what training I need?

  Training will be assigned based on your job role. A full training schedule will be shared in advance.

• How can I prepare now?
  • Bookmark this page
  • Talk to your manager or change champion
  • Watch for email updates
• Will training be live or self-paced?

  Both. Most users will attend live sessions and have access to a Salesforce and ascend 101 on-demand module in the LMS.

• Is training mandatory?

  Yes, it’s required before system access is granted.

• Will training be recorded?

  Yes, key sessions will be recorded and shared.

• Who can I contact for help?

  See the contacts section below.

• Why am I not able to access or register for my training courses?

  Step 1: Ensure you have taken the Salesforce & ascend 101 LMS course. You will not have access to register for training until this is completed. If you have taken the Salesforce & ascend 101 training course, it should be marked as “Completed”. If you do not watch the training video in its entirety, the system will mark it as “In Progress” and it will not count as completed.  

  Step 2: Once you have completed Salesforce & ascend 101 LMS course you should have access to register for training. If you are still experiencing access issues, please submit a helpdesk request from the Service Catalog, the LMS team can assist with any technical issues. 

• Do I need to register for all of these courses for my assigned group? 

  Yes, you are required to register and complete all of the courses listed for your assigned group in order to gain access to Lux on 10/20/2025 

  Please note: Anywhere you see (Collective) or (Optional) next to a course title, you are only required to select one of those particular courses. For example, if you see Bio Demo (Option 1) / Bio Demo (Option 2) / Bio Demo (Option 3) / Bio Demo (Option 4) / Bio Demo (Option 5) or Bio Demo (Collective 1) / Bio Demo (Collective 2) / Bio Demo (Collective 3) / Bio Demo (Collective 4) / Bio Demo (Collective 5) you are only required to select one of these 5 options.  

• Will the instructor-led training courses be recorded? 

  Yes, instructor-led training courses will be recorded and uploaded to the UA4U Training Hub as a training resource. If you cannot attend any of your required training below, please reach out to ua-lux@ucr.edu to coordinate a make-up session in order to gain access to Lux on 10/20/2025.  

• Some of these courses don’t seem relevant to my role, do I still need to register? 

  Yes, some of the topics may not feel directly connected to your day-to-day work. 

  However, within the Lux environment, there are components within other modules outside of the Gift Administration module that are relevant to your work. Based on your role and work, we have outlined the specific training sessions that are relevant to your work within those modules and that will provide context that helps UA work more seamlessly across teams. 

• How do I cancel / reschedule a registration? 

  To register for another training course in the same category, you will need to cancel your currently registered training in the LMS system.

• Why am I seeing hybrid sessions with the Iowa room location? 

  While general courses can be attended in a hybrid format, role-specific required courses are offered in-person only. 

  If you are attending a hybrid course, a Zoom link is available and located in the LMS for your registered course(s). 

• How do I login / access Lux for the first time for training?

  Logging in to QA Staging (Testing/Training)

  https://flow-innovation-8112--qa.sandbox.my.salesforce.com/

  Username = UCR email associated with your NetID with .qa at the end (ex: TestNedID@ucr.edu.qa)

• Where is Zoom link for my session? 

  The zoom link is located in the LMS under Notes.

• Are all trainings hybrid?

  No. Please refer to Training Schedule & Paths to view your persona group’s training schedule. The schedule will indicate whether your session is in-person or hybrid. If your session is hybrid, the corresponding Zoom link will be available in the LMS under the session details. For step-by-step instructions on how to locate your link, see the FAQ titled “Where is my Zoom link?”

• I couldn’t make it to my training session. What do I do? 

  If you missed your scheduled training, please cancel your registration for that session in the LMS. Then, visit the Training Schedule & Paths to review your persona group’s training schedule and register for another available session. If no suitable sessions are available, please contact Vanessa Torrez to discuss a potential makeup session. Makeup sessions are only offered under extenuating circumstances and will be arranged on a case-by-case basis.

• I forgot to register! Can I just attend a session without registering? 

  No. All participants must register in advance before attending a training session. Registration ensures your attendance is properly recorded and credited so that you receive Lux access at go-live. If you missed your chance to register, please refer to the FAQ titled “I couldn’t make it to my training session. What should I do?” for instructions on how to reschedule.