Welcome to Lux
YOUR CENTRAL RESOURCE FOR LUX TRAINING
Launching October 20, 2025, Lux is UC Riverside’s new CRM platform, powered by Salesforce and ascend. It’s designed to streamline how University Advancement manages constituent relationships, tracks interactions, and boosts efficiency across teams.
This Training Hub is your go-to resource for:
- Updates
- Timeline & Schedule
- Training Resources
- Ongoing Support
Bookmark this page and check back regularly as we prepare for go-live!
What to Expect from Training
To ensure your training experience is effective and engaging, we’re following best practices that include:
- Role-Based Content tailored to your responsibilities
- Hands-On Practice in sandbox environments
- Clear Learning Paths so you always know what comes next
- Multiple Learning Formats like live sessions, self-paced guides, and reference materials
- Real-Time Support through office hours and help channels
- Post-Go-Live Resources for ongoing learning
- Feedback-Driven Improvements to refine future content
Training Objectives
By the end of training, you’ll be able to:
Understand Lux and Its Benefits
- Know how Lux enhances daily tasks and overall team goals
- See which business processes are now powered by Salesforce
Navigate the Lux Interface
- Log in securely and understand your dashboard
- Customize settings like notifications and list views
Complete Role-Specific Tasks
- Enter and manage constituent data
- Follow guided workflows and automations
- Complete key business transactions
Use Reports and Dashboards
- Access and interpret data in real time
- Monitor KPIs and subscribe to key reports
Collaborate Within Lux
- Use built-in tools like Chatter to communicate and track tasks
- Improve handoffs by tagging, following, and commenting on records
Maintain Data Quality
- Follow best practices for clean, accurate entries
- Understand compliance and privacy expectations
Access Support Resources
- Know where to go for help and how to submit support tickets
- Connect with your training lead or internal champion
What’s Changing for You?
With Lux, you’ll experience streamlined processes in areas like:
- Customer Service: Track cases and view a full history of interactions
- Analytics: Real-time dashboards and customizable reporting
- Proposal Management: Automated workflows for the entire lifecycle
- Collaboration: Work seamlessly in-platform instead of relying on email
Your day-to-day tools and tasks may look a little different—but we’ll guide you every step of the way.
Training Timeline
| September 2025 |
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| October 2025 |
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Training Formats Include:
- Role-Based Live Training
- Self-Paced eLearning
- Quick Reference Guides (QRGs)
- Post-Go-Live Office Hours
Phase 1 High-Level Training Topics Include:
- Salesforce & Ascend 101
- Bio Demographics
- Gift Processing
- Stewardship & Membership
- Prospect Management & Research
- Reporting & Dashboards
- Mobile App 101
Training is required for access to Lux.
Training Schedule & Paths
Please refer to the email you received from Vanessa Torrez on 9/10/2025 for your group assignment.
Group 1: Gift Administration
| Training Course | Delivery Mode | Date | Time (PST) | Registration Link |
|---|---|---|---|---|
| Bio Demo | In-Person | 10/6/25 | 9:30am - 11:00am | Register for this course |
| Gift | In-Person | 10/7/2025 | 1:00pm - 3:00pm | Register for this course |
| Prospect (Option 1) | Hybrid | 10/10/2025 | 10:00am - 10:30am | Register for this course |
| Prospect (Option 2) | Hybrid | 10/10/2025 | 1:00pm - 1:30pm | Register for this course |
| Stewardship / Membership (Option 1) | Hybrid | 10/13/2025 | 10:30am - 11:00am | Register for this course |
| Stewardship / Membership (Option 2) | Hybrid | 10/13/2025 | 1:00pm - 1:30pm | Register for this course |
| Stewardship / Membership (Option 3) | Hybrid | 10/13/2025 | 3:00pm - 3:30pm | Register for this course |
| Stewardship / Membership (Option 4) | Hybrid | 10/14/2025 | 9:30am-10:00am | Register for this course |
| Stewardship / Membership (Option 5) | Hybrid | 10/14/2025 | 11:30am - 12:00pm | Register for this course |
| Stewardship / Membership (Option 6) | Hybrid | 10/14/2025 | 1:00pm - 1:30pm | Register for this course |
Group 2: Prospect Management
| Training Course | Delivery Mode | Date | Time (PST) | Registration Link |
|---|---|---|---|---|
| Bio Demo | In-Person | 10/6/25 | 1:00pm - 2:30pm | Register for this course |
| Gift (Option 1) | Hybrid | 10/7/25 | 11:30am - 12:00pm | Register for this course |
| Prospect | In-Person | 10/7/25 | 1:00pm - 3:00pm | Register for this course |
| Gift (Option 2) | Hybrid | 10/13/2025 | 9:30am - 10:00am | Register for this course |
| Gift (Option 3) | Hybrid | 10/13/2025 | 11:30am - 12:00pm | Register for this course |
| Gift (Option 4) | Hybrid | 10/13/2025 | 2:00pm - 2:30pm | Register for this course |
| Gift (Option 5) | Hybrid | 10/14/2025 | 10:30am - 11:00am | Register for this course |
| Stewardship / Membership (Option 1) | Hybrid | 10/13/2025 | 10:30am - 11:00am | Register for this course |
| Stewardship / Membership (Option 2) | Hybrid | 10/13/2025 | 1:00pm - 1:30pm | Register for this course |
| Stewardship / Membership (Option 3) | Hybrid | 10/13/2025 | 3:00pm - 3:30pm | Register for this course |
| Stewardship / Membership (Option 4) | Hybrid | 10/14/2025 | 9:30am-10:00am | Register for this course |
| Stewardship / Membership (Option 5) | Hybrid | 10/14/2025 | 11:30am - 12:00pm | Register for this course |
| Stewardship / Membership (Option 6) | Hybrid | 10/14/2025 | 1:00pm - 1:30pm | Register for this course |
Group 3: UCRF
| Training Course | Delivery Mode | Date | Time (PST) | Registration Link |
|---|---|---|---|---|
| Bio Demo (Collective 1) | Hybrid | 10/6/25 | 11:30am - 12:00pm | Register for this course |
| Bio Demo (Collective 2) | Hybrid | 10/6/25 | 3:00pm - 3:30pm | Register for this course |
| Bio Demo (Collective 3) | Hybrid | 10/6/25 | 4:00pm - 4:30pm | Register for this course |
| Bio Demo (Collective 4) | Hybrid | 10/7/25 | 9:30am - 10:00am | Register for this course |
| Bio Demo (Collective 5) | Hybrid | 10/7/25 | 10:30am - 11:00am | Register for this course |
| Prospect (Option 1) | Hybrid | 10/10/2025 | 10:00am - 10:30am | Register for this course |
| Prospect (Option 2) | Hybrid | 10/10/2025 | 1:00pm - 1:30pm | Register for this course |
| Stewardship / Membership (Option 1) | Hybrid | 10/13/2025 | 10:30am - 11:00am | Register for this course |
| Stewardship / Membership (Option 2) | Hybrid | 10/13/2025 | 1:00pm - 1:30pm | Register for this course |
| Stewardship / Membership (Option 3) | Hybrid | 10/13/2025 | 3:00pm - 3:30pm | Register for this course |
| Stewardship / Membership (Option 4) | Hybrid | 10/14/2025 | 9:30am-10:00am | Register for this course |
| Stewardship / Membership (Option 5) | Hybrid | 10/14/2025 | 11:30am - 12:00pm | Register for this course |
| Stewardship / Membership (Option 6) | Hybrid | 10/14/2025 | 1:00pm - 1:30pm | Register for this course |
| Gift (Option 1) | Hybrid | 10/7/25 | 11:30am - 12:00pm | Register for this course |
| Gift (Option 2) | Hybrid | 10/13/2025 | 9:30am - 10:00am | Register for this course |
| Gift (Option 3) | Hybrid | 10/13/2025 | 11:30am - 12:00pm | Register for this course |
| Gift (Option 4) | Hybrid | 10/13/2025 | 2:00pm - 2:30pm | Register for this course |
| Gift (Option 5) | Hybrid | 10/14/2025 | 10:30am - 11:00am | Register for this course |
Group 4: Stewardship
| Training Course | Delivery Mode | Date | Time (PST) | Registration Link |
|---|---|---|---|---|
| Bio Demo | In-Person | 10/6/2025 | 1:00pm - 2:30pm | Register for this course |
| Prospect | In-Person | 10/7/2025 | 9:30am - 10:30am | Register for this course |
| Stewardship / Membership | In-Person | 10/7/2025 | 1:00pm - 3:00pm | Register for this course |
| Gift | In-Person | 10/7/2025 | 3:30 - 4:30pm | Register for this course |
Group 5: Alumni
| Training Course | Delivery Mode | Date | Time (PST) | Registration Link |
|---|---|---|---|---|
| Bio Demo (Option 1) | Hybrid | 10/6/25 | 11:30am - 12:00pm | Register for this course |
| Bio Demo (Option2) | Hybrid | 10/6/25 | 3:00pm - 3:30pm | Register for this course |
| Bio Demo (Option 3) | Hybrid | 10/6/25 | 4:00pm - 4:30pm | Register for this course |
| Bio Demo (Option4) | Hybrid | 10/7/25 | 9:30am - 10:00am | Register for this course |
| Bio Demo (Option 5) | Hybrid | 10/7/25 | 10:30am - 11:00am | Register for this course |
| Stewardship / Membership (Option 1) | Hybrid | 10/13/2025 | 10:30am - 11:00am | Register for this course |
| Stewardship / Membership (Option 2) | Hybrid | 10/13/2025 | 1:00pm - 1:30pm | Register for this course |
| Stewardship / Membership (Option 3) | Hybrid | 10/13/2025 | 3:00pm - 3:30pm | Register for this course |
| Stewardship / Membership (Option 4) | Hybrid | 10/14/2025 | 9:30am-10:00am | Register for this course |
| Stewardship / Membership (Option 5) | Hybrid | 10/14/2025 | 11:30am - 12:00pm | Register for this course |
| Stewardship / Membership (Option 6) | Hybrid | 10/14/2025 | 1:00pm - 1:30pm | Register for this course |
| Gift (Option 1) | Hybrid | 10/7/25 | 11:30am - 12:00pm | Register for this course |
| Gift (Option 2) | Hybrid | 10/13/2025 | 9:30am - 10:00am | Register for this course |
| Gift (Option 3) | Hybrid | 10/13/2025 | 11:30am - 12:00pm | Register for this course |
| Gift (Option 4) | Hybrid | 10/13/2025 | 2:00pm - 2:30pm | Register for this course |
| Gift (Option 5) | Hybrid | 10/14/2025 | 10:30am - 11:00am | Register for this course |
| Prospect | In-Person | 10/7/2025 | 3:30pm - 4:30pm | Register for this course |
Group 6: Fundraisers
| Training Course | Delivery Mode | Date | Time (PST) | Registration Link |
|---|---|---|---|---|
| Bio Demo (Option 1) | Hybrid | 10/6/25 | 11:30am - 12:00pm | Register for this course |
| Bio Demo (Option 2) | Hybrid | 10/6/25 | 3:00pm - 3:30pm | Register for this course |
| Bio Demo (Option 3) | Hybrid | 10/6/25 | 4:00pm - 4:30pm | Register for this course |
| Bio Demo (Option 4) | Hybrid | 10/7/25 | 9:30am - 10:00am | Register for this course |
| Bio Demo (Option 5) | Hybrid | 10/7/25 | 10:30am - 11:00am | Register for this course |
| Gift (Option 1) | Hybrid | 10/7/25 | 11:30am - 12:00pm | Register for this course |
| Gift (Option 2) | Hybrid | 10/13/2025 | 9:30am - 10:00am | Register for this course |
| Gift (Option 3) | Hybrid | 10/13/2025 | 11:30am - 12:00pm | Register for this course |
| Gift (Option 4) | Hybrid | 10/13/2025 | 2:00pm - 2:30pm | Register for this course |
| Gift (Option 5) | Hybrid | 10/14/2025 | 10:30am - 11:00am | Register for this course |
| Prospect (Option 1) | In-Person | 10/8/2025 | 9:30am - 11:30am | Register for this course |
| Prospect (Option 2) | In-Person | 10/8/2025 | 12:30pm - 2:30pm | Register for this course |
| Prospect (Option 3) | In-Person | 10/8/2025 | 3:00pm - 5:00pm | Register for this course |
| Prospect (Option 4) | In-Person | 0/9/2025 | 3:00pm - 5:00pm | Register for this course |
| Stewardship / Membership (Option 1) | Hybrid | 10/13/2025 | 10:30am - 11:00am | Register for this course |
| Stewardship / Membership (Option 2) | Hybrid | 10/13/2025 | 1:00pm - 1:30pm | Register for this course |
| Stewardship / Membership (Option 3) | Hybrid | 10/13/2025 | 3:00pm - 3:30pm | Register for this course |
| Stewardship / Membership (Option 4) | Hybrid | 10/14/2025 | 9:30am-10:00am | Register for this course |
| Stewardship / Membership (Option 5) | Hybrid | 10/14/2025 | 11:30am - 12:00pm | Register for this course |
| Stewardship / Membership (Option 6) | Hybrid | 10/14/2025 | 1:00pm - 1:30pm | Register for this course |
Group 7: Fundraising Managers
| Training Course | Delivery Mode | Date | Time (PST) | Registration Link |
|---|---|---|---|---|
| Bio Demo (Option 1) | Hybrid | 10/6/25 | 11:30am - 12:00pm | Register for this course |
| Bio Demo (Option 2) | Hybrid | 10/6/25 | 3:00pm - 3:30pm | Register for this course |
| Bio Demo (Option 3) | Hybrid | 10/6/25 | 4:00pm - 4:30pm | Register for this course |
| Bio Demo (Option 4) | Hybrid | 10/7/25 | 9:30am - 10:00am | Register for this course |
| Bio Demo (Option 5) | Hybrid | 10/7/25 | 10:30am - 11:00am | Register for this course |
| Gift (Option 1) | Hybrid | 10/7/25 | 11:30am - 12:00pm | Register for this course |
| Gift (Option 2) | Hybrid | 10/13/2025 | 9:30am - 10:00am | Register for this course |
| Gift (Option 3) | Hybrid | 10/13/2025 | 11:30am - 12:00pm | Register for this course |
| Gift (Option 4) | Hybrid | 10/13/2025 | 2:00pm - 2:30pm | Register for this course |
| Gift (Option 5) | Hybrid | 10/14/2025 | 10:30am - 11:00am | Register for this course |
| Prospect (Option 1) | In-Person | 10/9/2025 | 9:30am - 11:30am | Register for this course |
| Prospect (Option 2) | In-Person | 10/9/2025 | 12:30pm - 2:30pm | Register for this course |
| Stewardship / Membership (Option 1) | Hybrid | 10/13/2025 | 10:30am - 11:00am | Register for this course |
| Stewardship / Membership (Option 2) | Hybrid | 10/13/2025 | 1:00pm - 1:30pm | Register for this course |
| Stewardship / Membership (Option 3) | Hybrid | 10/13/2025 | 3:00pm - 3:30pm | Register for this course |
| Stewardship / Membership (Option 4) | Hybrid | 10/14/2025 | 9:30am-10:00am | Register for this course |
| Stewardship / Membership (Option 5) | Hybrid | 10/14/2025 | 11:30am - 12:00pm | Register for this course |
| Stewardship / Membership (Option 6) | Hybrid | 10/14/2025 | 1:00pm - 1:30pm | Register for this course |
Group 8: Fundraisers Annual Giving
| Training Course | Delivery Mode | Date | Time (PST) | Registration Link |
|---|---|---|---|---|
| Bio Demo (Option 1) | Hybrid | 10/6/25 | 11:30am - 12:00pm | Register for this course |
| Bio Demo (Option 2) | Hybrid | 10/6/25 | 3:00pm - 3:30pm | Register for this course |
| Bio Demo (Option 3) | Hybrid | 10/6/25 | 4:00pm - 4:30pm | Register for this course |
| Bio Demo (Option 4) | Hybrid | 10/7/25 | 9:30am - 10:00am | Register for this course |
| Bio Demo (Option 5) | Hybrid | 10/7/25 | 10:30am - 11:00am | Register for this course |
| Prospect (Option 1) | In-Person | 10/8/2025 | 9:30am - 11:30am | Register for this course |
| Prospect (Option 2) | In-Person | 10/8/2025 | 12:30pm - 2:30pm | Register for this course |
| Prospect (Option 3) | In-Person | 10/8/2025 | 3:00pm - 5:00pm | Register for this course |
| Prospect (Option 4) | In-Person | 10/9/2025 | 3:00pm - 5:00pm | Register for this course |
| Gift | In-Person | 10/9/2025 | 9:30am - 11:00am | Register for this course |
| Stewardship / Membership (Option 1) | Hybrid | 10/13/2025 | 10:30am - 11:00am | Register for this course |
| Stewardship / Membership (Option 2) | Hybrid | 10/13/2025 | 1:00pm - 1:30pm | Register for this course |
| Stewardship / Membership (Option 3) | Hybrid | 10/13/2025 | 3:00pm - 3:30pm | Register for this course |
| Stewardship / Membership (Option 4) | Hybrid | 10/14/2025 | 9:30am-10:00am | Register for this course |
| Stewardship / Membership (Option 5) | Hybrid | 10/14/2025 | 11:30am - 12:00pm | Register for this course |
| Stewardship / Membership (Option 6) | Hybrid | 10/14/2025 | 11:30am - 12:00pm | Register for this course |
Group 9: Finance & Accounting
| Training Course | Delivery Mode | Date | Time (PST) | Registration Link |
|---|---|---|---|---|
| Bio Demo (Collective 1) | Hybrid | 10/6/25 | 11:30am - 12:00pm | Register for this course |
| Bio Demo (Collective 2) | Hybrid | 10/6/25 | 3:00pm - 3:30pm | Register for this course |
| Bio Demo (Collective 3) | Hybrid | 10/6/25 | 4:00pm - 4:30pm | Register for this course |
| Bio Demo (Collective 4) | Hybrid | 10/7/25 | 9:30am - 10:00am | Register for this course |
| Bio Demo (Collective 5) | Hybrid | 10/7/25 | 10:30am - 11:00am | Register for this course |
| Gift (Finance & Accounting) | In-Person | 10/8/2025 | 11:00am - 12:00pm | Register for this course |
| Prospect (Option 1) | Hybrid | 10/10/2025 | 10:00am - 10:30am | Register for this course |
| Prospect (Option 2) | Hybrid | 10/10/2025 | 1:00pm - 1:30pm | Register for this course |
| Stewardship / Membership (Option 1) | Hybrid | 10/13/2025 | 10:30am - 11:00am | Register for this course |
| Stewardship / Membership (Option 2) | Hybrid | 10/13/2025 | 1:00pm - 1:30pm | Register for this course |
| Stewardship / Membership (Option 3) | Hybrid | 10/13/2025 | 3:00pm - 3:30pm | Register for this course |
| Stewardship / Membership (Option 4) | Hybrid | 10/14/2025 | 9:30am-10:00am | Register for this course |
| Stewardship / Membership (Option 5) | Hybrid | 10/14/2025 | 11:30am - 12:00pm | Register for this course |
| Stewardship / Membership (Option 6) | Hybrid | 10/14/2025 | 1:00pm - 1:30pm | Register for this course |
Group 10: Lite User / Read Only
| Training Course | Delivery Mode | Date | Time (PST) | Registration Link |
|---|---|---|---|---|
| Bio Demo (Option 1) | Hybrid | 10/6/25 | 11:30am - 12:00pm | Register for this course |
| Bio Demo (Option 2) | Hybrid | 10/6/25 | 3:00pm - 3:30pm | Register for this course |
| Bio Demo (Option 3) | Hybrid | 10/6/25 | 4:00pm - 4:30pm | Register for this course |
| Bio Demo (Option 4) | Hybrid | 10/7/25 | 9:30am - 10:00am | Register for this course |
| Bio Demo (Option 5) | Hybrid | 10/7/25 | 10:30am - 11:00am | Register for this course |
| Gift (Option 1) | Hybrid | 10/7/25 | 11:30am - 12:00pm | Register for this course |
| Gift (Option 2) | Hybrid | 10/13/2025 | 9:30am - 10:00am | Register for this course |
| Gift (Option 3) | Hybrid | 10/13/2025 | 11:30am - 12:00pm | Register for this course |
| Gift (Option 4) | Hybrid | 10/13/2025 | 2:00pm - 2:30pm | Register for this course |
| Gift (Option 5) | Hybrid | 10/14/2025 | 10:30am - 11:00am | Register for this course |
| Stewardship / Membership (Option 1) | Hybrid | 10/13/2025 | 10:30am - 11:00am | Register for this course |
| Stewardship / Membership (Option 2) | Hybrid | 10/13/2025 | 1:00pm - 1:30pm | Register for this course |
| Stewardship / Membership (Option 3) | Hybrid | 10/13/2025 | 3:00pm - 3:30pm | Register for this course |
| Stewardship / Membership (Option 4) | Hybrid | 10/14/2025 | 9:30am-10:00am | Register for this course |
| Stewardship / Membership (Option 5) | Hybrid | 10/14/2025 | 11:30am - 12:00pm | Register for this course |
| Stewardship / Membership (Option 6) | Hybrid | 10/14/2025 | 1:00pm - 1:30pm | Register for this course |
| Prospect (Option 1) | Hybrid | 10/10/2025 | 10:00am - 10:30am | Register for this course |
| Prospect (Option 2) | Hybrid | 10/10/2025 | 1:00pm - 1:30pm | Register for this course |
Training Resources
FAQs
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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)
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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.
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How can I prepare now?
- Bookmark this page
- Talk to your manager or change champion
- Watch for email updates
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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.
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Is training mandatory?
Yes, it’s required before system access is granted.
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Will training be recorded?
Yes, key sessions will be recorded and shared.
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Who can I contact for help?
See the contacts section below.
Contacts & Support
| Training Support | Email: ua-lux@ucr.edu Slack: Channel TBD |
| Change Champions |
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| Training Leads |
|