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Salesforce GO-LIVE


Welcome to Lux

YOUR CENTRAL RESOURCE FOR LUX TRAINING

UCR Salesforce Lux logo

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:

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
  • Training schedule released
  • Registration opens
  • Salesforce & ascend 101 available September 3 - 30th
October 2025
  • In-person, instructor-led training sessions will be held the week of October 6th and October 13th
  • Go-live on October 20th
  • Support materials and go-live resources available
  • Mobile App 101 and Reporting /Dashboards 101 available week of October 6th

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 (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) 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 10/10/2025 3:00pm - 4:30pm 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 11:30am - 12:00pm Register for this course

 

Group 9: Finance & Accounting

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 (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 Office Hours (Week 1)

Delivery ModeGroupDateTime (PST)Zoom Link
Virtual 1-10Friday, 10/10/2511:00am - 12:00pmJoin Office Hours
Virtual (Technical resources will be available for gifts topics, but business process questions about gifts aren't available at this session.)1-10Friday, 10/10/252:00pm - 3:00pmJoin Office Hours

Training Office Hours (Week 2)

Delivery ModeGroupDateTime (PST)Zoom Link
Virtual1-10Wed, 10/15/2511:00am - 12:00pmJoin Office Hours
Virtual1-10Wed, 10/15/251:00pm - 2:00pmJoin Office Hours
Virtual (Technical resources will be available for gifts topics, but business process questions about gifts aren't available at this session.)1-10Thurs, 10/16/259:30am - 10:30amJoin Office Hours
Virtual (Technical resources will be available for gifts topics, but business process questions about gifts aren't available at this session.)1-10Thurs, 10/16/253:00pm - 4:00pmJoin Office Hours
Virtual1-10Fri, 10/17/259:30am - 10:30amJoin Office Hours
Virtual1-10Fri, 10/17/251:00pm - 2:00pmJoin Office Hours

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 will be provided prior to the training. 

  • 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)

Contacts & Support

Training Support Email: ua-lux@ucr.edu
Slack: Channel TBD
Change Champions
  • Vanessa Torrez
  • Brandon Westenberger
  • Crystal Sankey
  • Alexis Szewczuga
  • Brock Cavett
  • DuBron Rabb
  • Jeremy McWells
  • Kim Byrd
  • Tim McPheron
Training Leads
  • Vanessa Torrez – Salesforce and ascend 101
  • Devlin Smith – Constituent & Organization (Bio Demographics)
  • Kim McDade & Josh Carter - Gift Processing
  • Matt Heimdahl – Reporting & Dashboards
  • Ian Foster – Stewardship & Membership
  • Alexis Szewczuga – Prospect Management & Research, Mobile App
  • Additional roles TBD (Portal, Volunteer, Events, Marketing Cloud)

 

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