Re-issuing a Certificate

This small guide shows you how to quickly and easily find and reissue a students certificate. 

1. Search for the Student

The first step is to find the student in Salesforce. This can easily be done using the Salesforce global search bar. 

You can search by the students name or any other details you have. Their email address, phone number, student number - anything will work! 

2. Review the Student's Attended Courses

Once you have found the correct student, you can view the courses they have attended to find the correct one for which the student would like a copy of their certificate.

Navigate the the 'Related' tab, and scroll to the 'Courses Attended' list. Note, courses are automatically sorted to show those most recently completed first in the list.

If the student has completed a lot of courses (the maximum shown in the list is 6) you can use the 'View All' link to see a list of everything. 'View All' is very helpful as it will show more columns to help you locate the correct course. You can even sort the list! Simply click on the heading to sort ascending or descending.

Once you have located the correct course, click on the A-000 number. This shows all the students activity on that particular course. For example - 

1. In the 'Activity' section on the right you will see all the email communication sent to the student, including their original course confirmation and certification email

2. Under the 'Related' tab you will also find the original certificate in the 'Notes & Attachments' section

You could download the student original certificate from here. A better way however is to...

3. Use the 'Send Certificate' button

In the top right hand corner of your screen you will find a host of buttons. One is a 'Send Certificate' button.

You may have to use the down arrow to locate the send certificate button.

Always be sure to check that the student's competencies / certification is still valid. You can see the qualification expiration date on the attendee record.

Once pressed, you will be presented with options of what you would like to do with the certificate - 

  1. Download
  2. Send to Student
  3. Send to Employer

In this instance, choose the 'Send to Student' option

The system will then merge and send the certificate to the email listed on the Students record. The date of issue on the certificate will always be maintained from the students original certificate.

An activity will be stored against the attendee record inside Salesforce to log the action.