Author: buyan47
Updating master object field with most recent child objects record in salesforce crm..
If you are using salesforce crm, one of the challenges is to update master object fields with most recent record child record field. E.g would…
Deduping strategy across multiple systems for universities using salesforce
If you are an university using sfdc and if you have a data warehouse, student information system like Banner, one of the challenges is to…
Loading data in SFDC, compare tools and prevent problems
This post is a session which i did yesterday at philly force admin group. My session covered topics on how to use jitterbit data loader,…
Using process builder to update the last contact your faculty had with student for university salesforceCRM users..
If you are an university using salesforce CRM, one of the actions your student counselor would like to know the date and time when your…
How to merge student records after deduping and proactively prevent major disasters..
If you are an university using salesforce crm, one of the common challenges you face is merging student records after finding the duplicates using demand…
Prevent duplicate contacts on lead conversion and enable automatic lead conversion for universities using salesforce..
If you are an university and using salesforce, one of the challenges we face is converting lead to contact without creating duplicate contacts in salesforce…
Before you implement communities in your university, here is your questions answered..
This is the story of me who works for an university salesforce user or I am working in marketing , advancement or enrollment business unit…
Key takeaways from the higher ed summit on use of communities in universities..
The higher ed summit in Miami was a great event and I had learnt a lot on best practices implemented by several universities. I want…
Creating Road maps for salesforce projects for universities new to salesforce
If you are an university using salesforce for the first time or already have an instance, one of the exercises IT managers and business executives…
Spring 15 features for higher education universities.
If you are an university using salesforce crm, here is a good list of features which you should leverage for free which should help you…
