Category: Higher Ed
4 Points to Consider for a Rollback Plan Ensuring a Stress-Free Org Merger
Merging Salesforce org is a common occurrence in the world of Salesforce administration. However, as with any major change, it’s essential to have a plan…
How to prevent duplicate company information proactively using Salesforce
If you are a higher ed institution working with organizations and students, one of the common challenges is keeping your org clean of duplicates. With…
Leveraging Apsona for Higher Ed for Time Savings and Data Quality
If you are in higher education using Salesforce, chances are you may be working with multiple systems like Salesforce for inquiries, a separate system to…
6 Exciting Dreamforce Higher Ed sessions you should attend that would help to learn, do and connect with more peers
If you are in higher education attending dreamforce or planning to see dreamforce sessions, my blog here will provide you guidelines on some key sessions…
How to Increase Enrollment and Revenue for Universities with FormAssembly Workflow
As a higher ed Salesforce admin or CRM manager, we are used to building student communities with RFI and applicant forms that leverage FormAssembly to…
How to position yourself for a consulting career as a Salesforce admin
As a Salesforce admin at some point in your career, there is always a small nudge in you to think about a career change, shift…
How to increase adoption with appreciate inquiry process for CRM projects
As a CRM Leader or Salesforce admin, deploying new products, features in Salesforce at the end of the day boils down to effective change management…
How to avoid costly time delays on building custom applicant portals for Higher Ed and deliver quickly
Due to a decision to move California State University, Monterey Bay’s web content management system from Drupal to TerminalFour, a new solution for our applicant…
Summer 21 features for Higher Ed that will make your admission, marketing, Student Community, service, and IT team happy, do more, and prevent problems
If you are in Higher Education using Salesforce CRM, my post below talks about specific features in summer 21 for admissions, service, marketing, Student community,…
EASY as 1,2,3: Best Practices for Implementing Free, Open-Source EASY Solution for Student Applications
We implemented EASY, an open-source solution for building applications (think admissions applications, not an app in Salesforce 😁), and it has been a great tool….
