Spring 18 Classic features for Higher Ed which would save you time, provide more insight and prevent problems

If you are in Higher Ed  using salesforce, this post describes you spring 18 features which would save you lot of time, prevent problems and provide you with more capability.


Linked in Lead generation

If you want to generate your prospective students from Linked in especially for continuing education courses, you can now automatically add leads to Salesforce from LinkedIn Lead Gen advertisements. When prospective customers fill out a form on your LinkedIn ad, we convert the data directly to new Salesforce leads. This feature is new in both Lightning Experience and Salesforce Classic.

Assign the new leads to the user or queue you choose. You can add up to 500 leads from LinkedIn per day. If the number of leads you get in a day exceeds the limit, we email the additional leads to the default lead creator you designate in Setup.

Marketing Department

Report on Customizable Campaign Influence

With the new Campaigns with Influenced Opportunities (Customizable Campaign Influence) standard report type, your marketing team can quickly see the number of opportunities and amount of revenue each campaign has influenced. Marketers can stay on top of which campaigns are performing well and make adjustments as needed.

Marketers can choose the new standard report type. The Report Builder creates reports showing each campaign with its opportunities and their value. If you are not using opportunities, you should be leveraging them to measure campaign ROI. This can be easily done with automation. Reach out to me for a sample automation script to create opportunities automatically.

Gmail Users

When your advisor select Chatter notification emails in their inbox, Lightning for Gmail now shows the profile information for the user who made the post in Chatter. It also includes the record the comment was posted on. Lightning for Gmail is also smarter about matching email addresses to records in Salesforce, and no longer asks advisors to create a user representing the Chatter email address (reply@chatter.salesforce.com). These changes apply to both Lightning Experience and Salesforce Classic.

Outlook Integration

Pin Lightning for Outlook Open When Composing Emails

Reps can maintain their momentum while writing and working with emails by pinning Lightning for Outlook open. There’s no need to open the feature over and over again to access customer data. The pin option is now available in Outlook 2016 on Windows that is installed using Click-to-Run with build 7900 or higher, with no additional setup required. This change applies to both Lightning Experience and Salesforce Classic.

More capability

Email Search has Finally Arrived

Searching for emails in Salesforce is now possible. You can now search your student emails quickly on the global search.

You can now use groups, group memberships, topics, and topic assignments with workflow rules and Process Builder. Send automatic emails to a group owner when a member leaves. Or automatically add a specific topic to a post. This feature is available for use anywhere you use processes and workflow rules.

For example, you want to keep close tabs on the topic #AwesomeAdmin in your Org. You create a process in which you get an email every time someone assigns the topic to a post. That way you are pinged whenever someone is happy with your admin’s work.

One stop service center

Get the Right Work to the Right Agent, Right Away, with Skills-Based Routing (Beta)

Assign skills to your agents, and route work items to them based on their skill sets with skills-based routing (beta). You can use skills-based routing instead of queues as a more flexible way of routing cases and work items. Skills-based routing uses the Service Resource, Skill, and Pending Service Routing objects and is set up through the API. Contact Salesforce to enable skills-based routing for Omni-Channel. This change applies to both Lightning Experience and Salesforce Classic.

Define Case Rules and Routing Without Using Apex

Use rules to define how new cases originating on social media are assigned and routed to agents. Rule-based routing eliminates manually routing cases or using custom Apex. And in addition, it takes just a checkbox in Setup. Create case assignment rules using clicks, not code, to quickly resolve cases. This change applies to Salesforce Classic and Lightning Experience.


Assign Audiences to Page Components

You can now assign most audience criteria to individual components on a page, making it that much easier to get the right content in front of the right members.

Say that you have a page that’s assigned to customers in the U.S., but you want different topics and feeds to appear for customers in California. Go to the page in Builder, and click the component. Check out the blue outline.

Use CRM Fields to Target Audiences

There is more power to the User audience criteria. Select your way to fields on CRM objects, like contacts or accounts, and create audience criteria that you can apply to pages, branding sets, and components. Drill in up to four levels, and get to the field that you really want. Now you can target your audience with awesome precision.

Let’s look at how it works. Say if you want to set up your community so different pages appear to different departments

Marketing cloud features for partner communities

Create and Personalize Partner Campaigns with Distributed Marketing (Pilot)

Pre-build consumer journeys with Marketing Cloud and deploy them to your partner networks; including franchise owners, financial advisors, and insurance agents. Partners using Sales Cloud, Service Cloud, or Community Cloud can then easily manage and personalize these consumer journeys.

This can work for higher ed institutions who use third-party lead generation services like international partners to get prospective students. You can create prospective student journeys which can be leveraged by these partners to provide the same experience to the students.

To summarize, I would say here are the top 3 features which higher ed institutions should leverage from Spring 18.

  1. Linked in lead generation.
  2. Campaign influence reports
  3. Outlook and Gmail feature in spring 18.

Please feel free to post your comments below for any questions. If you have any specific question on a topic, feel free to email me at buyan@eigenx.com.

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Author: buyan47

Hi there! My name is Buyan Thyagarajan. I am a Salesforce consultant specializing in Higher Education, Manufacturing and Marketing Automation. My blogs will help you to maximize your Salesforce CRM investments, prevent problems beforehand and make the right decisions. If you need to talk to me right away, you can email me at buyan47@gmail.com or call me at 302-438-4097

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