If you are in higher ed using classic version of salesforce, this blog post would help you to leverage features which would make your life easy, prevent problems and provide more insights. On a side note, please plan to move to lightning next year as you would be losing a lot of features.
For Student Communities.
Let your Student alumni and applicant community Users Log In with Their Phone Number, Email, or Any Identifier You Choose
In just a few clicks, you can deploy login pages that simplify how external users log in to your community. With the Login Discovery feature, you can let your external users identify themselves using something other than a username, such as a phone number. Instead of a password, they can verify their identity with a code sent to their email or mobile device. And, if your org is enabled with multiple Identity Providers (IdPs), login is a one-step process—users bypass verification altogether.
How does this help you? This would be a great feature for international students community users who tend to access communities through the mobile device a lot.
Take the Knowledge articles that your support team already uses for solving customer problems, and share them directly with everyone. With your help center’s public access, customers don’t have to log in to find solutions. On the Home page, customers can jump right to featured topics or enter a search term. On the Customer Support page, customers can file a case or get on-the-spot access to articles related to their issue.
How does this help you? If you have a lot of articles on faq on your student requests, you can directly convert this to a knowledge base and save a lot of time on support.
Enjoy the Give and Take of Discussions of your student communities in Your Feed
A thread is any feed item that has one or more levels nested under it. For example, a question with an answer or a comment with a reply is a thread. A threaded discussion can have up to three levels of replies. Discussions are indented to make it clear who’s responding to what. This would help to increase engagement within your student communities.
How does this help you? You can allow your students to respond to several threaded requests in one feed instead of jumping to different posts saving a lot of time in emails.
Allow Guest Users to Access Flows
Allowing guest users to access flows means you can serve up multi-part forms and decision trees aimed at gathering specific data before a user registers. Admins can register users at the end of the flow and pull in all previously entered information. I
How does this help you? If you have international students, you can have students follow through the registration pages with GDPR compliance forms automatically before they register on your community portal.
How: Enable Work.com’s Thanks feature. In Classic, from Setup enter Work.com in the Quick Find box, and then select Work.com Settings.
How does this help you? You should leverage these badges to increase adoption within your student communities.
Salesforce guarantees to retain your field history data for up to 18 months. To ensure high availability of data and accommodate the fast-growing data needs of our customers, up until now, we haven’t enforced the 18-month retention policy. Starting with Winter ’19, you can access data older than 18 months only in a limited fashion via the API. In Spring ’19, we start deleting the data. To retain field history longer, purchase the Field Audit Trail (FAT) add-on.
How to prevent this from impacting you? I would highly recommend using a backup tool like own backup or download your field history tracking data to a local database like SQL server. 😕
Marketing and Admissions
The ProfileId field shows the Salesforce profile ID of the user who viewed the Visualforce page. The LogDate field shows the date that the user accessed the page. This field provides more insight into page usage than the MetricsDate field, which represents the date the metrics are collected.
This would help in deciding which pages to migrate to Lightning easily. Here is the soql query to get the visual force page metrics for your org.
SELECT ApexPageId, DailyPageViewCount, Id, ProfileId, MetricsDate, LogDate FROM VisualforceAccessMetrics
Apex Replay Debugger is generally available when Salesforce Extensions for VS Code v44 is released on October 13, 2018, replacing the beta version that was released in Summer ’18. This would only be available if you Visual studio code as IDE.
Apex Debugger, our interactive debugger, debugs only sandboxes and scratch orgs. But you can use Apex Replay Debugger in any org that you have the source code and a debug log for, including your production org. Apex Replay Debugger is not only free, but it’s also open source!
For developers, this would be a great tool to debug easily than parsing debug logs. Please click here for more instructions on setting up this debugger.
Keep Your External Data Up to Date with Change Data Capture (Developer Preview)
Receive near-real-time changes of Salesforce records, and synchronize corresponding records in an external data store. Change Data Capture publishes change events, which represent changes to Salesforce records. Changes include creating a record, updating a record, deleting a record, and undeleting a record.
This is a beta feature available only to selected users who participate in a pilot program. This can be used to sync your SIS systems real-time based on changes to application, contact and affiliation records.
To summarize, I would recommend the following 3 features which you should leverage right away.
- If you are using a community, leverage the login with a phone number which would save a lot of time troubleshooting login time. 🙂
- If you are using Pardot and Salesforce, you should create campaigns in Salesforce and let the syncing feature sync your campaigns on both systems which would help you to measure campaign ROI. 😎
- Watch out for the field history tracking limitation which would bite you when you want a report on fields beyond a year. Take backups of your database.
As always feel free to post your questions and comments below or email me at firstname.lastname@example.org for further questions.
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