You’re invited to join us for the October 8 meeting of the Upper Midwest Higher Education Salesforce User Group! We've got some great speakers and topics, and the meeting will be in a virtual format to make it easy and safe for you to participate.
There is no cost for this event, and it provides great opportunities to learn from and network with other Salesforce Higher Ed users.
About this event
You’re invited to join us for the October 8 meeting of the Upper Midwest Higher Education Salesforce User Group! We've got some great speakers and topics, and the meeting will be in a virtual format to make it easy and safe for you to participate.
There is no cost for this event, and it provides great opportunities to learn from and network with other Salesforce Higher Ed users.
Speakers
Brian Karcinski
University of Florida
Salesforce Solution Architect
Jessica Talbert
Salesforce.org
Director and Industry Advisor for Recruitment and Admissions
Farrah Friedrich
University of St. Thomas
Senior Systems Analyst for CRM (Salesforce)
Paul Brown
Grinnell College
Salesforce Administrator
When
Thursday, October 8, 2020 2:30 PM – 5:15 PM (UTC)
Agenda
2:30 PM
Introductions and Welcome
2:40 PM
Keynote - Growing the University of Florida Enterprise Organically to 700+ Users in Two Years - Brian Karcinski, Salesforce MVP
The University of Florida’s CRM Team has built a single Salesforce org that serves as the case management solution for nearly 30 academic advising offices from 12 colleges, the Division of Enrollment Management (Registrar, Student Financial Affairs, Admissions), offices within the Division of Finance and Accounting (Bursar, Payroll Services, and Disbursement), units within the Offices of Research (IRB, Tech Licensing), offices from the Division of Student Affairs, and multiple offices in Human Resources. The team has relied upon and expanded EDA to include not only academic program and course enrollment information from PeopleSoft Campus Solutions, but also Human Resource data, information from the University’s Finance and Accounting systems, personal and demographic information from UF’s Master Data Management Person Hub, and data from other systems of record. The foundation of the enterprise org is a public/read-only Account & Contact model which contains over 1 million unique contacts with over 1.4 million affiliations. A tremendous advantage for the institution is derived from the fact that cases for all of these constituents are managed in a single org. This centralization allows University administrators to establish baselines (for the first time) regarding the number of cases and interactions along with response times and time to resolution. In 2019 over 401,000 cases were created and over 373,000 emails were sent.
3:20 PM
Break
3:25 PM
Session 1: The Future of Recruitment and Admissions with Salesforce.org - Jessica Talbert
This session will focus on innovation within the Salesforce.org Learner Success portfolio. We believe equality begins with education, and we empower institutions to transform learner engagements into lifelong relationships with solutions across the entire lifecycle. We will discuss how we view Learner Success holistically as Recruitment, Admissions, and the Student Experience. Topics will include additions to our Education Data Architecture (EDA); new Recruitment templates for Marketing Cloud, Einstein, and Tableau; additions to our Advisor Link product; and an overview of our NEW Recruitment and Admissions product, launching later this year!
4:05 PM
Break
4:10 PM
Breakout Session 1: Get into the Flow of Things: An introduction to Flow and the Spring ’20 Updates - Paul Brown, Grinnell College
Looking to automate business processes without code? This session will introduce you to the powerful declarative tool that is Flow. Never heard of it? Not a problem! We’ll cover the basics of setting up a flow and ideal use cases. Familiar with Flow already? We’ll also be covering the newly released features of Flow in the Spring ’20 release. Whether you’re looking to level up your skills or just curious about new features, this session has something for you!
4:10 PM
Breakout Session 2: Salesforce + Surveys: Using the Goodness of Salesforce With Your Survey Platform to Create Meaningful Data - Farrah Friedrich, University of St. Thomas
Departments all over your campus are probably using a variety of survey tools to collect student data, which ends up sitting in a 3rd party database or in spreadsheets on desktops. That makes for messy, inaccurate, and time consuming reporting. The whole idea of Salesforce is to get meaningful student data into a single platform, so you have a "360 degree view" of your students, and use that data to make informed decisions. So why do we continue to have student survey data sitting in external, disconnected systems? At the University of St. Thomas, we've evaluated and tried all sorts of solutions -- Survey Monkey, Form Assembly, custom web forms, and Salesforce Surveys. We finally discovered a solution, Qualtrics, that has allowed us to land survey data automatically back into Salesforce on any object (custom or standard). Find out how the we've stepped up our Qualtrics game, which has saved staff a significant amount of manual steps and improved real-time reporting.
