You’re invited to join us for the August 6 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 August 6 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. We will also be giving away a free certification voucher at this meeting (valued at $200 each, must be present to win).
Speakers
Cody Kaemingk
Dordt University
Nick Lindberg
University of Minnesota
System Admin
Cameron Aisenbrey
Iowa State University Foundation
When
Thursday, August 6, 2020 6:00 PM – 8:15 PM (UTC)
Agenda
6:00 PM
Welcome and Announcements
6:10 PM
Dordt University: From Excel to Salesforce AI. How did we get here? (Cody Kaemingk, Dordt University)
Comprised of a small team with no coding or IT experience, Dordt’s enrollment & marketing units took up the task of implementing Salesforce and Pardot. In the last 18 months Dordt has gone from home-grown reporting out of the SIS to full implementation of the EnrollmentRx suite, Pardot, and various Einstein products. Follow along with Dordt’s journey and what is on the map next.
6:50 PM
Break
6:55 PM
The Journey to Go Live (Cameron Aisenbrey, Iowa State University Foundation)
Over the course of three years, the Iowa State University Foundation plans to make the move from Agilon One to Salesforce. As of Summer 2020, we have officially launched Phase I and have went live. This first phase includes the formation in Salesforce of donor information, giving data, funding opportunities, and stewardship/engagement. Learn more about our three phase approach to adoption, our work with a Salesforce partner, the development of our first phase, and how a pandemic may have thrown a curveball into the launch, but it didn’t stop go live from coming in May 2020.
6:55 PM
Integrations and Master Data Models (Nick Lindberg, Carlson School of Management at University of Minnesota)
Our Salesforce implementation has been centered on integrations to get a 360 degree view of corporate relations. During this session we will speak about how we are using Dell Boomi to move data from source systems into Salesforce. We'll also speak to the use cases when a school should consider Master Data Hub to manage the companies and contacts across multiple sources.
7:45 PM
Discussion and Q & A
This is an open-discussion that gives you the opportunity to talk about the meeting sessions, ask questions, share about things you are working on, and meet other higher-ed users.
