It is common in admissions management for applicants to defer enrollment to a future term or a different program. When this happens, institutions must decide how to manage existing application data while preserving the integrity of enrollment analytics.
How should a system create a new application for a future term while maintaining accurate reporting for the original application? How can previously submitted data and documents be reused without losing historical context?
Managing Deferred Applicants in Salesforce for Admissions
Enrollment Rx Core provides a solution through its proprietary Super Clone functionality. Learn more about ERX Core here: https://www.enrollmentrx.com/products/core-rx/
Super Clone allows colleges and universities to define rules for copying application records when an applicant defers. This includes related records such as admission documents, transcripts, and letters of recommendation.
In Salesforce terms, this functionality enables institutions to copy child and grandchild object records. This level of control is essential for managing deferred applications within Salesforce for admissions.
How Super Clone Works
With Super Clone, admissions staff can create a new application record for the future term while duplicating relevant data from the original application. Teams can define which records should carry forward and which should remain tied only to the original application.
At the same time, all previous application records remain intact. This ensures that enrollment funnel reporting and analytics for the original term are not affected.
Preserving Enrollment Data and Reporting Integrity
Maintaining accurate historical data is critical for enrollment management. By keeping original application records unchanged, institutions can continue to report on past performance while supporting future enrollment activity.
This approach allows teams to balance operational efficiency with data integrity.
See Super Clone in Action
In this webinar session, Enrollment Rx’s Director of Client Services explains how Super Clone helps institutions manage deferred applicants in Salesforce.
Watch the webinar session here: https://www.youtube.com/watch?v=LXQYnzg_AwM
Explore more ERX products and functionality: https://www.enrollmentrx.com/solutions/products/
Request a demonstration: https://www.enrollmentrx.com/contact/
