Blogs
Our blog will keep you up-to-date on what’s hot in our industry.
R.A.D. Uses of the Salesforce Dynamic Page Layouts
Salesforce recently released a new feature called Dynamic Forms and Dynamic Actions, which allows for the dynamic visibility of fields and actions on a record page. This currently is in beta for custom objects and [...]
Importing Search Lists, Test Scores, & 3rd Party Application Data into Salesforce
ACT, SAT, GMAC, Common App, Oh my! How do we import this data into Salesforce without relying on an IT resource? In the higher education industry, colleges and universities need to import large lists of [...]
Integrating CRM, SIS, and Other Data Sources
When it comes to integrating CRM with other systems, there are many choices and decisions that need to be made. It is important to identify the systems and data sources that need to be included [...]
Managing Recruitment and Admissions Events on Salesforce
There is no shortage of event management software on the market today. After all, event management can be a very deep rabbit hole, depending on the type of events you are trying to manage. In [...]
Configure the Login Page for Communities
Universities and colleges may choose to use Salesforce Communities for many different use cases, such as Applicant Portal, Parent Portal, International Agent Portal, Student Portal, etc. In all cases, it is necessary to configure a [...]
Is There an Easy Way to Add Fields to Your Applicant Portal?
In the ever-evolving universe of higher education, admissions departments are constantly reviewing the fields of information that are collected on their applications and making decisions about how best to accommodate every program’s changing needs. Perhaps [...]
Is There an Easy Way to Build an Applicant Portal? One Link to Rule Them All.
So, you’ve decided to use Salesforce Communities to build your applicant portal. The project requires that it serve all of the programs at your institutions, from undergrad and grad to continuing education and adult learning. [...]
CRM: A Recruiter’s Best Friend
My first job after college was as an Admission Counselor and Recruiter. Like many young people in the profession, I started working in the Admission and Visit Office as a student where I was introduced [...]