Salesforce for Admissions – Appointment Manager

When using Salesforce to manage relationships with applicants and students, how can colleges and universities publish an online calendar of their staff availability, allow prospects and students to self-register for appointments, as well as display a calendar as a single source of truth (SSOT) in Salesforce to the staff users of the system? Learn more about how we use Events Rx with FormBuilder Rx to deliver high-powered appointment scheduling and management on Salesforce.

2023-03-01T12:07:25-07:00August 2nd, 2019|

Higher Education CRM Salesforce’s Experience Cloud- Help Text with FormBuilder Rx

How can you use Enrollment Rx's FormBuilder Rx to to add help text to external facing forms on Salesforce Experience Cloud higher education CRM? When building public-facing forms and portals on Salesforce, instructional text, or help text, may be needed in an effort to clarify the process for end-users. FormBuilder Rx has several options to help make it easier!

2023-02-27T11:28:39-07:00August 1st, 2019|

Best Practices for Integrating Salesforce CRM with SIS in Higher Education College Admission Management Software

How should colleges and universities approach system integration between their Constituent Relationship Management (CRM) and Student Information System (SIS) to best manage their college admission software? How can schools use Salesforce alongside other enterprise systems (e.g. Banner, Colleague, Peoplesoft, Jenzabar etc.) to manage recruitment and admissions?

2023-02-16T14:12:05-07:00July 30th, 2019|

CRM for University Admissions on Salesforce Auto-Populating Event Registration Forms

Whether it is inviting prospective students to specific recruiting and admissions events, or notifying accepted students of an upcoming orientation, how can higher education best use Salesforce to deliver personalized event registration forms that can automatically populate existing data based on configurable rules?

2023-02-13T11:27:23-07:00July 29th, 2019|

Higher Education Enrollment Software on Salesforce- Managing Recruitment and Admission Events

How can colleges and universities best use the Salesforce platform to manage the recruitment and admissions events that make up their enrollment processes? How can they create and control a calendar of upcoming events and allow prospective students to register for different types of upcoming activities?

2023-02-13T11:15:10-07:00July 28th, 2019|

Higher Education Admission Software Salesforce Experience Cloud- Recommendation Letters

Many colleges and universities require prospective students to submit letters of recommendation as part of their applicant process. How can institutions use higher education admissions software from Enrollment Rx and Salesforce's Experience Cloud to collect recommender information in an applicant portal?

2023-01-30T11:55:54-07:00July 27th, 2019|