If you are using Salesforce and using HEDA or planning to use HEDA, Here are some questions we wrestle with.
If you are in Higher Education using Salesforce and Lightning, this post would help you to prepare for key features which would help you to do more, provide insights to your users and prevent problems.
For folks in Higher education who are planning to do an implementation in Salesforce and Marketing cloud, this session is a must attend. I am very happy to announce that I will be co-presenting a Dreamforce session along with Cal State on this session. A special thanks to Jake Hornsby who would be presenting with me on this.
Whether you are an institution looking to implement Salesforce for the first time, transition off of another CRM or transition from Sales Cloud, Enrollment RX, or Target X chances are you’re looking for a way to make the most of your investment in Salesforce’s Higher Ed Data Architecture. Over the past 2 years I’ve been working with clients to define an approach to HEDA that maximizes their investment in Salesforce and delivers immediate impact to end users. As with all things, they key to success is to plan and then plan some more. In my opinion, considering the following at the beginning of your journey will pay dividends in the end.
It wasn’t your decision, you warned everyone against it, but not now you are stuck with the dreaded Picklist (Multi-Select) field type and even worse you must clean up and map the existing data values based on new business needs. Where do you start? What do you do?
And How to Avoid It