Blogs
Level Up Your Education Institution with Salesforce: Join Eigen X's Dreamforce Watch Party!
Dreamforce is just around the corner, and if you're an education institution interested in learning how other educational institutions are using Education Cloud to address challenges in areas such as financial aid, recruitment, student success, and more
Join us for these sessions at Education Summit!
The Salesforce Education Summit is heading to San Diego, and Eigen X is thrilled to be a part of the action! As attendees gear up for the insightful and inspiring conference, our team members are eagerly anticipating the must-attend sessions.
Salesforce Spring '21 Features for Higher Ed
If you are a Higher Education user using Salesforce, Here is my blog on spring 21 which will help your admissions, marketing, service teams do more, prevent problems and generate more insights.
Implementing work.com in Higher Ed Salesforce Orgs
Today, Universities may be struggling to plan a way to open their campus safely, maintain their employees safety, and comply with state and county guidelines. If you are using Salesforce, you are in luck!
Increasing Retention- EDA 1.85 Release -Term Grade and Attribute Object
Now you have the ability to track student grades for your programs and non-credit courses with the Term Grade object.
Summer 19 features for Higher Ed users which would help you do more, save time and increase adoption
If you are in Higher Education and using Salesforce Lightning , My blog here on summer 19 would help you to focus on the right feature which would help you to do more, save time and increase engagement with your current audience.
Spring 19 features (Lightning) for Higher Education
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.
How to make the most out of your transition to HEDA: Measure Twice, Cut Once
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.
Summer ’18 for Higher Ed- Admissions, Marketing, IT and One Stop
If you are a University or Higher Ed institution using Salesforce, this post has Summer ’18 features specific to Higher Ed which will help you get more from Salesforce, prevent problems and provide insights to your users.
Sessions and tips to watch out for the Higher Ed Summit 2018
With the Higher Ed summit 2018 a week away in Washington D.C, Most of the folks would be getting ready to choose their agendas from the mobile Salesforce events app. If you have already registered, you should download Salesforce events app from the app store and use your registration number to log in and start choosing your sessions.
Lightning Features for Higher Ed (Winter '18)
If you are a University using Salesforce and plan on making the move to lightning , Winter ’18 has come up with great features which you should leverage immediately.
Classic features for Higher Education (Winter '18)
If you are a University or College using Salesforce, this post provides you information on Winter ’18 features. These features will help your enrollment, one stop service, marketing teams, communities and IT teams make their jobs easier with more automation and increased capability.
Best practices migrating data to HEDA template
I had the privilege of attending this week's HEDA OSS Sprint event in Boston, organized by Salesforce along with Higher Ed Salesforce Users.
Salesforce Higher Ed for Marketing (Summer '17)
If you are a Salesforce Admin , it is always painful when you have no way of detecting your customers automatically when they are interested in another product or service and fill up a web to lead form.
New Features for Salesforce Higher Education (Spring '17)
Here are some key features which Higher education users should leverage in Spring 17. Be sure to check out the free apps and other interesting tips in my blog!
Two must attend sessions at Higher Ed Summit 2017
If you are already using Salesforce and using Targetx package, this session would help you to learn best practices to migrate to HEDA, things to consider which would help you to prevent major problems. UTSA Grad school is co presenting with me on their story on how they planned their migration to HEDA from their current org, challenges they faced and how they overcame them.
New features for Higher Education (Spring '17)
If you are a university using salesforce , the latest spring 17 release brings a bunch of features which would help your university a lot. Since reviewing the release notes could be overwhelming, I made it easy for you by categorizing the features into 3 categories namely time saving features, prevent problems and more capability.