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.

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.

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.

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.

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.

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.

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.

I had the privilege of attending this week's HEDA OSS Sprint event in Boston, organized by Salesforce along with Higher Ed Salesforce Users. 

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. 

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!

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. 

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.

We find a lot of Colleges and Universities that have potential to utilize the Higher Education Data Architecture (HEDA) Framework for their instance of Salesforce.com. The first question I tend to hear from our clients in the Higher Education sector seems to always be, “We already have the Non-Profit Starter Pack (NPSP) installed in our instance of Salesforce.com, could we still install HEDA?”

If you’re a university using Salesforce CRM for your enrollments and if you’re not using apps like TargetX or Enrollment RX, you might be tracking your prospective and registered students using the native Salesforce objects like contacts, accounts and leads. With my experience in implementing Salesforce for more than 25 universities, I have seen huge issues stem from this kind of customization which could impact you sooner or later.

If you currently work in the marketing, enrollments or registration departments of a University and have just began using Salesforce, one of the challenges you may face is deciding the best way to store student information and track prospective and registered students. Here are some options to help you decide the best approach.