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

One of the biggest mistakes when it comes to testing, is assuming that if you cover 100% lines of code you are adequately covered. Just because you have code coverage it does not mean you are covered.

Chances are that if you’ve developed custom code on your org, you have at least 75% code coverage on the Apex portion of that. Because Salesforce requires that to deploy. But that alone is not a testing strategy for your Org. How much testing should you have? What type of testing should you do? What should you test? These questions are often overlooked when it comes to developing software on the Salesforce Platform.

If you are a manufacturer using Salesforce, this post has summer ’18 features to help you to get more from Salesforce, prevent future problems and provide insights to your users.

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.

If you are in the process of upgrading to lightning, this post will help you plan what to do after running the readiness report.

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 in Higher Ed  using Salesforce, this post describes you spring 18 features which would save you lot of time, prevent problems and provide you with more capability.