Higher Education Data Architecture Quick Start

Higher Education Data Architecture Quick Start



Completion Timeline:
Approximately 2 Weeks

Call +1 (289) 937-1775 or
for more information.


Project Kickoff and Business Process Reviews

  • At the beginning of the project, we will discuss your finalized objectives for Salesforce, including a customization plan tailored to your higher education model.

Contact & Admin Account Setup

  • We will create and customize your administrative account and Contact record, ensuring efficient storage of student details and information.

Affiliations and Relationships

  • The Affiliations record will be customized to track the connections between organizations, while the Relationships feature will visualize connections between individuals, such as students and parents.

Program Plans

  • We'll configure program plans and plan requirements to efficiently track individual academic plans for each student.

Courses and Academic Programs

  • Configuration of courses and academic programs, encompassing vocational or degree programs typically offered by the learning institution.

Salesforce Training

  • To ensure seamless implementation, we will conduct a custom one-hour webinar training session, focused on your specific Salesforce application for higher education.