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