Higher Education Data Architecture Quick Start

Completion Timeline:
Approximately 4 Weeks

Call +1 516 637 2191 or
email [email protected]
for more information.

Project Kickoff and
Business Process Reviews

We’ll discuss your finalized goals for Salesforce, including a customization plan for customization to your higher ed model.

Contact & Admin
Account Setup

We’ll create your administrative account and customize the Contact record for storing student details and information.

Affiliations and Relationships

We’ll customize the affiliations record for tracking the connection of organizations with one another, and relationships for visualizing connections between individuals, such as a student and parents.

Program Plans

We’ll configure program plans and plan requirements for tracking individual academic plans for each student.

Courses and
Academic Programs

We’ll configure courses and academic programs, those generally offered by the learning institution such as vocational or degree programs.

Salesforce Training

We’ll perform a custom, one-hour webinar training session of your Salesforce application.

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