Higher Education Data Architecture Quick Start$3,950 Completion Timeline:
Approximately 4 Weeks Download As PDF
Project Kickoff and Strategy Sessions
- 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.
- 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.
- We’ll reformat and import a spreadsheet of up to 1,000 rows of data, including contacts, activities, and order history.
- We’ll perform a custom, one-hour webinar training session of your Salesforce application.