Higher Education Data Architecture Quick Start

$3,950 Completion Timeline:
Approximately 4 Weeks

Call (800) 951-7651 or email [email protected] for more information.

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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.

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.

Spreadsheet Import

  • We’ll reformat and import a spreadsheet of up to 1,000 rows of data, including contacts, activities, and order history.

Salesforce Training

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