Update: Org Strategy Decision

The org split is in full swing!

As a result of the Org Strategy decision, a team of project managers, business analysts, CRM analysts, and developers in Information Services is diligently working to move functionality not associated with Recruiting into the new org. Each impacted area will be included in the validation of these moves as they occur.

 

This body of work includes:

In the New Student Org:

  • Provisioning a new org
  • Licensing and installs for TargetX
  • Installing Agile Accelerator
  • Installing Duplicate Check
  • Creating Profiles and Users
  • Installing and configuring HEDA
  • Remapping General Person data using HEDA fields
  • Recreating UC/FLASHperks
  • Moving the Marketing Cloud Custom Subscription Center
  • Provisioning Form Assembly
  • Loading and testing UC/FLASHperks data
  • Loading and testing general person data

 

In the Current Student Org:

  • Auditing and correcting Grad Admissions Records
  • Extracting Grad Admissions Data and securely storing
  • Removing General Person Data and Grad Admissions Data
  • Turning off General Person Sync
  • Identifying and removing General Person fields no longer needed
  • Adjusting Duplicate Check filters
  • Reworking Events form

 

New Salesforce Org Structure:

SF1
  • Prospective Students (including communications and events until their first semester begins)
SF2
  • Applicants
  • Admitted Students
  • Current Students
  • Past Students
SF3
  • Advancement
  • Non-Student Populations
POSTED: Friday, December 8, 2017 - 1:03pm
UPDATED: Tuesday, April 2, 2019 - 2:02pm