General Person Data

In September, the process to load general person updates from Banner to the Salesforce CRM went live. A daily process has now been implemented to refresh the data. This new synchronization process identifies key values and fields in Banner that have been updated, and sends the updated information to the Salesforce CRM platform. This process ensures those utilizing the Salesforce CRM have the most up-to-date information. ...

Data is the foundation of any system, and as we progressed in the implementation of the CRM projects, it was important to get the data right! The Data Management team began with a thorough understanding of the Banner demographic, student, and academic data. Learning the Salesforce CRM data structures and the TargetX data model was the first hurdle, with several options available for data storage and display. For example, data could be formatted consistently for display (i.e. phone number), or could be mapped to a code to ensure consistent values (i.e. country of residence). Once an understa...