HEDA (Higher Education Data Architecture)

Constituent Relationship Management (CRM)

Our Higher Education Data Architecture (HEDA) Discovery project wrapped up in March. This discovery included understanding the new HEDA objects (like Courses, Course Offerings, and Course Connections) and how they should be used, the changed approach in using the Account object, and understanding how we will use Affiliations and Relationships. The...

Constituent Relationship Management (CRM)

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....

Constituent Relationship Management (CRM)

HEDA is a community-driven data architecture and set of best practices designed to configure Salesforce out of the box for Higher Ed. This architecture includes new objects for Address, Affiliation, Course, Course Connection, Course Offering, Program Enrollment, Relationship, and Term. There are also additional fields included in existing objects...

Constituent Relationship Management (CRM)

Over the last month, the CRM Architecture Team has made progress in various areas to address stress points and to prepare for the projects slated to begin in the near future. Items of note include a process for: requesting and receiving support from the CRM team streamlining manual tasks related to provisioning access to the CRM the removal of...