Org Strategy

Constituent Relationship Management (CRM)

After two half-day Org Strategy sessions that included 30 participants from 17 departments, it was decided that Recruiting populations should live in their own Salesforce Org (SF1). Separating Recruiting means that Admitted, Current, and Future student populations would then live together in a separate student-centric Salesforce Org (SF2). The two...

Constituent Relationship Management (CRM)

CRM Org Strategy Team Picture This team has been working diligently to make the org split as seamless as possible for the end users. The team meets twice a week to review the remaining open items and discuss any obstacles. PICTURED (L-R): Dan Benner, Senior Applications Developer Cassa Reeder, Lead Applications Developer Brian Zahn, Applications Developer Shelley Sherwin,...

Constituent Relationship Management (CRM)

CRM Org Strategy Team Picture 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)

CRM Org Strategy Team Picture As you learn about and use Salesforce, you may hear the term “Salesforce Org” and hear questions about how many we use. An Org (Organization) is simply the system where you log in to perform your work. Universities and businesses can decide to use just one Org or they can use multiple orgs. The Salesforce architecture is designed for this...