Higher Education Data Architecture Quick Start

We’ll discuss your finalized goals for Salesforce, including a customization plan for customization to your higher ed model.

We’ll create your administrative account and customize the Contact record for storing student details and information.

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.

We’ll configure program plans and plan requirements for tracking individual academic plans for each student.

We’ll configure the console for streamlined viewing and access to multiple records at your fingertips.

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