Managing Deferred Applicants on Salesforce with Enrollment Rx
It is not uncommon in admissions management for an applicant to decide to defer their enrollment to a future term or different program. In such an occurrence, how does Enrollment Rx treat any existing application data and information, while preserving the integrity of the enrollment analytics for the previous application? In other words, how do we empower higher ed to leverage Salesforce for Admissions to create a new application record for the new term, and appropriately duplicate any previously provided data and documents, while still maintaining the integrity of information regarding the enrollment funnel of the previous term?
ERX Core solves this challenge by providing our proprietary Super Clone functionality. With Super Clone, colleges and universities can define the rules that copy application records for deferred applicants, as well as copy any related records, such as admission documents, transcripts, and letters of recommendation. In Salesforce platform speak, this functionality allows Enrollment Rx clients to define the logic for copying both child and grandchild object records, which is necessary if a college or university wants to use Salesforce for Admissions to manage deferred applications.
With Super Clone, admission staff can accommodate deferred applicants by copying application data into new records, as well as defining which previously provided related items should also be included in the new application records. Importantly, all previous application records can still be maintained in the system so as to preserve the integrity of enrollment reporting analytics.
In this video, Matt Palmer, Director of Client Services at Enrollment Rx, explains how the company’s proprietary Super Clone feature empowers colleges and universities to successfully use Salesforce to manage deferred applicants in Admissions.
For more information about Enrollment Rx, please visit our website: https://www.enrollmentrx.com/
@Nonprofit and Education MindShare
