HED Corporate & Foundation Relations

Looking forward to seeing everyone at the Technology in Business Schools Roundtable (TBSr) Salesforce conference will be at the University of Minnesota, this July 20 and 21, 2023.

July is a great time to visit Minneapolis. We promise there won't be snow.  It SHOULD be summery and warm!

Much like the 2022 event, we're designing a program packed with lightning talks, good ideas, and time to connect with each other about all things Salesforce.

Extra bonus, Beyoncé will be performing on campus on July 20th.  I can't promise tickets to the concert, but I can promise you it will be a great time.

Ready to register?  https://www.tbsroundtable.org/event-5137770

@Higher Ed User Group @Higher Ed User Group, Midwest, US @HED Corporate & Foundation Relations @Higher Ed Dreamin' @Sector: Higher Education

I am pleased and excited to announce that the Technology in Business Schools Roundtable (TBSr) Salesforce conference will be at the University of Minnesota, this July 20 and 21, 2023.

July is a great time to visit Minneapolis. We promise there won't be snow or cold fronts.  It SHOULD be summery and warm!

Much like the 2022 event, we're designing a program packed with lightning talks, good ideas, and time to connect with each other about all things Salesforce.

We will announce lodging options by March 31.

Ready to register?  https://www.tbsroundtable.org/event-5137770

@Higher Ed User Group, Midwest, US @Higher Ed User Group @HED Corporate & Foundation Relations

We're making the shift from the administrative account model to a hybrid account model to better suite our corporate relations needs.

We've noticed when we link a contact to a business/organization account via the standard account name field, the Primary Contact on the account gets set to that contact.  Ideally we'd leave the Primary Contact to be populated by a user. 

I am guessing this has to deal with the ACCT_IndividualAccounts_TDTM trigger.  Can anyone confirm this?  Also, any ideas for how to set the filter field/filter value to only run for the administrative accounts?

@Sector: Higher Education @HED Corporate & Foundation Relations

Noticing an oddity during our testing in a hybrid model.  We use the household accounts in place of administrative accounts.  We're able to successfully move a contact with a household account to an account of a Business/Org record type.  And also able to update the account from one business/org record type to another.

However, in a scenarios in which the account on a contact was set to a Business/Org account, and clear the account name in hopes of creating a new household account, we get the following error message on the standard account field:

• A blank required field is preventing this record from being saved. The required field could be on this record, or on a record related by a lookup value.Name

We have turned off custom automation on the contact to ensure we don't have things getting in the way and still encounter this error.

Also, this is likely related to a post of mine from last week in regards to the ACCT_IndividualAccounts_TDTM trigger.

Is this a scenario that others have accounted for previously? @Sector: Higher Education @HED Corporate & Foundation Relations

Many of the higher ed orgs I've seen that are doing corporate relations use D&B Optimizer to enrich account data. Wondering what folks are using to enrich contact data? Sales Navigator looks promising. Wondering if there are additional apps people are using to validate/update email addresses?

Nice article about Corporate Relations from Traction on Demand: https://tractionondemand.com/blog/engagement-of-corporations-in-education/. It features the new Corporate Relations Trailblazer Guide. Here is my favorite thought from the article: "The biggest challenge will be gaining commitment from internal stakeholders to building efficient, shared processes that drive mutual benefit. Painting a vision and generating quick wins that engage stakeholders are as important, if not more, than resolving the technical challenges of managing B2B and B2C processes concurrently in Salesforce."

tractionondemand.com

Looking for 1:1 Salesforce Help? New Pro Bono Quick Connect sessions are available on Wednesday, February 17th across ALL timezones!

Sign up for a Pro Bono Quick Connect to schedule a free, 60-minute, 1:1 meeting with an experienced Salesforce employee. This is a perfect chance to ask personalized questions, get actionable recommendations, and see what's possible for your organization on the Salesforce Platform.

Potential meeting topics are:

• Getting Started with Salesforce
• Salesforce Roadmap Review
• Process Automation
• Org Health Check
• Building Reports & Dashboards
• User Training & Adoption
• Planning an NPSP Upgrade
• Moving to Lightning

Meetings are available in every global time zone and are available to any Salseforce.org customer on a first come, first served basis!

💥💥 NEW RESOURCE: Corporate Relations Trailblazer Guide💥💥 

Interested in building infrastructure to manage corporate relations at your institution? Our new Corporate Relations Trailblazer Guide will walk you through the key concepts and considerations to help you get started. Familiarize yourself with the Salesforce tools that will help you create a system of shared data and engagement, enabling your faculty and staff to successfully connect with external business partners in pursuit of gifts, grants, and sponsored research. Additionally, tap into the shared knowledge of other institutions that have successfully utilized Salesforce to build a corporate relations strategy and get inspired!

Download the Guide: https://sfdc.co/Corporate_Relations_Guide

A huge thanks to @Rebecca Joffrey​ @Carrie Marcinkevage​ @Meredith Aronson​ and the entire @HED Corporate & Foundation Relations​ and @Higher Education Advisory Council​ groups for all of their work and collaboration on this resource!

sfdc.co

Greetings Corporate Relations trailblazers! I'd like to invite your input to the soon-to-be-published Corporate Relations Recipe Book. I am attaching a copy here, along with a video link to a discussion about pages 11-19 which talks about how core and custom objects might be used in a corporate relations implementation. We're trying to get as much input from as many perspectives as possible. And, if you're thinking about CR, the recording is actually very educational! Thanks in advance for contributing to this community effort!

Here is the recording - a discussion in the Higher Ed Advisory Council about core and custom objects: https://bit.ly/34W05fR. I'll post the Recipe Book in a comment.

bit.ly

Corporate relations folks - we want to hear from YOU! We'd love to understand a little bit more about how universities think about corporate relations in general, and where applicable, how Salesforce is currently supporting some of these efforts. We'd love your input in this quick survey. Thank you so much!

store.salesforce.com