Salesforce Summer '24 Release Overview - Enrollment Rx Industry Insights
Matt Palmer, Director of Client Services at Enrollment Rx, provides an overview of the upcoming important dates and schedule of the Salesforce Summer ‘24 release. The video address the following:
What is a Salesforce Release
Upcoming Summer ‘24 Release
Pre-Release Org Sign-Up
Release Note Schedule
Sandbox Preview
Release Weekends
Supporting Non-Traditional Course Registration on Salesforce, with FormBuilder Rx
How can colleges and universities support an online course registration process for non-traditional programs on Salesforce?
In this video, Enrollment Rx demonstrates examples of the endless front-end users interfaces that are possible with FormBuilder Rx and Experience Cloud, as well as the back-end capabilities that empower administrators to rapidly configure and deploy rich user experiences on Salesforce.
Cart and Payment Builder: Create a Shopping Cart on Salesforce Experience Cloud with FormBuilder Rx
Marc Satin, COO of Enrollment Rx, describes how Salesforce organizations can use FormBuilder Rx to create online storefronts and shopping carts to support e-commerce use cases.
For more information about FormBuilder Rx, please visit the AppExchange.
Preparing a Future-Proof Implementation and Deployment of Salesforce for Admissions - Webinar 9
While the features and functionality of an admissions software system are imperative for customer success, a solid implementation, support, and upgrade strategy are equally as important. How long should it take to deploy Salesforce for admissions? How many people will be required to provide ongoing system support? What skill set of personnel will be required? Do support, user guides, and training material exist for administrators and end-users?
In this webinar, Enrollment Rx's Director of Implementation explains how colleges and universities can approach the deployment and implementation of Salesforce for admissions.
The agenda of the webinar includes:
- Steps To Prepare
- Identify Key Personnel
- Running The Project
- Deployment And Go-Live
Please visit our website to schedule a demo of our solution for recruitment and admissions on Salesforce: https://www.enrollmentrx.com/
@Nonprofit App Advice and Reviews
Integrating your CRM and SIS - Reaching New Heights on Salesforce for Admissions: Webinar 8
How should colleges and universities utilize their enterprise software systems to manage recruitment and admissions for prospective students? What are the considerations when creating an integration strategy between the constituent relationship management (CRM) system and the student information system (SIS)
In this webinar, Enrollment Rx explores how higher education institutions can use Salesforce for admissions alongside their SIS to manage prospective students from inquiry to enrollment. We examine the common bi-directional data integration necessary to support the successful deployment of CRM for recruitment and admissions.
The agenda of the webinar includes:
- Integration Considerations & Strategies
- Importing Third-Party Data
- CRM & SIS Integration
- Bi-Directional Vs. Flat File Data Exchanges
- Implementation Strategy
Please visit our website to learn more about how Enrollment Rx helps colleges and universities use Salesforce for admissions: www.enrollmentrx.com
@Nonprofit and Education MindShare
How To Analyze Your Data for Recruitment and Admissions: Webinar 7
Colleges and universities are often frustrated by their inability to effectively report on their recruitment and admissions data because their existing systems do not provide easy mechanisms to query information. Modern admissions software needs to deliver configurable reporting tools that can be utilized by non-technical staff to support ever-changing business needs.
In this webinar, Enrollment Rx explores the common reports and dashboards colleges and universities use in recruitment and admissions, examining various scenarios, including executive-level dashboards and the typical admissions user experience.
The webinar includes:
- Data Insight Tools in Salesforce - Listviews, Reports, & Dashboards
- Data Governance and User Experience
- Composable Solution - Drag-and-Drop Configuration
- Demonstration of Enrollment Rx and Salesforce for Admissions and Recruitment
For more information, please visit our website: https://www.enrollmentrx.com/
@Nonprofit and Education MindShare
A “Click-and-Buy” Experience for Non-Traditional Programs - Salesforce for Admissions: Webinar 5
Sorry for the repost. I inadvertently misread the description of a particular group to think it was welcoming to all contributors in higher education, but apparently it is not. I notice that the original post has been deleted, thus the duplicate. Apologies to all.
When it comes to non-traditional programs, many admissions software systems cannot support an intuitive end-user experience for prospective students. Colleges and universities want a “click-and-buy” experience for students to register and pay for non-traditional courses easily.
In part 5 of the Reaching New Heights on Salesforce for Admissions webinar series, Enrollment Rx demonstrates how higher education administrators can leverage Salesforce’s Experience Cloud with FormBuilder Rx to support an online shopping experience for course selection in non-traditional programs while using Salesforce for admissions.
The agenda of the webinar includes:
Non-Traditional Applicant Experience (Browse First, Authenticate Later)
Cart Builder
Payment Builder
Template Builder
When using Salesforce for admissions, what are the typical challenges that need to be accounted for in non-traditional enrollment management? Enrollment Rx explains that non-traditional program administrators often want the candidate experience to begin with browsing a course catalog, followed by a selection and checkout process. Candidates may need to register for multiple courses, each with different requirements and fees. The system should be able to recognize users and provide a personalized “shopping” experience, even before they provide their personal information.
With FormBuilder Rx, universities and colleges can deliver a rich, dynamic course selection and registration process for non-traditional programs that meet the expectations of a modern user experience.
With Cart Builder, colleges and universities can easily configure any appropriate data model and architecture they should utilize for online sales in the shopping cart. Any Salesforce object can be identified as a potential product to be selected and sold at checkout.
Payment Builder delivers out-of-the-box integration with several payment gateway providers, including TouchNet, Nelnet, CashNet, ACI, PayPal/Payflow Pro, Authorize.net, Stripe, and Moneris. Additionally, FormBuilder Rx can typically support integration with other payment gateway providers that support API integration.
Template Builder provides powerful functionality to control the style and branding of any particular user experience. FormBuilder Rx includes five out-of-the-box templates with easily configurable controls to modify the elements of a form to fit each client's specific needs. Colleges and universities can also build templates with convenient containers to insert their own HTML if preferable.
For more information about how higher education administrators can leverage Salesforce for admissions using Enrollment Rx, please contact us to schedule a demonstration: https://www.enrollmentrx.com/contact/
@Nonprofit and Education MindShare
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
Managing Events on Salesforce for Recruitment and Admissions, with Enrollment Rx: Webinar 6
Event Management is a crucial part of recruitment and admissions in higher education. How can colleges and universities best incorporate event management into their CRM system on Salesforce?
In this 6th webinar in the series called Reaching New Heights on Salesforce for Admissions, Enrollment Rx explains how its product, Events Rx, helps higher education manage recruitment and admissions events, including open houses, campus visits, and appointments.
The agenda of the presentation includes:
What is Events Rx
Using Salesforce Campaigns for Events
Custom Events with Itineraries
Composable Solution
What is Events Rx?
When using Salesforce for Admissions and Recruitment, how can colleges and universities affordably and practically use the platform to empower the event coordinators, recruiters, and admissions personnel? Events Rx is a powerful tool designed to supplement Salesforce and provide the functionality that higher education needs in Salesforce in order to effectively use the platform for event management. Events Rx empowers the easy creation of online event listing and calendar interfaces, powerful event registration forms, extensive automations, and even a single-source-of-truth (SSOT) calendar experience for appointment management.
Using Salesforce Campaigns for Events:
With Events Rx, Salesforce organizations can easily create campaigns which can be published to event listing and calendar pages, as well as create associated registration pages. Salesforce administrators can choose to use the standard Salesforce campaign object while taking advantage of the full capabilities of Events Rx.
Custom Events with Itineraries:
In recruitment and admissions in higher education, it is sometimes necessary to support events that also contain accompanying itineraries. Common examples include campus visits, where a prospective student may also be able to sign up for multiple activities while on site, such as campus tour, financial aid meeting, eat-lunch-with-a-student, etc. Events Rx supports custom events with related itinerary items.
Composable Solution:
As always, Enrollment Rx has designed Events Rx to be extremely configurable and empowering for operational administrators. Events Rx does not require an engineering background in order to operate and extends tremendous efficiencies directly to the recruitment and admissions teams responsible for event coordination.
For more information, please visit: https://www.enrollmentrx.com/
@Nonprofit and Education MindShare
Managing applications through the admissions process in higher education can be daunting. Admissions advisors are often responsible for ensuring that all requirements from each applicant have been submitted correctly. Application reviewers comb through the vast quantities of material to make admissions decisions. The software system needs to accommodate different programs' varying admissions requirements and procedures.
In this webinar, How to Process and Review Applications on Salesforce for Admissions, Enrollment Rx explains how colleges and universities can best manage the application processing and reviewer experience on Salesforce.
This is Enrollment Rx’s fourth webinar in the series called: Reaching New Heights on Salesforce for Admissions.
The agenda of the presentation includes:
The presentation covers the typical complexities that need to be addressed in higher education application management, as well as the technology solution called Reader Rx that is designed to solve the needs of colleges and universities when using Salesforce for Admissions.
With Reader Rx, higher educational institutions can empower staff with easy-to-use tools for processing, reviewing, and scoring applications across all undergraduate and graduate programs. The system supports almost limitless capabilities to support the complex needs of admissions in higher education, across various applicant types, staff users, and decision makers.
Most importantly, Reader Rx is designed to be composable and empowers operational administrators with the tools and controls to support the system, without the help of engineering professionals. Enrollment Rx always delivers highly configurable products with thoughtfully designed controls to maximize efficiencies when using Salesforce for Admissions and enrollment management.
Please visit our website for more information about Enrollment Rx
@Nonprofit and Education MindShare