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Salesforce Spring 17 features for Higher Ed, HEDA best practices and Free apps

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This deck talks about key features in spring 17 for Higher Education Salesforce users, HEDA best practices and Free apps and plugins which would make life easier.

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Salesforce Spring 17 features for Higher Ed, HEDA best practices and Free apps

  1. 1. Company Overview / Financial Reporting and Business Intelligence Team 170 North Radnor Chester Road Suite 150 Radnor, PA 19087 www.eigenx.com
  2. 2. Eigen X, LLC - Proprietary and Confidential 2 Table Contents Spring 17 Release for Higher Ed. Recruitment. Communities IT Folks HEDA Best practices. Free apps
  3. 3. Eigen X, LLC - Proprietary and Confidential 3 Spring 17 Milestones
  4. 4. Eigen X, LLC - Proprietary and Confidential 4 Preparing for a release  Review features which apply to the edition of salesforce which you are using.  Look at the automatically enabled features first and test for impact.  Signup for a preview sandbox.  Subscribe to release readiness success community.  Separate the release with your regular release to show value to end users.  Do a demo to users on new features.  Watch out on trust.salesforce.com on potential issues.  Create a test class or test suite which covers common use cases to automate testing.
  5. 5. Eigen X, LLC - Proprietary and Confidential 5 Recruitment  Preventing Problems reCAPTCHA Web Form Validation preventing spammers by enabling captcha  Many Universities using web to lead forms to capture prospective students RFI’s wind up receiving spam leads from bots crawling their forms.  The reCAPTCHA widget integrated into Spring ‘17 validates that the user is a human before completing the submission.
  6. 6. Eigen X, LLC - Proprietary and Confidential 6 Recruitment  Preventing Problems R.I.P Cloud Scheduler  Cloud Scheduler began phased retirement in Winter ‘17. This change applies to Salesforce Classic only.  Cloud Scheduler is unavailable in Salesforce orgs created in Winter ‘17 or later.  If you enabled Cloud Scheduler before Winter ‘17, it remains available in your org until Winter '18.
  7. 7. Eigen X, LLC - Proprietary and Confidential 7 Recruitment  Preventing Problems Update Your Pre-Winter ’16 Template  If you are using student, alumni or faculty communities, effective Spring ’17, Koa, Kokua, or Customer Service (Napili) template versions that are earlier than Winter ’16 will not be supported.
  8. 8. Eigen X, LLC - Proprietary and Confidential 8 Recruitment  Preventing Problems Picklist integration with banner and other student information systems.  Prior to Spring ‘17, when you changed the value of picklists on contact’s status fields and courses , your integration with banner and other student information systems would have to be changed have to be changed.  This was painful as marketing departments change picklist values on salesforce without telling IT and IT guys have to spend sleepless nights fixing code or ETL packages to make it work.  In the Spring ‘17 release there is a new API field for every picklist and so as long as you have users not changing API values, integrations will work like a charm. (See Screenshots on next Slide)
  9. 9. Eigen X, LLC - Proprietary and Confidential 9 Recruitment  Preventing Problems Picklist integration with banner and other student information systems. (Continued)
  10. 10. Eigen X, LLC - Proprietary and Confidential 10 Recruitment  Preventing Problems Picklist integration with banner and other student information systems. (Continued)
  11. 11. Eigen X, LLC - Proprietary and Confidential 11 Recruitment  More Capabilities Prioritize Your Leads with Predictive Lead Scoring  If you use leads in your university or contacts, automatic lead scoring is enabled using Einstein.  Your recruiters can prioritize leads by lead score and determine which fields influence each lead score most.  Keep in mind this is a paid feature and you need to talk to your account rep further on this.
  12. 12. Eigen X, LLC - Proprietary and Confidential 12 Recruitment  More Capabilities Prioritize Your Leads with Predictive Lead Scoring (Continued)
  13. 13. Eigen X, LLC - Proprietary and Confidential 13 No Support for IE 8.0  Prevent Problems  If you are using IE 8.0, from Summer 15, Salesforce classic will only work with IE 9.0 and higher versions.  For one stop service centers, who use console, some console components like history will be hidden if you use IE 8.0 and below versions.
  14. 14. Eigen X, LLC - Proprietary and Confidential 14 Student Communities  More Capabilities  See How Often a Topic Is Followed and Used for your student, alumni and faculty communities members can now see various metrics around topics usage: The number of posts using the topics, the number of articles associated with the topics, how often a topic has been used in the past 60 days, and how many followers it has.  With this information at their fingertips, community members know whether a topic is as fresh as a daisy or as stale as a week-old baguette.  Admins can also use these metrics to feature certain topics in their communities or consolidate similar topics based on usage.  The Trending Topic and Related Topic components can now also include a metric showing how many people are using topics
  15. 15. Eigen X, LLC - Proprietary and Confidential 15 Student Communities  More Capabilities
  16. 16. Eigen X, LLC - Proprietary and Confidential 16 Student Communities  More Capabilities  Get More Granular Information with Improved Search Reporting ( Great feature for fine tuning the content on search)  Salesforce now counts every time it fetches results so search reports show which search terms produced no results in the community and which ones did.  Admins can also see the average number of results per search term and which searches were confined to a specific subset of records.  Previously, search queries were counted every time a user entered a search query and pressed Enter, clicked Search, or selected a search option in autocomplete results.  This help’s your community moderators to fine tune content to fit the searches done by students.
  17. 17. Eigen X, LLC - Proprietary and Confidential 17 Student Communities  Save time Get a Head Start with Preconfigured Moderation Rules  Community moderators work hard to keep a community free of Spam and inappropriate posts.  With the preconfigured moderation rules in the Spring ‘17 release moderators now have a round the clock ally in the fight against malicious content.  Once enabled these moderation rules block, flag, and replace blacklisted keywords and freeze members malicious users.  Moderators can customize these rules to fit their community’s needs and add or remove blocked keywords as their community evolves.
  18. 18. Eigen X, LLC - Proprietary and Confidential 18 Student Communities  More Capabilities
  19. 19. Eigen X, LLC - Proprietary and Confidential 19 Development  More Capabilities  Bulk load custom meta data types using bulk loader tool.  Added support for custom picklist field in Custom metadata types.  Capability to upsert records.  e.g Usage would be mapping banner status values to salesforce contact status values in apex batch jobs.
  20. 20. Eigen X, LLC - Proprietary and Confidential 20 Development  More Capabilities  You can create a test suite which contains test classes which can be run after every deployment.  Allows a maximum of 200 test classes per Test Suite.  Setup and modify the create date on sobjects in your apex tests. Useful for testing older records.  Configure tests to stop running after a certain number of test classes fail.
  21. 21. Eigen X, LLC - Proprietary and Confidential 21 Watch out for Summer 17  Prevent problems  TLS 1.1 upgrade impact.  Use the below link to test compatibility of your browsers https://tls1test.salesforce.com/  Check all your applications which are connected with Salesforce.  Generate a TLS 1.0 logins report by going to Setup>Login History>and select file contents as TLS 1.0 Logins.  In the csv file, you can filter based on Application and see which ones are connecting to Salesforce using TLS 1.0 connection.
  22. 22. Eigen X, LLC - Proprietary and Confidential 22 Watch out for Summer 17  Prevent problems  Web to lead forms and web to case forms end point changes.  Change the www to webto on your websites
  23. 23. Eigen X, LLC - Proprietary and Confidential 23 HEDA Best Practices Data Migration  Prepare accounts for departments, programs, organization and individual students.  For continuing professional education students, have external ids for accounts to sync with the right contact.  Have external ids from your SIS system to match accounts, contacts, programs and courses for later synchronization.  Have a plan for multiple addresses for contacts and have the most recent address on the contact record.  If volume of records is more than 100,000, plan to split the files.  Create a strategy for handling dates like creation date and date modified for students, programs and enrollments.  For migrating tasks, ensure you have related lead or contact id mapped prior to data load.
  24. 24. Eigen X, LLC - Proprietary and Confidential 24 HEDA Best Practices Configuration  Create a list of record types you would need for accounts, contacts based on your line of business or business process.  Stick to Salesforce security model to handle profiles, roles and permission sets.  For students who are interested in multiple courses, define the statuses in affiliations to differentiate between current courses.  If using program of interest fields on the contact, ensure that the corresponding program or course enrollment objects are populated and have a mapping done for it.  Decide on leads and have a plan for conversion of leads to accounts and contacts.
  25. 25. Eigen X, LLC - Proprietary and Confidential 25 HEDA Best Practices Migrating from an existing Non HEDA org  If you have all contacts under one account, make sure you have a data file prepared for accounts and contacts.  If you are using target or enrollmentrx , identify duplicate objects like applications between HEDA and the package and finalize on the objects.  Migrate custom course objects to program and course related objects in HEDA.  Create or update your integration mapping document to map the new objects from HEDA to SIS system compared to the old mapping.
  26. 26. What’s missing? A report to analyze which fields are being used or not used in a given object. (Remember the 800 field limit?) What does it do? Ever wish you could run reports on the fields you have in Salesforce? Take a Field Trip! This utility lets you analyze the fields of any object, including what percentage of the records (or a subset of your records) have that field populated. Price = FREE URL: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003HSXEEA4 Free apps  Field Trip
  27. 27. Free apps  Field Trip
  28. 28. What’s missing? A convenient way to manage permission sets. What does it do? Dramatically reduces the time involved with assigning and revoking permission sets assignments to multiple users. Using a simple interface, administrators can select one or more permission sets to assign to one or more users at a time. Price = FREE URL: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000008XYMlEAO Free apps  The Permissioner
  29. 29. Free apps  The Permissioner
  30. 30. What’s missing? A one-click operation for service to take ownership of a case (from a queue). What does it do? This free widget reduces the number of clicks from 5 down to 1 by adding a custom button to the Case Page Layout. Price = FREE URL: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000007qNiSEAU Free apps  Take Ownership
  31. 31. Free apps  Take Ownership
  32. 32. Eigen X, LLC - Proprietary and Confidential 32 Cool Chrome Plugins  Boostr for Salesforce This is a great chrome plugin which helps to search items on a change set and add them easily, view field api names from the object detailed page.  Salesforce Tool Kit This is a great tool kit which you should have which helps to compare orgs, do differences between orgs and a whole lot more.  Salesforce.com Enhanced Formula Editor If you are building formulas a lot, this chrome plugin would help to build formulas with an advanced editor.  Salesforce Inspector This tool helps to view metadata and data with all field names on any detailed screen..  Salesforce advanced code searcher This plugin helps to search quickly on apex and visual force pages on admin setup screen. Free apps  Cool Chrome Plugins
  33. 33. Q&A Buyan Thyagarajan E: buyan@eigenx.com P: 302-438-4097 Twitter: @buyan47 Linked in: www.linkedin.com/buyan47 W: sforcemaximizer.com( blog) C : www.eigenx.com Eigen X, Inc. Proprietary and Confidential 33

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