1. Salesforce at Harvard University
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Presenters
HUIT Anjali Worah
Graduate School of Education Rob Oatman
Salesforce Overview
Salesforce at Harvard
The HUIT Salesforce Team
Salesforce at GSE
3. Salesforce Platform
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Used to create custom, personalized functionality to support your department, especially where you have:
• Reliance on spreadsheets
• Collaboration via email
• Documents shared on local file directories
• Time-intensive, manual steps
8. HUIT Salesforce Team
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Application
Development
Trusted
Advisor
Vendor
Management
Salesforce
MSA – Terms of
Engagement
ELA Decision Deferred
BAA – in progress
Licensing Forecasts
Partners
Account oversight
Referrals and reviews
IT Services & Templates
Data as a Service
Single Sign On
HUIT Development
Consolidate HUIT Instance
University Data Services
Account Management
Building Community
ABCD Special Interest
Group
Advising and Consulting
Getting started
Reviewing proposals
Define business objects
Getting Unstuck
Provide templates and
repeatable processes
Training
IT Academy
Custom Training
9. Constituency Relationship Management (CRM)
Consolidation Project
“Designing and Deploying
A Unified Community Platform for
Constituency Relationship Management”
10. Constituency Relationship Management (CRM)
Consolidation Project
“Designing and Deploying
A Unified Community Platform for
Constituency Relationship Management”
Engagem
ent
11. Why is this a good time to consolidate? 2 Things!
Data Consolidation
- Multiple instances of Salesforce
or any CRM is more expensive
than a single instance.
- We can leverage expertise
across business units
CRM 2.0
- There is more to offer than just
basic CRM services
- CRM products have matured
considerably over the past 10
years
13. Newly Admitted Student - Rebecca
Rebecca is a newly admitted student for
the incoming fall semester. She’s
currently living on the west coast and
has limited opportunities for an onsite
visit to HGSE prior to the start of the
term.
Rebecca is added to an online group
that is exclusive to incoming students
and monitored/facilitated by the office of
student affairs and select students who
help answer questions and develop a
sense of community prior to her arrival
on campus.
14. Recent Graduate - Mark
Mark graduates this coming spring
and is looking forward to his new
career as an educational policy
maker. He has a rich set of friends
and respected colleagues from
HGSE and through his research
work with Chicago Public Schools.
He’s concerned that he’ll lose touch
with his network after graduation.
Mark creates his own group and
establishes a rich set of community
members. After settling into his new
role, he recruits new colleagues to
join his discussion area and
collaborate on important topics.
15. K-12 New Principal - Abha
• Abha is a new principal at a high school
in a remote town. She has few peers
and would like the opportunity to reflect
on her work and get support from a
like-minded community.
• Abha is granted access to a group of
“new principals” where she shares her
concerns and challenges. She receives
feedback from her peers and leverages
HGSE resources to improve her skills.
