4. Thank you!
• Kat Reinhart – Target X
UTSA The Graduate School
• DeBrenna Agbenyiga
• Akhilesh Baddigam
• Noe Vela
5. Our Story
• Why do we need automation:
– Recruitment
– Reporting
– Admin Efficiency
– Students
6. Our Story (Continued)
• DecisionDesk™ to Salesforce using “Program”
• Banner to Salesforce using “Banner Program Code”
• Salesforce Group Assignment uses “College”
• “CIP code” (Classification of Instructional Programs)
7. The Automation
• Create an object with all the required fields.
• Upload the fields using a CSV or manually .
• Create the flows with record lookup and record update.
• Set Process builder to run the flows.
College CIP CODE Program Banner Program Code
Business 52030100Accounting, MACY MACY-ACT
Engineering 14080100Civil Engineering, Master of Science MS-CE
Public Policy 44070100Social Work - 60 hour, Master of Social Work MSW-SW-NA
Sciences 26010100Biology, Master of Science MS-BIO
9. The ProCoCipBan
• Everybody Benefits from it.
• Saves time.
• Decrease human error.
• Increase productivity.
• Automate the whole world!
• Then Rule the World! (of automations)
E.T 4 mins:
Talk about the Graduate School, how long with target x and Thank you, we use banner, decision desk, salesforce.
E.T 3 Mins:
We needed the automation to facilitate and increase the productivity between the graduate school.
It started when we needed to make our tools talk to each other…
E.T 3 Mins:
E.T 4 Mins:
Country/State example
E.T 6 Mins:
E.T 4 Mins:
Student fill an inquiry form, automatically gets assigned to a recruiter because of the prococipban (students don’t know college). A series of email campaigns trigger with the new student, then he receives the specific scholarships for the program that they inquired.
