Presentation from Salesforce.org Higher Ed Summit 2017 by: Kathy Lueckeman from Maryville University Maryville University was awarded a Salesforce.org Force for Change Grant to open-source a universal application. See Maryville's application for admission - which can be used any time "a person has to apply to a thing during a timeframe and meet requirements" - to learn about using this free application and how to get involved in the grant project.

1. Maryville University’s “Universal” Application
Kathleen Lueckeman, Chief Information Officer, Maryville University
Chair, Higher Education Advisory Council
User Group Leader, Higher Education User Group
@klueckeman
Free to the Community, courtesy of Salesforce.org’s Force for Change Grant

2. About Maryville University
St. Louis private school, founded in 1872
Nearly 7,000 students in 90 degree programs
Ellucian Colleague SIS; Canvas LMS
Started in Recruitment and Advancement
Enterprise Implementation
• Multi-Partner Approach
• Primary: Huron Consulting Group
• Horizontal Implementation
• Live: Service Cloud, Pardot, Wave, Social Studio,
Identity Connect
• Go-Live in May: Communities for Omni-Channel Support,
Engagement and Process Automation
• Custom Solutions (Go-Live in May)
• Events
• Appointments
• Application for Admission

3. About the Force for Change Grant
Annual process for application
• Expression of Interest / Letter of Interest
• Subset are asked to submit a written proposal from which finalists are selected
Tips for Higher Eds
This is a fast process. Prepare before the grant period begins:
• Gather the team that needs to review the grant
• Understand indirect costs at your school
• Gather financial statements, board members and major gift history
Ask the community for assistance:
• Review grant idea, letter of interest
• Collaborate on grant, if selected
• Use the community-driven inputs with your other requirements to drive the grant

4. “Universal:” Must Accommodate the Entire University
A PERSON
Graduating Senior
Transfer
College Student
Current Student
College Graduate
Alumnus
Faculty/Staff
Name
Personal Info
Transcripts
Test Scores
Questions
Uploads
References
Admission
Academic Program
Non-Academic
Program
Scholarship
Housing
Volunteer Position
APPLY
THING
TIME
Term
Semester
Year
Custom
When
has to
for a
during a

5. Personalized: Must be Person-Specific
WHO I AM
WHAT I AM
WHERE I AM
U.S. Citizen - U.S. Born or U.S. Citizen International-Born or
Permanent Resident or Asylee or International or…
and
Freshman or Transfer or Grad or Current Student
or On-Campus or Online or…
and
Resident of State (In-State) or
Non-Resident of State or…

6. Customized: Must be Requirements-Based
ORGANIZATION SCHOOL/COLLEGE/PROGRAM/MAJOR/CONCENTRATION
Proof of Graduation
Minimum GPA
Entrance Exam
Essay
English Proficiency
Citizenship
Documentation
Questions as Yes/No,
Checkbox, Multi-Select,
Short Answer, Upload
Payment
Proof of Specific Degree / Pre-Requisites
Minimum GPA higher than organizational requirement
Minimum GPA in Major
Minimum Entrance Exam score higher than organizational requirement
Program-Specific Entrance Exam
Letters of Reference / Recommendation Form
Resume / CV
Certification / License
Health and Background Verification
Domain-Related Questions
Waivers

7. Dynamic: Must call Personalized and Customized data
Based on Applicant’s answers to questions
• Application Type
• University Requirements
• Program Requirements

8. Business Administration
Bachelor of Arts
Fall 2017
Main
Incomplete
MOSAIC- Missouri Study Abroad Intercollegiate Consortium
Non-Degree Study Abroad
Summer 2017
Oxford, England
Pending Review
Online: Must Be Web- and Community-Based and Mobile

9. Interoperable: Must Work with Standard, Custom and HEDA
HEDA AND CUSTOM OBJECTS
RequirementsTerm/
Year
ResidencyRelationshipsSchool/College
Program
Applicant
Type
Component and AppExchange Compatible
AnalyticsCommunityMarketingServiceSales AppsComplete CRM
LEAD
CONTACT
ACCOUNT
OPPORTUNITY

10. Community-Driven: How Can You Help?
Inform the
product
Install beta
version
Demo and test Give feedback!
Jan-Feb Mar-Apr July-Aug Sept-Oct Nov-Dec
If you use it,
help others
May-June
Thanks to the Higher Education
Advisory Council and team
members at their school for helping
to inform the requirements.
The application is planned for
release by the end of the year,
likely as an unmanaged package
from AppExchange

11. Questions?
Want to learn more?
Schedule an onsite demo this week or
email me at klueckeman@maryville.edu

12. Thank You