How UC Berkeley integrated Salesforce and Matterhorn to develop a participation manager (instructor opt in) workflow for the lecture capture program.

1. Lecture Capture
Participation Management
Matterhorn + Salesforce
UC Berkeley
Educational Technology Services

2. We begin with 3 systems: Matterhorn, Salesforce, and a
database that contains all of the Course Data (schedule of
classes).
Course Data
Salesforce already knows about classrooms and
instructors, data used by other services.
Classrooms
Instructors
Scheduling & Management of
Recordings
Data Store
Automated Workflows
Email Templates
Tasks & Ticketing
Reporting

3. Classrooms Listing in Salesforce

4. Course Data
Course Data
Mover
A custom module – CourseDataMover – reads Salesforce
to get a list of recording-capable classrooms.
It then reads Course Data to compile a list of courses
scheduled in those rooms.
Classrooms
Instructors
Scheduling & Management of
Recordings
Data Store
Automated Workflows
Email Templates
Tasks & Ticketing
Reporting

5. Course Data
Course Data
Mover
For each eligible course, CourseDataMover creates a
Course record in Salesforce, and associates it with the
course instructors.
In addition to the Instructors, a Course record includes
schedule information.
Classrooms
Courses
Instructors
Scheduling & Management of
Recordings
Data Store
Automated Workflows
Email Templates
Tasks & Ticketing
Reporting

6. Course Record in Salesforce
Populated by
Course Data
Mover

7. Course Data
Course Data
Mover
When ready to send invitations, all instructors receive an
automated email with a link to the Sign Up Form. The Sign
Up Form is part of a custom module built within
Matterhorn.
The Sign Up form identifies and verifies the instructor, and
also reads and presents Course information from
Salesforce.
Classrooms
Courses
Sign Up Form
Scheduling & Management of
Recordings
Instructors
Data Store
Automated Workflows
Email Templates
Tasks & Ticketing
Reporting

8. Sign Up Form

9. Course Data
Course Data
Mover
When the instructor submits the Sign Up Form, the values
submitted (what is recorded, distribution and license
options, and agreement to recording) are sent to
Salesforce, to store with the Course record.
Classrooms
Courses
Sign Up Form
Scheduling & Management of
Recordings
Instructors
Data Store
Automated Workflows
Email Templates
Tasks & Ticketing
Reporting

10. Course Record Updated
Updated by
Sign Up Form

11. Course Data
Course Data
Mover
On Submit, the Sign Up Form checks to see if all
instructors for this course have agreed to have the course
recorded. If so, the recordings are scheduled in
Matterhorn.
The Salesforce Course object contains the necessary
semester (start and stop dates) and schedule information.
Classrooms
Courses
Sign Up Form
Scheduling & Management of
Recordings
Instructors
Data Store
Automated Workflows
Email Templates
Tasks & Ticketing
Reporting

12. Scheduled in Matterhorn