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Managing Recruitment and Admissions Events on Salesforce
There is no shortage of event management software on the market today. After all, event management can be a very deep rabbit hole, depending on the type of events you are trying to manage. In [...]
Configure the Login Page for Communities
Universities and colleges may choose to use Salesforce Communities for many different use cases, such as Applicant Portal, Parent Portal, International Agent Portal, Student Portal, etc. In all cases, it is necessary to configure a [...]
Is There an Easy Way to Add Fields to Your Applicant Portal?
In the ever-evolving universe of higher education, admissions departments are constantly reviewing the fields of information that are collected on their applications and making decisions about how best to accommodate every program’s changing needs. Perhaps [...]
Is There an Easy Way to Build an Applicant Portal? One Link to Rule Them All.
So, you’ve decided to use Salesforce Communities to build your applicant portal. The project requires that it serve all of the programs at your institutions, from undergrad and grad to continuing education and adult learning. [...]
CRM: A Recruiter’s Best Friend
My first job after college was as an Admission Counselor and Recruiter. Like many young people in the profession, I started working in the Admission and Visit Office as a student where I was introduced [...]
How to Manage Checklist Items
Congratulations! Your institution has just approved a new program and they have tasked you with making sure that it will soon be ready to accept applications. One small wrinkle - this new program has a [...]
How to Prevent Duplicate Records and Manage Data Quality
Bill, Billie, William, Will - does your CRM know who is duplicate record? Duplicate records are the scourge of every CRM administrator's life. Unfortunately, there is no single silver bullet to eliminate duplicate records 100%. [...]
How to be R.A.D. on Salesforce
What does “Salesforce for Recruitment, Admissions, and Decisions” need to include? CRM adoption in higher ed continues to escalate as an increasing number of schools seek a new CRM system for recruitment and admissions. With [...]