Timeline: 4 weeks
We’ll discuss your finalized goals for Salesforce, including a customization plan for customization to your higher education model.
We’ll create your administrative account and customize the Contact record for storing student details and information.
We’ll customize the affiliations record for tracking the connection of organizations with one another, and relationships for visualizing connections between individuals, such as a student and parents.
We’ll configure program plans and plan requirements for tracking individual academic plans for each student.
We’ll configure courses and academic programs, those generally offered by the learning institution such as vocational or degree programs.
We’ll perform a custom, one-hour webinar training session of your Salesforce application.