EDA Flashcards
Admissions Connect
Package for recruitment and admissions
Student Success Hub
Package for student experience
Elevate
Payment solutions for fundraising
Only in the US
Pardot
Lead/engagement SCORING- how interested a prospect is in your school (open email, click links, event registration)
Prospect GRADING- how interested your school is in a prospect. Informed by the profile you create for a ‘best fit’ student. A+ to F.
Pardot Integration
Pardot can only integrate other object information if they have a lookup relationship to the Lead or contact
Marketing Cloud
Track sentiment on social media
Target ads based on student personal information
Google Analytics 360- shows you where people are clicking, when, and where they go from one page to the next. Track where prospects are coming from (Google, Facebook, and Twitter)
4 aspects of k-12
Admissions & Enrollment
Student Success
Fundraising & Grants Management
Communication & Family Engagement
4 Higher Ed Aspects
Recruitment and Admissions
Student Experience
Advancement & Alumni Engagement
Institution Operations
EDA limitations
Person Accounts not supported (but can be installed in an org with already existing person accounts)
NPSP (nonprofit success pack) is not supported
EDA extensions
“EDA Ready” - self-certified ISV app solutions compatible with EDA
“Powered by EDA” - self-certified ISV app solutions require and leverage EDA
Case Object
In EDA, cases are used to track a contact’s question, feedback, interaction or issue
Behavior Involvement Object
Junction object that connects Contact to Case
Lead Object
Lead would get converted to contact
Relationship Object
Connects one contact to another contact and describes the relationship
Affiliation object
Connects one contact to one or many accounts
Can have 6 primary affiliations- one for each of the account record types
Academic program, business organization, educational institution, household account, sports org, university department
Plan Requirement Object
What does someone need to do to successfully complete the program
Program Enrollment Object
Connects a contact to an Academic Program (account) (NOT program plan)
Course Object
Required to be tied to department account
Not tied to specific section or term
Course Offering Object
Links course to term
Course Connection Object
Links course offering to faculty and students
Course Offering Schedule Object
Junction object (Course offering, Time Block and Facility) to track variations of course offerings
Program Plan
represents a snapshot in time of the requirements of a program
Supports versions
Program Enrollment Object
Junction object between student (contact) and academic program (account)
Attribute Object
Credential
Student characteristics
Behavior Involvement Object
Junction between contact, case and behavior response
Relationship Object
Types are defined in EDA settings
Reciprocal (create 2 records)
Test and Test Scores
Used for GMAT, SAT, etc
Admissions Connect Objects
Application Review Object
Action Plan Object (linked to Applications)
Document Checklist Item
Admissions Connect Considerations
Operational Requirements:
Enterprise, Unlimited or Developer orgs
Lightning
Service Cloud
EDA
Notes
Chatter
Considerations:
Additional licensing
Experience Cloud (formerly community cloud) is strongly recommended to use product features
Does not leverage lead or opportunity objects
Pathways
Visualization of students learning path
Pathways
Degree visualization tool that summarizes required courses for the credential
NOT a degree auditing system that calculates credit hours or progress on degree
5 steps to prepare for a Salesforce Implementation
Plan & Prepare
Setup and Customize
Deploy Salesforce
Drive Adoption
Continuously Approve
Implementation Approaches
Agile
Build and deliver small units of functionality and revisit and refine them with each cycle
Waterfall
Everything planned up front
Center of Excellence
A team to help improve data governance, operations, output and change management
Governance:
Accountability to ensure the future enhancements sustain the project mission
TDTM
Table Driven Trigger Management (TDTM)
Automation framework for EDA
ie. create a contact and don’t create an account, EDA will create a new account and link them
ETL tool
Use ETL tool to connect EDA to SIS or LMS
Lead Name
Configure the “automatically rename lead-converted accounts” in EDA settings or populate company name with account name
Audit Fields
Enable these fields to maintain historical data of og creator and og created date
Make sure users who created the og data are in the system, even if inactive
Data skew
LDV (large data volume)
Happens when more than 10,000 child records are associated with the same parent account
3 types
Accounts
Lookup
Ownership skew - one user (ie. Integration User’) owns everything
A problem when it comes to sharing rules
Licenses
Lightning Platform license- users can access EDA in that they can access the Account object, the Contact object, and the package’s custom objects
Not sufficient for Case, Lead, Opportunity, or Campaign objects
Extended Mail Merge
Merge data from your Salesforce accounts, contacts, leads, cases. opportunities, and custom objects into Microsoft Word documents.
What site do you go to to see information about salesforce releases?
trust salesforce
What happens if a client wants to use contacts without associating them to an account?
contact is only visible to the record owner
