Planning for Successful Accreditation with Salesforce

Kathryn Baker Parks Director of Academic Information

@kbakerparks

Located in Fayetteville, Arkansas Accredited by AACSB in 1931 Eight degree programs at the bachelor, master, and doctoral levels Approximately 5,800 business students Approximately 200 faculty Using Salesforce since Summer 2013

Sam M. Walton College of Business About the College

AACSB Accreditation BackgroundWhat do we want to predict?

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1. ACCURATE Predict AACSB metrics for the upcoming year.

2. USEFUL Simple, easy-to-understand dashboards for Deans and Department Chairs.

3. AUTOMATED Scheduled report and email notifications.

Developing a Proactive Approach Identify the Goals

What is this? Available? Location

Faculty Details (AACSB) Name, Department, Title, and AACSB qualifications Yes Activity Insight (Digital

Measures)

% Devoted to Mission

Similar to appointment %. FT faculty are 100% while the calculation for adjuncts and doctoral students reflects teaching duties.

SomePartial in Activity Insight (Digital

Measures)

Student Credit Hours Estimated credit hour production for each class. Yes Salesforce (Class

Schedule Process)

What do we have? What do we need?Identifying the Relevant Data

Building a Proactive Solution Database Design

Contact (Faculty)

Course

Class

Tip: To view your Salesforce organization’s existing design, navigate to Setup and search “Schema” and click the “Schema Builder” link.

Building a Proactive Solution Step 2: Export Faculty Data from Activity Insight (Digital Measures)

Building a Proactive Solution Step 3: Customize Contact Record to Collect Accreditation Data

Building a Proactive Solution Step 3: Customize Contact Record to Collect Accreditation Data

Building a Proactive Solution Step 3: Customize Contact Record to Collect Accreditation Data

Building a Proactive Solution Step 3: Customize Contact Record to Collect Accreditation Data

Example: Adjunct Instructor

Building a Proactive Solution Step 4: Custom Course and Class Objects

CourseClass

Related List on Contact (Faculty) Record

Master - Detail

Building a Proactive Solution Step 5: Build Reports

Building a Proactive SolutionStep 6: Build Accreditation Dashboard

Building a Proactive SolutionStep 7: Automate Dashboard Distribution

Live Demo

Thank you