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How UC Berkeley integrated Salesforce and Matterhorn to develop a participation manager (instructor opt in) workflow for the lecture capture program.
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Lecture Capture Participation Management
Matterhorn + Salesforce
UC BerkeleyEducational Technology Services
Course Data
Scheduling & Management of Recordings
Data StoreAutomated Workflows
Email TemplatesTasks & Ticketing
Reporting
Classrooms
Instructors
We begin with 3 systems: Matterhorn, Salesforce, and a database that contains all of the Course Data (schedule of classes).
Salesforce already knows about classrooms and instructors, data used by other services.
Classrooms Listing in Salesforce
Course Data
Course Data Mover
Scheduling & Management of Recordings
Data StoreAutomated Workflows
Email TemplatesTasks & Ticketing
Reporting
Classrooms
Instructors
A custom module – CourseDataMover – reads Salesforceto get a list of recording-capable classrooms.It then reads Course Data to compile a list of courses scheduled in those rooms.
Course Data
Course Data Mover
Scheduling & Management of Recordings
Data StoreAutomated Workflows
Email TemplatesTasks & Ticketing
Reporting
Classrooms
Instructors
Courses
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.
Course Record in Salesforce
Populated by Course Data Mover
Course Data
Course Data Mover
Scheduling & Management of Recordings
Data StoreAutomated Workflows
Email TemplatesTasks & Ticketing
Reporting
Classrooms
Instructors
Courses
Sign Up Form
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.
Sign Up Form
Course Data
Course Data Mover
Scheduling & Management of Recordings
Data StoreAutomated Workflows
Email TemplatesTasks & Ticketing
Reporting
Classrooms
Instructors
Courses
Sign Up Form
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.
Course Record Updated
Updated by Sign Up Form
Course Data
Course Data Mover
Scheduling & Management of Recordings
Data StoreAutomated Workflows
Email TemplatesTasks & Ticketing
Reporting
Classrooms
Instructors
Courses
Sign Up Form
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.
Scheduled in Matterhorn
