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Company Overview / Financial Reporting and Business Intelligence Team 170 North Radnor Chester Road Suite 150 Radnor, PA 19087 www.eigenx.com

Salesforce Spring 17 features for Higher Ed, HEDA best practices and Free apps

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Page 1: Salesforce Spring 17 features for Higher Ed, HEDA best practices and Free apps

Company Overview /Financial Reporting and Business Intelligence Team

170 North Radnor Chester RoadSuite 150Radnor, PA 19087www.eigenx.com

Page 2: Salesforce Spring 17 features for Higher Ed, HEDA best practices and Free apps

Eigen X, LLC - Proprietary and Confidential 2

Table Contents

Spring 17 Release for Higher Ed.

Recruitment.

Communities

IT Folks

HEDA Best practices.

Free apps

Page 3: Salesforce Spring 17 features for Higher Ed, HEDA best practices and Free apps

Eigen X, LLC - Proprietary and Confidential 3

Spring 17 Milestones

Page 4: Salesforce Spring 17 features for Higher Ed, HEDA best practices and Free apps

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Preparing for a release

Review features which apply to the edition of salesforce

which you are using.

Look at the automatically enabled features first and test

for impact.

Signup for a preview sandbox.

Subscribe to release readiness success community.

Separate the release with your regular release to show

value to end users.

Do a demo to users on new features.

Watch out on trust.salesforce.com on potential issues.

Create a test class or test suite which covers common

use cases to automate testing.

Page 5: Salesforce Spring 17 features for Higher Ed, HEDA best practices and Free apps

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Recruitment Preventing Problems

reCAPTCHA Web Form Validation preventing spammers by enabling captcha

Many Universities using web to lead forms to capture

prospective students RFI’s wind up receiving spam

leads from bots crawling their forms.

The reCAPTCHA widget integrated into Spring ‘17

validates that the user is a human before completing

the submission.

Page 6: Salesforce Spring 17 features for Higher Ed, HEDA best practices and Free apps

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Recruitment Preventing Problems

R.I.P Cloud Scheduler

Cloud Scheduler began phased retirement in Winter

‘17. This change applies to Salesforce Classic only.

Cloud Scheduler is unavailable in Salesforce orgs

created in Winter ‘17 or later.

If you enabled Cloud Scheduler before Winter ‘17, it

remains available in your org until Winter '18.

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Recruitment Preventing Problems

Update Your Pre-Winter ’16

Template

If you are using student, alumni or faculty communities,

effective Spring ’17, Koa, Kokua, or Customer Service

(Napili) template versions that are earlier than Winter

’16 will not be supported.

Page 8: Salesforce Spring 17 features for Higher Ed, HEDA best practices and Free apps

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Recruitment Preventing Problems

Picklist integration with banner and other student information systems.

Prior to Spring ‘17, when you changed the value of picklists on contact’s status fields and

courses , your integration with banner and other student information systems would have to be

changed have to be changed.

This was painful as marketing departments change picklist values on salesforce without telling

IT and IT guys have to spend sleepless nights fixing code or ETL packages to make it work.

In the Spring ‘17 release there is a new API field for every picklist and so as long as you have

users not changing API values, integrations will work like a charm. (See Screenshots on next

Slide)

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Recruitment Preventing Problems

Picklist integration

with banner and

other student

information systems.

(Continued)

Page 10: Salesforce Spring 17 features for Higher Ed, HEDA best practices and Free apps

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Recruitment Preventing Problems

Picklist integration

with banner and

other student

information systems.

(Continued)

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Recruitment More Capabilities

Prioritize Your Leads with Predictive Lead Scoring

If you use leads in your university or contacts,

automatic lead scoring is enabled using Einstein.

Your recruiters can prioritize leads by lead score and

determine which fields influence each lead score most.

Keep in mind this is a paid feature and you need to talk

to your account rep further on this.

Page 12: Salesforce Spring 17 features for Higher Ed, HEDA best practices and Free apps

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Recruitment More Capabilities

Prioritize Your Leads with Predictive Lead Scoring (Continued)

Page 13: Salesforce Spring 17 features for Higher Ed, HEDA best practices and Free apps

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No Support for IE 8.0 Prevent Problems

If you are using IE 8.0, from Summer 15, Salesforce

classic will only work with IE 9.0 and higher versions.

For one stop service centers, who use console, some

console components like history will be hidden if you

use IE 8.0 and below versions.

Page 14: Salesforce Spring 17 features for Higher Ed, HEDA best practices and Free apps

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Student Communities More Capabilities

See How Often a Topic Is Followed and Used for your student,

alumni and faculty communities members can now see various

metrics around topics usage: The number of posts using the

topics, the number of articles associated with the topics, how

often a topic has been used in the past 60 days, and how many

followers it has.

With this information at their fingertips, community members know

whether a topic is as fresh as a daisy or as stale as a week-old

baguette.

Admins can also use these metrics to feature certain topics in

their communities or consolidate similar topics based on usage.

The Trending Topic and Related Topic components can now also

include a metric showing how many people are using topics

Page 15: Salesforce Spring 17 features for Higher Ed, HEDA best practices and Free apps

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Student Communities More Capabilities

Page 16: Salesforce Spring 17 features for Higher Ed, HEDA best practices and Free apps

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Student Communities More Capabilities

Get More Granular Information with Improved Search Reporting (

Great feature for fine tuning the content on search)

Salesforce now counts every time it fetches results so search

reports show which search terms produced no results in the

community and which ones did.

Admins can also see the average number of results per search term

and which searches were confined to a specific subset of records.

Previously, search queries were counted every time a user entered

a search query and pressed Enter, clicked Search, or selected a

search option in autocomplete results.

This help’s your community moderators to fine tune content to fit the

searches done by students.

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Student Communities Save time

Get a Head Start with Preconfigured Moderation Rules

Community moderators work hard to keep a community free

of Spam and inappropriate posts.

With the preconfigured moderation rules in the Spring ‘17

release moderators now have a round the clock ally in the

fight against malicious content.

Once enabled these moderation rules block, flag, and replace

blacklisted keywords and freeze members malicious users.

Moderators can customize these rules to fit their community’s

needs and add or remove blocked keywords as their

community evolves.

Page 18: Salesforce Spring 17 features for Higher Ed, HEDA best practices and Free apps

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Student Communities More Capabilities

Page 19: Salesforce Spring 17 features for Higher Ed, HEDA best practices and Free apps

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Development More Capabilities

Bulk load custom meta data types using bulk

loader tool.

Added support for custom picklist field in Custom

metadata types.

Capability to upsert records.

e.g Usage would be mapping banner status

values to salesforce contact status values in apex

batch jobs.

Page 20: Salesforce Spring 17 features for Higher Ed, HEDA best practices and Free apps

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Development More Capabilities

You can create a test suite which contains

test classes which can be run after every

deployment.

Allows a maximum of 200 test classes per

Test Suite.

Setup and modify the create date on

sobjects in your apex tests. Useful for testing

older records.

Configure tests to stop running after a

certain number of test classes fail.

Page 21: Salesforce Spring 17 features for Higher Ed, HEDA best practices and Free apps

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Watch out for Summer 17 Prevent problems

TLS 1.1 upgrade impact.

Use the below link to test compatibility of your browsers

https://tls1test.salesforce.com/

Check all your applications which are connected with Salesforce.

Generate a TLS 1.0 logins report by going to Setup>Login

History>and select file contents as TLS 1.0 Logins.

In the csv file, you can filter based on Application and see which

ones are connecting to Salesforce using TLS 1.0 connection.

Page 22: Salesforce Spring 17 features for Higher Ed, HEDA best practices and Free apps

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Watch out for Summer 17 Prevent problems

Web to lead forms and web to case forms end point changes.

Change the www to webto on your websites

Page 23: Salesforce Spring 17 features for Higher Ed, HEDA best practices and Free apps

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HEDA Best Practices

Data Migration

Prepare accounts for departments, programs, organization

and individual students.

For continuing professional education students, have external

ids for accounts to sync with the right contact.

Have external ids from your SIS system to match accounts,

contacts, programs and courses for later synchronization.

Have a plan for multiple addresses for contacts and have the

most recent address on the contact record.

If volume of records is more than 100,000, plan to split the

files.

Create a strategy for handling dates like creation date and

date modified for students, programs and enrollments.

For migrating tasks, ensure you have related lead or contact

id mapped prior to data load.

Page 24: Salesforce Spring 17 features for Higher Ed, HEDA best practices and Free apps

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HEDA Best Practices

Configuration

Create a list of record types you would need for accounts,

contacts based on your line of business or business process.

Stick to Salesforce security model to handle profiles, roles

and permission sets.

For students who are interested in multiple courses, define

the statuses in affiliations to differentiate between current

courses.

If using program of interest fields on the contact, ensure that

the corresponding program or course enrollment objects are

populated and have a mapping done for it.

Decide on leads and have a plan for conversion of leads to

accounts and contacts.

Page 25: Salesforce Spring 17 features for Higher Ed, HEDA best practices and Free apps

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HEDA Best Practices

Migrating from an existing Non HEDA org

If you have all contacts under one account, make sure you

have a data file prepared for accounts and contacts.

If you are using target or enrollmentrx , identify duplicate

objects like applications between HEDA and the package and

finalize on the objects.

Migrate custom course objects to program and course related

objects in HEDA.

Create or update your integration mapping document to map

the new objects from HEDA to SIS system compared to the

old mapping.

Page 26: Salesforce Spring 17 features for Higher Ed, HEDA best practices and Free apps

What’s missing?

A report to analyze which fields are being used or not used in a given object. (Remember the 800 field limit?)

What does it do?

Ever wish you could run reports on the fields you have in Salesforce? Take

a Field Trip! This utility lets you analyze the fields of any object, including

what percentage of the records (or a subset of your records) have that field

populated.

Price = FREE

URL: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003HSXEEA4

Free apps Field Trip

Page 27: Salesforce Spring 17 features for Higher Ed, HEDA best practices and Free apps

Free apps Field Trip

Page 28: Salesforce Spring 17 features for Higher Ed, HEDA best practices and Free apps

What’s missing?

A convenient way to manage permission sets.

What does it do?

Dramatically reduces the time involved with assigning and revoking

permission sets assignments to multiple users. Using a simple interface,

administrators can select one or more permission sets to assign to one or

more users at a time.

Price = FREE

URL: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000008XYMlEAO

Free apps The Permissioner

Page 29: Salesforce Spring 17 features for Higher Ed, HEDA best practices and Free apps

Free apps The Permissioner

Page 30: Salesforce Spring 17 features for Higher Ed, HEDA best practices and Free apps

What’s missing?

A one-click operation for service to take ownership of a case (from a queue).

What does it do?

This free widget reduces the number of clicks from 5 down to 1 by adding a

custom button to the Case Page Layout.

Price = FREE

URL: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000007qNiSEAU

Free apps Take Ownership

Page 31: Salesforce Spring 17 features for Higher Ed, HEDA best practices and Free apps

Free apps Take Ownership

Page 32: Salesforce Spring 17 features for Higher Ed, HEDA best practices and Free apps

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Cool Chrome Plugins

Boostr for Salesforce

This is a great chrome plugin which helps to search items on a change set and add them easily, view field api names

from the object detailed page.

Salesforce Tool Kit

This is a great tool kit which you should have which helps to compare orgs, do differences between orgs and a

whole lot more.

Salesforce.com Enhanced Formula Editor

If you are building formulas a lot, this chrome plugin would help to build formulas with an advanced editor.

Salesforce Inspector

This tool helps to view metadata and data with all field names on any detailed screen..

Salesforce advanced code searcher

This plugin helps to search quickly on apex and visual force pages on admin setup screen.

Free apps Cool Chrome Plugins

Page 33: Salesforce Spring 17 features for Higher Ed, HEDA best practices and Free apps

Q&A

Buyan Thyagarajan

E: [email protected]

P: 302-438-4097

Twitter: @buyan47

Linked in: www.linkedin.com/buyan47

W: sforcemaximizer.com( blog)

C : www.eigenx.com

Eigen X, Inc. Proprietary and Confidential 33