Agenda

Documentation vs Reality – Implementing Salesforce data and lessons learned

Track: Customer Relationship Management (CRM)

Session Number: 9761
Date: Mon, Feb 27th, 2023
Time: 10:30 AM - 11:30 AM

Description:

The need for a powerful CRM that captures the student lifecycle while making the jobs of our student facing staff easier was expressed by nearly all of our nine colleges. In 2018, Boise State University launched a search for a platform that could meet our needs. We are just beginning our Salesforce implementation. </span></p><p><span style="font-weight: 400;">The Salesforce project took a few years to get started. We will share Salesforce best practices for success and how those got us to a successful kick off. Salesforce’s Education Data Architecture (EDA) documentation is a great place to orient yourself with the application; however, like most schools our PeopleSoft data does not fit easily into the EDA. We will discuss the challenges we faced with data modeling and how/why we configured our EDA org. In this session, we will share our process for data configuration, best practices, lessons learned, and talk about the future of this complex project.
Sub-Categorization: Other
Session Type: Presentation

Session Length: Regular Length (60 min)
Cross Listed Areas: trk-1599, trk-1593
ERP Systems: PeopleSoft, Salesforce
Platform Type: N/A
Target Audience: All
Knowledge level: Basic
Tell us about you!: Education: I graduated with my undergraduate and graduate degrees from Boise State, receiving a BFA in Illustration and Photography and a MA in Technical Communication.
Experience and Background: I started working for Boise State in 2015 where I was in Student Records for 6 years, working in the Office of the Registrar on the system side. I helped with implementation of projects, gathering data for query requests along with other day to day duties within the office and Peoplesoft.
I transitioned to our Project Management Office, where I work as an Enterprise Business Analyst on the Salesforce implementation. I am able to use all my experience within Student Records to help with the EDA configuration within Salesforce.
Sub-Categorization: Other
Session Type: Presentation

Session Length: Regular Length (60 min)
Cross Listed Areas: trk-1599, trk-1593
ERP Systems: PeopleSoft, Salesforce
Platform Type: N/A
Target Audience: All
Knowledge level: Basic
Tell us about you!: Education: I graduated with my undergraduate and graduate degrees from Boise State, receiving a BFA in Illustration and Photography and a MA in Technical Communication.
Experience and Background: I started working for Boise State in 2015 where I was in Student Records for 6 years, working in the Office of the Registrar on the system side. I helped with implementation of projects, gathering data for query requests along with other day to day duties within the office and Peoplesoft.
I transitioned to our Project Management Office, where I work as an Enterprise Business Analyst on the Salesforce implementation. I am able to use all my experience within Student Records to help with the EDA configuration within Salesforce.

Speakers

Primary Presenter
Jacob Bingham
Enterprise Business Analyst
Boise State University
Co-Presenter
Tina Gonzales, MLIS
Enterprise Business Analyst II
Boise State University