SFDC – Education – Cloud Implementation for Global Operations – Success Story

Client Overview

The client is a USA based leading service provider, focused on providing cloud-based solutions to leading global universities based out of USA & UK.

The client also implements and supports front-end solutions for large universities, helping them maximize revenue and reduce costs by effectively automating functions of recruiting, retaining, connecting and engaging prospective students, alumni, volunteers, members, supporters and affiliates throughout their constituent lifecycles.

Business Challenge

The client wanted to move all the required university operations to a cloud platform. The business processes that needed to be automated are listed below:

  • Lead Generation

  • Campaign Management

  • Application process

  • Event and Visit management

  • Class Management

  • Integration with the existing systems to maintain all the test data

  • Customer portal for online application and status tracking

Technical Requirements

  • Salesforce.com

  • Visualforce

  • Apex

Solution Strategy

Eternus Solutions team recommended Salesforce as the CRM for the implementation of this project.

  • In order to cater to lead generation, Eternus Solutions team customized the Campaign object with the help of complex query logics, in order to compartmentalize the existing leads and contacts used to be called for telemarketing and email marketing

  • The application process was built using the standard CRM objects. In order to manage the applications and applicant in the admissions process, a highly scalable, flexible and configurable routing engine was designed. The configuration for routing was done with the help of routing rules that determined how to route a particular applicant. Requirements that were set for a particular application were captured into the system. The standard contacts were mapped with the Applicants and the Opportunities were mapped to the Applications that were involved in the admission process.

  • Campaigns were used to manage various events that were held on the campuses. This also included classes, along with campus visits. Advanced capabilities were built into the system that consisted of a functionality to manage various calendar options, in order to organize and configure the events.

  • The client also needed to upload all the test data and update the contact profiles based on their respective test scores. Extensive mapping and transformation logic was implemented using triggers and Batch Apex to store the data.

  • Customer Portal was used to provide greater flexibility to generate leads and track all the data

Solution Components

  • Customization of existing Standard objects

  • Creation of new objects

  • Triggers, Workflows and Classes to manage the business work flow

  • Data Analytics using business dashboards and reports

  • New custom Visualforce pages, triggers and workflows aligned to various processes

Development Methodology

  • Development on Developer Sandbox

  • SRS and Design documents to start building any new components

  • Designing and developing workflows for various processes

  • Extensive usage of Trigger, Classes, Batch Apex and Schedulers to write custom logic

  • Data Tool Configuration using standard editor

  • Coding using SFDC standards and best practices

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