Overview

University offices can use Salesforce, a Constituent Relationship Management (CRM) system, to track, manage, and report on different types of interactions they have with prospective or current students or other constituents or organizations.

Highlights

  • Enterprise CRM provides offices working with students the ability to track, manage, and report on the various types of student interactions and experiences at the University.
  • Recruitment CRM facilitates managing and driving the undergraduate student recruitment process.
  • Mass Email and eMarketing services are also available. See Salesforce Marketing Cloud.

Getting Started

  • Enterprise CRM self-help guide can help staff in offices working with students learn how to access, customize, navigate, and use Salesforce to work with records, reports, and data.
  • Enterprise CRM Service Console self-help guide can help staff in offices working with students learn how to access, customize, navigate, and use Salesforce to work with cases, reports, and data.
  • Recruitment CRM self-help guide can help staff using Undergraduate Admissions recruitment functionality in Salesforce understand good practices and basic information on navigating and working with Objects and records of different types.

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Intended Audience

Staff & Departments

Cost

Units pay licensing cost for first year

University-funded: no charge after first year

Featured Resources

How-Tos

Enterprise CRM: Create an Internal Support Case

When you want to change something within Enterprise CRM, or if something isn't quite working the way you think it should, then you'll need to create an Internal Support Case. This article is meant as an overview of...

When you want to change something within Enterprise CRM, or if something isn't quite working the way you think it should, then you'll need to create an Internal Support Case.

How-Tos

Recruitment CRM: Create a New Outbound Calling Campaign

Campaigns can be created to assign staff to call a subset of Prospects and provide information to them or solicit information from them. The List/Campaign record is where all the components of who is on the...

Campaigns can be created to assign staff to call a subset of Prospects and provide information to them or solicit information from them.

See All Resources

Additional Resources

Access Administrative Systems
Salesforce Marketing Cloud