Implementation guide
Admissions on Salesforce: the implementation guide.
What we have learned implementing recruiting and admissions on Salesforce — the decisions that matter, the sequence that works, and the ones we would not repeat.
What is inside
- When to put admissions on Salesforce — and how the decision relates to the rest of the student record
- Data model design for the funnel: prospect, application, review, decision, deposit
- Application review and decision workflow, including reader assignment
- Migration and cutover from an existing admissions system without losing a cycle
- Integration with the SIS: what admissions hands off, and when
- Governance and the staffing model that keeps it running after go-live
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