a focus on apps — jitterbit and form assembly
DESCRIPTION
Dancing with Jitterbit: All inquiry and application activity at Allegheny College lives in Salesforce, but at the admit stage, records cross over to the SIS, Ellucian Colleague. Learn how Allegheny was able to use the free Jitterbit Data Loader to build a two-way bridge between Colleague and Salesforce and find ways to leverage their campus-wide reporting tool to supplement Salesforce’s reporting tool. 5 Steps to More Powerful Forms with FormAssembly and Salesforce: Forms are the fundamental way that users communicate on the web. Designing an effective form system for your organization takes planning and thorough knowledge of the available tools. Although there are several 3rd party form builders that allow you send data into Salesforce, none has such a robust connector to Salesforce as FormAssembly. Learn why this is such a powerful tool and what value it brings. You’ll hear about its limitations as well as its capabilities.TRANSCRIPT
A Focus on Apps: Jitterbit and FormAssembly
Jason Ramsey Assoc. Director, ITS - Allegheny College
Marc Benioff Chairman & CEO
Dancing with the Jitterbit
First Last Name Title
Foundation Pres – PowerPoint Template – 16x9 FY14.pptx
Why Jitterbit? - The Choices
• Informatica Cloud • Dataloader.io • Jitterbit Data Loader • Apex Data Loader • CRMFusion Demand Tools
Why Jitterbit? – The Reasons
• Supported SFTP • Supported Scheduled Jobs • Needed it now • Free!
Ellucian Colleague <-> Salesforce Integration
• Admit and Waitlisted Students – Two Way Integration
• Salesforce data offered by Jitterbit query twice a day • Manually processed into Colleague using ELF • Contact and Application Review Object IDs saved in Colleague • Keyed records in Colleague report back periodically to SF including “date of import” • Non-imported records offered by Salesforce on next run • Colleague becomes system of record
Ellucian Colleague <-> Salesforce Integration
• Parent and Sibling Relationship Data – “Two Way” Integration
• Salesforce data offered by Jitterbit query • Manually processed into Colleague using ELF • Contact ID stored in Colleague • Colleague ID reported back to Salesforce
Ellucian Colleague <-> Salesforce Integration
• Test Score Data – One Way (Salesforce to Colleague)
• Test scores for linked records (newly linked or newly added scores) are offered by Jitterbit Query
• Automatically processed into Colleague using ELF
• FAFSA Data – One Way (Colleague to Salesforce)
• New FAFSAs updated to Salesforce nightly using keys saved on Colleague • Unmatched FAFSAs reserved as an inquiry load through other means
Component Systems
SIS (Colleague)
Jitterbit
SFTP Outside Data Sources
Alex Messinger Co-director of Distance Education, University of Vermont Continuing and Distance Education
@alexmessing
5 Steps to More Powerful Forms with FormAssembly and Salesforce
Marc Benioff Chairman & CEO
More Powerful Forms with FormAssembly and Salesforce Agenda Key take-away: Is FormAssembly right for your organization?
• About University of Vermont • 20 min: Presentation
• Pros and cons of the salesforce connector • Case study: High School Registration
• 10 minutes • Questions
First Last Name Title
Foundation Pres – PowerPoint Template – 16x9 FY14.pptx
About University of Vermont
Continuing and Distance Education • Pre-college, post-traditional, professional and senior audiences
• 600 summer courses with 5000 enrollments • Salesforce.com user since September 2011 • FormAssembly user since June 2013
Salesforce connector in action (2 min)
Benefits of the FormAssembly Salesforce Connector • Variety of connectors • Connects with multiple objects
• Object matching on criteria
• Pre-fill (enterprise) • Formula logic • Support
FormAssembly- Limitations
• Steep learning curve • Interface not intuitive • Smart routing and email confirmation weak
• Some quirks
Case study: How to register high school students in college courses?
• A complex form process – Statewide voucher – Guidance Counselor Approval – Parent Approval – Payment – Special registration process
Vermont State House (wikimedia commons)
Case study: How to register high school students in college courses?
• We were able to do this by following three steps and using FormAssembly of course!
Step 1: Break it down
Step 2: Every field a needed field
• Eliminate fields • Cleaner page • User testing
Step 3: Take Action!
• Reports for pending applications
• Call reports • Results
• 193 apps, summer 2013 • 278 apps, summer 2014 plus 79 started
Addendum: FormAssembly Screenshots: Form
Addendum: FormAssembly Screenshots: Connector
Addendum: FormAssembly Screenshots: Log
Addendum: FormAssembly Screenshots: Salesforce