The document provides guidance on preparing for and making the most of the Spring '17 Salesforce release for higher education institutions. It recommends reviewing new features, signing up for a preview sandbox, testing for impacts, and creating test classes. It also discusses using new features like predictive lead scoring and picklist integrations. Tips are provided for student communities, development, and common issues to watch out for in the Summer '17 release. The document concludes with recommendations for apps and Chrome plugins to enhance the Salesforce experience.

1. Company Overview /
Financial Reporting and Business Intelligence Team
170 North Radnor Chester Road
Suite 150
Radnor, PA 19087
www.eigenx.com

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Table Contents
Spring 17 Release for Higher Ed.
Recruitment.
Communities
IT Folks
HEDA Best practices.
Free apps

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Spring 17 Milestones

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Preparing for a release
 Review features which apply to the edition of salesforce
which you are using.
 Look at the automatically enabled features first and test
for impact.
 Signup for a preview sandbox.
 Subscribe to release readiness success community.
 Separate the release with your regular release to show
value to end users.
 Do a demo to users on new features.
 Watch out on trust.salesforce.com on potential issues.
 Create a test class or test suite which covers common
use cases to automate testing.

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Recruitment
 Preventing Problems
reCAPTCHA Web Form Validation
preventing spammers by enabling captcha
 Many Universities using web to lead forms to capture
prospective students RFI’s wind up receiving spam
leads from bots crawling their forms.
 The reCAPTCHA widget integrated into Spring ‘17
validates that the user is a human before completing
the submission.

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Recruitment
 Preventing Problems
R.I.P Cloud Scheduler
 Cloud Scheduler began phased retirement in Winter
‘17. This change applies to Salesforce Classic only.
 Cloud Scheduler is unavailable in Salesforce orgs
created in Winter ‘17 or later.
 If you enabled Cloud Scheduler before Winter ‘17, it
remains available in your org until Winter '18.

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Recruitment
 Preventing Problems
Update Your Pre-Winter ’16
Template
 If you are using student, alumni or faculty communities,
effective Spring ’17, Koa, Kokua, or Customer Service
(Napili) template versions that are earlier than Winter
’16 will not be supported.

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Recruitment
 Preventing Problems
Picklist integration with banner and other student information systems.
 Prior to Spring ‘17, when you changed the value of picklists on contact’s status fields and
courses , your integration with banner and other student information systems would have to be
changed have to be changed.
 This was painful as marketing departments change picklist values on salesforce without telling
IT and IT guys have to spend sleepless nights fixing code or ETL packages to make it work.
 In the Spring ‘17 release there is a new API field for every picklist and so as long as you have
users not changing API values, integrations will work like a charm. (See Screenshots on next
Slide)

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Recruitment
 Preventing Problems
Picklist integration
with banner and
other student
information systems.
(Continued)

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Recruitment
 Preventing Problems
Picklist integration
with banner and
other student
information systems.
(Continued)

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Recruitment
 More Capabilities
Prioritize Your Leads with Predictive Lead Scoring
 If you use leads in your university or contacts,
automatic lead scoring is enabled using Einstein.
 Your recruiters can prioritize leads by lead score and
determine which fields influence each lead score most.
 Keep in mind this is a paid feature and you need to talk
to your account rep further on this.

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Recruitment
 More Capabilities
Prioritize Your Leads with Predictive Lead Scoring (Continued)

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No Support for IE 8.0
 Prevent Problems
 If you are using IE 8.0, from Summer 15, Salesforce
classic will only work with IE 9.0 and higher versions.
 For one stop service centers, who use console, some
console components like history will be hidden if you
use IE 8.0 and below versions.

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Student Communities
 More Capabilities
 See How Often a Topic Is Followed and Used for your student,
alumni and faculty communities members can now see various
metrics around topics usage: The number of posts using the
topics, the number of articles associated with the topics, how
often a topic has been used in the past 60 days, and how many
followers it has.
 With this information at their fingertips, community members know
whether a topic is as fresh as a daisy or as stale as a week-old
baguette.
 Admins can also use these metrics to feature certain topics in
their communities or consolidate similar topics based on usage.
 The Trending Topic and Related Topic components can now also
include a metric showing how many people are using topics

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Student Communities
 More Capabilities

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Student Communities
 More Capabilities
 Get More Granular Information with Improved Search Reporting (
Great feature for fine tuning the content on search)
 Salesforce now counts every time it fetches results so search
reports show which search terms produced no results in the
community and which ones did.
 Admins can also see the average number of results per search term
and which searches were confined to a specific subset of records.
 Previously, search queries were counted every time a user entered
a search query and pressed Enter, clicked Search, or selected a
search option in autocomplete results.
 This help’s your community moderators to fine tune content to fit the
searches done by students.

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Student Communities
 Save time
Get a Head Start with Preconfigured Moderation Rules
 Community moderators work hard to keep a community free
of Spam and inappropriate posts.
 With the preconfigured moderation rules in the Spring ‘17
release moderators now have a round the clock ally in the
fight against malicious content.
 Once enabled these moderation rules block, flag, and replace
blacklisted keywords and freeze members malicious users.
 Moderators can customize these rules to fit their community’s
needs and add or remove blocked keywords as their
community evolves.

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Student Communities
 More Capabilities

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Development
 More Capabilities
 Bulk load custom meta data types using bulk
loader tool.
 Added support for custom picklist field in Custom
metadata types.
 Capability to upsert records.
 e.g Usage would be mapping banner status
values to salesforce contact status values in apex
batch jobs.

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Development
 More Capabilities
 You can create a test suite which contains
test classes which can be run after every
deployment.
 Allows a maximum of 200 test classes per
Test Suite.
 Setup and modify the create date on
sobjects in your apex tests. Useful for testing
older records.
 Configure tests to stop running after a
certain number of test classes fail.

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Watch out for Summer 17
 Prevent problems
 TLS 1.1 upgrade impact.
 Use the below link to test compatibility of your browsers
https://tls1test.salesforce.com/
 Check all your applications which are connected with Salesforce.
 Generate a TLS 1.0 logins report by going to Setup>Login
History>and select file contents as TLS 1.0 Logins.
 In the csv file, you can filter based on Application and see which
ones are connecting to Salesforce using TLS 1.0 connection.

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Watch out for Summer 17
 Prevent problems
 Web to lead forms and web to case forms end point changes.
 Change the www to webto on your websites

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HEDA Best Practices
Data Migration
 Prepare accounts for departments, programs, organization
and individual students.
 For continuing professional education students, have external
ids for accounts to sync with the right contact.
 Have external ids from your SIS system to match accounts,
contacts, programs and courses for later synchronization.
 Have a plan for multiple addresses for contacts and have the
most recent address on the contact record.
 If volume of records is more than 100,000, plan to split the
files.
 Create a strategy for handling dates like creation date and
date modified for students, programs and enrollments.
 For migrating tasks, ensure you have related lead or contact
id mapped prior to data load.

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HEDA Best Practices
Configuration
 Create a list of record types you would need for accounts,
contacts based on your line of business or business process.
 Stick to Salesforce security model to handle profiles, roles
and permission sets.
 For students who are interested in multiple courses, define
the statuses in affiliations to differentiate between current
courses.
 If using program of interest fields on the contact, ensure that
the corresponding program or course enrollment objects are
populated and have a mapping done for it.
 Decide on leads and have a plan for conversion of leads to
accounts and contacts.

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HEDA Best Practices
Migrating from an existing Non HEDA org
 If you have all contacts under one account, make sure you
have a data file prepared for accounts and contacts.
 If you are using target or enrollmentrx , identify duplicate
objects like applications between HEDA and the package and
finalize on the objects.
 Migrate custom course objects to program and course related
objects in HEDA.
 Create or update your integration mapping document to map
the new objects from HEDA to SIS system compared to the
old mapping.

26. What’s missing?
A report to analyze which fields are being used or not used in a given object.
(Remember the 800 field limit?)
What does it do?
Ever wish you could run reports on the fields you have in Salesforce? Take
a Field Trip! This utility lets you analyze the fields of any object, including
what percentage of the records (or a subset of your records) have that field
populated.
Price = FREE
URL:
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003HSXEEA4
Free apps
 Field Trip

27. Free apps
 Field Trip

28. What’s missing?
A convenient way to manage permission sets.
What does it do?
Dramatically reduces the time involved with assigning and revoking
permission sets assignments to multiple users. Using a simple interface,
administrators can select one or more permission sets to assign to one or
more users at a time.
Price = FREE
URL:
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000008XYMlEAO
Free apps
 The Permissioner

29. Free apps
 The Permissioner

30. What’s missing?
A one-click operation for service to take ownership of a case (from a queue).
What does it do?
This free widget reduces the number of clicks from 5 down to 1 by adding a
custom button to the Case Page Layout.
Price = FREE
URL: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000007qNiSEAU
Free apps
 Take Ownership

31. Free apps
 Take Ownership

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Cool Chrome Plugins
 Boostr for Salesforce
This is a great chrome plugin which helps to search items on a change set and add them easily, view field api names
from the object detailed page.
 Salesforce Tool Kit
This is a great tool kit which you should have which helps to compare orgs, do differences between orgs and a
whole lot more.
 Salesforce.com Enhanced Formula Editor
If you are building formulas a lot, this chrome plugin would help to build formulas with an advanced editor.
 Salesforce Inspector
This tool helps to view metadata and data with all field names on any detailed screen..
 Salesforce advanced code searcher
This plugin helps to search quickly on apex and visual force pages on admin setup screen.
Free apps
 Cool Chrome Plugins

33. Q&A
Buyan Thyagarajan
E: buyan@eigenx.com
P: 302-438-4097
Twitter: @buyan47
Linked in: www.linkedin.com/buyan47
W: sforcemaximizer.com( blog)
C : www.eigenx.com
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