Integrate Parent Information into Salesforce

100%

Status

Completed [Completed]

100% complete, updated on Wed 12/14/22 2:34 PM by Wendy Bentley

Changed Status from In Process to Completed.
Changed Health from Yellow to None.
The parent information data integration was moved into production successfully. Admissions now has the capabilities to communicate to both students and their guardians.

Details

Dates
Mon 10/3/22 - Wed 12/14/22

Acct/Dept

Office of Admissions

Service

Chico State 360 CRM (Salesforce and Marketing Cloud) / Chico State 360 Enhancement/Project Request

Type

IT Projects / DoIT Project

Health

None - No health has been set

Portfolio(s)

Customer Engagement (Wendy Bentley)
EAPP (Wendy Bentley)
Enrollment Continuum (Wendy Bentley)
Integrations and Development (Wendy Bentley)
Marketing-Communications (Wendy Bentley)

Classification

Projects *Deactivated*

Created

Mon 9/19/22 2:31 PM

Modified

Wed 12/14/22 2:34 PM

Closed

Wed 12/14/22 2:34 PM

Change Impact

How will you measure the impact of this project?

What are some metrics or KPIs that will be used to measure success? Think about the five metrics to measure: quality, quantity, timeliness, cost, and customer satisfaction.

by communicating with parents we can maximize recruitment, retention of diverse students and develop and enhance policies programs and activities that support an inclusive and equitable and accessible learning environment.

How many employees will be impacted by this change?

Select the size of the employee population that will be impacted by this request.

A few

How many students will be impacted by this change?

Select the size of the student population that will be impacted by this request.

Thousands

Project Costs

Funding Status

Funding is not necessary

Project Details

Project Champion

Person who voluntarily takes special interest in the adoption, implementation, and success of the project. They will help enforce the project solution with internal resources and promote it across campus.

Jeff Logsdon

Divisional VP Support

Does your divisional VP support this request?

Yes

What would a successful solution look like?

What outcome will you have at the conclusion of this project? If this proposal is one of a multi-phase project, please explain your plans, goals, and timelines for subsequent phases.

At this time, for the sake of simplicity, it may be easier to use the TargetX_Base__Relationship__c object and associated objects to add the parent data to Salesforce via the feed rather than the EDA hed_Relationship__c object for this task. Admissions would like to be able to use the send to “Parents” “Students & Parents” function in the TargetX campaign builder (screenshot below).

Executive Sponsor Division

The executive sponsor's campus division.

Student Affairs

Is there a mandated or requirement driving this request?

Please indicate whether or not this request is mandated or required. If it’s mandated or required, you will be asked to attach supporting documentation.

No mandate or hard requirement driving this request

Deadline Reason

Describe the business requirement or reason for the project deadline.

Admissions would like this project done by October 31st to help impact the recruitment for fall 23

Project Resources & Effort

What resources will this project require?

Identify the department and/or individuals that might need to work on this project and the estimated number of hours required for each individual.

Donovan St. Clair
Kevin Storkan
Cathy Gregg

DoIT Departments Involved

Any Division of IT departments that will be involved in this project.

EAPP (Enterprise Applications)

Complexity of Implementation

What is the complexity of the project?

Moderate (multiple interfaces/impacts/dependencies)

What is the solution type?

The solution type translates to the level of impact on IT staffing and technology maintenance. Based on consultation with your IT representative, pick the best fit for your proposed solution.

New features in an existing system, minimal breadth/depth

Description

The data to upload is located in these Peoplesoft tables: CSU_APL_POST_PG and CSU_APL_POST_X.

We need to be able to communicate with the parents of applicants as we work to engage students and their families from the point of intent to enroll through census, per an action item to bridge equity gaps in the GI 2025 project.

Systems Affected

Salesforce

Manager

Wendy Bentley

Alternate Manager(s)

Kevin Storkan

Donovan St. Clair

Sponsor

Serge Desir

Stakeholders (6)

Cathy Gregg

Responsible

Cathy Gregg

Fri 9/9/22 3:24 PM

Jeff Logsdon

Responsible

Fri 9/9/22 3:23 PM

Jerry Ross

Accountable