A Focus on Apps — Jitterbit and Form Assembly
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Transcript of A Focus on Apps — Jitterbit and Form Assembly
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
Questions?
Alex Messinger University of Vermont [email protected]
Addendum: FormAssembly Screenshots: Form
Addendum: FormAssembly Screenshots: Connector
Addendum: FormAssembly Screenshots: Log
Addendum: FormAssembly Screenshots: Salesforce