Salesforce Administrator, Cornell University Johnson College of Business
Case Study Snapshot
At Cornell University, a talented team of Salesforce administrators oversees the day-to-day CRM operations for the SC Johnson College of Business, which includes the Samuel Curtis Johnson Graduate School of Management, the School of Hotel Administration, and the Charles H. Dyson School of Applied Economics and Management. To better manage application processes for each of these academic areas, and to relieve the burden from the Salesforce Developer team, the Salesforce Administrator team employs FormAssembly to streamline projects ranging from complex to simple.
- The Cornell SC Johnson College of Business encompasses three top-ranked business programs: Charles H. Dyson School of Applied Economics and Management, the School of Hotel Administration, and the Samuel Curtis Johnson Graduate School of Management.
- Each program prioritizes diversity and inclusion while instructing in leadership.
- In 2018, college enrollment was at 3,191 (both graduate and undergraduate) students and over 43,000 alumni.
No Real-Time Data for Higher Education Business Processes
FormAssembly is used to manage the application process for two separate programs for Executive Education.
Denise Ruben, Salesforce Administrator, explained how FormAssembly is used to manage the application process for two separate programs for Executive Education. Within each individual program, there are two forms: a single application form and a group enrollment form. Previous pain points revolved around the need to update data to multiple objects and to mitigate the workload of establishing these forms on the backend.
Cornell was able to work with FormAssembly’s Implementation Services team to tackle the personalized needs of the program process and to troubleshoot as needed.
A Viable Fix for Backlogged Projects
What [we] were really able to do with this is to take stuff off the plates of Salesforce Developers who are extremely backlogged.
FormAssembly provides a path for the Salesforce team at Cornell to create, manage, and streamline online forms for higher education. This creates an opportunity to relieve extra work and tasks from the Salesforce Developer team.
“What [we] were really able to do with this is to take stuff off the plates of Salesforce Developers who are extremely backlogged,” Ruben shared.
The team at Cornell has benefited from a few key FormAssembly features, in particular. These include:
The Prefill Connector allows the team to minimize the amount of repeat data they request from respondents. Staff wanted to be able to save time and energy and eliminate the need for respondents to type in contact information in multiple places.
FormAssembly’s validation rules can help ensure that all the rules in a form are followed correctly. This extra layer of protection ensures that submitted data is clean, free of errors, and will flow into Salesforce correctly.
The team at Cornell also makes use of repeatable fields and sections on different forms. According to Ruben, this “does a good job of creating data in Salesforce and creating the right records.” FormAssembly’s repeatable fields can be used to merge data in Salesforce or to create separate, individual records.
As an institution of higher education, Cornell SC Johnson College of Business has a governance process by which they approve and prioritize new process changes. FormAssembly remains a viable option for new data processes and workflows. Additionally, as the need for outside corporate training programs arises, the college can meet those application needs head-on with intuitive FormAssembly forms.