Welcome to Building on the Best 2023
Join us as we talk about the latest evolutions in our ecosystem, as well as explore the newest features that will be part of Enrollment Rx’s upcoming release.
Category: Building on the Best (All)
Orientation
Welcome to the Totally RAD Enrollment Rx Virtual Building on the Best (vBoB ’22)! Join our CEO, Lawrence Levy, as he introduces the program.
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Orientation
We’re excited to kick off this month-long Summer School program loaded with hands-on training, exciting client success stories, and one-on-one tutoring opportunities.
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Managing Events with Salesforce and ERX
Learn how Trinity Western University uses Enrollment Rx to manage events for recruitment and admissions, such as individual visits, preview days, and orientation.
2022 ERX Product Release Preview
Learn about the newest ERX product enhancements! We’re excited to preview new releases for FormBuilder Rx, Reader Rx, Events Rx, Import Rx, and ERX Core.
FormBuilder Rx 101
This course will teach you how to set up a new Salesforce Digital Experience consisting of a Community and Site environment.
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Jump Recruitment into Hyperspace
Transform your recruitment efforts and applicant experience through a combination of DXP, FormBuilder Rx, and Lightning Communities. Attend this session to learn how to leverage these powerful tools like a Jedi wielding a lightsaber!
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Using FormBuilder Rx with Reader Rx
Learn how to use FormBuilder Rx along with Reader Rx to create dynamic application feedback forms and review steps for an awesome review experience.
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Events Rx 101
The Events Rx 101 course will teach you how to prepare, execute, and manage Events and Visits.
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One with the Force
Review the roadmap of Salesforce enhancements and how Enrollment Rx can align in maximizing your use of the platform.
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Using FormBuilder Rx with Events Rx
Check out even more bodacious functionality from FormBuilder Rx! In this session, learn how to use FormBuilder Rx to create page registration forms for Events and Visits.
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Import Rx 101
Learn how to easily manage the mapping and distribution of data into Salesforce as well as the transformation and de-duplication logic.
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Evaluating Applicants Using Scoring Rubrics
Texas Christian University has significantly decreased recruiters’ workload by implementing a screen flow framework that applies scoring rubrics to candidates. Learn how to use this automated feature as a starting point when evaluating admission recommendations.
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Using FormBuilder Rx with Salesforce Lightning Communities
Interested in moving to Salesforce Lightning Communities? Learn how you can leverage FormBuilder Rx within a Lightning Community.
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Reader Rx 101
Learn how you can simplify your application review/decision processes and the flexibility in creating and altering dynamic application reading experiences.
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Flows Awaken
The future of Salesforce automation is here. Let us guide you through the foundations of Flow which include fast field updates, notifications and guided screen flows. Whether this is your first flow or tenth, we will help guide you through the only way to automate in Salesforce.
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Ready, Set, Go with the Flow
In this session, we’ll prepare you to transition to Flows. Walk through examples of commonly used Process Builder and/or Workflow rules and see how they transition to Flows.
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Core Admin Panel 101
The Core Admin Panel 101 session focuses on an introduction to Assignment Manager.
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The Rise of Appointment Manager
As part of the Events Rx package, Appointment Manager allows for easy and customizable appointment scheduling that is maintained directly in Salesforce. Learn how your organization can benefit from this new feature to streamline your appointment management.
Totally RAD Reader Rx
Join Kathy Koh-Gigante and Connor O’Farrell to review Reader Rx Functionality, including inline editing, adding attachments, multi-step review processes, and document management.
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FormBuilder Rx 302
In this session you’ll learn how to expand FormBuilder Rx to create a Spanish application, more dynamic content for students and alumni, and more.
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Student Document Management with FormBuilder Rx
Ohio University Heritage College of Osteopathic Medicine shares how they leverage Enrollment Rx’s FormBuilder Rx and Salesforce to manage student documents.
Be the Baddest, RADest Salesforce Admin
In this session, we’ll dive deeper into totally RAD functionalities of Enrollment Rx and Salesforce.
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Show & Tell - SLCC
Salt Lake Community College shares their experience in building their Spanish admissions application.
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Prepare Your Next Application - This is the Way
Join the Enrollment Rx team for a discussion on preparing FormBuilder Rx, Assignment Rules, Reader Rx, and Import Rx for the next application cycle. This is the way!
Integrating Common Data Imports for Higher Education
Learn how you can leverage Enrollment Rx to automate your data imports, transform third-party data, and update multiple objects from a single flat file with customizable duplicate matching rules on each object.
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Core Admin Panel 102
The goal of Core Admin Panel 102 is to empower you to manage these features moving forward.
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Student Success - A New Hope
Watch us use the Enrollment Rx products FormBuilder Rx and Appointment Manager alongside native Salesforce features like Case, Case Management, Chat and Lightning Experience to lay a foundation for student success.
Bring a Friend - How to Make Salesforce RAD
Join us to talk about best practices for transforming Salesforce into a CRM system for recruitment, admissions, and decisions. New or existing Salesforce users welcome!
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ERX Admin 401
This webinar will help you manage release cycles and discuss how to handle upgrades as they relate to your Enrollment Rx products. Use this session to understand release cycles and upgrade your upgrade knowledge.
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Automated Document Transfers
Learn how University of Alaska Anchorage created a system that uses the Salesforce API to automatically transfer uploaded docs (PDF, DOCX, etc.) from the ERX platform to their document imaging system (Onbase).
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Spanish Application - Becoming a Hispanic Serving Institution
This session will go over the definition of a Hispanic Serving Institution and how the Spanish Application has helped Salt Lake Community College reach out to the Hispanic/Latinx community.
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Reader Rx 201
Learn how to use Document Annotation to virtually mark up, sign, highlight, and provide notes on application materials, making collaboration between reviewers a breeze.
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Return of the Flows
Join the Enrollment Rx team and take the next step in the journey from Flow Padawan to Flow Jedi. Harness the power of variables, loop through collections, and dive into the world of subflows.
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Create Faculty Data Tracking with FormBuilder Rx
During this session, OUHCOM will walk through how this was created and how it has increased transparency and data integrity within the college.
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Show & Tell Ohio University
Through creation of an ongoing student portal, Ohio University HCOM developed a space for students to collaborate with college administrators through the use of forms.
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Core Admin Panel 103
During Core Admin Panel 103, we will review, step by step, how to set up Application Requirement Sets and Application Requirement Items.
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Events Rx 201
In the Events Rx 201 session, we review how to manage, create and assign email templates, and leverage FormBuilder features like Zoom integration.
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Closing Ceremony
Join the ERX Team as we close out this jam-packed month of Summer School!