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.
Category: General Salesforce
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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Data Governance in Salesforce
Paul Chacon and Matt Palmer cover the rich set of tools at your disposal for managing data access.
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Integrating Common Data for Higher Education
Join Matt Tait and Matt Palmer for tips on automating your data imports, transforming third-party data, and more.
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Marketing for Higher Education
Katie-Elisabeth Scanlon and Matt Palmer show you how Pardot can be leveraged in higher education for lead generation and email automation.
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Customizing the Salesforce Experience
Join Mark Farrell and Matt Palmer for this session on customizing your Salesforce Org for different audiences.
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Salesforce MFA Enforcement
Salesforce requires Multi-Factor Authentication (MFA) for all internal users of the system
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2 minute read
Salesforce Reports & Dashboards
Join Reid Roemmich of Enrollment Rx who shares his insights from being an admin at a university using Enrollment Rx.
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Salesforce Flows for Higher Education
Join Enrollment Rx and Stephanie Stoddard of Saint Joseph’s College of Maine for this 90-minute webinar covering flow types, examples, and walkthroughs.
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RAD Uses of the Salesforce Dynamic Page Layouts
Use cases for Salesforce Dynamic Forms & Dynamic Actions
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3 minute read
Enabling the Standard Middle Name Setting
How to enable the Middle Name field in your org
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less than a minute
Internal Forms
Learn to quickly build Salesforce Forms in Lightning
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5 minute read
ERX Partial Copy Sandbox Template Recommendation
Use a sandbox template to create a new partial copy sandbox or refresh a sandbox
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less than a minute
User Permission Issues
Troubleshooting object permissions
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2 minute read
Updating Labels of New EDA Objects to Prevent Mapping Conflicts
Edit the labels of both EDA objects to prevent mapping conflicts
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less than a minute
When is the best time to do product upgrades to production?
Upgrade during off-peak hours
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less than a minute