planning for successful accreditation with salesforce final
TRANSCRIPT
Planning for Successful Accreditation with Salesforce
Kathryn Baker Parks Director of Academic Information
@kbakerparks
Located in Fayetteville, Arkansas Accredited by AACSB in 1931 Eight degree programs at the bachelor, master, and doctoral levels Approximately 5,800 business students Approximately 200 faculty Using Salesforce since Summer 2013
Sam M. Walton College of Business About the College
AACSB Accreditation BackgroundWhat do we want to predict?
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1. ACCURATE Predict AACSB metrics for the upcoming year.
2. USEFUL Simple, easy-to-understand dashboards for Deans and Department Chairs.
3. AUTOMATED Scheduled report and email notifications.
Developing a Proactive Approach Identify the Goals
What is this? Available? Location
Faculty Details (AACSB) Name, Department, Title, and AACSB qualifications Yes Activity Insight (Digital
Measures)
% Devoted to Mission
Similar to appointment %. FT faculty are 100% while the calculation for adjuncts and doctoral students reflects teaching duties.
SomePartial in Activity Insight (Digital
Measures)
Student Credit Hours Estimated credit hour production for each class. Yes Salesforce (Class
Schedule Process)
What do we have? What do we need?Identifying the Relevant Data
Building a Proactive Solution Database Design
Contact (Faculty)
Course
Class
Tip: To view your Salesforce organization’s existing design, navigate to Setup and search “Schema” and click the “Schema Builder” link.
Building a Proactive Solution Step 2: Export Faculty Data from Activity Insight (Digital Measures)
Building a Proactive Solution Step 3: Customize Contact Record to Collect Accreditation Data
Building a Proactive Solution Step 3: Customize Contact Record to Collect Accreditation Data
Building a Proactive Solution Step 3: Customize Contact Record to Collect Accreditation Data
Building a Proactive Solution Step 3: Customize Contact Record to Collect Accreditation Data
Example: Adjunct Instructor
Building a Proactive Solution Step 4: Custom Course and Class Objects
CourseClass
Related List on Contact (Faculty) Record
Master - Detail
Building a Proactive Solution Step 5: Build Reports
Building a Proactive SolutionStep 6: Build Accreditation Dashboard
Building a Proactive SolutionStep 7: Automate Dashboard Distribution
Live Demo
Thank you