Salesforce Higher Education Use Case: Setting up Accreditations Processes

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A solid accreditation process helps educational institutions meet the top standards they establish. Creating a digital one in Salesforce for higher education can be complicated if a school needs a custom process to sync data seamlessly with other workflows already in place. 

In this common scenario, an educational institution would have to seek custom Salesforce development or find a trusted third-party tool on the AppExchange marketplace. You can save research time by going straight to Titan. 

They provide software solutions for Salesforce and higher education organizations. For example, Titan recently helped a college build an accreditation process portal using no code! 

The college originally had a PDF document for collecting information, which then needed to be manually entered into Salesforce. It was an extremely labor-intensive process for the college before turning to TITAN for help. 

Here is a high-level list of tasks in Salesforce the higher ed college accomplished with its new fully automated accreditation process:    

• The college has a portal to guide users through an easy accreditation process.
• The accreditation portal has a secure login for users with 2-factor authorization.   
• Salesforce data is automatically pre-filled into forms to minimize manual inputs.
• Any submitted data from the portal is transferred to Salesforce CRM for the higher education college.
• Users can preview and upload files to the accreditation portal, which are sent to Salesforce instantly.
• Users can quickly fill out forms with interactive radio buttons that collect information for Salesforce.
• The accreditation portal shows users the progress of an application using tick icons. This experience lets users log out of the portal and complete the application at a more convenient time. 
• The accreditation portal can collect information that creates multiple Salesforce records, such as a few location details. 
• Users can pay for their application through the accreditation portal. 
• Users can download a PDF version of all the information they provided to the accreditation portal.
• The whole accreditation process can be tracked in Salesforce every step of the way. 

To see the accreditation portal in action, check out this video: 

See you on the next one!