by Rachel Natik | May 18, 2017 | Blog
Does your synagogue have a Hebrew Day/Religious School program? Do you wish that you could better manage your students and enrollments? With the Congregation Connect School Module, having a 360° view of your school has never been so easy. Our School Module takes the hard work out of classroom management and provides a streamlined process to record your data. Let’s start with the students, otherwise known as Contacts. Use the Contact record to store pertinent and personal information for each student. Customized fields to store medical information and emergency contacts are already included within the module. The Household Account record will also provide further insights into the student, such as parent names and with their contact information. The Class object is used for each course offered within your school. For example, you may have a separate Class for each grade up until 4th grade. The 5th and 6th grade classes may have a beginner and advanced track so you would be able create separate class records for each. Meetings represent the actual sessions that each class has. The 2nd grade may meet weekly on Wednesday at 4:00 pm. The 6th grade advanced class may meet weekly, on Mondays & Thursdays at 6:00 pm. You can use the Schedule Meetings tool to quickly create all the meeting records by selecting the date parameters for these meetings. To enroll students in a class, simply create an enrollment record, linking a Contact to a Class. You can indicate their enrollment date and drop-out information, as needed. As you enroll students, the number of Enrolled Students on the Class record will update with the current total. On Thursday,...
by Cloud for Good Blog | Feb 24, 2015 | Blog
This is a cross post from the Cloud for Good blog. Roll out is often considered the end of a software or systems project, but the end of every Salesforce project is really just the beginning. As a Salesforce administrator or champion, you need to be prepared to help your organization through its journey with Salesforce. Chart a course for success by making investments in knowledge, data quality and your users. Investing in knowledge gives you the power to steer the system towards more fully supporting your organization’s needs. Investing in data quality is essential for building trust in the system and investing in users helps build community around Salesforce. INVEST IN KNOWLEDGE According to the old adage, knowledge is power. The more you know about Salesforce, the better equipped you’ll be to answer user questions, make decisions about enhancements and be a valuable resource to your organization. Salesforce is a platform whose features and functionality increase with each thrice-yearly release. Your organization’s use of Salesforce will change over time and knowing what the capabilities of Salesforce are is important for maintaining the growth and health of the system. Learning doesn’t have to be a chore, though. There are excellent online resources and a vibrant community out there for you to engage with. The Salesforce Help portal should be your first stop when you have a question. It’s rich with user guides, videos and support answers. If you’re looking for help on how to do something specific in Salesforce, check out the Salesforce Foundation’s YouTube playlist of the Top 25 Best Help Videos from Salesforce. The video topics cover everything from...
