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Records Management for Higher Education

Paradigm shift in sharing and managing records for Higher Education

Overview

Records Management for Higher Education has never been easier. Using Salesforce Communities, colleges and universities can distribute digital documents including financial aid forms, transcripts and more.

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See How Records Management for Higher Education Works

  • Delivering a great experience starts with knowing who your students are and how they are connected to people, groups, departments, and other aspects of your campus. Many institutions are turning to Enterprise CRM as a platform to connect their campuses.

  • Yet, requirements on record retention and building retention policies made it a challenging experience. Our Records Management for Higher Education solution comes to the rescue! Give your students easy access to all the documents through Communities.

  • Students are mobile, social, and flexible. Empower students to access everything they need in one place, rather than having to contact the registrar's office, bursar's office, student affairs office, dining services, etc. Accomplish Student Success!

Drive Student Success Forward with Higher Education Records Management! - Maintain transcripts for a certain amount of years and other university staff (not on salesforce) need to access the documents by building retention policies. - Share documents with students on an individual or university-wide level. - Regardless of the size of the file, easily upload/ download and manage content. - Send documents residing in other repositories to Salesforce through an API connection - Maintain one document repository for recruiting, enrollment, student services, advising, alumni relations and advancement Leveraging S-Drive, which is the top document management platform on AppExchange, this Lightning Bolt solution will enable colleges and universities to put a Student Portal with records management in place in no time. Reduce Communities go-live from 8-12 weeks to 8-12 days! --- You can visit the following AppExchange site to learn about the underlying technology: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000001SWUTEA4 --- As this is a highly customizable solution, please reach out to us for any installation requests and configuration support needs.

Categories

Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Managed Package

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