Dancing with Jitterbit: All inquiry and application activity at Allegheny College lives in Salesforce, but at the admit stage, records cross over to the SIS, Ellucian Colleague. Learn how Allegheny was able to use the free Jitterbit Data Loader to build a two-way bridge between Colleague and Salesforce and find ways to leverage their campus-wide reporting tool to supplement Salesforce’s reporting tool. 5 Steps to More Powerful Forms with FormAssembly and Salesforce: Forms are the fundamental way that users communicate on the web. Designing an effective form system for your organization takes planning and thorough knowledge of the available tools. Although there are several 3rd party form builders that allow you send data into Salesforce, none has such a robust connector to Salesforce as FormAssembly. Learn why this is such a powerful tool and what value it brings. You’ll hear about its limitations as well as its capabilities.

1. A Focus on Apps: Jitterbit and FormAssembly

2. Jason Ramsey
Assoc. Director, ITS - Allegheny College

3. Dancing with the Jitterbit
First Last Name
Title

7. Why Jitterbit? - The Choices
• Informatica Cloud
• Dataloader.io
• Jitterbit Data Loader
• Apex Data Loader
• CRMFusion Demand Tools

8. Why Jitterbit? – The Reasons
• Supported SFTP
• Supported Scheduled Jobs
• Needed it now
• Free!

21. Ellucian Colleague <-> Salesforce Integration
• Admit and Waitlisted Students
– Two Way Integration
• Salesforce data offered by Jitterbit query twice a day
• Manually processed into Colleague using ELF
• Contact and Application Review Object IDs saved in Colleague
• Keyed records in Colleague report back periodically to SF including “date of import”
• Non-imported records offered by Salesforce on next run
• Colleague becomes system of record

22. Ellucian Colleague <-> Salesforce Integration
• Parent and Sibling Relationship Data
– “Two Way” Integration
• Salesforce data offered by Jitterbit query
• Manually processed into Colleague using ELF
• Contact ID stored in Colleague
• Colleague ID reported back to Salesforce

23. Ellucian Colleague <-> Salesforce Integration
• Test Score Data
– One Way (Salesforce to Colleague)
• Test scores for linked records (newly linked or newly added scores) are offered by
Jitterbit Query
• Automatically processed into Colleague using ELF
• FAFSA Data
– One Way (Colleague to Salesforce)
• New FAFSAs updated to Salesforce nightly using keys saved on Colleague
• Unmatched FAFSAs reserved as an inquiry load through other means

25. Component Systems
SIS (Colleague)
Jitterbit
SFTP Outside Data Sources

27. Alex Messinger
Co-director of Distance Education,
University of Vermont Continuing and
Distance Education
@alexmessing

28. 5 Steps to More Powerful Forms with
FormAssembly and Salesforce

29. More Powerful Forms with FormAssembly and
Salesforce
Agenda
Key take-away: Is FormAssembly right for your organization?
• About University of Vermont
• 20 min: Presentation
• Pros and cons of the salesforce connector
• Case study: High School Registration
• 10 minutes
• Questions
First Last Name
Title

30. About University of Vermont
Continuing and Distance Education
• Pre-college, post-traditional, professional and
senior audiences
• 600 summer courses with 5000 enrollments
• Salesforce.com user since September 2011
• FormAssembly user since June 2013

31. Salesforce connector in action (2 min)

32. Benefits of the FormAssembly Salesforce Connector
• Variety of connectors
• Connects with multiple
objects
• Object matching on
criteria
• Pre-fill (enterprise)
• Formula logic
• Support

33. FormAssembly- Limitations
• Steep learning curve
• Interface not intuitive
• Smart routing and email
confirmation weak
• Some quirks

34. Case study: How to register high school students in
college courses?
• A complex form process
– Statewide voucher
– Guidance Counselor Approval
– Parent Approval
– Payment
– Special registration process
Vermont State House (wikimedia commons)

35. Case study: How to register high school students in
college courses?
• We were able to do this by following three steps and using
FormAssembly of course!

36. Step 1: Break it down

37. Step 2: Every field a needed field
• Eliminate fields
• Cleaner page
• User testing

38. Step 3: Take Action!
• Reports for pending
applications
• Call reports
• Results
• 193 apps, summer 2013
• 278 apps, summer 2014 plus
79 started

39. Questions?
Alex Messinger
University of Vermont
Alex.messinger@uvm.edu

41. Addendum: FormAssembly Screenshots: Form

42. Addendum: FormAssembly Screenshots: Connector

43. Addendum: FormAssembly Screenshots: Log

44. Addendum: FormAssembly Screenshots: Salesforce