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Completat

Students and Employees as Digital Citizens

schmittaf fa 12 anys updated by Margaret Fako fa 11 anys 2
Enabling the appropriate skills for the job.
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Investigate Robotic Cameras.

schmittaf fa 12 anys actualitzat fa 12 anys 0
Robotic cameras for webcasts and other events. And / or cameras that viewers can control.
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Under review

Integrate DecisionDesk data with Salesforce

Anònim fa 12 anys updated by schmittaf fa 12 anys 1

Has been discussed with DecisionDesk. They have rest API.

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Update Salesforce for counting & valuing gifts for the upcoming capital campaign

schmittaf fa 12 anys updated by slawnikmj fa 11 anys 2
Tim Dougherty and the Board have agreed on a set of standards when valuing gifts for the campaign. Salesforce needs to be updated to meet these guidelines. 
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Radio Data System (RDS) implementation

schmittaf fa 12 anys actualitzat fa 12 anys 0
Enables Radio text information to be shared with listeners: song, artist, programming notes, etc.
Purchased June 2012.
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Computer Needed for Great Room Projector

schmittaf fa 12 anys actualitzat fa 12 anys 0
A computer was requested to be attached to the projector in the Creative Writing Great Room.
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CASL Compliance

Chip Rice fa 11 anys 0
Canada has decided to create their own anti-spam legislation and to stop following our CAN-SPAM law. Their new law is called Canada's Anti Spam Legislation (CASL).
There are some key differences between the two laws, mainly:
  1. Canada's law will apply to more than just email but includes other forms of communications like text messages, social media pushes, and the installation of software.
  2. Individuals are able to bring suit against a company that spams them (in the US only an ISP can bring suit).
  3. CASL requires consent (either expressed or implied) and sets an expiration date for that consent (2 years from end of relationship (like graduation), 2 years from their last donation, 6 months from the time of inquiry/application, etc.)
  4. It also requires notification of implied email consent for any off line transactions that would trigger an email confirmation. For instance, if the Box Office processed an order from a Canadian over the phone or via a paper order form, we'd need to state that an email confirmation of their purchase would be sent out. I'm sure there are other use cases that would be affected by this between the Admissions office, Advancement, etc.
  5. CASL goes into effect on July 1, 2014 and the portion which allows individuals to bring suit starts in 2017.
The good news is that "doing due diligence to comply to the law" is seen as a viable defense in the event of a suit being brought.

Naturally there are a number of things that can/should be done in advance of the July 1 date in order to ensure that we are indeed doing our due diligence.
These include:
  1. Messaging all Canadian constituents and seeking their consent in advance. These could probably be identified by the country we have on their address in SF and/or anyone with a .ca email address.
  2. Since no methods of identifying them will be perfect, it is also recommended that we add a "Canadian consent" link to all of our other email templates which links to form where we can gather this consent.
  3. Keeping track of consent on the constituent record in SF (including type (implied or explicit), status, and expiration date).
  4. Creating automated workflows that trigger an email, or a series of emails, seeking renewal of consent in advance of that expiration date.
  5. Creating a Campaign/Group of all Canadian addresses that we do not have consent for which can be used as a "do not email" group after July 1, 2014.
  6. Having a meeting with all internal folks that could be involved with emailing Canadians to ensure that they are up-to-date on all of this and taking it into consideration as they do their jobs.
I'm sure there's more that'll pop up between now and then but this is the extent to which I've wrapped my head around all of this to this point. I figured it was time I reach out to you to see if you're aware of any CASL related stuff coming down the Convio pike or if you think we should try to set up a time to talk with someone over there about this.
At this point I'm not sure what all we'll want to do with SF/Convio, but probably create a new Survey for capturing consent from Canadians, adding something to our email preferences page for this, creating the necessary contact record fields to track consent status, type, expiration and mapping those to Convio so that they are able to be used for message automation, etc. 
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Track IAA student Awards in Salesforce

slawnikmj fa 11 anys 0
Kate Olson requested via email:
"Beth has requested research on the Presidential Scholars for use by our office, and division chairs, marketing, etc. I've located the list from Education, currently with 42 names. Beth will talk to Susan about the research needs.How would you advise we capture this information in Salesforce? It falls under the broader student "awards" topic that I know IT has struggled with.

I'd like to move away from the spreadsheet or a Google doc if possible, since this is something we would update annually. Do I create Campaign with members? Do I add them into a Presidential Scholars Event where we can download a research report from Susan for non-SF people? (we would not want to share financials with division chairs and marketing) Do we add a check-box in SF, just has we have for Charter Presidents Club or Advisory Board, etc. It would be great if it is something we can co-manage with Education.It is a permanent "Honor" for these alumni. There are also multi-levels to the YoungARTS program. Not certain if we would research these honorable mentionees, but we may want to capture this information while we are at it on behalf of Interlochen."
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Admissions Phones + Macs = <3 (DONE)

schmittaf fa 12 anys updated by Margaret Fako fa 11 anys 2
The Cisco call center required Windows and since it was not providing the desired functionality, that has been disabled.