Admissions Connect Documentation

Streamline your admissions operations and engage with applicants to help them connect with the right teams and services at your school or institution.

• Learn About Admissions Connect
  Transform your institution’s admissions operations with features designed to streamline your processes. From territory management to configurable application requirements and checklists, Admissions Connect makes it easier for your staff to stay focused on their tasks and support learners who seek to enroll in your institution.
• Install Admissions Connect
  Review the release notes and prerequisites, and then install Admissions Connect.
• Admissions Connect Security
  Admissions Connect provides a flexible approach to security that uses standard Salesforce profiles, permission sets, and sharing settings. This approach lets you expose different data sets to different groups of users. For example, admissions directors typically have more permissions than a reviewer or verifier.
• Set Up School Data
  Bring your institution’s data into Admissions Connect and set up your users to efficiently manage all of your admissions operations in one place.
• Admissions Connect Territories
  Use Enterprise Territory Management to assign territories, track success metrics, and build relationships with prospective students. Recruiters can use reports to identify relationships to prioritize and to better engage with prospective students.
• Admissions Connect Requirements
  Review the requirements for implementing Admissions Connect, such as understanding Action Plans and Applications.
• Set Up Admission Reviews
  Simplify the application review process by providing a streamlined, centralized, and customizable experience that increases efficiency and productivity for your admissions staff.
• Set Up the Admissions Connect App
  Streamline application reviews, increase applicant engagement, and facilitate collaboration across institutions with the Admissions Connect app. Configure the navigation, record pages, and more, to suit your institution’s needs.
• Build Application Forms with OmniStudio
  Use OmniStudio with Admissions Connect to create application forms for your applicant portal. Plus, use flows to assign Action Plan Templates to applications.
• Set Up a Portal
  Set up an Admissions Connect portal so that unauthenticated guest users can interact with your institutions. For example, create a portal for applicants to upload documents and check on their application status, or for alumni to connect with one another.
• Verify Your Admissions Connect Staff Review Setup
  Configure list views to stay on top of applications and learn how to add reviewers to manage applications. Reviewers can then verify or upload documents and make the final admission decision.
• Report on Recruiting and Admissions
  Bring application insights into one place and discover trends in your admissions cycle by using the Admissions Connect Tableau Accelerator.
• Manage Application Data and Documents
  Understand how to work with documents that your staff or applicants upload to Admissions Connect.
• Admissions Connect Reference
  Learn about additional configurations to implement Admissions Connect, such as maintaining permission sets, page layouts, custom components, Apex classes, and accessibility standards. Get started with your implementation with the Recruitment and Admissions Workbook.
• GDPR for Admissions Connect
  Understand how the European Union General Data Protection Regulation (GDPR) affects Admissions Connect.