WeDid: RTOs populate student enrolment data directly to Salesforce
The education industry has gone through significant changes over the past few years. To keep up with the changes, most of the registered training organisation (RTO) are adopting a more seamless student management process particularly using Salesforce as a tool to facilitate student sales and administration – one of the main areas is the student enrolment process.
RTOs require students to complete an enrolment form in order to collect the required data. Previously, students were required to complete either a Hard Copy Form or an Electronically provided enrolment form.
Problem: Traditional methods do not feed the required information directly into Salesforce. For the information to be processed into Salesforce, the user needed to complete a series of manual steps which caused cases of double handling and an inefficient time wastage.
So the great news for educators is that there is a solution which WDCi has extensively deployed which eliminates the need to be double handled. Our solution has been to use Visualforce to develop a working form that allows enrolling students information to be correctly collected and submitted correctly into Salesforce.
The solution which is a Salesforce Visualforce page can be sent directly from Salesforce using the “Send Email” feature or can be brought up on Site using a standard browser.
The benefit to RTOs:
- Information is captured directly into Salesforce against the student records thus reducing double handling. For example, having to transfer from Hard Copies.
- The Enrolment Form can be completed on desktops and mobile devices.
- Maintaining of courses can be performed directly in Salesforce and shown live in enrolment form.
- Certain information captured can be used directly for mandatory reporting purposes e.g. AVETMISS (Only if reporting engine is set up in Salesforce instance).