WeDid: CENSUS DATE AUTOMATION FOR RTO USING SALESFORCE

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Challenges

This RTO needs automation for census date calculation in Salesforce instead of manual census date data population for each of the students. For instance, the census date data for students could be like this:

Student A

  • Course : Diploma of Business
  • #1 Census Date : 12th August 2015
  • Amount : $14,950
  • #2 Census Date : 28th November 2015
  • Amount: $14,950

Student B

 

Solution

Census date is populated automatically after new student enrollment to a course. Census date automatically marked to ‘Accomplished’ when census date is reached. No manual work needed anymore for customer.

 

Related Objects Lead, person account, opportunity, custom objects
Components/App process builder, flow, formula
Complexity Medium

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