August 2016
Salesforce Administrator Training
Ross hosted the Salesforce Administrator Training in July for those who were interested in learning more about the setup, security and structure of Salesforce. The training was opened up to units and schools across campus, and the response was so great that we had to schedule 2 sessions of 18 attendees. We are hopeful that those of you who were able to attend took away some great ideas on how your business unit could utilize Salesforce, and that it helped give you an idea about how to prepare your data for migrating to the new Ross Salesforce Org.
Ross Marketing and Communications update
The Ross Marketing and Communications team has been working hard to define the RNT data to migrate over to Salesforce through the creation of a Data Dictionary. This dictionary is where we will track all system fields, sample data, and their Salesforce mappings. Each unit that joins the Salesforce org will be asked to provide any source data definitions that they need to bring into Salesforce, which brings us to the next topic…
Clean your data
As we start to onboard groups we will need your help with cleaning up your data to import. There are several separate systems and spreadsheets all across Ross, and we want to make sure that our new database is accurate, usable and credible so that other’s don’t look elsewhere for their data and communication needs. Here are some tips on how you can get started. Feel free to reach out to the Ross CRM Implementation Team if you have any questions on how to get started.
- Remove Duplicate records
- Correct spelling and punctuation
- Enforce naming conventions
- Fill in incomplete data
Kick-off meeting
We are aiming for the week of September 19th to present the Ross IT vision for Salesforce. More details to be provided at a later date.
