With extensive expertise, and for the past 8 years, the UIS Salesforce team excels in crafting tailor-made solutions within the Salesforce ecosystem for various University business units. For a comprehensive overview of the Salesforce solutions, we currently maintain, kindly refer to the table below. Should you seek references, please contact us for contact information.
| Salesforce Org Name | Product | Business Case |
| ITJH Executive IT and Desktop Support | Service Cloud | Service Cloud configured to manage workstation support cases for VIP user like the President. Lots of interfaces bringing data in for AirWatch, SCCM, and AD (Active Directory) |
| Office of the President Contact and Event Tracking (OOTP) | Sales Cloud | SalesCloud CRM Used for tracking correspondence/mail and email that arrives in the office of the President. Also used to track events and other activities against contacts, Some workflow is configured using a Kanban. |
| JHTV CRM | Sales Cloud | SalesCloud CRM for managing contacts, accounts, opportunities, and various custom objects related to marketing IP and technologies to industry partners. They have an involved Opportunity pipeline, reporting, and separate “apps” for 4 distinct groups. Also, use of Qualtrics and Salesforce integration. |
| DXP: Student Case Management (SCM) | Service Cloud | Service Cloud case management system, which has a student facing website where students and guests can create cases, and a custom SCM console app where cases are managed by staff. |
| Human Resources Office of Organization Development | Sales Cloud | SalesCloud CRM is used to track projects/engagements w/ teams across the university. Some workflow is configured using a Kanban. |
| Dual Career Tracking | Platform / Custom Developed | A customized workflow for review and engagement of all dual degree support efforts. An Interface to easily manage Employer accounts and their career categories. An easy to use home page and workspace that allows dual career staff to easily search for and retrieve information Access to various list views also use of Qualtrics and Salesforce integration for 3 online forms that customers complete that create records in the CRM. |
| Johns Hopkins Language Access Services (LAS) | Community Cloud; Sales Cloud | LAS console application allows user to manage an interpretation and document translation service request. This application uses Skedulo field workforce to coordinate MIs. |
| Institute for Assured Autonomy (IAA) | Sales Cloud | SalesCloud CRM enables approximately eight IAA staff members to manage contacts and accounts and log their interactions (e.g. meetings, emails, phone calls, events, and tasks) related to them. Since IAA is still working to establish their business process for leads and various project and opportunity pipeline workflows, they have opted to use only ‘out of the box’ CRM functionality with no special customizations. They will use the phase 1 CRM as a learning opportunity as they establish more of their business requirements needed for future customizations. |
| Carey Executive Education | Sales Cloud, Service Cloud | SalesCloud configured to support Executive Education program at Carey Business school. Supports class registration, payment (w/Linvio), certificate generation, and marketing with Pardot |