View a Demo of the Salesforce Solution

Get a sneak peak at the look and feel of York's Salesforce environment

The videos below show work that has been completed in the first increment of the Admissions Renewal Project. The project team worked with our solution integrator, Deloitte, to design and build functionality to enable core functionality, such as building and managing the applicant profile, configuring the system to manage applications efficiently, and creating the new applicant portal.  

Please note that the end product may not look exactly like what is shared in the demo videos and that functionality is subject to change as the project progresses.

Personas and User Journeys in the Demo

  • An introduction to the demo for the first increment of work on the York instance of Salesforce. You'll see the staff personas and user journeys that will be used to share system functionality in subsequent videos. 

 

How an application is received in Salesforce

This video follows Theo, an Ontario high-school applicant via OUAC to the Bachelor of Science in Biology has submitted his application.

Watch this video to see the following system functionality: 

  • View the applicant profile and types of information captured
  • View an application
  • View program information
  • View cut-off averages
  • Create a relationship with a family member

 

Check if agency information is up to date

This video follows Neha, an international applicant, to see if the agency information that is in the system is correct and up to date.

Watch this video to see the following system functionality: 

  • View an applicant/agency relationship
  • Create and confirm an applicant/agency relationship

 

Review and adjudicate an application

This video follows David, an applicant to the York University's Master of Arts in History program. View the process from the perspective of Benny, an admissions assessor. 

Watch this video to see the following system functionality: 

  • Review test scores
  • Review application materials (e.g. referees)
  • View documents that were uploaded to the application to meet application requirements
  • Complete a step to adjudicate an application

 

View open cases

This video follows Benny, as admissions assessor view and complete open cases that have been assigned to him within Salesforce. 

Watch this video to see the following system functionality: 

  • View what is assigned to a user
  • Complete a case (in the video, Benny will complete a Name Change request and change an applicant's e-mail and phone number)

Manage leads in a campaign

This video follows Zehra, a campus communicator as she reviews current campaigns, assigns tasks, and manages leads. 

Watch this video to see the following system functionality: 

  • View components of a campaign
  • View campaign tasks
  • Review leads and set up filters
  • View and manage duplicate leads

Preview the new applicant portal (YU Portal)

This video shows the new applicant portal (YU Portal): 

  • View the portal login and registration page
  • Preview what prospective applicants, OUAC applicants, and applicants with an application in progress will see
  • View how to manage communications preferences (includes a toggle between English and French)
  • View how to request third party authorization