Blog
Salesforce Education Cloud: FAQs
Salesforce Education Cloud, is the latest evolution of purpose-built education applications for the Salesforce Platform. We know many of you may have questions. Depending on your particular scenario,... Read More »
Musings from Education Summit 2023
The 2023 Salesforce Education Summit held April 10-12, 2023 in Dallas, Texas was a welcome return to in-person conferences for the Higher Education community. We... Read More »
Benefits of Platforms as a Service (PaaS)
Cloud Platforms as a Service (PaaS) are often referred to as managed [cloud] services. If you are interested in learning more about the differences between the... Read More »
Cloud Service Delivery Models
Are you considering moving your infrastructure to the cloud? The cloud allows for many design patterns and architectural options not readily available to on-premises data centers. There are several delivery models of cloud services that should be considered to develop an effective cloud strategy. Read More »
Documenting Integration Requirements
Top 20 Questions For Thoughtful Integration Documentation More and more, our clients want to integrate Salesforce CRM or their Conga Contracts applications (their “Solution”) to a... Read More »
Enhanced Domains – Salesforce Enhancement
Salesforce will enforce Enhanced Domains in all orgs beginning Winter ‘24. Enhanced Domains include your company-specific My Domain name that is included in your URL for all of your Salesforce and Experience Cloud sites along with Visualforce pages and content files. This document outlines what Enhanced Domains are, the steps to enable it, and the potential impacts to your org. Read More »
The Final Countdown: Safeguards Rule (GLBA)
Reminder to clients about Safeguards Rule requirements that apply to Title IV institutions. Read More »
What are Person Accounts in Salesforce?
Person accounts are an account type that feature a 1:1 relationship with a single contact. In this model, account and contact information have the ability... Read More »
Are You Thinking About a CRM Portal?
Are you thinking about implementing a CRM portal at your institution? Or are you migrating from Luminis, Ellucian Portal, or Ellucian Mobile to a CRM... Read More »
Salesforce Org Consolidation
For large national and international clients, we often find companies with multiple instances of Salesforce CRM. In Salesforce “speak” each instance is referred to as an “org”... Read More »
Multi-Factor Authentication for Salesforce
With the exponential growth into remote work environments and uptick in hacking and pfishing, it is critical for you to enhance the security of your Salesforce deployment. Salesforce aims to protect your data with the requirement of Multi-Factor Authentication (MFA). Read More »
Salesforce System Administrators
We often speak of the critical success factors in a Salesforce or Conga deployment. These include: (i) Senior Sponsorship, (ii) Communication Planning, (iii) Design & Understanding... Read More »
CVE-2022-29464 EEI Vulnerability
Were you affected by the recent CVI-2022-29464 EEI breach? Unrestricted arbitrary file upload, potentially resulting in remote code to execution. Read More »
Have You Integrated to [???] Before
Over the past two decades, we have seen Salesforce deployments with associated integrations go from less than 5% of deployments to more than 60% of deployments. Consequently, one... Read More »
Conga Feature: Contracts Flow
Conga Contracts Flow automates your Contract Lifecycle Management process without having to add a flow to a specific contact, company or project. By creating a... Read More »
Salesforce Display Density
Since the Salesforce application was first released in 2000, users have been helpless to make use of white space on the various Salesforce screens. When the Lightning... Read More »
Integrations using Dell Boomi
How many third-party applications does your university use every day? Don’t be surprised if the number is over 100. Read More »
Email Marketing Solutions for Salesforce (Updated)
Unless you have all the customers you need, some level of marketing is necessary and important. Despite the proliferation of spam, email marketing continues to... Read More »
Taking the First Step Towards Green
Cloud computing is more efficient than running an on-premises data center for many reasons, some of which are outlined in earlier posts of this series. Read More »
Why Building a Sustainable ICT Infrastructure Is Important to Our Shared Future!
Across the globe, higher education institutions are becoming more attentive to climate change. Computing infrastructure will be a part of this conversation at a rapidly increasing rate. Read More »
Information Technology – A Green Influencer!
Sustainability has become a priority for higher education institutions across the world. For some, student led activism and outside pressures have led to divestment from... Read More »
How to Pass the Salesforce Admin Exam
While there are numerous paid training courses available, we believe that most people can pass this exam with the proper preparation. We have many consultants... Read More »
Preparing For Your Scope Call
How Much will it cost? How long will it take? For turn-key implementation or integration projects, we get asked these questions every day. Because your needs... Read More »
Integrating QuickBooks with Salesforce
If you are considering integrating your Salesforce deployment with QuickBooks, here is some food for thought. We often get asked about doing this and here... Read More »
Sales Cloud vs. Service Cloud
Having the right information in front of the right person at the right time is critical in providing customer support. Customers expect to have most... Read More »
8 Things to Consider When Evaluating and Selecting Enterprise Solutions
To help higher ed institutions increase the odds of a successful ERP deployment, we came up with a checklist when considering a new ERP solution. Read More »
SIG Achieves Amazon Web Services Partner Network Status
SIG announced it has achieved Consulting Partner Status in the AWS Partner Network (APN). Read More »
SIG Awarded “Cloud Services Supplier” Status to Crown Commercial Services G Cloud 12
SIG was awarded cloud services status to Crown Commercial Services G Cloud 12 Framework Read More »
SIG Partners with E&I Cooperative Services to Streamline Solicited Contract Services
The E&I SIG contract provides E&I members with access to a competitively solicited contract to save time and resources on IT consulting and staffing services. Read More »
Slate CRM Deployment at University of Northwestern – St. Paul
The University of Northwestern – St Paul went live August 1 in a single Slate CRM instance, after a six month implementation for their dual enrollment, undergraduate, and graduate students. Read More »
Remote Operations Readiness Checklist
How should we be adapting now and planning for the future? Consider incorporating a remote operations readiness checklist into your remote workplace plans. Read More »
Five Important Questions to Answer for a Sound Banner Security Policy
SIG has put together detailed guidelines to adjust, re-write, or create a policy that will steer your Banner and connected systems in a safe and secure manner. Read More »
SIG Supports SAML 2.0 Single Sign-On Authentication
Security Assertion Markup Language (SAML) is an XML-based protocol that was developed to facilitate the exchange of authentication and authorization information between applications or entities. Read More »