Overview

The Regent Award for Salesforce (RAFSF) application provides critical information to Student Success Advisors, Recruiters, and Enrollment Teams.  With the addition of RAFSF, enrollment and student-success teams have access to key financial aid insights in their CRM (Customer Relationship Management), in the context of student records.  RAFSF extends financial aid insights to these teams via a one-directional feed from Regent to Salesforce.

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To upgrade to the latest version of RAFSF, please contact your Account Manager.

Key Functionality

Recruiters can:

• Identify the presence of a ISIR at the institution as well as the student’s award statuses to help with proactive outreach for students of interest;

• Spot tasks or documents blocking awards or disbursements and direct students on next steps; and

• Access Regent Award data to see the number of students eligible for financial aid to compare it to enrollment targets and other institutional KPIs

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• Review current awarding information and outstanding student requirements (based on permissions): and

• Determine the student's current a SAP status

Salesforce Installation Instructions

 To install the current version of RAFSF, append this path to your Salesforce URL:  /packaging/installPackage.apexp?p0=04t1U000007PoKI

• Example installation URL: xxx.mysalesforce.com/packaging/installPackage.apexp?p0=04t1U000007PoKI

• ‘Install Regent Award for Salesforce by Regent Education’ will open. Select a group of users to access the Regent Award for Salesforce appapplication. Recommend Regent recommends selecting ‘Installing App for Admins Only,’ and to later grant broader access to the app application through configuration, using permission sets.

• Select ‘Install’.  NOTE: ‘Social Accounts, Contacts, and Leads Settings’ must be enabled for successful deployment.

 To install: Append this path to your Salesforce URL:

 /packaging/installPackage.apexp?p0=04t1U000007U4P7

Example: xxx.mysalesforce.com/packaging/installPackage.apexp?p0=04t1U000007U4P7

• For more information on installation see https://help.salesforce.com/s/articleView?id=sf.distribution_installing_packages.htm&type=5, see SalesForce Help

Package Versions

*** required upgrade

Regent Award Configuration

Salesforce configuration is found at the Institution-level Setup under the 'Salesforce' tab. 

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• Select ‘All’ or ‘Blocking’ to populate the statuses of tasks that will display in Salesforce in the ‘Task Availability’ field.  NOTE: If ‘All’ is selected, you may still display only Blocking tasks to a role using permission sets in Salesforce

Display 'Office Use Only' Documents = Determines if documents marked as 'Office Use Only' are displayed in the Salesforce application

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Display Academic Year 0 =  If "Yes" is selected here and an Academic Year 0 is present in the award information for the student, the Academic Year 0 information is displayed on the Award Information object in Salesforce.  If "No" is selected here and an Academic Year 0 is present in the award information for the student, no Academic Year 0 information is displayed on the Award Information object in Salesforce.

Academic Years to Display =  If "Current AY and one Future AY" is selected here, only the current academic year, or the next future academic year is displayed on the Award Information object in Salesforce. If "All AYs" is selected here, all academic years will be displayed on the Award Information object in Salesforce.

Display External Resources =  If this box is checked, external resources are displayed on the Academic Information object in Salesforce.

Best Practices

• Creating triggers on any Salesforce objects updated by the Regent Award for Salesforce sync may significantly impact sync times, and even cause syncs to fail. This is not a recommended or supported configuration.

Salesforce Configuration

Login to the appropriate Salesforce organization. As Admin you will receive access to two new apps:

• Regent Award for Salesforce

• Config Regent Award for Salesforce

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Configuration Tab (Config Regent Award for Salesforce)

• Go to ‘System Administrator’ profile, choose ‘Object Settings’, then in ‘Blocking Documents’ and in ‘Blocking Tasks’ set Tab Settings as ‘Default Off’

• https://help.salesforce.com/s/articleView?id=sf.permissions_tab_settings_ref.htm&type=5

• Open Config Regent Award for Salesforce. Three configuration tabs will display:

  • Basic Settings

  • Authentication

  • Jobs  StatuscolourRedtitleNEW

Basic Settings

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Page Size = Defines the number of student records to synchronize in batch.  The recommended value is 200. Clients should monitor full syncs to confirm performance and no errors.

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Token = The administrator's password associated with the username (Login) provided above.

Click Save

Jobs   Status

Logs data for the scheduled full syncs

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Error Count = Number of errors in the scheduled sync

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Page Layout

https://help.salesforce.com/s/articleView?id=000358960&type=1

https://help.salesforce.com/s/articleView?id=sf.customize_layout.htm&type=5

Custom Page Layout

https://help.salesforce.com/s/articleView?id=sf.customize_layoutcustomize_pd.htm&type=5

Salesforce Objects

1 = Priority Indicators provide Recruiters and Advisors insight regarding a student's eligibility for awarding at the Institution, enabling proactive outreach to students of interest.

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6 = Sync Regent Data button (previously named 'Synchronize Data') syncs an individual student record on demand. A page refresh is required to see the most recent data.

7 = Regent Students - Tracks sync date 

PLEASE NOTE:  In order to display the Regent Award for Salesforce specific objects at the Contact level (as shown below), the administrator must add the specific objects to the Contact page layout.

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Deployment Instructions

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Data Dictionary 

RegentAwardforSalesforce_DataDictionary_v3.docx

Academic Year Object Model

object model pdf

Permission Sets 

Regent Award for Salesforce Profile_Permissions Configuration v3.xlsx

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