Ideas - Salesforce Trailblazer Community
Trailblazer Community
Post an Idea
220  Points
Open
Idea has been posted. Give it an upvote or downvote.

New HEDA custom object (Plan) vs. Academic Program Account record type

Born from 2017 Higher Ed Open Source Software (OSS) Community Sprint, this Idea focuses on improving how degree programs/plans are recorded in HEDA. Our intention with this Idea is to improve how degree programs/plans are recorded and used in… Show more

18 comments · 3 years ago

400  Points
Open
Idea has been posted. Give it an upvote or downvote.

Merging Contacts Tab

With each Contact in its own Administrative Account, the familiar "Merge Contact" button is a pain to use, requiring: Step #1: Merge the Accounts Step #2: Merge the Contact Can we have a tab like the NPSP "Merge Contact" tab to… Show more

11 comments · 5 years ago

70  Points
Open
Idea has been posted. Give it an upvote or downvote.

Add a lookup filter to Organization field on HEDA Affiliation object

We use Accounts for many things but in the context of Affiliations, we are only looking for things like schools. I'd like to filter out internal departments and vendors, for example. I can't seem to add a lookup filter to this field because… Show more

1 comment · 3 years ago

120  Points
Open
Idea has been posted. Give it an upvote or downvote.

Enable Account Merge with Automatic Re-parenting

Please enable Automatic re-parenting of child records when merging Account records in EDA. At present, child records aren't automatically re-parenting to the winning records.

2 comments · 2 years ago

80  Points
Open
Idea has been posted. Give it an upvote or downvote.

Employment History object addition

EDA should consider adding Employment History object to track employment history for applicants(Lead) and students(Contact). Also, a new Lead lookup should be added on Education History to track education history for applicants(Lead).Automation for… Show more

2 comments · 3 months ago

50  Points
Open
Idea has been posted. Give it an upvote or downvote.

Allow merging Accounts with Affiliations

We cannot merge two Accounts that have Affiliation records because one is deleted. For Account deletions as part of a merge (no idea how to know if that is happening, but I think it relates to MasterRecordId) then reparent child records such as… Show more

0 comments · 1 year ago

80  Points
Open
Idea has been posted. Give it an upvote or downvote.

Access to Trigger.oldMap and Trigger.newMap in TDTM

TDTM allows the methods to use Trigger.new and Trigger.old (newlist and oldlist) but not Trigger.newmap and Trigger.oldmap. Including these would let us check if a field value had changed during the triggered dml operation. (While the utility of… Show more

4 comments · 1 year ago

10  Points
Open
Idea has been posted. Give it an upvote or downvote.

Easily Report on Multiple Race Values

Recently, I've been trying to build a report to look for multiracial student records (we're an educational institution) and I was thinking of searching for any record where Race includes "," since races are comma-seperated values.… Show more

0 comments · 22 days ago

140  Points
Open
Idea has been posted. Give it an upvote or downvote.

Allow "Primary" designation on a Program Enrollment and replicate to Affiliation

Many of my clients create or update Program Enrollment records via SIS integration. When a Program Enrollment is created it creates the Affiliation, but there is no way for us to check the Primary box on the Affiliation. Therefore the Contact's… Show more

5 comments · 1 year ago

180  Points
Up for Prioritization
Up for Prioritization

Replace visible uses of "University" with "Institution" and/or "Organization"

Not every institution that uses HEDA is a university. Some are colleges, some (I'd guess) corporate education operations, some special-purpose training facilities, and so on. Can the word "University" be expunged from HEDA field labels… Show more

4 comments · 2 years ago

1 to 10 of 80 | Next