If you have apps like Targetx or Enrollment RX, talk to the vendor before installing HEDA as there could be some dependencies and changes to be done to implement them. Heda does not have tools at the moment to migrate your current salesforce data to support the HEDA object framework.
Full Answer
What is Heda in Salesforce?
With HEDA, you have a flexible, scalable, and customizable architecture that allows you to configure Salesforce for your institution’s specific needs. HEDA puts your student at the center of every interaction and breaks down institutional silos using two junction objects: Relationships and Affiliations.
How to migrate data from one Salesforce organization to another?
You can migrate data by importing or inserting records from another Salesforce legacy source organization or other external source into a new target organization. It's important to import object data in a particular order to maintain record relationships.
What is Heda and why should you care?
Every robust house needs a strong foundation to build upon, and that’s where HEDA comes in. HEDA, our Higher Education Data Architecture, is a free open-source managed package designed to configure Salesforce out of the box for Higher Ed. Our purpose-built products, such as Salesforce Advisor Link, are built on HEDA.
Why Salesforce data architecture for Higher Ed?
At Salesforce.org, we saw an opportunity to create a single data architecture for higher ed that could be leveraged by institutions of all sizes – eliminating the need for costly customizations and creating an opportunity for a community driven approach to innovation.
How do I transfer data from Salesforce?
Go to Admin Settings > Data Import > Salesforce migration . In the Import Data from Salesforce overlay, fulfill these activities before clicking the checkbox. Upload your ZIP file and choose the downloaded zip file from the files on your device.
How do I migrate from one Salesforce account to another?
It's necessary to setup and configure required metadata and users in your new or target org before beginning. You can migrate data by importing or inserting records from another Salesforce legacy source organization or other external source into a new target organization.
Can we migrate users in Salesforce?
You can move community users between certain licenses using Data Loader. For example, you can migrate users between the Customer Community Member and Customer Community Login licenses. Before moving a user to another license, set up a profile for the new license type you are moving the user to.
How do I prepare org migration in Salesforce?
Below are some Salesforce Org Migration Best Practices:Recognize the Org to be Migrated (Legacy IDs, Required Fields, Objects, Optional Fields and so on) ... Make Excel Template for Org. ... Decide the Order the Migration. ... Relocate the Salesforce Org. ... Migration Manual and Scope. ... Approve the Org after Migration.More items...•
What is Salesforce migration?
Salesforce data migration aims to verify your data once it is compiled into a singular location to guarantee comprehensive data integrity. Understanding and trusting your data is an important part of knowing how to use it. Your system data needs to be cared—especially if the information contained is sensitive.
What are migration tools in Salesforce?
Salesforce Data Migration ToolsSalesforce Data Loader. It is a Salesforce client application that stands out from the rest for its high security and efficiency in handling large volumes of data. ... Salesforce Data Import Wizard. ... JitterBit Data Loader. ... Dataloader.io. ... Salesforce Inspector.
What are the three data migration tools available?
The following list shows some popular open source data migration tools:Apache NiFi.CloverETL.Myddleware.Pentaho.Talend Open Studio.
How long does Salesforce data migration take?
From our experience, the average duration of a Salesforce data migration process is from 20 days to around 2.5 months.
How many ways we can deploy in Salesforce?
There are three deployment options in Salesforce: Change sets. Metadata API. Ant Migration Tool.
Which of the following should be done before migrating data in to the production Salesforce?
Migrate data: The test migration should prepare you for the migration into production. Prior to migrating, inform Salesforce users what will be happening and how it will affect them. After migrating data into Salesforce, validate the data. Although you did this in Step 4, you'll want to double check in the live system.
How do I clone a Salesforce org?
It's not possible to clone or duplicate an existing organization in its entirety. Salesforce currently does not offer a service that would allow customers to clone a production org.
What is HEDA in Salesforce?
HEDA is a completely free and open sourced data architecture , built in close collaboration with our higher ed partners and customer community. With HEDA, you have a flexible, scalable, and customizable architecture that allows you to configure Salesforce for your institution’s specific needs. HEDA puts your student at the center of every interaction and breaks down institutional silos using two junction objects: Relationships and Affiliations. These objects connect your Contact (i.e. Student) to every other contact and account within your institution’s ecosystem. You can see a student’s professors, advisors, siblings, parents, coaches, tutors, etc. all from a single view. More importantly, you can see everything a student is interested in by the accounts they’re affiliated with. What high school did they come from? What is their major/minor? Do they play sports? What internships are they targeting for senior year?
How long does it take to migrate to Heda?
Part 2: My HEDA Migration Story: How the University of Utah College of Nursing Migrated to HEDA in Six Weeks. Part 3: Four Steps to Help Salesforce Administrators Plan for Success with HEDA. So let’s dive right in and get to know HEDA, the foundation of Education Cloud.
What is HEDA in education?
HEDA (Higher Education Data Architecture) is the foundation of Education Cloud. Well, if Education Cloud is the umbrella (or for the purpose of this analogy, the roof of the house) then what is the foundation? Every robust house needs a strong foundation to build upon, and that’s where HEDA comes in.
Salesforce Admins
Salesforce Admins using the LingkSync app can easily add Banner SIS (Student Information System) data into their Salesforce.org account to power new dashboards, reports and notifications supporting user requests for more student lifecycle data.
Salesforce End Users
Salesforce End Users will have immediate access to an expansive amount of SIS data fields in Salesforce to allow users to build new and enhanced views, dashboards and reports to gain powerful insights. With access to more student lifecycle data users can create new use cases that help to automate and transform their work.
Managing 1,000 Students and Counting
from Challenge to Opportunity
- A bucket account record, redundant objects, duplicative fields, inconsistency, and no formalized data architecture – these were just a few of the issues I faced when I started to dig into our Salesforce org. Most of the fields on many of the objects were exactly the same or similar enough that they could have easily worked on a global level. These same fields were error-prone allowin…
Migrating to Heda
- After a year, I decided it was time to convert our org fully to HEDA. I knew there had been some talks with campus executives about a possible campus-wide CRM solution, with Salesforce.org Education Cloud at the center, and I wanted our org to be HEDA-ready. Shortly after our graduate application cycle closed in January 2018, I went to Trailhead to learn more about HEDA and com…
Steps to Success
- Presently, all my objects and records are within the HEDA data model. The conversion to HEDA has led college leadership to explore using our data more holistically, not just for the application process. HEDA allows us to have a 360-degree view of our applicants starting with the time they first inquire about our program all the way through graduation. Now that we have HEDA, the coll…
Heda 101: Higher Education Data Architecture
Streamlining Processes, Saving Time, and Improving Student Success with Heda
- Before HEDA came along in March of 2016, institutions were spending time and money customizing their CRM to fit their particular needs. However, every customization solving the same problem differed from one implementation to the next. If a system admin made a career move from one university to another, they would have to start from the beginning and re-familiar…
community-driven Innovation
- HEDA innovation truly stems from our higher ed community – we value customer feedback and listen to our community when developing impactful technology solutions. Take for instance the two new HEDA objects that were released in June, ‘Program Plan’ and ‘Plan Requirements’. The development of these two objects started with our customers. A member of the higher ed com…
What’s Next?
- Now that you’ve learned a little bit about HEDA and the latest innovation, make sure to sign up for a 30 day free trial and join the Power of Uscommunity to connect with other higher ed institutions. Stay tuned for the second blog in this series where we’ll hear from a customer on their HEDA migration story. *Any unreleased services or features referenced herein are not currently availab…