Use Salesforce objects to create lists and identify interests so that staff can better assist and connect with constituents.
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
- Actionable List Engagement, Actionable Segmentation, and Actionable List Member
- Create lists from multiple objects, collaborate with other staff, and take action within the list.
Use cases include:
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Prioritize applicants.
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Create lists of students based on specific criteria.
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Create a portfolio of prospects for relationship officers.
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Create lists of parents and students.
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Have a list of VIP parents to call based on a set of criteria.
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- Interest Tags
- Identify key interests, preferences, and needs. Deepen relations to build a connection with recruiters or advisors by speaking a common language.
Use cases include:
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Identify interests of the prospects, such as which sports they're playing.
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Track specific academic or extracurricular interests during the enrollment process.
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See Also: