Dreamforce 2016 PowerPoint True Automation

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The True AutomationProCoCipBan

Oscar Ferreiro & Noe VelaInformation Technology Associate IIUTSA – The Graduate School

oscar.ferreiro@utsa.edunoe.vela@utsa.edu@UTSAGradSchool

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Oscar FerreiroBBA in Actuarial Science

UTSA - 1 year 3 months

Microsoft – 2 years

“I manage over 20+ employees and they never fail me because they are automations”

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Noe VelaBBA in M.I.S, AAS in Network Administration

UTSA – 1 year & 2 monthsTAMUK – 1 year & 3 months, TAMIU - 5 years

“Automation is like the Showtime Rotisserie Grill, You Set it and Forget it”

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Overview• Our Story• An Issue Arises• ProCoCipBan• The Automation• Improvement

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The Issue

Salesforce Group Assignment uses “College” • Business

DecisionDesk™ to Salesforce using “Program”• MBA/Cyber Security, Master of Business Admin

Banner to Salesforce using “Banner Program Code”• MBA-BUSCYS

CIP Code (Classification of Instructional Programs)• 52020100

Data Communication

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The Issue Source Data

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The ProCoCipBan

Create an object with all the required fields.• ProCoCipBan

Upload the fields using a CSV or manually .

Create the flows with record lookup and record update.• BPC Flow and Program Flow

Set Process builder to run the flows• ProCoCipBan S Process

The Connection

College CIP CODE Program Banner Program CodeBusiness 52030100 Accounting, MACY MACY-ACTEngineering 14080100 Civil Engineering, Master of Science MS-CEPublic Policy 44070100 Social Work - 60 hour, Master of Social Work MSW-SW-NASciences 26010100 Biology, Master of Science MS-BIO

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BPC

FLOW

PROGRAM

FLOW

Process Builder

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The ProCoCipBan

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“The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. The second is that automation applied to an inefficient operation will magnify the inefficiency”Bill Gates

Obstacles and Hurdles Double Negative (Cat-Toast Effect)

A simple space broke our automation.

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The ProCoCipBan S

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The Automation

Why do we Automate?

• Saves time.

• Increase productivity.

• Decrease human error.

• Improved data accuracy

• Reporting made easy.

• Benefits everybody.

Who benefits From it?

• Administrators

• Recruiters.

• Admissions.

• Student Engagement

• Fellow IT users

• Students

The Solution

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Improvement Keep moving forward

The Grant Project

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Questions?

Contact us

oscar.ferreiro@utsa.edu

noe.vela@utsa.edu

thank y u

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