Salesforce Active Projects

Overview

Supporting students with connected advising and success tools.

Using Salesforce Education Cloud, this initiative creates a single-pane view of a student to support academic advising, student engagement, and communication, creating a more connected experience for students and advisors.

Goals

• Provide a unified platform to support advising, tutoring, student services, and proactive student success workflows.
• Provide a branded student portal to access student success functions, appointment scheduling, study groups, and other support services
• Improve advisor-to-student and student-to-advisor communications with alerts and proactive support features
• Facilitate advising campaigns and case management with enhanced automations
• Provide advisors a dashboard with a holistic view of student information from various campus systems, and AI summarizing capabilities

Partners

• University College
• Graduate School
• Academic Departments in all Colleges
• OneIT
• Student Administrative and Support Departments

Timeline

Summer 2026 – Spring 2027

Overview

Building a more connected view of alumni, donors, and campus engagement.

Using the Salesforce Ascend platform, this work expands and enhances the University’s donor management by connecting donor, student engagement, and Athletics data into a more unified experience. The project supports a “360-degree view” of constituents to help strengthen engagement, improve fundraising efforts, and support more informed decision-making across campus.

Goals

• Create a more connected view of alumni, donors, students, and campus engagement
• Streamline and improve fundraising and donor engagement efforts
• Reduce data silos between campus systems
• Support better reporting and data-informed decision-making
• Enhance the Advancement team’s ability to track relationships and engagement
• Connect Athletics, student involvement, and donor information in one platform
• Improve stewardship and communication with constituents
• Expand Salesforce functionality to support long-term campus needs

Partners

• University Advancement
• Athletics
• OneIT

Timeline

Fall 2025 – Spring 2027

Helping students stay on track for graduation and financial aid.

Using Salesforce Marketing Cloud, this initiative helps ensure students register for courses that count toward their degree program and remain eligible for federal financial aid. CPOS leverages Marketing Cloud to communicate and engage with students.

Learn more.

Overview

Helping employees and students find wellness resources more easily.

Using Salesforce Agentforce, the Health and Wellbeing Agent will provide a simpler way to access information, support resources, and answers related to health and wellness services.

Goals

• Provide students with faster access to health and wellbeing information and services
• Improve the student support experience through self-service tools
• Offer 24/7 access to common questions and resources
• Reduce administrative workload for Health and Well-being staff
• Improve communication and connections to campus support services
• Streamline support processes using Salesforce technology
• Help students find the right resources more quickly and easily
• Create a more connected and accessible support experience for students

Partners

• Health and Wellbeing
• OneIT

Timeline

Summer 2026 – Spring 2027

Overview

Creating a smoother onboarding experience for new employees.

Using Salesforce Employee Experience, this project helps streamline onboarding by providing new employees with a clearer, more organized process for completing required tasks, training, and accessing resources.

Goals

• Make onboarding easier for new employees
• Reduce paper forms and manual processes
• Provide one central place for onboarding tasks and documents
• Improve communication with automated reminders and updates
• Help departments track onboarding progress more efficiently
• Automate employee setup in Banner to reduce duplicate data entry and save time

Partners

• Human Resources
• OneIT
• Payroll
• Hiring Managers
• Campus Departments

Timeline

Fall 2026 – Spring 2027

Overview

Expanding access to data and reporting across campus.

Using Salesforce Tableau Cloud, this initiative supports the use of Tableau dashboards and analytics to help campus leaders and departments make informed, data-driven decisions.

Goals

• Establish a modern analytics foundation using Tableau Cloud, including data preparation, dashboard development, governance, and user enablement.
• Develop best practices for data preparation, reliability, and performance
• Create a reusable visual style template for UNC Charlotte dashboards, incorporating design best practices
• Define standards, processes, and policies for secure, shareable analytics

Partners

• Institutional Research
• OneIT

Timeline

Fall 2026 – Spring 2027