Salesforce Program Plan
Phase 1:
Advancement & Engagement
Spring 2026 – Fall 2027
- Integration opportunities with communications and events
- Enhancements to Ascend for donor and alumni engagement
Employee Experience
Summer 2026 – Spring 2027
- HR New Employee Onboarding streamlined workflows and automation
- Employee Portal enhancements
- Continued rollout of HR case management features through HR Connect
Service & Operations
Summer 2026 – Fall 2027
- Advance Agentforce Virtual Assistant to Health and Well-being and Human Resources
- Continued evolution of the OneIT Agent and service automation
Student Success & Experience
Summer 2026 – Spring 2027
- Expanded undergraduate advising capabilities to deliver a reimagined, dynamic student support experience.
- Continued development of the Student Portal to provide connected self-service tools, communication, and support resources
Analytics & Insights
Fall 2026 – Spring 2027
- Expansion of Advanced Tableau dashboards
- Improved data integration to support decision-making
- Introduction of natural‑language querying, allowing users to ask questions in plain language and generate insights or visualizations without needing advanced technical skills
Phase 2:
Growing Adoption (Years 2 & 3)
Focus
Expanding AI reach, integrating core systems, and deepening functional capabilities.
Phase 3:
Transforming Services (Years 4 & 5)
Focus:
Replacing legacy systems, platform consolidation, and long-term strategic alignment.
The team is developing a 5-year plan. This page will be periodically updated to reflect new initiatives.