The ProCoCipBanUniversity of Texas at San Antonio – Oscar Ferreiro

Overview• Who we are• Our Story• The Automation• The ProCoCipBan

Thank you!• Kat Reinhart – Target X

UTSA The Graduate School• DeBrenna Agbenyiga• Akhilesh Baddigam• Noe Vela

Our Story• Why do we need automation:

– Recruitment– Reporting– Admin Efficiency– Students

Our Story (Continued)

• DecisionDesk™ to Salesforce using “Program”• Banner to Salesforce using “Banner Program Code”• Salesforce Group Assignment uses “College” • “CIP code” (Classification of Instructional Programs)

The Automation• Create an object with all the required fields.• Upload the fields using a CSV or manually .• Create the flows with record lookup and record update.• Set Process builder to run the flows.

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

BPC

FLOW

PROGRAM

FLOW

Process Builder

The ProCoCipBan• Everybody Benefits from it.• Saves time.• Decrease human error.• Increase productivity.• Automate the whole world!• Then Rule the World! (of automations)

Questions?

Contact me

oscar.ferreiro@utsa.eduhttps://www.linkedin.com/in/oferreiro

“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