Enterprise Salesforce Service
ASU’s custom Undergraduate Advisor Portal in Salesforce enables the academic advising community to outreach to students based on data triggers of potential retention risk factors.
By leveraging automation, predictive analytics and case management tools Advisor Portal serves as a central resource for academic units to monitor and manage engagement with their students.
The Undergraduate Advisor Portal enables the ASU advising community to create outreach cases, which produces a simple way for them to contact students based on specific, time-sensitive risk factors.
Advisors can also track and document details about the student interactions on the case for tracking and reporting.
Retention campaigns fuel data-informed action to nudge student behavior. The Student Success Innovations team aids with the implementation of the Salesforce Undergraduate Advisor Portal by sponsoring campaigns for students who:
College campaigns are designed by academic advising representatives and uploaded by SSI staff. The Student Success Innovations team also supports unique retention campaigns for college-specific outreach efforts, including:
ASU’s Undergraduate Advisor Portal can help advisors support students by:
Follow these steps to complete training and gain access to Salesforce Advisor Portal:
Fill out this form to request individual user access.
Complete the FERPA and Salesforce Ugrad Advisor Portal training (for undergraduate academic advisors and retention outreach) to view the portal in Salesforce.
Wait 2-3 business days for a Data Trustee to approve the role.
An email will notify you upon approval and access to Salesforce Advisor Portal.
When Salesforce Undergraduate Advisor Portal was first implemented at ASU.
Undergraduate Advisor Portal cases created since 2016.
Students supported through proactive outreach.
Undergraduate advising staff using the portal.
*According to data retrieved from ASU’s enterprise Salesforce org in May 2024.
Updates to Advisor Portal queues are determined by Advising Committee assignments. Please contact Beth Landish to change or update your department’s Advising Committees which will then migrate to Salesforce Advisor Portal queues.
Reach out to the SSI Salesforce team if you’re interested in catalyzing student engagement in your unit with a consultation or have questions about any of the Salesforce products.
Liz Ford
Business Analyst Associate
Carolyn Fox
Business Analyst Senior
Aaron Garriss
Director
Crystal Gustavson Miller
Director
John Kozel
Assistant Director
David Whitaker
Director