Make Your Application Community Feel More Like Home Technology Innovations Track

1. #TargetXSummit
Make Your Application Community
Feel More Like Home
Cooper Fellows
Director of Business Architecture Solutions & Web Development
Champlain College

2. About Me
● Five Years at Champlain
● Developers & Salesforce Admins
● Innovative Solutions
○ Marketing Automation
○ CRM
○ Integrations
○ Web Sites

3. Agenda
● Where We Are Today
● How We Got Here
● Q&A
● Additional Resources

4. Where We Are Today
● Enhanced User Experience For Applicants
● Improved Marketing Analysis Capabilities for Staff
● More Refined Communication Opportunities
● Champlain College Online Application

5. How We Got Here
● Laid The Groundwork
● Built and Painted the Walls
● Added Finishing Touches

6. Lay The Groundwork
● Start In a Sandbox
● New Site or Existing Site
● Create and Relate Custom Theme to New Site
● Tie Community User to Contact

7. Tie Community User to Contact

8. Build and Paint The Walls
● Visualforce Pages
● Apex Controllers
● Apex Components
● Custom CSS
● Custom Javascript

9. Visualforce Pages
● Based on TargetX Pages
● Customized to Your Needs
● Ensuring Brand Consistency
● Some Limitations
● Community Site Profile Must Be Granted Access

10. Visualforce Pages
● Community Template
● Landing Page
● Account Creation
● Sign In
● Password Reset

11. Limitations
● Cannot Customize Applicant Dashboard
● Limited Customization of Application Page Layout
● Cannot Customize Payment Page Layout

12. APEX Classes
● Mostly Copies of TargetX Unmanaged Code
● Updates Point to Specific VisualForce pages or other Custom APEX
● Not all strictly necessary today, helps avoid unexpected impact from updates
● Community Site Profile Must Be Granted Access

13. Finishing Touches
● Prospect Specific Login and Apply Links
● Marketing Analytics
● Application Helpers

14. Prospect Specific Login and Apply Links
● Personalized URLs
● Improves Email to Contact Connection
● Eases Application Process
● Start Your Application Cooper!
● Forgot Your Password Cooper?
● Finish Your Application Cooper!

15. Marketing Analytics On The Application Record

16. Application Helpers
● Word Counter
● Cookie Notice
● Counselor as Recommender
● Custom Favicon
● Proactive Exception Reporting on App Submit

17. Q&A / Code Review
● Questions?
● Specific Code To Review?

18. Additional Resources
● Summit Code Repository
○ https://github.com/cooperfellows/targetx-summit-2019/
● TargetX Resources
○ https://targetxcrm.force.com/usercommunity/s/article/Configure-Online-Application-Community
○ https://targetxcrm.force.com/usercommunity/s/article/Configure-Related-Sites

19. Thank You
cfellows@champlain.edu
github.com/cooperfellows
trailhead.com/me/cfellows

20. Word Counter

21. Cookie Notice

22. Favicon