Easy RollUp for Education Industry - Case Study
 
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Easy RollUp for Education Industry

Introduction

Industry

Education

Products

Easy Rollup

Capabilities

Build and Implement

Our client is an educational institute which provides courses to students. They were running different campaigns and storing diverse leads based on their responses. Also, they had several sets of courses and enrollment was based on various criteria.

Project Challenges

Some challenges faced by them are:

  • Time Consuming Operations: Performing manual operations on large data sets is time-consuming. Student records, accounts, and reports require different processes to be performed accordingly and efficiently. Monitoring all this data will require extra effort and manpower, making it more inefficient.
  • No Visual Representation: With scattered data, it becomes very challenging to extract and visualize data. Data visualization becomes important when dealing with large data sets to study useful insights.
  • Unable to get meaningful insight and feedback: It isn’t easy to get the required insight and perform different operations on a large unorganized data set. Getting useful data for student analysis is vital.
  • Getting data average: Sometimes it is very important to get an average among the data sets. Salesforce does not provide an in-build average as a rollup summary data type. It can only be implemented by applying the proper formula every time.
Image of Case Study Challenges

Project Challenges

Image of Case Study Challenges

Some challenges faced by them are:

  • Time Consuming Operations: Performing manual operations on large data sets is time-consuming. Student records, accounts, and reports require different processes to be performed accordingly and efficiently. Monitoring all this data will require extra effort and manpower, making it more inefficient.
  • No Visual Representation: With scattered data, it becomes very challenging to extract and visualize data. Data visualization becomes important when dealing with large data sets to study useful insights.
  • Unable to get meaningful insight and feedback: It isn’t easy to get the required insight and perform different operations on a large unorganized data set. Getting useful data for student analysis is vital.
  • Getting data average: Sometimes it is very important to get an average among the data sets. Salesforce does not provide an in-build average as a rollup summary data type. It can only be implemented by applying the proper formula every time.
Case Study Solution Image

Project Solutions

We implemented the following solution to overcome the above challenges for our client:

  • Cost effective and time-saving: To help our clients, we introduced them to an AppExchange application developed by Cyntexa called Easy Rollup that helped them save time and implement the customized filter on massive data sets  and tailored filters without any additional manual effort or manpower.
VIEW COMPLETE SOLUTION

Project Solutions

We implemented the following solution to overcome the above challenges for our client:

  • Cost effective and time-saving: To help our clients, we introduced them to an AppExchange application developed by Cyntexa called Easy Rollup that helped them save time and implement the customized filter on massive data sets  and tailored filters without any additional manual effort or manpower.
VIEW COMPLETE SOLUTION

Project Result

Witness the increase in productivity and reduction in time upon successful delivery of the project.

Data sorting increased by

80%

Customer satisfaction increased by

70%

Better insight helped increase productivity by

70%


Client Review

Easy Rollup Reduced Time and Efforts

Easy Rollup has significantly changed the process of creating roll-up summary fields in Salesforce. Installing and implementing this application in our organization has not only reduced the time and effort required to create roll-up summary fields, but has also benefited us in terms of data visualization, data export and seamless data processing.

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