How 123FormBuilder Helped CWRU Automate Student Alerts in Salesforce
Introduction
Case Western Reserve University (CWRU) is a renowned private research institution located in Cleveland, Ohio. Its engineering, health sciences, law, and management programs are key points responsible for its excellent academic accolades. CWRU has grown over the past years. This rise led to the dilemma of how to ingest data into Salesforce while offering faculty an intuitive and dynamic interface. So they needed a solution – 123FormBuilder. This is their success story.
Challenges
Case Western Reserve University’s growth made managing some processes that use student data difficult to do without a dedicated online tool. Moreover, they needed to be able to integrate this data with their Salesforce Org, so their choices were limited. After looking at different options, they chose 123FormBuilder for its native Salesforce integration and user-friendly interface.
This decision was based on practical needs:
- Reducing manual data entry for faculty.
- Minimizing data entry errors.
- Creating scalable processes for institutional growth.
The no-code features of 123FormBuilder supplied a simple, but much-needed solution. Its main advantages were that it needed little IT support and brought scalable improvements across different departments.
Solution
In 2021, Case Western Reserve University decided to use 123FormBuilder to simplify its data collection efforts. The university wanted a more efficient way to gather and organize data because of the increasing number of faculty and departments that used Salesforce for managing critical information. The native integration of 123FormBuilder with Salesforce made it a great solution for their needs.
How CWRU Uses 123FormBuilder
1. Student Alert Form Automation
The university focused on automating its Student Alert Form. With this form, faculty can quickly submit and report issues such as attendance problems or academic struggles.
2. Real-Time Salesforce Sync
The platform’s two-way integration with Salesforce allows for smooth data transfer. Faculty can use the prefill feature to automatically populate forms with existing student information from Salesforce. Besides, any form submission triggers an update to the record in Salesforce, making sure everything stays current.
3. Customizable Forms
With 123FormBuilder’s easy drag-and-drop tools, they can create custom forms that fit their specific needs. With the conditional logic feature, they can show fields relevant to responders based on their previous responses. Thus, the form becomes more precise and more efficient.
How CWRU Benefited
After adopting 123FormBuilder, Case Western Reserve University experienced how much the solution could improve its alert process. One of the main advantages was the time saved by faculty. With reduced manual data entry, faculty members could concentrate more on supporting students instead of data entry.
As expected, the number of data entry errors decreased. Automated updates and pre-filled fields ensured consistency across systems. This minimized mistakes and improved the quality of information collected.
123FormBuilder’s flexibility showed it can be a scalable solution. Departments can make custom forms to fit their needs, whether for handling registrations or managing alerts. This helps everyone stay organized.
The entire system generally offered an improved user experience for all sides involved. For faculty, it became dynamic and easy to navigate. For staff, it became a smoother process with a more efficient tool and less interactions.
Why This Matters for Higher Education
CWRU’s use of 123FormBuilder shows the benefits of using simple forms and integration tools in universities. The real advantage wasn’t just the technology – it was about giving faculty a more efficient tool to submit and report student issues early. CWRU cut down on time of data entry and reduced errors after linking their forms directly to Salesforce.
