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The director of graduate recruitment is interested in Education Cloud. Recruitment staff need to access Opportunity and Campaign Member information about students. The IT director is concerned about costs and suggests using other license types for full-time recruitment users.
What should the consultant discuss with the client?
Understanding Licensing Requirements:
Full-time recruitment staff need access to Opportunity and Campaign Member objects, which are part of core Salesforce functionalities.
Salesforce Platform licenses have limitations on access to certain standard objects such as Opportunities and Campaigns, which are essential for the recruitment use case.
Business Use Case for Full Salesforce License:
Opportunity Management: Recruitment staff need to manage opportunities related to student admissions and engagement.
Campaign Management: Access to Campaign Members allows recruitment staff to track and manage student participation in various recruitment campaigns.
Advanced CRM Functionalities: Full Salesforce licenses provide access to all Salesforce CRM capabilities, which are necessary for comprehensive recruitment operations.
Cost Considerations:
While full Salesforce licenses are more expensive than platform licenses, they provide the necessary functionality without limitations.
Discuss potential volume discounts or bundling options with Salesforce to mitigate costs.
Implementation Steps:
License Assignment: Ensure that full Salesforce licenses are assigned to recruitment staff.
Training: Provide training to recruitment staff on how to effectively use Opportunities and Campaign Members.
Customization: Customize Salesforce to meet specific recruitment needs, leveraging Opportunities and Campaign functionalities.
Salesforce Licensing Guide: Salesforce Licenses