Extension Salesforce Projects

Projects are Currently Underway or Completed

Plant Disease Diagnostic Lab

  • Case Management (Live)
  • Email Templates (Live)
  • Reporting and Dashboards (Live)
  • Web Forms (Live)

Operations Team

  • Case Management (Live)
  • Reporting and Dashboards (Next)

Communications and Marketing Team

  • Project Management (Live)
  • Case Management (Live)

CRM Support Team

  • Case Management (Live)
  • Project Management (Live)
  • Reporting (Live)

Food Testing Services

  • Case Management (Live)
  • Document Generation (Live)
  • Customer Portal (Live)
  • Email Templates (Live)
  • Web Forms with Payments (Live)
  • Reporting and Dashboards (Live)

Insect Diagnostic Lab

  • Case Management (Coming Soon)
  • Email Templates (Coming Soon)
  • Reporting and Dashboards (Coming Soon)
  • Web Forms (Coming Soon)

Master Gardener Volunteers

  • Application Management (Coming Soon)
  • Reporting and Dashboards (Coming Soon)
  • Web Forms (Coming Soon)
  • Volunteer Management (Coming Soon)

Pollinator Friendly Garden Application

  • Application Management (Coming Soon)
  • Email Templates (Coming Soon)
  • Payments (Coming Soon)

Dial Gauge Testing

  • Web Forms (Live)
  • Reporting and Dashboards (Live)

Veterinary Diagnostic Lab

  • Case Management (Coming Soon)
  • Email Templates (Coming Soon)
  • Reporting and Dashboards (Coming Soon)
  • Web Forms (Coming Soon)

Many other groups are holding preliminary discussions about how Salesforce might help their teams reach their potential and their audiences. The above list will be updated as implementations begin. At any time, email extension.crm@maine.edu to talk about how Salesforce can work for you.

Email Platform

This initiative will kick off in January 2023 and is estimated to take six to nine months.

Mailchimp is the chosen Extension-wide email platform. It will be fully integrated with Salesforce allowing the two systems to be up to date with each other. This way, Extension can use the power of data management in Salesforce combined with the strong email tools in Mailchimp. All email lists will be consolidated into one Mailchimp account which will give many great benefits to Extension, such as:

  • Centralized training and support for Mailchimp to take some of the burdens off staff who are creating newsletters, emails, etc.
  • Access to branded templates to make creating digital communications faster and results better
  • Cleaner list management which means better customer service
  • Access to advanced features in Mailchimp like drip campaigns and deeper segmentation
  • Development of an across-Extension “users group” where ideas and best practices can be shared instead of each unit feeling the need to find or create solutions themselves
  • Ability to report on email campaigns in Salesforce instead of Mailchimp
  • Chance to see a holistic view of each customer we connect with whether they belong to one or many of our mailing lists

Events Management

This initiative will kick off in January 2023 and is expected to take six to nine months.

Titan will replace the current CDMS for event management. Research is also being done to see if it can replace Course Merchant as well. While the CDMS and Course Merchant has served us well, Titan will allow us to create a better customer experience for event registration. Using the dynamic duo of Salesforce and Titan, we can create attractively branded, easy-to-use registration forms, collect payments without asking customers to re-enter data or go to a different page, automate email reminders for events, track attendance, and much more.