Name
Building Community: A Case Study on Launching a New Application Experience
Date & Time
Tuesday, June 17, 2025, 4:00 PM - 4:50 PM
Caitlin Tumey
Description

This session will examine the redesign and build of the University of Baltimore’s Fannie Angelos Program for Academic Excellence (FAPAE) application community. A collaboration between UBalt’s School of Law and Maryland’s HBCU institutions, FAPAE prepares students to take the LSAT exam. Historically, its applications were managed through a basic web form, which resulted in duplicate records and inefficiencies within the CRM system. By collaborating with the Liaison TargetX Premier Services team, the institution successfully created a new application community and TargetX application form for the 2024 FAPAE application cycle, leveraging custom fields, lightning pages, flows, dashboards, and Salesforce paths to create a streamlined and efficient user experience.

• Attend this session to learn about the transformative redesign of the FAPAE application process and the tools used to achieve it.

• Expect to gain insights into how to resolve inefficiencies and enhance application management by leveraging custom fields, flows, and dashboards in TargetX.

• Discover practical strategies for building efficient application communities and creating a seamless user experience within your CRM system.

Location Name
Hill Country F
Full Address
Hyatt Regency Hill Country Resort and Spa
9800 Hyatt Resort Dr, San Antonio, TX 78251
San Antonio, TX 78251
United States