Educational Financing (fka Financial Aid)
This project is an app meant to help manage and track student (or faculty) financing in Salesforce.
EDA/Education Cloud
https://powerofus.force.com/s/group/0F91E000000brP8SAI/financial-aid
Help us give you the thanks you deserve and ensure future contributors know who to contact if they have questions! Please ensure that all contributing members of the team are included.
- Team Leader(s): Emma Hutchinson
- GitHub Scribe(s): Emma Hutchinson
- List of all Contributors: Yina Chun, Jo Ann Lewis, Ali Ganjalizadeh
| Full Name | Team Role | Github Username | Sprint(s) |
| Emma Hutchinson | Project Leader | erh244 | Virtual March/April 2020 |
| Yina Chun | Contributor | cyina88 | Virtual March/April 2020 |
| Jo Ann Lewis | Contributor | Jdaze10 | Virtual March/April 2020 |
| Ben Arenger | Contributor | dripkoffee | Philly 2019 |
| Buyan Thyagarajan | Contributor | buyan47 | Philly 2019 |
| Shamir Khan | Contributor | shamgitpub | Philly 2019 |
| Matt Palmer | Contributor | matt2403 | Philly 2019 |
| Kathy Zimmerman | Contributor | KathyZimmerman | Philly 2019 |
| Ali Ganjalizadeh | Contributor | aligeez | Virtual March/April 2020; Philly 2019 |
| Matthew Blanski | Contributor | MatthewBlanski | Virtual March/April 2020; Philly 2019 |
Virtual March/April 2020: Building off of the efforts of the 2019 Philly Sprint. This App is meant to support all means of finances for Students and Faculty. It focuses on tracking financing such as scholarships, grants, etc. as the first piece of the App.
The App’s main goals are to:
- Track and Communicate Financing opportunities to Students, Faculty, and Advisors
- Allow Students to see their Financial Aid funding and what other funds they need to complete their financial obligations
- Allow the Educational Institution to report on details of Financing per department, type of student, etc.
- Match students who meet criteria to available Financing opportunities
Philly 2019: Students, Staff, and Organizations all need to manage financial aid. This solution endeavors to supply Financial Aid architecture and small assistance in a manner similar to EDA. For use by Institutions that want to manage Financial Aid funding data.
Documentation can be found in the repository wiki
What did the Project Team get done during the Sprint?
Virtual March/April 2020: During this Sprint we broadened the existing schema to include all financing options. We thought through the solution as a whole to see what parts of EDA we could work with to make it easier to use existing pieces.
We also began discussions with the Outbound Funds team to see if their App/Schema is a good match for our project and whether Financial Aid could be an add-on package similar to NPSP.
In October 2019, the project team created a schema and an outline of some setup guides
See the Issues tab for open enhancements. Feel free to add additional suggestions and use cases!
- Finish reviewing all Outbound Funds objects and workflows
- Discuss with OF the opportunity to adjust objects/etc for this app
- Build Tracking schema and rules
- Use EDA schema to set up tuition/course costs in order to track remaining funds