Case Study: Simon Fraser University achieves streamlined student recruitment and FOIPPA-compliant data capture with Intellistack (Formstack for Salesforce)

How Simon Fraser University used Formstack for Salesforce to manage the student recruitment and enrollment lifecycle

Simon Fraser University (SFU), a leading Canadian comprehensive university, needed a better way to manage prospective student recruitment and enrollment: their process relied on slow spreadsheet imports, lacked a straightforward method to collect required information and documents in Salesforce, and had to meet strict FOIPPA compliance. They also required a solution that allowed non-IT functional users to create and adjust forms as recruitment needs changed.

SFU implemented Formstack for Salesforce, a FOIPPA-compliant solution that digitized prospect collection, organized case-question forms (including attachments), and used prefill to avoid asking students the same questions multiple times. The change eliminated manual data entry, improved student engagement and communications, consolidated their tech stack, saved time, and gave functional teams easy control over forms mapped directly to Salesforce objects and fields.

Simon Fraser University

Sean McKenna

Director, Business Analysis and Assessment