Lecture Capture Participation Management

Matterhorn + Salesforce

UC BerkeleyEducational Technology Services

Course Data

Scheduling & Management of Recordings

Data StoreAutomated Workflows

Email TemplatesTasks & Ticketing

Reporting

Classrooms

Instructors

We begin with 3 systems: Matterhorn, Salesforce, and a database that contains all of the Course Data (schedule of classes).

Salesforce already knows about classrooms and instructors, data used by other services.

Classrooms Listing in Salesforce

Course Data

Course Data Mover

Scheduling & Management of Recordings

Data StoreAutomated Workflows

Email TemplatesTasks & Ticketing

Reporting

Classrooms

Instructors

A custom module – CourseDataMover – reads Salesforceto get a list of recording-capable classrooms.It then reads Course Data to compile a list of courses scheduled in those rooms.

Course Data

Course Data Mover

Scheduling & Management of Recordings

Data StoreAutomated Workflows

Email TemplatesTasks & Ticketing

Reporting

Classrooms

Instructors

Courses

For each eligible course, CourseDataMover creates a Course record in Salesforce, and associates it with the course instructors.In addition to the Instructors, a Course record includes schedule information.

Course Record in Salesforce

Populated by Course Data Mover

Course Data

Course Data Mover

Scheduling & Management of Recordings

Data StoreAutomated Workflows

Email TemplatesTasks & Ticketing

Reporting

Classrooms

Instructors

Courses

Sign Up Form

When ready to send invitations, all instructors receive an automated email with a link to the Sign Up Form. The Sign Up Form is part of a custom module built within Matterhorn.The Sign Up form identifies and verifies the instructor, and also reads and presents Course information from Salesforce.

Sign Up Form

Course Data

Course Data Mover

Scheduling & Management of Recordings

Data StoreAutomated Workflows

Email TemplatesTasks & Ticketing

Reporting

Classrooms

Instructors

Courses

Sign Up Form

When the instructor submits the Sign Up Form, the values submitted (what is recorded, distribution and license options, and agreement to recording) are sent to Salesforce, to store with the Course record.

Course Record Updated

Updated by Sign Up Form

Course Data

Course Data Mover

Scheduling & Management of Recordings

Data StoreAutomated Workflows

Email TemplatesTasks & Ticketing

Reporting

Classrooms

Instructors

Courses

Sign Up Form

On Submit, the Sign Up Form checks to see if all instructors for this course have agreed to have the course recorded. If so, the recordings are scheduled in Matterhorn. The Salesforce Course object contains the necessary semester (start and stop dates) and schedule information.

Scheduled in Matterhorn