Case Study



INDUSTRY:  Health Care, Higher Education

AdventHealth University (AHU), produces skilled medical professionals by instructing them in methods to care for the whole person – body, mind, and spirit. AHU’s sister organization, AdventHealth, is the largest healthcare provider in Central Florida.

GO LIVE DATE: July 2018



Ultimately, AHU chose Salesforce as the more desirable and advantageous solution for their needs and VALiNTRY was chosen to conduct the implementation.

The Pilot Program included:

  • Set up of Organization, Accounts, Contacts, Roles, Profiles, and Standard Reports & Dashboards 
  • Data Configuration & Migration (ETL) 
  • Identify and Track Opportunity Management 
  • Security Model 
  • Activity & Relationship Tracking 
  • Outlook Integration / Projections 
  • Platform Testing / User Training 


With implementation and configuration complete, AHU continues to see value in their new success platform.   Other successes include:

Improved staff satisfaction based on ease of use of the system

AHU was able to craft a full 360 view of each alumni after graduation


  • AdventHealth University is now able to better visualize and make data driven decisions to with Salesforce’s flexibility reports and dashboards

  • With a fully integrated platform, AHU is now able to connect with alumni including surveys, emails, and events

Exceptional team, project was completed in record time and it meets all of our needs. I am always confident that…the team will solve any issue that arises. [My consultant] is wonderful to work with, he is very knowledgeable, and I am grateful that he is able to communicate technical issues in language that is easy for me to understand. In addition he never makes me feel stupid, even when I may be asking stupid questions. The entire team has made what I expected to be an extremely difficulty project seem very easy.

Dawn Creft

Director, Alumni Relations

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