Salesforce Education Cloud Explained

It’s back to school time. And there is no better time to discuss Salesforce Education Cloud!

Powering the Learner Lifecycle with Pre-Built Apps

Boost productivity with ready-to-use, customizable apps tailored for every stage of the learner journey.

Instant Analytics and Intelligence

Gain real-time insights to deliver personalized support for prospects, students, and alumni, right at your fingertips.

Learner-Centric Data Foundation

Accelerate your start with education-specific objects, logic, and automation built on the world’s leading CRM platform.

Core Capabilities for Your Entire Institution

Enhance the impact of faculty and staff with versatile features like scheduling and case management, adaptable across any department.

Education Cloud: The AI-Driven CRM for Education

Transform the educational experience with the #1 AI-powered CRM designed for learner and institutional success. Discover the key features of Education Cloud, which accelerates time to value for institutions of all sizes, making it easier to create personalized experiences for every lifelong learner.

The Impact of Education Cloud

+5.5% increase in enrollment
+12% increase in productivity
+15% increase in retention

Source: Forrester Total Economic Impact Report

How Education Cloud Works

Operating Applications: Recruitment and Admissions, Student Success, and Advancement and Alumni Relations apps available now.
Common Capability Model
Education Data Foundation: Leveraged across the entire learner lifecycle.

Education Cloud offers comprehensive tools for various institutional needs, from managing households and relationships to scheduling appointments and supporting academic operations.

Core Capabilities of Education Cloud

Education Cloud is designed with flexibility to meet the evolving needs of your institution. Built on a learner-centric data foundation, it scales with your growth and provides each department with essential capabilities to maximize impact across the entire institution.

Featured Capabilities

Accounting Subledger: Streamline reconciliation by connecting systems and preparing financial data for your accounting system.
Actionable Lists: Keep students and staff on track with dynamic action lists to monitor progress in real-time.
Alert Framework: Ensure students stay informed with triggered notifications and reminders for important updates.
Business Rules Engine: Automate complex business rules and workflows to reduce manual lookups and calculations.
Care Plans: Create a success blueprint with assignable tasks for students.
Case Management: Provide a seamless support experience for students, with a centralized one-stop-shop.
Data Processing Engine: Transform institutional data within Salesforce into actionable records.
Document Checklist: Streamline communication with checklists and real-time document uploads for easy updates between students and staff.
Document Generation: Easily generate PDF and Word documents using Salesforce data, directly from the platform.
Identity Verification: Implement a standardized, flexible identity verification process to reduce support call times and combat identity fraud.
Interaction Summary: Facilitate cross-department collaboration by capturing and sharing structured meeting notes.
Interest Tags: Track and report on client needs and interests with custom tags, enabling personalized outreach at scale.
OmniStudio: Design engaging, personalized experiences for your institution with ease.
Salesforce Scheduler: Simplify appointment booking across departments.
Timeline View: Allow students and staff to track progress by referencing applications and past interactions.