Salesforce Education Cloud

Transforming Student Success with software helps you adapt to change

Transforming Student Success with Salesforce Education Cloud

U.S. educational institutions—from community colleges to large public universities—face increasing challenges in engaging students across their entire academic journey. From recruitment and admissions to advising, financial aid, alumni engagement, and career support, managing the student lifecycle has never been more complex.

Salesforce Education Cloud offers a 360-degree view of every student, empowering institutions with the tools needed to improve recruitment, retention, student satisfaction, and alumni engagement.

U.S. Higher Education

Institutions across the United States report similar systemic issues that reduce efficiency and student success:

Siloed systems: Admissions, financial aid, academics, and alumni offices often use separate databases, making communication disjointed.
Manual processes: Many universities still rely on email chains, spreadsheets, and PDFs for critical tasks like enrollment, academic advising, and student support.
Poor engagement: Without timely alerts or personalized communication, students feel disconnected—especially in hybrid or online settings.
Inadequate reporting: Leaders struggle to forecast enrollments, track intervention impact, or analyze program outcomes due to lack of centralized insights.

🎓 How Salesforce Education Cloud Solves These Challenges

Salesforce Education Cloud provides a unified platform tailored for higher ed. It creates a connected campus by integrating communication, workflows, and data across the full student lifecycle:

Recruitment & Admissions

Manage prospective student journeys with personalized email and SMS nurturing
Automate application tracking, document uploads, and counselor assignments
Gain insights into lead conversion, top recruiting channels, and demographic trends

Enrollment & Onboarding

Track enrollment status in real-time
Automate orientation checklists, housing forms, and class registration reminders
Integrate with SIS and LMS platforms for seamless handoff

Business Benefit: Faster enrollment processing improves yield and boosts student satisfaction by reducing administrative friction.

Student Engagement & Academic Advising

Assign dedicated success advisors with full access to student history
Use AI-powered alerts for at-risk students based on academic or behavioral data
Track meeting notes, referrals, and intervention outcomes in a shared dashboard

Real Impact: Institutions using Salesforce Education Cloud have reported a 12–18% increase in retention rates due to proactive student support.

Financial Aid, Billing & Communication

Provide financial aid status and award updates in real time
Send automated nudges for outstanding documents or missed deadlines
Empower students with a mobile-friendly financial aid portal

Reduces call center burden and streamlines student financial management.

Career Services & Alumni Engagement

Match students with internships and job fairs based on career goals
Use engagement scoring to re-engage disconnected alumni
Centralize donation tracking and campaign automation for advancement teams

Stat: Schools using Salesforce advancement tools have seen up to 30% growth in alumni donor reactivation.

Integration Capabilities

Education Cloud works with:

Student Information Systems (SIS) like Ellucian, PeopleSoft, Banner
Learning Management Systems (LMS) like Canvas, Blackboard
Financial platforms and communication tools (Zoom, Slack, Gmail, Outlook)

APIs and MuleSoft integrations ensure data flows securely and consistently across platforms.

🧠 AI-Powered Insights with Einstein for Education

Predict student dropout risk and automate advisor alerts
Analyze which onboarding factors impact retention
Forecast enrollment trends based on geography, programs, and student type

A state university reduced freshman dropout by 16% within one academic year by using Einstein alerts to drive early intervention strategies.

Real-Life Impact in U.S. Institutions

Here are a few examples of measurable impact from Salesforce Education Cloud users:

Achieved Application-to-Enrollment Conversion : Increase in ↑ 22%
Student Support Ticket Resolution Time: decrease in ↓ 45%
First-Year Retention Rate: Increase in ↑ 17%
Alumni Re-engagement Rate: Increase in ↑ 28%
Advancement Donation Revenue: Increase in↑ 32%

Why Choose Salesforce Education Cloud?

Built on the world’s #1 CRM platform
Designed specifically for the education lifecycle
Highly secure, FERPA- and HIPAA-compliant infrastructure
Used by top institutions including Arizona State University, Harvard, and Indiana University
From Reactive to Proactive Student Engagement

With Salesforce Education Cloud, institutions can move from reactive support to proactive engagement—increasing retention, reducing dropout rates, and driving long-term alumni value.

Salesforce Education Cloud- FAQs

What is Salesforce Education Cloud?
Salesforce Education Cloud is a CRM platform tailored for colleges and universities to manage student relationships, recruitment, engagement, and alumni networks.
Who uses Education Cloud in higher education?
Admissions teams, student services, academic advisors, alumni relations, and IT departments across U.S. universities use it to streamline operations.
Can Education Cloud help with enrollment management?
Yes. It offers tools for application tracking, enrollment forecasting, and personalized communications to boost admissions.
Does it integrate with SIS like Banner or PeopleSoft?
Absolutely. Using MuleSoft or custom APIs, Salesforce can connect with most SIS platforms for data consistency.
How does it support student success?
With 360° student views, automated alerts, and advising workflows, it helps institutions proactively support at-risk students.
Can we customize dashboards for academic advisors?
Yes. Dashboards are fully customizable for metrics like advising schedules, academic alerts, and engagement scores.
Is Education Cloud mobile-friendly?
Yes. Both students and staff can access portals and data via mobile devices.
What are common use cases in U.S. universities?
Recruitment campaigns, automated student onboarding, advising portals, and alumni giving journeys.
Is it FERPA compliant?
Yes. Salesforce offers secure data handling aligned with FERPA regulations.
Can we run personalized student campaigns?
With Marketing Cloud integration, yes. You can run segmented email, SMS, and journey campaigns.
How does it support alumni engagement?
Create alumni portals, track giving history, send event invites, and manage communications.
Is there a student self-service portal?
Yes. Experience Cloud lets you build portals for grades, schedules, applications, and FAQs.
What’s the pricing for U.S. institutions?
Pricing varies based on licenses and features. Nonprofit discounts are often available.
Is training available for staff and admins?
Yes. Salesforce offers Trailhead learning, and partners like Lakebridge provide custom training.
How fast is implementation?
Depending on scope, it ranges from 6 weeks (MVP) to 4–6 months for full deployment.