Academic Operations Platform Salesforce

Modernize the entire education experience with a deeply unified platform. With CRM and next-gen SIS capabilities in one place, activate learner data through AI-powered insights. Create intelligent experiences from catalog management to registration that empower students, faculty, and staff now and into the future. Deliver learner-centered experiences on a secure platform designed to deepen connections while managing records. Automate time-consuming processes and boost staff efficiency with an extensible, no-code SIS rules engine. Visualize data holistically and drive action with AI-powered insights and guidance.

Get in touch today and our education experts will help you: Try Education Cloud free for 30 days. No credit card. No installations. Elevate the Education Cloud experience with the #1 CRM for learner and institution success. Higher education is navigating a period of increased focus—on spending, staffing, and how institutions deliver value.

Colleges and universities are experiencing pressure from multiple directions: tighter budgets, shifting demographics, policy changes, and growing expectations from students and families. More than ever, institutions are being called to deliver and manage operations efficiently, with greater intention and impact.As institutions step back this summer to assess their operating models, many are asking the same questions: This moment should also prompt university leaders to take a closer look at siloed systems and shadow tools—those one-off solutions that were stood up to solve specific problems but now contribute to fragmentation and... The reality is: not every challenge needs a new piece of software. What’s needed is greater alignment—shared platforms, shared data, and shared ownership. System collaboration and thoughtful centralization can free up time, reduce costs, and make the student experience feel more cohesive.Modern platforms that integrate across departments, automate routine work, and support proactive engagement are no longer...

Institutions that invest in these capabilities will be better equipped to adapt, scale, and lead through whatever comes next.Enter Salesforce Education Cloud—a powerful, integrated platform built to support every stage of the learner journey,... Salesforce Education Cloud Common Components Built on Salesforce’s latest architecture, Education Cloud is designed with a common component approach in mind and aligned with other industry clouds. This means greater flexibility, scalability, and easier integrations including Marketing Cloud, Experience Cloud and AI features through Agentforce. Education Cloud currently offers the following components to support your students from the beginning of their journey as a prospective student, all the way through alumni relationships. We regularly hear from institutional leaders that the handoff from admissions to enrollment and student success is often fragmented.

Many institutions operate multiple CRM systems across different learner types—first-year, online, graduate, dual credit—leading to inconsistent communications, disconnected workflows, and a disjointed applicant experience.Salesforce Education Cloud’s Recruitment and Admissions helps institutions bring these efforts... Teams can manage outreach, application review, and enrollment pipelines in a centralized system that supports personalized engagement and data-driven decision-making.At Aleysian, we’ve worked with public and private institutions to modernize online learning operations—especially for... This includes aligning go-to-market strategies, automating marketing and lead generation, integrating applications with campus systems, and improving onboarding experiences. We’ve also supported universities in scaling Dual Credit programs by building more efficient processes to manage partnerships with high school counselors, principals, and districts—ensuring smoother enrollment and communication workflows across multiple stakeholders. These efforts are helping institutions build more responsive and scalable models to support digital-first learners. With built-in tools for tracking interest, nurturing prospects, and measuring performance, recruitment becomes more agile and effective.Benefits: Improved conversion rates, a more seamless applicant experience, and better coordination between enrollment functions.

Want to see how your data can drive results? Salesforce Education Cloud combines the power of the #1 AI CRM with tools built specifically for university education. It takes all your scattered information and turns it into useful insights. This helps your institution run better, and it also changes the way you connect with students, building relationships that last a lifetime. As the higher-education vertical recovers from the aftermath of the COVID-19 pandemic and economic turmoil, institutions are experiencing lower enrollment and student retention rates. With Salesforce, institutions can move away from disparate point solutions across campus to a centralized, enterprise-level CRM that equips the institution to improve the entire student experience, from prospects to alumni.

(Forrester Report, 2023, The Total Economic Impact Of Salesforce For Education) Let’s take a look at why bringing Education Cloud to your educational institution is a smart move. As a leader, you understand the critical need to optimize resources and drive positive outcomes. You are likely familiar with terms such as “CRM in higher education,” “Salesforce for Education,” and “Education Cloud.” Let’s explore these concepts and their impact on your bottom line and strategic vision. Think of CRM (Customer Relationship Management) as the bedrock of efficient operations (in postsecondary education, the term “customer” is more closely related to the term “constituent”.) To view a higher-resolution version of this diagram, right-click (or Control-click on Mac) and select "Open Image in New Tab."

Customizable Lucidchart template (Note: May not reflect the most current version of the data model.) Entities and relationships for managing your institution's academic offerings. Academic Session, Academic Term, Academic Term Enrollment, Academic Term Enrolment Policy Rule Log, Academic Term Policy Rule, Academic Term Registration Timeline, Academic Year, Academic Credential, Action Plan Template Assignment, Action Plan Template Doman, Business... Catch up on the education sessions from Dreamforce. Power more connected, data-driven experiences by bringing together the #1 AI CRM and next-gen SIS capabilities. Maximize staff impact institution-wide with common capabilities and a flexible data foundation for lifelong learning.

Deliver support at scale and be one step ahead with proactive analytics integrated into Agentforce Education modules for each stage of the constituent journey. Explore our vision for building a next-gen SIS on Education Cloud. Discover global insights from students and staff in our latest Connected Education Report. Connect every touchpoint, predict key trends, and take action using AI-powered insights with Education Cloud modules for Recruitment and Admissions, Student Success, Advancement and Alumni Relations, and Academic Operations.

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