TrustRadius Insights for Salesforce Agentforce Education are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Seamless User Experience: Users have appreciated the platform's seamless user experience, finding it easy to transfer information and navigate efficiently. This ease of use has saved users time and improved overall productivity.
Extensibility Feature Value: Reviewers have found value in the extensibility feature, allowing them to implement custom needs in the database effectively. This customization capability has tailored the system to meet specific requirements seamlessly.
Scalability Highlighted: Some users have highlighted the scalability of the platform, mentioning that it grows along with the student/alumni population to accommodate increasing data and user numbers. This adaptability ensures a future-proof solution for evolving organizational needs.
I am the director of enrollment systems and data at my institution and we use Salesforce Agentforce Education for our recruitment events and admission application. The goal is for the institution to use it for the entire student lifecycle and the implementation process is in progress. We also use marketing cloud as an add on for marketing.
Pros
API Integration
Applicant/Experience Portal
User Management
Delivered AI
Cons
Complexity of Program Management
Lack of Out of the Box features
Limited Education focused training on trailhead
Letters of Recommendation
Likelihood to Recommend
Salesforce Agentforce Education has a lot of potential but the lack of out of the box features make it difficult for higher education institutions to use. It takes considerable time to just get an application on the learner portal or to set up recruitment territories. As they continue to understand the needs of educational institutions the features are becoming better, but it will take time. It is also a bit insane how complex it is to manage displaying a simple program on an application. You have to have a Learning, Learning Program, Academic Timeline, Program Term Application Timeline and Educational Insitutional Offering, just to name a few objects.
Education Cloud addresses kind of those common business processes you see in higher ed. It does K through 12 as well, but obviously we use it for higher ed. So we use it for things like recruiting, so collecting web forms and running marketing campaigns for prospective students, running campaigns and collecting data for them to complete their application. Once they matriculate, we try to target them with various promotional campaigns. There's also an advising tool in Education Cloud, which is if you just think about Service Cloud and apply that to education advising students on anything from do I have enough credit to graduate, I want to change my major, how do I do that? Is this transfer credit equivalent? So a lot of case processing for current students. And then there's a significant alumni feature as well. So having a portal for the alumni, the university to engage and track various metrics about them.
Pros
I would say, everything I just said, you can kind of see Marketing Cloud or Service Cloud or Experience Cloud there. I would say the service cloud aspect, that student advising is one of the strongest use cases for Education Cloud.
Cons
I think that the recruitment features of the product are still in their infancy. I think the advising solution is very mature. The experience cloud solution is very mature, their recruitment solution getting there, but if I had to pick one, that's what I'd say there's some room for improvement or just maturity overall and how they're handling some of that.
Likelihood to Recommend
I would say it's suited for a higher ED or K through 12 use case. If you're tracking anyone who is a learner, I would say it's still applicable for non-degree learning experiences. So even if you don't have a four year degree granting institution, but if you're not doing education, that's probably where I would say it's not really for you. Right. There's other products, other verticals like nonprofit cloud or financial services cloud you'd want to look at.
VU
Verified User
Employee in Information Technology (10,001+ employees)
As a guest teacher, Customer 360 solution helps me to maintain each students portfolio into one big bucket and i can see who is getting better or whose not over the solution at a glance. Each and every students can be paid attention to my classes and their careers through that too. And i think, for an educational institute, this solution is the best in the business to maintain online classes in this pandemics.
Pros
Students/Customers portfolio management
Assigning new task or the new offers for customers
view own resources to the eyes of customer
Cons
Server crashes frequently
Portfolio or receipt should be more graphical than detailed
Sometimes adding more customer/ students into inventory is a difficult job
Likelihood to Recommend
Educational institutions, Start up business contracts, Corporate offices , Agricultural farming projects.
VU
Verified User
Analyst in Research & Development (11-50 employees)
We use [Salesforce.org] to communicate with external applicants, collect application materials, set deadlines, assign applications to reviewers, and communicate with all applicants. Many of our staff members have access. We also use Salesforce to support our many forms around student information, including program of study, change of degree, adding additional degrees or certificates, and we have more forms being developed.
Pros
Transfer information
Seamless user experience
Customer suppor
Cons
Talking to more software programs
Communicate about license requirements
Notify before deactivating users
Likelihood to Recommend
We find that this program is useful for our needs in graduate education admissions, graduate student support, and creating forms that pull information from other systems. The ability to create pre filled forms that require user authentication has greatly improved the experience of our students and how they submit required information across a wide variety of forms with different needs.
Salesforce.org Education Cloud allows more of a connectivity and efficiency in the overall workflow. It allows both administrators and students to connect virtually and provide their users with absolutely every tool they need to succeed. I supported others who actively used the product and saw first hand how beneficial it was for users on both ends of the spectrum.
Pros
Provides students with the resources they need to stay connected virtually if they cannot be at school in-person.
Allows administrators to manage reports efficiently.
Students can stay on task and organized with the look of the Education Cloud.
Cons
I think the display of the cloud for students can seem a bit intimidating at first.
I do not know the depth in which some features could offer more, but organization is the most important in displaying the information for the user.
Other than the visual aspect I think Salesforce does an amazing job! I'd like to see this used more widely.
Likelihood to Recommend
It is most suited for those within the education industry. For students and staff in particular, the Education Cloud allows seamless connectivity between each person and helps students stay on task. It can be very overwhelming as a student to have so many responsibilities in different areas, so Salesforce does a great job of offering many features that ease this process.
It has been used for managing the internal courses in terms of employees education. It has been a helpful tool hence it has allowed us to keep track of all our employees paces in terms of their mandatory and optional courses and licenses. It has also made [it easy to communicate] with them and [get] feedback.
Pros
Student / Employee management
Direct comunication
Easy to use
Cons
It requires a bit of knowledge in order to make it work
It is hard to modify the initial presets for customization
It does not allow you to work offline
Likelihood to Recommend
We have been working with Salesforce education cloud for about two years and it has been a great tool for us hence we needed a suit that would work for all the educational purposes that we have [for] our employees. It is one of the most complete suits for education and even that we needed a bit of help from IT, we could be independent in our developing courses processes.
VU
Verified User
Former Employee in Human Resources (1-10 employees)
Salesforce CMS is utilized by Phi Delta Theta as our member portal for all employees, members, volunteers, and prospective members. Salesforce provides our organization real time data on all our member organizations, volunteers, and donors. The main business problem it solves is that all access points to information and engagement happen through our salesforce backed MyPhiDelt portal.
Pros
Extensive Report Queries that are intuitive to run
User friendly member portal interface
Utilization of Dashboards to help track membership and volunteer engagement metrics
Cons
Platform is so robust it can be overwhelming when starting a report from scratch
Key words in the Search column have to be fairly specific
Lot's of training is Salesforce Trailhead that it can be a bit daunting to decide what to learn about that is applicable to our organization
Likelihood to Recommend
Salesforce [CMS] is well suited for non-profit 501C 3 organizations that have a small staff, but large membership and volunteers. Specifically for Phi Delta Theta, we are an organization of 37 employees that serve over 14,000 current members and 185,000 living members. Less appropriate for individual member organizations with less than 100 members.
We consult with clients on their CRM needs and implement Salesforce EDA if it is a good fit for their needs. Other options may include the other nonprofit offerings from Salesforce (formerly Salesforce.org).
Pros
Extensibility - Implement your custom needs in the database.
Scalability - Your database grows with your student/alumni population.
Integration - Integrate with your SIS via many middleware.
Reporting - All of Salesforce's reporting capabilities.
Cons
Reports - Comes with no out of the box reports.
OOB functionality may be limited - important to have folks with experience customizing EDA to an organization's needs.
Upfront cost - Implementation services (either a hired team or consultants) is imperative to make it work.
Likelihood to Recommend
Well suited for larger or mid-sized institutions willing to invest to have all of their student services needs to be fulfilled by a single platform. It would be less appropriate for non-traditional universities i.e. smaller schools, or nonprofits that have education/curriculum but also have other programs/fundraising, etc. since it may not be positive ROI for them, or the nonprofit solutions might be more valuable for them.
VU
Verified User
Vice-President in Professional Services (1-10 employees)
SFDC is a cloud-based platform that helps educational institutions with recruiting, admissions and student engagement. I have used it when managing our portfolio of active and possible accounts. Particularly strong if the university or organization is using it for admissions and recruiting purposes. It is a fantastic platform for this use case and the sales and marketing department overall.
Pros
Completely customize our org the way we need it to function.
The amount of flexibility and potential for integration is staggering.
The consistent new product is very intriguing and has us considering how we could roll out Salesforce elsewhere.
Cons
The platform is massive making it hard to make decisions at times.
It can be a bit challenging for new staff and team members to learn.
Creating reports can be challenging the first time around.
Likelihood to Recommend
The software allows us to have one platform that scales across the organization esp when it comes to recruiting and admissions. This allows us to build a real-time view of the student across all departments. This improves communication across the school which ultimately enables us to provide a better experience to the students both current and future.