Salesforce.org Education Cloud

Salesforce.org Education Cloud

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Score 8.8 out of 100
Salesforce.org Education Cloud

Overview

Recent Reviews

New to Salesforce and I like it

8 out of 10
January 28, 2022
We use [Salesforce.org] to communicate with external applicants, collect application materials, set deadlines, assign applications to …
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Wonderfully impactful product!

9 out of 10
January 25, 2022
Salesforce.org Education Cloud allows more of a connectivity and efficiency in the overall workflow. It allows both administrators and …
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Salesforce Education Cloud

10 out of 10
November 24, 2021
Educating myself in the different software on the market and how we can possibly or potentially apply this within our organization.
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Popular Features

View all 12 features
  • Student Data Security (5)
    9.2
    92%
  • Online Registration Management (5)
    8.8
    88%

Reviewer Pros & Cons

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Video Reviews

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Pricing

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What is Salesforce.org Education Cloud?

Salesforce for Higher Ed combines the Salesforce Lightning Experience with HEDA (Higher Ed Data Architecture), providing a cloud platform supporting student management and engagement, admissions and academics, and other higher ed administrative support functions.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

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Product Demos

Digital Transformation at Scale: University of Colorado
02:33
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Features Scorecard

Student and Faculty Administration

8.7
87%
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Product Details

What is Salesforce.org Education Cloud?

Education Cloud is a CRM platform that powers connected constituent experiences. It enables users to manage engagements with students, alumni, faculty & staff in one place. With products and solutions for recruitment & admissions, student experience, advancement, and operations, institutions can use Education Cloud across the entire education journey.

Education Cloud is built on top of the Salesforce CRM. Institutions not only have access to purpose-built education products and solutions but also tools like Tableau, Mulesoft, and now Slack to power the digital campus.

The Education Cloud enables institutions to customize the platform, including leveraging integrations from the ecosystem of partner apps available on the AppExchange, the Salesforce enterprise cloud marketplace.

Salesforce.org Education Cloud Screenshots

Screenshot of Admissions ConnectScreenshot of AdvancementScreenshot of K-12 Architecture KitScreenshot of Slack Courses ConsoleScreenshot of Student Success Hub

Salesforce.org Education Cloud Video

Learn how the University of Colorado (CU) is using Education Cloud to transform learner engagements into lifelong relationships, system-wide. Hear from university leaders and see a transformational demo highlighting how CU is creating connected student journeys from anywhere.

Salesforce.org Education Cloud Competitors

Salesforce.org Education Cloud Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

Salesforce for Higher Ed combines the Salesforce Lightning Experience with HEDA (Higher Ed Data Architecture), providing a cloud platform supporting student management and engagement, admissions and academics, and other higher ed administrative support functions.

Ellucian Elevate, Anthology Encompass, and Slate, by Technolutions are common alternatives for Salesforce.org Education Cloud.

Reviewers rate District Communications, such as messaging and alerting highest, with a score of 10.

The most common users of Salesforce.org Education Cloud are from Mid-sized Companies (51-1,000 employees) and the Higher Education industry.
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Comparisons

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Reviews and Ratings

 (21)

Ratings

Reviews

(1-11 of 11)
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Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
  • Students/Customers portfolio management
  • Assigning new task or the new offers for customers
  • view own resources to the eyes of customer
  • Server crashes frequently
  • Portfolio or receipt should be more graphical than detailed
  • Sometimes adding more customer/ students into inventory is a difficult job
Educational institutions, Start up business contracts, Corporate offices , Agricultural farming projects.
Score 8 out of 10
Vetted Review
Verified User
Review Source
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.
  • Transfer information
  • Seamless user experience
  • Customer suppor
  • Talking to more software programs
  • Communicate about license requirements
  • Notify before deactivating users
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.
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
  • 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.
  • 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.
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.
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
  • Student / Employee management
  • Direct comunication
  • Easy to use
  • 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
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.
Score 10 out of 10
Vetted Review
Verified User
Review Source
Educating myself in the different software on the market and how we can possibly or potentially apply this within our organization.
  • Online
  • Remotely accessible from anywhere.
  • I think they are on track, as this will be the future.
You can self pace through the material, and it is accessible from anywhere at any time.
Score 9 out of 10
Vetted Review
Verified User
Review Source
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).
  • 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.
  • 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.
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.
Dealing with Salesforce tech support can be challenging, depending on the agent you get.
Score 8 out of 10
Vetted Review
Verified User
Review Source
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.
  • 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.
  • 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.
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.
People will respond on time even though Salesforce is such a large organization. This also includes various methods of getting support beyond just calling - they have dedicated reps, chat, chatter, etc that all make the experience more pleasant.
Score 7 out of 10
Vetted Review
Verified User
Review Source
SF for Higher Ed is used at my former employer to manage incoming leads throughout the sales cycle. New student inquiries would come in through SF and then move through the enrollment process. They would then be managed by their academic advisor and SF housed their grades and attendance throughout their time as a student.
  • Manage grades.
  • Manage leads through enrollment cycle.
  • Manage attendance.
  • Provide more insight into leads.
  • When something is modified by another while you're modifying it, it will not save.
  • Requirements to move on with opportunities can be confusing.
This is the best application on the market to manage students enrolled in college through their enrollment process, with financial aid, and then as a student. You can follow the student's attendance, grades, and participation in one easy snapshot area and also create and monitor tasks. This gives advisors clear ways to start conversations when reaching out to students for engagement.
Score 6 out of 10
Vetted Review
Verified User
Review Source
Who uses it and for what:
  • Enrollment: for tracking leads, recording all conversation information/notes, and ensuring their applications are complete.
  • Student advisors: once students are enrolled, they use the Contact and Opportunities objects to track student success in their programs, also recording all conversation information/notes.
  • Account management: our account managers track holistic student success data to track account health.
  • Management/leadership: we are a company driven by our student's success. We use Salesforce for Higher Ed to know how we're performing as a company. Our students' success is directly our success.
  • Track groups of students via an individual object: via lead or contact, but not by tracking students via both.
  • Compare the performance of your team members via reports and dashboards.
  • Limit permissions of people or groups of people.
  • It’s hard to run reports or create working “views” for Enrollment/Student Advisor teams that include both Leads and Contacts in the same report.
  • Some fields do not map from Lead to Contact object. When a student transitions from application to acceptance, some dropdown and fill-in fields completely disappear from the student’s page in Salesforce. Every version of Salesforce I’ve used has this problem.
  • Salesforce overall is clunky and confusing for the average user. We require thorough Salesforce training for new hires on all teams because it’s not user-friendly or obvious what to click on to achieve a specific task.
Well suited:
  1. Groups that need to integrate their CRM with other partners: many education institutions use Salesforce!
  2. Groups with huge student populations now, or expected in the future.
  3. Groups that have resources for custom Salesforce development, like an in-house Salesforce Developer role.
Less appropriate:
  1. If you expect your company/school will have a limited number of students.
  2. If you set up Salesforce to use ONLY Leads or only Contacts, not both. What happens if you have a student re-enroll? How do you handle losing data when converting a Lead to a Contact? If you don't have good answers for these in advance, you'll want to use only Leads or only Contacts to track each student.
Nathan Baker | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Salesforce for Higher Education is the primary CRM for enrollment management, student retention, academic support services, and residence life staff. It functions as the primary one-to-one student communication tool for revenue generation reliant on incoming student tuition to fund 90% of the university budget. Built to serve the entire institution, Salesforce for Higher Education has gradually been rolled-out to areas of the university needing a CRM tool.
  • One-to-one communication for all higher education constituents.
  • Relationship networking to identify potential contact and organizational affiliations.
  • Data collection and analysis of student engagement history.
  • Lack of university advancement data architecture.
  • Data storage needs to grow exponentially as the database size grows quickly.
  • Salesforce development is so rapid it is difficult to keep up on new features and opportunities to maximize efficiency.
Salesforce for Higher Ed is well-suited for a higher education institution with an existing ERP but without a full-scale CRM tool to communicate one-on-one with constituents. It is ideal for de-centralized IT operations to quickly upscale operations across multiple departments and institutional functions. Salesforce for Higher Ed may be difficult to implement without university governance on data and communication strategy.
Score 9 out of 10
Vetted Review
Verified User
Review Source
Salesforce for Higher Ed is currently being used for all of our enrollment management needs across both our undergraduate, graduate and adult education departments. This is being used for enrollment and marketing services for all of these programs. We were previously using another CRM, Hobsons, but discontinued that in late 2015 and haven't looked back.
  • Great use of integrating across all aspects of enrollment.
  • Easy to create tasks for counselors to remember to call prospective students and keep up to date on goals.
  • Reporting is fabulous inside of Salesforce.
  • All of the Apps in the App Exchange.
  • The administration is a full-time job for one or more people.
  • Can be somewhat confusing for non-technical staff members.
  • Expensive when you factor in other components and all that goes into the CRM.
Salesforce for Higher Ed is great for any sized school based on the price model where you only pay for the number of users that are actually using the product. They also provide 10 free licenses to all non-profits. The other aspect where it is useful is if you are going to tie in your advancement side of the house for fundraising. This can be very helpful and popular with that side of the university.
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