Accomplish common education tasks with the features available for use in Education Cloud.
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
- Curate Lists of Constituents
Use Salesforce objects to create lists and identify interests so that staff can better assist and connect with constituents. - Follow Your Constituents' Journey
Use timeline and life events to get a 360-degree view of a constituent from your institution. - Track the Impact of Education Programs
Use Outcome Management to define, measure, and evaluate the impact of your institution's outcome strategy. To achieve the desired outcomes, an educational institution creates various programs, such as for advising, mentoring, and other non-scholastic programs. - Organize Tasks for Constituents and Staff
Use action plans and action launcher to provide quick and focused support to constituents in your institution. - Automate Processes in Education Cloud
Use Salesforce tools to automate your academic processes, verify identities, create assessments, and provide services to constituents. - Manage and Visualize Relationships in Education Cloud
Use Actionable Relationship Center (ARC) to visualize relationships between the objects that you configure, such as for people and families. - Manage Documents in Education Cloud
Reduce friction and streamline the updates between students and staff by using checklists, real-time document uploading, and creating an automated document management process. - Prepare Your Educational Institution's Financial Data with Accounting Subledger
Use Accounting Subledger (ASL) to process and prepare the financial data captured by various departments for the Accounting department, while providing fund allocation and integration with an external accounting system. - Design Personalized Guided Experiences for Constituents with Omnistudio
Use Omnistudio to create seamless digital experiences. - Transform Education Cloud Data with Data Processing Engine
Use Data Processing Engine (DPE) to transform the data that's available in your Salesforce org and write back the transformation results as new or updated records. For example, you can use DPE and flows to set up and maintain person public profile records for your alumni community. - Manage Email Campaigns with Marketing Cloud Engagement for Education
Use Marketing Cloud Engagement for Industries to synchronize your Education Cloud CRM data with Marketing Cloud to create email campaigns. - Create and Manage Mandated Reports with Disclosure and Compliance Hub
Organize questions and answers, and generate reports that can be easily accessed and tracked for mandated reporting requirements. - Manage Grants in Education Cloud
Use Grantmaking with Education Cloud to manage external funding applications and internal research grants. Track funding awards, manage budgets, automate processes, measure impact, and provide an online portal for applicants to find and apply for funding opportunities. - Manage Employment Processes
Use Talent Recruitment Management with Education Cloud to make recruiting and hiring intuitive, transparent, and efficient. Give recruiters and Human Resources specialists the tools to manage activities that range from position creation to employment offers. - Manage Volunteer Programs
Use Volunteer Management in Education Cloud to streamline program management, enhance the volunteer experience, track hours, and report metrics. In Experience Cloud create a portal to post opportunities and let volunteers browse, search, and sign up for volunteer opportunities.