Admissions Connect Accessibility Standards: Admissions Connect is designed with accessibility in mind. We're committed to providing an on-demand enterprise app that’s accessible to all individuals, including users who work with assistive devices, such as speech recognition software and screen readers.
Build Application Forms with OmniStudio: Use OmniStudio with Admissions Connect to create application forms for your applicant portal. Plus, use flows to assign Action Plan Templates to applications.
Admissions Connect Components: Admissions Connect comes with custom components that are used in the Lightning record pages provided with Admissions Connect. Some components are available in Lightning App Builder as well as Experience Builder. Use this article as reference when creating new pages or if you want to know more about the components.
Set Up Admissions Connect App Basics: Get started with the Admissions Connect app by assigning the default Lightning record pages and setting up the navigation menu.
Import Your Data into Admissions Connect: Admissions Connect gives you a complete view into your institution’s recruiting and admissions experience—from information about prospects and applicants, like their education history, to information about your institution, like degree programs and terms.
Create Users for Admissions Connect: Every person who uses Admissions Connect must have a User record in Salesforce. How you create your User records depends on who will be using Admissions Connect. Admissions staff or other people who work for your institution are internal users. These users can only use the Admissions Connect app. People who don’t work for your institution, like alumni reviewers or applicants, are external users. These users can only use an Experience Cloud portal.
Admissions Connect Default Page Configurations: Admissions Connect provides default page layouts, compact layouts, Lightning record pages, and other assets for many of the objects that the app uses. Most assets are unmanaged, which means you don't receive updates automatically. Use the information in this article to keep up-to-date with releases.
GDPR for Admissions Connect: Understand how the European Union General Data Protection Regulation (GDPR) affects Admissions Connect.
Install Admissions Connect: Review the release notes and prerequisites, and then install Admissions Connect.
Learn About Admissions Connect: Transform your institution’s admissions operations with features designed to streamline your processes. From territory management to configurable application requirements and checklists, Admissions Connect makes it easier for your staff to stay focused on their tasks and support learners who seek to enroll in your institution.
Build Out an Admissions Connect Portal: Every portal is different. It’s up to you and your admissions staff to decide what works best for your reviewers and applicants. When building your portal, refer to the Admissions Connect Components reference for a list of components that are supported in Experience Builder.
Learn About Admissions Connect Portals: Portals, also called Experience Cloud sites or Communities, are a great way to give users access to just what they need in an easy-to-use web page. For example, you can limit access for some application reviewers, like external users who are alumni, because they don’t need access to Cases, Opportunities, and other Salesforce records. Or maybe you want to create an applicant portal to let applicants view, edit, and submit their Application.
Create an Admissions Connect Portal and Set Up the Basics: Set up an Admissions Connect portal using the prebuilt template or a template that you created from another Experience Cloud site, and review the site's settings to ensure that it suits your institution’s needs.
Get Ready to Install Admissions Connect: Review the data requirements and considerations, and complete the prerequisites before you install Admissions Connect.
Admissions Connect Reference: Learn about additional configurations to implement Admissions Connect, such as maintaining permission sets, page layouts, custom components, Apex classes, and accessibility standards. Get started with your implementation with the Recruitment and Admissions Workbook.
Explore the Dashboards: The Admissions Connect Tableau Accelerator includes multiple dashboards.
Report on Recruiting and Admissions: Bring application insights into one place and discover trends in your admissions cycle by using the Admissions Connect Tableau Accelerator.
Learn About the Admissions Connect Tableau Accelerator: The Admissions Connect Tableau Accelerator with Salesforce turns your recruiting and admissions data into actionable insights. See the current and historical volume of Applications your institution is receiving in a variety of formats. You can easily filter and customize the data into bar graphs, geographic heat maps, and lists. If you have enough historical data, you can also identify changes in yield and melt. Use the dashboards to better understand your recruitment funnel, meet your goals, and plan for the future.
Learn About Action Plans: Understand what Actions Plans are and how you can use them in Admissions Connect to define application requirements.
Plan Your Application Requirements: Your Application Material Mappings are the overall plan for how your Application requirements appear. Think of the mapping records as a table of contents for an Application. We recommend that you plan all of your application requirements before creating any Action Plan Template or Application Material Mapping records. A good plan will make your implementation go smoother and faster. A spreadsheet can be a great planning tool.
Quick Start Asset Reference List: Admissions Connect provides sample assets to help you get started with Action Plans and other configurations. Modify these assets to work for your institution, or clone them for a quick start. Here’s a list of the sample assets we provide.
Set Up Application Requirements and Action Plans: Define the document types that applicants can upload, the fields and information that are visible to applicants, and the application requirements. Then, configure how to implement these elements together in the Admissions Connect components.
Configure Application Review Assignment: Application Reviews can be assigned using automation or manually from the Application or Application Review record pages. You can even use a mass action from the Application list view to select multiple Applications and assign multiple reviewers. Most institutions use a combination of automation and manual assignment.
Set Up Quick Document Verification: Let verifiers and other members of your admissions staff verify application documents directly from the Application Checklist and Reviewer Application Reader components or the Document Checklist Item record page. From the Document Checklist Item record page, admissions staff can also upload new versions of documents and automatically see the updated document in the preview.
Admissions Connect Security: To specify objects and fields users can access, use permission sets and profiles. Use organization-wide sharing settings to specify the individual records that users can view and edit.
Assign the Admissions Connect Permission Sets: Admissions Connect provides permission sets to help you manage access to objects, fields, and the app. Permission sets are additive—they only grant access, they can’t take it away. You can assign multiple permission sets as needed, and it doesn't matter what profile a user has. Keep in mind that Users can have only one profile, but they can have multiple permission sets.
Configure Sharing Settings for Admissions Connect: Your organization-wide default sharing settings give you a baseline level of access for each object and enable you to extend that level of access to your Admissions Connect users.
Set Up the Admissions Connect App: Streamline application reviews, increase applicant engagement, and facilitate collaboration across institutions with the Admissions Connect app. Configure the navigation, record pages, and more, to suit your institution’s needs.
Set Up a Portal: Set up an Admissions Connect portal so that unauthenticated guest users can interact with your institutions. For example, create a portal for applicants to upload documents and check on their application status, or for alumni to connect with one another.
Admissions Connect Requirements: Review the requirements for implementing Admissions Connect, such as understanding Action Plans and Applications.
Set Up Admission Reviews: Simplify the application review process by providing a streamlined, centralized, and customizable experience that increases efficiency and productivity for your admissions staff.
Set Up School Data: Bring your institution’s data into Admissions Connect and set up your users to efficiently manage all of your admissions operations in one place.
Admissions Connect Security: Admissions Connect provides a flexible approach to security that uses standard Salesforce profiles, permission sets, and sharing settings. This approach lets you expose different data sets to different groups of users. For example, admissions directors typically have more permissions than a reviewer or verifier.
Admissions Connect Territories: Use Enterprise Territory Management to assign territories, track success metrics, and build relationships with prospective students. Recruiters can use reports to identify relationships to prioritize and to better engage with prospective students.
Add a Reviewer: You can quickly add a reviewer directly from the Application or Application Review record pages. Or you can use the Application list view to select multiple Applications and assign multiple reviewers.
Make a Final Admissions Decision: When you make a final admissions decision, update the Application Status and Application Decision Date fields on the application record. You can make these updates directly on an application record, or you can mass edit these fields from an application list view.
Review Applications: When you review an application, you make an admissions recommendation and leave supporting comments. Use a list view as your starting point, either for Applications or Application Reviews. You can use the default My Application Reviews list view, one created by your admissions team, or one that you created.
Verify Applications: When you verify an application, you check for overall completeness, looking at the data and documents provided by the applicant. You’ll probably look at transcripts, letters of recommendation, and more. Use an Applications list view as your starting point, then open individual application records. You can use the default All list view, one created by your admissions team, or one that you created. as your starting point, then open individual application records. You can use the default All list view, one created by your admissions team, or one that you created.
Add Ad Hoc Documents or Tasks to an Application: Add one-off documents and tasks to an assigned Action Plan to show the items in the Application Checklist and on the Application Review page.
Assign Requirements: You can assign requirements directly from an application. Say an applicant makes a mistake or changes their mind about what degree program to apply for. That might mean additional requirements are needed. Or maybe your institution handles a small amount of applications and you assign requirements individually.
Verify Your Admissions Connect Staff Review Setup: Configure list views to stay on top of applications and learn how to add reviewers to manage applications. Reviewers can then verify or upload documents and make the final admission decision.
Admissions Connect Apex Class Descriptions: Use these descriptions of the Apex classes managed by Table-Driven Trigger Management (TDTM) in Admissions Connect to inform your decisions when using TDTM.
Setup for Earlier Versions: Create the automated flows that copy address data from Contact and Affiliation records into Account records.
Report on Your Recruiting Territories: Learn how to identify prospects and recruiting staff assigned to territories, trends in recruitment, and more.
Set Up Territory Management for Recruiting: Enable Enterprise Territory Management and set up default access, territories, Account assignment rules, and assign Users on your recruiting team.
Accounting Subledger: Accounting Subledger consolidates data between Salesforce CRM and your accounting system to help you manage your accounting department. This consolidation helps you understand how and where funds are received, paid, and allocated.
Accounting Subledger Release Notes: Bring all your financial data to Accounting Subledger, including the data stored in custom fields. Choose what to process to generate relevant transaction journal records in a format that's ready to use for your Accounting teams.
Accounting Subledger Release Notes: Spring ’23 brings a fresh start for Accounting Subledger, as it’s now built on the Salesforce platform, and designed to work with any Salesforce product. The next-generation Accounting Subledger draws the power of Salesforce to consolidate data between Salesforce CRM and your accounting system. This consolidation helps you manage your accounting department and understand how and where funds are received, paid, and allocated, with unparalleled performance.
Admissions Connect Documentation: Streamline your admissions operations and engage with applicants to help them connect with the right teams and services at your school or institution.
Accounting Field Mappings: Create accounting field mappings to bring your data to custom fields on transaction journal records.
Accounting Sets: Map your financial data to the Accounting Subledger data model using accounting sets, and configure settings for each set to generate transaction journal records.
Accounting States and Data Generation: Accounting Subledger considers the accounting state of your source data when generating transaction journal records.
Adjustment Types for Payment and Expense Records: Accounting Subledger assists you with adjustments by separating source records from transaction journal records. If the source record is updated, we generate new transaction journal records accordingly.
Accounting Subledger Basics: Prepare consistent gift revenue and payment data for fundraising and finance services.
Cash Flow Grouping: Configure how to group transaction journal records. Depending on the type of cash flows, identify them by fund account, or fund account and due date.
Configure Accounting Set Settings: After you map source fields to accounting set destination fields, configure how Accounting Subledger generates transaction journal records for each accounting set.
Configure an Accounting Set for Fundraising: For organizations raising funds through gifts that are designated for different purposes, it's important to track incoming gifts and their designations to make sure they accurately reconcile with finance systems. For gifts that are expected to arrive in the future that have legal contracts, revenue is also expected to be booked in advance. There's a requirement for accurate creation, adjustment, and exporting of ledger entries.
Enable Transaction Journal Creation: After you configure accounting sets and complete all of the other requirements, turn on transaction journal creation.
Example Criteria Settings: Review an example of criteria settings to generate transaction journal records only for certain types of fees.
Export Accounting Data With the Report Builder: After the transaction journal records are ready, create a report with this data, and export it as a comma-separated values (CSV) file. Then, import that file into your accounting system.
Get Started with Accounting Subledger: Prepare Salesforce records for your Finance department with Accounting Subledger in Education Cloud and Nonprofit Cloud. Accounting Subledger captures transactions from CRM and automates transformations to reconcile this data in an accounting-ready format. Explore a trial org and then learn about what's included, what setup we recommend, and how to get ready for your implementation.
GL Codes: In an accounting system, each line in a general ledger is assigned an account or a fund account. The GL Code field on the Transaction Journal object identifies each account. We assign GL codes based on accounting set fields.
Accounting Subledger Job Inputs and Impacts: Choose which source records to consider in Accounting Subledger jobs using eligibility criteria and filters. When the job runs, monitor its execution and identify errors.
Accounting Subledger Jobs: Accounting Subledger jobs generate transaction journal records. Configure and run these jobs manually or on a defined schedule.
Accounting Subledger Legacy Documentation: Starting in March 2023, Salesforce offers Salesforce for Education, which includes integrated platform solutions and managed packages. This article provides information about Accounting Subledger, a platform solution.
Accounting Subledger Limitations: Troubleshoot the limits, limitations, and setup considerations for running Accounting Subledger.
Manage Accounting Sets: When you're done configuring accounting sets, activate them. After you do so, you can no longer change the object model but you can deactivate it in order to update its other settings.
Map Your Source Data to Accounting Sets: Choose which source record fields to use for transaction journal records generation by mapping them to accounting set fields.
Object Models for Accounting Sets: Accounting sets enable you to specify which objects and fields store your source data and how to generate transaction journal records from it. It's a flexible approach that lets you map your financial data model to a logical data model, supporting from one to four objects, including the Fund Account object. Each accounting set represents a set of financial data, such as revenue from gifts or expenses from fees.
Configure an Accounting Set for Recruiting and Admissions Fees: For educational institutions, a key part of their mission is serving learners during their application journey and matriculation into a particular school. From on-campus to online learning—and especially within higher education—these institutions interact with prospective and enrolled students across the recruiting and admissions cycle.
Configure an Accounting Set for Revenue Cloud: For organizations with complex product catalogs and pricing structures, activities like generating quotes, billing customers, and collecting payments are critical. Regardless of their industry, these organizations manage many different types of records in Salesforce as they book, approve, and receive large volumes of transactions.
Revenues and Expenses: After the Accounting Subledger job runs, it generates debit and credit entries differently for revenues and expenses.
Set Up Accounting Field Mappings: Copy data from your source CRM objects' fields to custom fields on the Transaction Journal object, and choose whether to retain or update the copied value when your source data changes.
Assign General Ledger Codes: Include general ledger (GL) codes in debit and credit transaction journal records to identify specific fund accounts.
Generate Debits and Credits: Configure Accounting Subledger to format transaction journal records for single or double entry accounting, with separate fields for debit amounts and credit amounts.
Generate Revenue and Expenses: Choose what type of accounting information—revenue or expense—to generate for tracking incoming and outgoing funds.
Filter Records for Accounting Subledger Jobs: Control which source records to process by setting up filtering criteria on accounting sets. Accounting Subledger jobs apply the criteria on the primary object and evaluate the matching records.
New and Changed Objects: Here are the new data objects to use instead of the existing data objects in the managed package.
Run Accounting Subledger Jobs: Configure and run Accounting Subledger jobs to generate transaction journal records. Choose which source records to process based on their record date or record type. When the job runs, monitor its execution and identify errors in the Data Manager app or on the Monitor Workflow Services page in Setup. Specify when to run the Accounting Subledger job by using Flow Builder, or run it manually with the Subledger Job flow.
Set Up Accounting Sets: Map your financial data to the Accounting Subledger data model using accounting sets, and configure settings for each set to generate transaction journal records. Specify which objects—standard or custom—and fields store your source data and how to generate transaction journal records from it. Accounting sets support from one to four objects, including the Fund Account object. Each accounting set represents a set of financial data, such as revenue from gifts or expenses from fees.
View Transaction Journal Records: After the Accounting Subledger job runs, view the generated financial transactions on the Transaction Journal object in a format optimized for export to your accounting system. Transaction journal records include multiple fields to help you understand the generated data related to your financial transactions. Accounting Subledger creates transaction journal records automatically for new or changed CRM financial records.
Set Up Data 360 to Run Accounting Subledger Jobs: Switch between Data 360 and CRM Analytics as the runtime for Accounting Subledger Data Processing Engine jobs. Set the org-wide runtime without reconfiguring entire job definitions. Turn Data 360 on and off to align accounting operations with your data strategy.
Source Records Eligibility: Accounting Subledger applies eligibility criteria to select source records to process.
Accounting Subledger Terminology: Accounting concepts are sometimes unfamiliar to Salesforce users, and vice versa. Let's review some essential terms used in Accounting Subledger.
Transaction Journal Fields in Accounting Subledger: The Transaction Journal object includes multiple fields to help you understand the generated data related to your financial transactions. Accounting Subledger creates transaction journal records automatically for new or changed CRM financial records (sometimes called source records in this documentation).
Payment Methods: Configure payment methods and their impact on transaction journal records.
Transaction Journal Records in Accounting Subledger: The Transaction Journal object is the core of Accounting Subledger. It stores your financial transactions in a format optimized for export to your accounting system.
Ways to Transfer Your Accounting Data: Accounting Subledger creates accounting data that you can transfer to your accounting software with minimal effort via reports or integration.
Case Management (Managed Package) Release Notes: Case Management pages are now compliant with the color contrast requirements of Web Content Accessibility Guidelines (WCAG) 2.1. The compliance improves accessibility for users who find it difficult to differentiate between some color combinations.
Case Management (Managed Package) Release Notes: Find and complete information faster in Case Management (version 1.34) in Summer '23. Limit program engagements and services options to show only active ones on the bulk service deliveries page. Find program cohorts, program engagements, and services easier by scanning through alphabetized lists.
Add an Active Program Engagement Stage: Set new or existing Stage values for Program Engagements as active for enhanced filtering in Nonprofit Cloud Case Management.
Add an Active Service Status: When you add Status values for Services, set the values as active for enhanced filtering.
Case Management and Translation: Get answers to frequently asked questions about localization, understand what languages are available for your product, get links to documentation in other languages, and learn about translation limits.
Ongoing Administration: Learn more about feature telemetry and using Shield Encryption with the nonprofit Case Management managed package.
Manage Assessments: Use assessments, assessment scores, and charts to track your clients' progress.
Configure Case Management: Configure program and services and case management in the Case Management managed package
Set Up Security: Learn about security and permissions in Salesforce and the permission sets included in the Case Management managed package.
Configure Client Notes: Customize Client Note fields, display fields based on record types, and maintain client note relationships.
Configure Support for Household Accounts: If your organization uses Case Management to deliver case management support and program benefits to a household (for example, a food bank), update the Case Management Case Plans and Client Notes so that you see the Household Account as the beneficiary of the services delivered.
Customize Incidents: Create custom fields to display on the Incident component on a Contact record.
Configure Intakes: Customize and use Intakes for the nonprofit Case Management managed package.
Configure Service Delivery Summary Data: The Service Delivery summary fields are automatically-calculated fields on the Contact, Program Engagement, Service, and Service Session objects. They track attendance and the date of a client’s last service.
Create a Case Plan: Case Plans are roadmaps developed by case managers and their clients to help clients achieve their goals.
Add New Clients: Quickly add new clients from the Case Management home page using the New Contact button. In the Case Management app, clients are a type of Contact.
Create Household Account Record Type: If you use Case Management in an org without NPSP, you need to create an Account record type for Household Account.
Create Sharing Rules: Some organizations use a model where case managers share ownership of the client relationship. In this model, a variety of case managers deliver services to a client during the service period. Create sharing rules to let different case managers edit a client's case-related data.
Create Services and Service Deliveries: Create services, create bulk service deliveries, schedule services, see recent service sessions, and track attendance.
Customize Fields on the Add Contact to Program Action: Many organizations offer one-time or recurring Services for individuals or groups. For example, your organization might offer classes, mentoring sessions, support groups, community outreach events, or other types of events. Use Service Schedules to schedule and manage these events.
Customize the Client Card: The Client Card displays at the top of a Contact record and shows all of the most important information about a Contact, including name, a photo, contact information, critical alerts, and Client ID.
Customize Your Client Site: Experience Cloud sites are highly customizable, allowing you to determine exactly how your site will look and what actions users will be able to take. To get the most out of your client site, we're providing a recommended layout and steps for how to create it.
Case Management Objects and Fields: Learn what custom objects and fields are included in Case Management. This is a useful resource for developers and admins to explore and understand the Case Management data schema in depth.
Case Management Entity Relationship Diagram: Case Management's architecture takes advantage of many standard Salesforce objects—Accounts, Contacts, and Cases—and includes a number of custom objects such as Case Plans, Client Notes, and Assessments.
Case Management Feature Telemetry: Case Management Feature Telemetry collects feature and usage metrics when customers use our products. This information provides Salesforce.org with valuable insight into how Case Management is used by our customers.
General Case Management Configuration: Understand more about the nonprofit Case Management managed package and translation. Learn how to customize the Home tab.
Get Case Management: Install the nonprofit Case Management managed package, complete post-installation tasks, and configure Case Management on for mobile interfaces.
Case Management for Human Services: Focus on your work and keep your clients' needs front and center by using Case Management for Human Services.
Inbound Referrals: Use Inbound Referrals to track clients who have been referred to your organization.
Install Case Management: When you install Nonprofit Cloud Case Management, you get a managed package that contains essential metadata and custom code for Case Management functionality.
Create and Edit Intakes: Use Intakes to collect information about potential clients so you can evaluate how to best help them.
Learn About Case Management: Read use cases for Case Management with human services. Review a diagram that shows the relationship between objects. Learn what objects and fields are part of the nonprofit Case Management managed package.
Manage Case Plans: Create a case plan, create goal and action item templates, and use case plans.
Take Client Notes: Client Notes are a flexible way to track client conversations, time spent with them, or your work on their behalf. You can also connect Service Deliveries, and add important files to a Client Note.
Add Client Program Engagements: Use Program Engagements to track the relationship between your client and their programs.
Manage Clients: Create client records. Search for a client. Manage client information, program engagement, client notes, and assessments in the nonprofit Case Management managed package.
Work with Referrals: Work with inbound and outbound referrals to track client referrals.
Reporting and Analytics: Learn about reports and dashboards included in the nonprofit Case Management managed package and learn more about using Tableau for advanced reporting.
Case Management Reports and Dashboards: Reporting makes it easy to extract meaningful data about your Clients and Programs. You can make copies of reports and filter them to include the Clients and Programs you manage, then add them to your personal dashboards so you can track progress.
Configure Referrals: The Referrals feature was released in Case Management version 1.14 (8/18/2020). If you started using Case Management before that date, or if the feature isn't configured in your org, complete these required set up steps.
Find Your Way Around: Learn about the Case Management app and where to find the information you need.
Search for a Client: Use client search to find clients by first name, last name, preferred name, client id, or birthdate.
Configure Service Schedules: Many organizations offer one-time or recurring Services for individuals or groups. For example, your organization might offer classes, mentoring sessions, support groups, community outreach events, or other types of events. Use Service Schedules to schedule and manage these events.
Work with Clients: Learn how to manage your work, work with referrals and intakes, and manage case plans and clients in the nonprofit Case Management managed package.
Work with Programs and Services: Create programs, program engagements, program cohorts, and service deliveries in the nonprofit Case Management managed package
Create and Manage Levels: NPSP Levels give you a way to track a constituent's level of commitment and engagement based on criteria such as total gifts or number of hours volunteered. Create and manage NPSP Levels based on your organization's practices.
Data Mover Release Notes: Support and updates for Data Mover are scheduled to end in all Salesforce orgs as of Winter '24. You can continue to use Data Mover after Winter '24; however, we recommend that you use an alternative tool, such as Data Processing Engine, going forward.
Academic Operations: Discover how Education Cloud helps you manage your institution’s academic (or learning) offerings.
Academic Score Calculations: Calculate academic scores, such as term GPA, for students enrolled in an academic term by using configurable policy rules. Admins define the calculation logic once, and Education Cloud applies it to every enrollment in the term in a batch.
Action Center for Learners: Use the Action Center Lightning web component on your Experience site to help learners keep track of their care plans, action plans, and tasks.
Action Plans for Learners: Action plans help learners to realize their goals by progressing through smaller, more manageable steps or tasks. Use Education Cloud to enable learners to create action plans for themselves.
Add a Button for Comparing Learning Programs: Create and add a button that advisors or other staff can use to launch the Compare Learning Program Plans screen flow from records such as cases.
Add Custom Fields on Education Cloud Objects: Ensure that the required custom fields are available on the case participant, care plan, and service appointment objects in Education Cloud. If they aren't available, add the missing fields manually.
Add Custom Fields on Education Cloud Objects: Ensure that the required custom fields are available on the case participant and care plan objects in Education Cloud. If they aren't available, add the missing fields manually.
Add the My Appointment Component to Your App Utility Bar: Education Cloud comes with a preconfigured app that offers a comprehensive view of your users' appointments. If you build your own app, add the My Appointment component to the app's utility bar to provide that view.
Add Picklist Values to Education Cloud Fields: Ensure that the picklist values in the source object fields are available in the target (Education Cloud) object fields. If the picklist values aren't available, add the missing values manually.
Add Picklist Values to Education Cloud Fields: Ensure that the picklist values in the source fields are available in the target (Education Cloud) fields. If the picklist values aren't available, add the missing values manually.
Add Questions to a Rubric: Create an Omniscript that includes assessment questions to use as a rubric to score applications.
Add Skills to a Learning Course or Learning Program: As you create a learning course or learning program, use Einstein to suggest skills that fit the course, or choose from the skills that you’ve used before.
Add Users to Your Education Portal: Grant access to your Education Cloud Experience Site by assigning a license, a profile, and permissions to portal users.
Admissions and Recruitment Insights: The Admissions and Recruitment Insights dashboard provides directors with an overall summary of the current recruitment and admission pipeline to plan activities and improve the efficiency of recruitment and the admission process.
Admissions Insights: The Admissions Insights dashboard provides admission officers insights to monitor the overall health of the admissions pipeline and analyze the application distribution based on stages, programs, and academic year to strategize the engagement plan.
Advanced Academic Operations: Use Advanced Academic Operations to extend Education Cloud with student information system (SIS) capabilities that streamline and automate academic processes.
Advisor Insights for Student Success: The Advisor Insights dashboard provides insights to monitor student care plan programs, alerts, and advisor appointments. Use the dashboard to analyze the care plans that need immediate attention and assess the utilization rate of advisor appointments.
Attendance Management Agent for Education Cloud: The Attendance Management Agent resolves unexpected student absences through a natural voice conversation. It captures a parent or guardian's explanation for an absence and updates the student's official attendance record, without manual review.
Attendance Management Agent Considerations: To use Attendance Management Agent, consider supported functionality, usage, limitations and allowances, limits, and other issues.
Set Up the Attendance Management Agent: Set up the Attendance Management Agent so that parents and guardians can resolve their student's absences by phone. Complete these tasks in order. Each task builds on the one before it.
Student Goals Agent for Education Cloud: Use the Student Goals Agent to help your students get specific, measurable, achievable, relevant, and time-bound (SMART) goal recommendations with AI-powered guidance based on their profile, preferences, and assessment insights. Assist students in getting campus resource recommendations, including courses, support programs, and involvement groups that can keep students on track to achieve their goals.
Student Recruitment Agent for Education Cloud: Help your school assess and recruit new students. The agent can answer questions about your school, programs, and admissions processes. The agent can also help students apply to your school.
Agentforce for Education Cloud: Use the power of generative AI to drive more personalized communication with prospective, current, and former students. AI agents streamline education processes and help your team work more efficiently.
Alumni Engagement Metrics Flows: Create flows that query DMO records that you want to use as grounding data in the prompt templates for Alumni Engagement Metrics.
Alumni Engagement Metrics Sample Prompts: Use these sample prompts for the Engagement Visualization prompt template type when you set up Alumni Engagement Metrics.
Alumni Insights: The Alumni Insights dashboard provides alumni coordinators or managers insights to monitor the overall health of the alumni program and to identify opportunities for engagement.
Alumni Relations: Learn about the powerful tools that Education Cloud provides to engage with alumni from your institution.
Appointment Scheduling: System administrators have clear guidance at every stage to quickly set up appointment scheduling topics, assign staff, and complete all prerequisite steps.
Approvals in Intelligent Degree Planning: To enable learners to submit their degree plans for advisor review, you can add an approval process to the Intelligent Degree Planner.
Appointment Availability in Education Cloud: When learners select an appointment topic, Salesforce checks the staff's availability based on the data that you set up, such as the mapping between topics and engagement channels.
Assign Learner Programs to Learners: In order to have requirements show up in the requirements panel, the learner must have a learner program associated with them, and that learner program must have learner program requirements.
Assign the Student Management Account Record Page to Student Records: Replace the regular person account layout with the student record layout by assigning Student Management Account Record Page to the person account record type. Then assign the page to profiles for advisors and registrars.
Model Support Programs: Use Education Cloud objects and apps to define, plan, and deliver non-scholastic services and initiatives that support each learner’s journey.
Attendance: Attendance turns a routine administrative task into a reliable early indicator of student engagement. It gathers signals from instructors, parents, devices, and systems, applies your institutional rules, and produces a single trusted outcome for every student. Staff and advisors act on that outcome and provide student support.
Automate Academic Processes: Use flows to automate your academic processes such as creating and assigning cases, or automate the application review process.
Automate Case Creation and Assignment: Use Education Cloud flow templates to automate case creation and resolution, and to assign support staff to students.
Automate Hold Placement on Students: Build an automation flow by using invocable actions. Run the flow to run expression sets that evaluate students for hold violations and assign holds to a group of students.
Automate Learner Enrollment: Configure the Enroll Applicants flow in Education Cloud to automatically enroll admitted students.
Automate Processes in Education Cloud: Use Salesforce tools to automate your academic processes, verify identities, create assessments, and provide services to constituents.
Collect Recommendations: Save time and improve the experience for applicants, recommenders, and admissions staff. Recommender experience simplifies the recommendation process, from sending a survey invitation to populating the individual application task with recommendation details, and enabling recommendation reminders.
Build Your Application: Create Application Render Method records and Application Render Method Assignment records to build your application. Application render method records identify the Omniscript or Flexcard used to collect or show information. Application Render Method Assignment records link Application Render Methods with Application Stage Definitions.
Campus and Program Finder: Campus and Program Finder makes information about your campus, learning programs, and support programs publicly searchable on your Experience Cloud site. It helps applicants, students, and families browse and search for campuses, schools, and programs in their area.
Career Planning and Life Goals: Offer personalized guidance and comprehensive tools to help students define and achieve career and life goals based on their profile, preferences, and assessment insights. Students can access a library of career and interest assessments, explore campus involvement groups, track memberships and associated roles in involvement groups, and manage their profile and preferences more efficiently. Empower students to be career-ready by setting up action plans for goals by leveraging campus resources. Advisors can access the involvement groups and a library of career and interest assessments, and recommend the right fit to students based on the student's profile, preferences, assessment insights, and so on.
Clone Additional Recommender Flows: Make a copy of the Education Cloud admissions flows that are used to connect recommenders to survey subjects and update admissions records with recommendation information before you use them, and then activate the flows.
Compare and Assign Mentors: Launch a screen flow on a benefit assignment record to compare potential mentors for a mentee and to assign a mentor to the benefit assignment.
Compare and Assign Mentors by Using a Screen Flow: Use a screen flow to compare a mentee with potential mentors, and then assign a mentor to the mentee. Use the fields on the Mentoring participants' mentoring profile record to identify a match.
Compute Fees: Create academic orders for learners by using the Create Learner Order invocable action. Incorporate pricing resources into your workflows to set up customized academic order pricing.
Configure Virtual Calls: After you set up your AWS account and connection to Salesforce, configure video appointments.
Configure Automated Payment Collection: To automatically process payments for your transactions, your admins set up a payment scheduler with specific filters, such as the desired run frequency and matching criteria. Payment batch runs process existing payment schedules and payment schedule items to collect the corresponding payments and then apply them to invoices based on the payment application level.
Configure Card View and Request for Information for Learning Programs: Give applicants, students, and families an easy way to view and request more information about learning programs. To present details of learning programs in cards and collect requests for information, configure the EDU Admissions: Create Inquiries from Learning Programs flow and the subflows that it calls, and then configure Flexcards. These configurations support students and applicants to request information about learning programs one at a time.
Configure Course Waitlists: Set student enrollment priority and timing, and add prebuilt flows to manage seat availability and enrollment notifications.
Configure Criteria-Based Search and Filter to Show Search Results: Configure Criteria-Based Search and Filter and make your Criteria-Based Search and Filter Lightning web component show search results in Campus and Program Finder on your Experience Cloud site.
Configure Delegated Access Automation: Automate the access delegation lifecycle with record-triggered flows and scheduled flows. The flows create delegated users and contact-contact relationships from access requests, keep request records in sync when proxy users sign up or are deactivated, and identify access delegation requests that require updates.
Clone and Turn on the Maintain Searchable Campus Data Data Processing Engine Definition Template: The Maintain Searchable Campus Data Data Processing Engine definition template creates and maintains educational institution searchable profiles so that your data shows in Criteria-Based Search and Filter. The Data Processing Engine job updates educational institution searchable profile records and deletes them if these records no longer meet the job definition’s filtering criteria.
Configure Application Submission and Management Options for Applicants: Build additional checkpoints and flexibility into the dynamic admissions application process. Give applicants the options to edit, view, confirm, sign, submit, and cancel their applications. Choose which application details and progress indicators appear on the Application Details and Application List components. Provide applicants the option to withdraw an application after submission.
Configure Linked Courses: Configure linked courses to support simultaneous registration of a course along with dependent sections, such as a lecture that requires labs or exams. Linked courses also help enforce degree completion requirements.
Configure Mentoring Portal Access: After you set up your Education Cloud Mentoring portal, assign Mentoring participants, preview the site, and then activate the site.
Configure Proxy Self-Registration: Set up your proxy portal so that when a student adds a proxy, the proxy self-registers. Setup includes enabling standard external profiles, configuring the registration page, and creating email templates. Registered proxies join your Experience Cloud site directly from the login page.
Configure Search Criteria for Learning Programs: Create a search criteria configuration for your learning programs in Campus and Program Finder. Define the fields that users use as filter criteria and the fields that they see for the search results. Select the fields that users use to sort and aggregate the results. Finally, select the actions that the user can take on the search records and define the location parameters.
Configure Search Criteria for Campuses and Support Programs: Create a search criteria configuration for your campuses and support programs in Campus and Program Finder. Define the fields that users use as filter criteria and the fields that they see for the search results. Select the fields that users use to sort and aggregate the results. Finally, select the actions that the user can take on the search records and define the location parameters.
Configure the Intelligent Program Comparison Engine: Clone the Compare Learning Program Plans screen flow, and then identify the fields on the learning programs that you want to use for learners, advisors, registrars, and faculty to select and compare programs.
Configure the Mentor Comparison Screen Flow: Clone the Mentor Comparison screen flow, and then identify the fields on the participants' mentoring profiles that you want to use to select and compare potential mentors.
Configure Transfer Credit Agent Flows: To give unauthenticated guest users access to the Transfer Credit Agent, clone and modify the EDU Admissions: Process Person Account and EDU Admissions: Create Prior Learning Evaluation flows.
Connect Mentees With Mentors: Understand the needs of your mentees and get them the benefits that they need to be successful.
Connect Rubrics to Applications: Create configuration records to represent your application review and connect it to the Omniscripts that you use to score applications in Education Cloud.
Delegated Access Management: With delegated access management, you can assign proxies and delegate scoped, time-bound access to your information. You decide who acts on your behalf, what access you delegate, and when that access starts and ends.
Control Access to Education Portal Elements with Audiences: The Education Portal template includes applicant, student, and alumni components by default. To provide tailored, relevant experiences for all your portal users, you can make portal pages and components visible only to certain audiences.
Corporate Relations: Corporate Relations connects academic programs, employer relationships, and Outcome Management analytics to show how institutional partnerships translate into internships, employment, and student outcomes. Automated workflows indicate which partnerships drive workforce outcomes most effectively.
Course Operations Dashboard: Gain an integrated view of course availability, scheduling efficiency, and enrollment patterns. Anticipate enrollment trends and take timely action to optimize course capacity and faculty workloads.
Course Operations Agent for Education Cloud: The Course Operations Agent assists your faculty directly in Slack. This assistant helps faculty manage courses, engage with students and teaching assistants, identify at-risk learners, and coordinate student support. With centralized course operations and student support, faculty can focus on teaching and student engagement and less on administrative tasks.
Course Search Agent for Education Cloud: Help students and advisors discover the right courses easily. The Course Search Agent answers questions about course information.
Course Search Agent Considerations: To use the Course Search Agent, consider supported functionality, usage, limitations and allowances, limits, and other issues.
Course Search and Registration: Provide students with a simplified way to find and enroll in courses. Students search for courses and view details of course sections on a search results page. Students with the right permissions can add courses from the search results directly to a cart. They can review course availability and their own eligibility, and register for courses from the cart.
Course Waitlists: Create waitlists to help students register for fully enrolled courses without constantly monitoring course availability. Add waitlists to popular courses. Configure and manage students’ enrollment priority and timing, and use prebuilt flows to send enrollment offers to students on a waitlist.
Create a Benefits Home Page for Mentors: Create and setup a page for your Education Cloud Mentoring portal where mentors can see the benefits for which they can register as a provider.
Create a Care Plan: Create a care plan to help the learner overcome challenges and achieve their learning objectives.
Create a Care Plan Template: Create a care plan template with frequently used benefits and goals that can be reused to create care plans.
Create a Learner Pathway Global Action: To simplify your learners’ pathway building experience, set up a new global action to create a learner pathway record.
Create a Learning Course: Use the Learning Wizard in the Education Cloud Academic Operations app to create a learning course.
Create a Learning Program: Use the Learning Wizard in the Education Cloud Academic Operations app to create a learning program.
Create a Mentoring Portal: Create an Experience Cloud site for your Education Cloud Mentoring portal. How you designate mentors and mentees in your organization determines if you can use a single Experience Cloud site for your mentoring portal.
Create a Policy Rule for Learning Requirements: Create a policy rule using an expression set in Business Rules Engine (BRE) that can be applied as a learning requirement for a course or program.
Create a Student Financial Order: Create an academic order for one or more learners with the Salesforce provided Create Learner Order invocable action.
Create Account Sharing Rules: After you create the Secondary School and College record types for the Account object, create a sharing rule that grants portal users Read Only access to the records.
Create an Advising Summary: Use Einstein Advising Summary in Education Cloud to summarize a learner’s advising case.
Create an Alumni Community: Education Cloud provides Lightning components that you can use in your Experience Cloud site to help create a community where alumni can connect with each other. Create a profile page for alumni to share information about their education and professional experience, and a directory where users can search for and connect with one another.
Create an Education Cloud Trial Org: Get hands-on experience with Education Cloud at no additional cost. Choose a learning org with rich sample data or a base org to test your own use cases.
Create an Education Portal: Build a portal for your applicants, students, and alumni to access your institution's services.
Create and Maintain Searchable Data for Campuses and Programs: To automatically create and maintain educational institution searchable profile records, configure the fields and records that you want to make available for filtering and searching. Then, turn on the custom Data Processing Engine definition and two custom flows that are required for Criteria-Based Search and Filter.
Recommendation Form Configuration: Use the Salesforce Feedback Management and Education Cloud features to send recommendation surveys to applicants' references.
Create and Set Up an Action Plan Template for Applications: Create an action plan template to represent your application, add each application stage definition record as tasks to your action plan template, and assign the template to a Program Term Application Timeline record.
Create Another Learning Course Version: Create another version of an existing learning course to capture changes to its name, credits, requirements, or other details without affecting students enrolled in earlier versions.
Create Applications: Use Omnistudio components and Education Cloud objects to create applications for your institution.
Create Assessment Questions for Pulse Checks: Create an Omniscript form with questions and configure its sharing settings for your pulse check. Create a decision matrix to map the response values, and configure the flow to calculate the response scores.
Create Assessment Questions with Icon Responses: Use the icon data type in Education Cloud to create pulse check assessment questions that students can respond to with emojis. Create a rating scale by assigning numeric values to the icon responses and view the student’s sentiments over time with score graphs.
Create a Career and Interest Assessment Library: Advisors can create a library in Education Cloud to explore career and interest assessments. These assessments help students discover themselves, explore goals, and get personalized recommendations.
Create Competencies: A student's competencies are crucial for guiding their development. Students can track this progress in the portal throughout their academic journey, including competencies acquired through coursework, cocurricular and extracurricular activities, and off-campus experiences like internships and community service.
Create a Rule for Multiple Educational Characteristic Requirements: Use the guided setup to include multiple educational characteristic requirements in a rule. For example, define a requirement that accepts juniors and seniors, or one that accepts juniors or seniors only with an Honors status.
Connect the Course Operations Agent to Slack: Bring collaboration, course management, and student support into Slack. Faculty can interact with the Course Operations Agent without switching applications.
Create a Delegate Access Data Set: Map the objects that students share with proxies, and define how they resolve to the student. Create separate datasets if proxies require access to different categories of information, such as billing statements or course schedules.
Create a Delegate Access Definition: Combine a delegated access dataset and a permission set into an access option. Students see these definitions on the portal when delegating access to proxies.
Create Goal Assignments: Advisors can create goal assignments to help students set and manage career and life goals, track campus activities, and build a comprehensive action plan for success. Students can create their own goals based on their competencies and traits through the portal.
Create Involvement Group Members: Advisors create an involvement group member in Education Cloud to track membership or participation of students in the involvement groups on campus.
Create Involvement Groups: Advisors create an involvement group in Education Cloud to empower students to explore new interests, hone their talents, and grow into well-rounded individuals. Meaningful involvement includes activities outside the classroom, such as participation in student organizations, social groups, leadership roles, and community service. Students can self-enroll to these involvement groups or create their own involvement groups based on their competencies and traits through the portal.
Create a Learning Program Plan: Use Program Plan Builder to view, edit, save, cancel, and publish all your program plans. You can also organize the program's specific elements, such as required and elective courses, and add active versions of learning courses to each element.
Mentoring: Define and manage mentoring support programs with related benefits.
Create Named Credentials for Virtual Calls: Create a named credential to enter the URL of an AWS Chime callout endpoint and its required authentication parameters. Then, enter the named credential as a callout endpoint to let Salesforce handle all authentication to AWS Chime.
Create Orders and Generate Invoices: Create orders to track your students’ product requests. To automatically generate invoices based on billing schedules, activate your orders. An invoice shows a list of order products alongside the total amount that a student must pay.
Create Pathway Templates: To guide learners through the planning process, set up learner pathway templates for them to build their pathways from. Learners can use templates that the institution builds, or build a pathway from scratch.
Create Person Affinities: Create a list of student affinities in Education Cloud to reflect their past and current interests.
Create Person Competencies: Advisors create person competencies to understand each student's starting point, enabling more personalized guidance and support. Students can self-enroll for these competencies through the portal. When a student enrolls for an involvement group through the portal, the competencies related to the involvement group are shown. Students can then add these as interested or acquired competencies. Students can also create their own person competencies through the portal.
Create Person Traits: Create a list of a student’s traits in Education Cloud to reflect their current profile, such as strengths and opportunities.
Create Personalised Goals For Students: Advisors can tailor goals for students based on their individual interests, personalities, competencies, and traits.
Add Products for Student Financials: Use products to model student fees such as in-state tuition, international student tuition, lab fees, and meal plans. After you create products, you link them together in price books that you associate with academic intervals such as the current fall term. You can create multiple price books for fees that change yearly or vary based on learner attributes.
Create a Semantic Data Model for Education Cloud: Add a semantic data layer to your Education Cloud org. This semantic layer organizes your data into a single, reusable model that calculates metrics consistently across Tableau Next components, agents, and Marketing Cloud Growth campaigns. The Education Cloud semantic data model (SDM) is available in a data kit and with your Tableau Next for Education app.
Create Tasks for Recommendations on Your Action Plan Template: To send surveys to recommenders, create a stage for each recommendation in your application form. For example, if you want a recommendation from a parent and one from a teacher, create a separate application stage for each recommendation.
Create the Provider Offering Page for Mentors: Create a page for your Education Cloud Mentoring portal where mentors can see the benefits for which they have registered as a provider.
Curate Lists of Constituents: Use Salesforce objects to create lists and identify interests so that staff can better assist and connect with constituents.
Customize the Self-Service Appointment Setup Flow: Salesforce provides the EDUScheduler Omniscript that you can customize in a user-friendly, click-based interface to offer a rich, personalized self-service appointment experience to your staff and learners.
Customize Your Student Success App: Customize the Student Success app to suit the requirements of your institution, such as by creating layouts and features specific to different roles using Lightning App Builder.
Financial Aid Data Model Objects: Map your external financial aid management system data to the Salesforce financial aid Data Model Objects (DMOs) to model the financial aid lifecycle from application to disbursement.
Data 360 for Education: Alumni Engagement Metrics: Understand the full picture of alumni and supporter engagement with the help of Einstein and Data 360 through Alumni Engagement Metrics. Tailor the configurable component to a wide variety of use cases and extend engagement visualization capabilities throughout your Education Cloud org.
Data 360 for Education Cloud: Connect, organize, and unify large volumes of disparate student data and educational data by using the power of Data 360. Then use that data to deliver insights across the complete educational journey of a learner from prospect to engaged alumnus.
Education Data Kit: Populate your Data 360 implementation with the Education data kit. The data kit packages Data 360 components, such as data streams and calculated insights, and helps you deploy the components in your org. Use the components to import learner data into Data 360, fuel actionable insights, and power custom applications across the learner lifecycle.
Enable Calculated Insights for the Education Data Kit: To use the calculated insights that come with the Education data kit, create and activate the calculated insights from the installed data kit in Data 360. A calculated insight is a multidimensional metric that you can analyze and use to build segments.
Data 360 for Education Related Components: The Data 360 for Education components show calculated insights in Salesforce. These components show Data 360 calculated insights related to an individual and Einstein generative AI prompt responses.
Data Processing Engine and Data Migration Kit: Use the Data Processing Engine to transform and migrate your data to the Education Cloud data model within the same org, or to a new org.
Translate Your Education Cloud Data: Create translated values for fields on applications so that applicants see content in their preferred language. The system displays translated values based on each user's locale setting.
Define Fee Structure: Model student fees, such as tuition and meal plans, by using products grouped into price books. Associate these price books with specific academic terms or years to manage fees that change over time or vary by student.
Define Holds: Create a regulatory code record to define a hold. The guided setup for hold definitions ties the authorities, regulation clauses, and action plan templates into one hold definition.
Delegated Access Management in Education: A self-service authorization model helps your institution meet privacy requirements and gives trusted individuals access to student data. Students grant proxies, such as parents, guardians, or other trusted individuals, access to their institutional records.
Delegated Access Statuses: Delegated access request statuses show where a request is in the access lifecycle and whether an action is required. Use the statuses to track proxy registration, scheduled access, granting, revocation, expiration, retries, and terminal failures.
Delete the Migration Files: After you complete the migration, you can uninstall the migration packages to delete all custom fields and files from the packages that are no longer required.
Deploy a Data Structure for MortarCAPS: Add region-specific fields and metadata to your org's objects that align with the MortarCAPS Higher Learning Data Standards.
Deploy a Data Structure for the United Kingdom: Add region-specific fields and metadata to your org that align with the Higher Education Statistics Agency (HESA) Data Futures specification.
Developer Resources for Education Cloud: Learn where to find developer resources including the entity relationship diagram (ERD), object reference, and apex reference.
Director Insights for Student Success: The Director Insights dashboard provides insights to monitor the activities and efficiency of advisors and improve institutional-level student performance annually. Use the dashboard to analyze the total enrollments in the advisor service, the advisor and student ratio, the overall utilization rate and cancellation rate of advisor appointments, and to identify the top-performing advisors.
Discover and Set Up Education Cloud Features With Salesforce Go: Explore, set up and configure, and monitor usage of Education Cloud features in one streamlined setup location. Access content resources, such as videos, online tours, Trailhead, and Salesforce Help articles, to learn about features, and get help with configuration. Discover more Education Cloud features and add-on licenses that are available based on your Salesforce edition. And if you’ve turned on the Your Account app, you can quickly buy add-on licenses for some products directly from Salesforce Go.
Show Household Information on Student Management Records: Add a relationship graph to student records to show household information. Use the graphs to view a student's household members, including parents, guardians, and siblings. You can also view the relationships between the household members.
Customize Person Account Page Layouts: Add Contact Point Addresses, Contact Point Phones, and Contact Point Emails to the Person Account page layout. Add a dynamic related list to the Student Management Account Record Page layout to display the emergency contacts associated with person accounts.
Dynamic Applications Data Sources: The New Application window shows up to four picklist fields, depending on your selections in the design attributes panel. Options in all picklists except Student are based on filtering the Program Term Application Timeline (PTAT) record.
EDU Cloud: Create Grade Alert: Automatically create a record alert when a learner's grade drops below a C, and assign an advisor if the learner has a failing grade.
Education Intelligence Considerations and Requirements: Use the information in this section to make sure that you set up your org correctly for the installation. To support your installation and visualizations, review the requirements for your org data, Data 360, and Tableau Next.
Education Intelligence Dashboards: Education Intelligence dashboards are data-driven solutions that show key performance metrics of academic operations and the learner lifecycle.
Education Agents: Learn about the Agentforce agents that are available in Education Cloud.
Education Cloud Data Model Objects: Access education-specific data model objects (DMOs) within Data 360 to bring learner data from external learning management, student information, engagement, advancement, and enterprise resource planning systems into Data 360. Then you can harmonize the data to build segments, create calculated insights, and analyze key metrics.
Education Portal Access Management: You can use permission sets, system permissions, and audiences together to control portal access and visibility by user role. Permission sets grant access and group portal users by role, system permissions link permission sets to audiences, and audiences determine the portal user groups that have access to each portal page and component.
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.
Einstein Academic Insights: With Einstein generative AI, get academic insights on individual students that indicate how well they’re doing and identify areas where they need assistance. Use Visual Indicator to show a student’s performance in the current term based on their course component scores.
Einstein Advising Summary for Advisors: Use Einstein generative AI in Education Cloud to get an advising summary that can help you quickly understand a learner’s advising case. Get the details you need to prepare for an appointment or make decisions on short notice.
Einstein Mentoring Summaries: Use generative AI to get a comprehensive view of the information that you need to facilitate well-suited mentoring pairings. Add Einstein Mentoring Summaries to the existing Mentor Comparison screen flow so that staff can see overviews of mentors and mentees, including the differences and similarities between them. Einstein Mentoring Summaries generates a similarity score that is a vector distance calculation that indicates potential matches between mentors and a mentee.
Einstein Mentoring Summaries Sample Prompt: Use this sample prompt for the Industries Record Comparison prompt template type when you set up Einstein Mentoring Summaries.
Einstein Skills Generator: Use generative AI to find skills and associate them with your learning courses and learning programs with Einstein Skills Generator.
Eligibility Verification and Assignment for Registration Timelines: Education Cloud uses the student information system policy rules framework to verify which students enrolled in an academic term qualify for a registration timeline. After verification, the same framework assigns that timeline to the students who qualify. Verification and assignment are two related phases.
Turn On Education Cloud: Turn on Education Cloud to support the entire learner experience, including managing applications, scheduling, courses, and facilities.
Enable Learners to Access the Appointment Setup Flow: Configure sharing rules for learners to grant them the required read and write access to their service appointment records, and read access to their case records.
Turn On Person Accounts: Set up person accounts to represent individual students, staff, applicants, alumni, and other users in Education Cloud.
Enable Search By Location: To allow users to search for addresses in a specific geographical range, optionally, turn on geocoding rules and update data manager longitude and latitude fields in Data Processing Engine.
Enable Shifts in Scheduling Policy: Education Cloud uses shifts from the staff's service territory to determine their available time slots.
Enable Student Success in Your Org: Enable Student Success to create a central place that offers support to learners for academics, athletics, health, financial aid, and more.
Enable Virtual Calls: Before you enable Virtual Calls, confirm that you configured Salesforce Scheduler.
Alumni and Advancement: Education Cloud helps your institution and its alumni stay connected, while giving advancement teams a centralized location to manage relationships, drive engagement, and grow fundraising.
Engagement Visualization Panel: Education Cloud's Engagement Visualization Lightning web component shows the Data 360 calculated insights related to an individual and Einstein generative AI prompt responses grounded in CRM and Data 360 data. You can configure the component to show only calculated insights, only prompt responses, or a combination of both.
Enroll a Learner in a Learning Program: Use the Enroll Admitted Student action in Education Cloud to enroll an admitted student into a learning program.
Enrollment Eligibility: Use educational characteristics to manage enrollment eligibility and communicate eligibility criteria to students during course registration. Registrars define and assign identity-based attributes to students that apply to specific time frames. The registration process evaluates a student's attributes against course requirements to determine their eligibility.
Events and Activities Summarization: Use Flow Builder to create a summary for Alumni Engagement Metrics that describes the participation of an alumnus in events and activities that are designed to foster connection and pride within the alumni community.
Example: First-Generation Student Exploring Career Planning and Life Goals: This example walks you through how to set up a career planning and life goals experience on a student portal. First, the administrator configures an org for learners to define and achieve career and life goals based on their profile, preferences, and assessment insights. They configure the advisor's profile permissions to manage student’s career and life goals. The Student advisors create the foundational assessments, involvement groups, and competencies. Then, students log in to take assessments, explore campus groups, and set their first life goals.
Faculty Access Management: Faculty Access Management grants faculty access to the course and student data for the courses that they teach. It manages access through academic roles, instead of custom sharing rules. You define which academic roles can read or edit which records, and flows create the sharing from teaching assignments. Scheduled Data Processing Engine (DPE) jobs keep access accurate as course assignments change, so faculty see only the courses they're currently teaching.
Financial Aid Agent Considerations: To use the Financial Aid Agent, consider supported functionality, usage, limitations, and security requirements.
Financial Aid Agent for Education Cloud: Use the Financial Aid Agent to assist prospective students, applicants, and current students with inquiries related to their financial aid. The agent provides immediate and accurate responses to help students understand their financial aid status, requirements, and awards.
Financial Aid Agent Topics and Actions: Use the Financial Aid Agent topic to answer questions from password-verified prospects and authenticated students about their financial aid.
Financial Aid Components: Learn how the financial aid components display data and calculate totals for students, prospects, and staff.
Add Donor Briefs in Education: To generate your donor brief, upload customized donor brief templates and add them to your template library. Select a library template to generate a brief formatted to its specifications.
Add Payment Instrument Fields in Education: Add Payment Instrument fields to the page layouts. Include fields to obtain account holder and payment method details that are required to complete a transaction.
Credit Influence as Gift Soft Credit on a Gift Transaction in Education: Recognize constituents other than the donors for their help in bringing in the donors' gifts with gift soft credit. For example, track an influencer of the donation by adding this soft credit to the donor's gift transaction. You can also recognize tribute honorees as soft credit recipients.
Donor Engagement Agent in Education: Capture and preserve donor relationship notes for major giving officers. Convert raw notes into structured interaction summaries and follow-up tasks so that you never lose critical donor intelligence.
Use the Donor Meeting Notes Subagent: After you set up the Donor Engagement Agent, gift officers can use the agent to create a record of their donor meetings.
Create a Donor Engagement Agent: Create an Agentforce agent to help gift officers record and plan their engagements with major donors.
Use the Donor Task Management Subagent: After you set up the Donor Engagement Agent, gift officers can use the agent to create tasks and reminders to follow up with donors.
Agentforce for Fundraising in Education: Use Agentforce agents in Fundraising to automate donor management tasks and support your fundraising team's research and engagement efforts.
Automate Gift Operation Processes in Education: For Fundraising, Salesforce provides flows, invocable actions, and Lightning web components that are tailored to meet specific business needs.
Automatically Generate and Maintain Household Names and Greetings in Education: Keep household account names and greetings accurate and professional as family dynamics change. Define formula-based patterns, and automatically recalculate household names whenever you add, remove, or update members. Household Naming listens for changes to household membership and member details, then recalculates names in real time.
Capture Giving Influence with Soft Credits in Education: Streamline your fundraising efforts by tracking soft credits on Gift Commitments. Gift Entry Officers and Annual Fund Managers can capture and manage the influence of third parties on donations effectively, making sure every contribution is recognized and attributed accurately. This functionality not only simplifies the recording process but also aids in strategic donor engagement and segmentation.
Configure a Column Modal in a Gift Entry Grid Template in Education: Customize the gift entry experience by configuring interactive column modals. You can embed standard field sets or custom Lightning web components (LWC) directly into the grid to capture complex donor details without leaving the primary workflow.
Set Up Donor Briefs in Education: Automatically generate a donor brief for a board meeting or major donor solicitation by using customized templates and add the Create Donor Brief button to page layouts for quick access.
Considerations for Gift Processing Education: Gift entries that aren't part of a gift batch are processed when you save them. For gift batches, complete a batch dry run and then explicitly process the gift entries in the batch.
Create a Gift Entry in Education: There are two methods of performing gift entry. The method that comes built in Fundraising is the Gift Entry window. In this window, you can quickly and easily create a gift with a gift transaction or a gift commitment. The gift can also include soft credits or multiple designations. The second method is to use the Gift Entry Grid. This method enables the lightning-fast entry of gifts in a table by keying across the cells to enter the gift information. You can enter all aspects of the gift in the grid, including the recurring gift commitment, outreach source code, campaign, designations, and soft credits.
Create a Gift Transaction in Education: Create a gift transaction for a one-time gift payment, an installment of a gift commitment, if an installment doesn’t exist, or for a non-revenue gift. Fundraising automatically creates a gift transaction when you create a gift entry or schedule a gift commitment.
Create and Manage Gift Entry Grid Templates in Education: Customize the Gift Entry Grid with multiple templates to build targeted and efficient experiences that help users to capture the right gift data quickly and accurately.
Create a Donor Brief in Education: Enhance your donor engagement with automatically generated donor briefs, designed to streamline the creation of comprehensive donor profiles. Donor briefs support major gift officers by integrating with existing profiles and customizable templates, enabling generation of tailored briefs directly from donor records. Save time and improve efficiency in preparing for critical meetings by making sure you have all the necessary information at your fingertips.
Create a Gift Batch in Education: Quickly add multiple gift entries that use the same set of fields by creating a gift batch and process the collection of gift entries together. Every gift batch has an associated template that defines a set of fields and their display order in a gift entry. Fundraising provides a default template, and you can create customized templates to meet your unique gift entry needs.
Add a Gift Commitment in Education: Create a record for a one-time pledge, a multipayment gift, or an open-ended recurring gift, including the schedule, amount, and gift designations of the donor’s choice. If someone influenced the donor to give, you can log gift soft credits directly on the commitment page. You can connect the gift to a campaign or opportunity and allocate the gift for a particular designation.
Create Gift Designations in Education: Specify how donors want their donation to be spent. You can identify a gift designation that's used for all unrestricted gifts and set it as the org-wide default before you begin entering gifts in Fundraising.
Create Outreach Source Codes for a Campaign in Education: Enhance your campaign management by using outreach source codes to track each appeal of a campaign with details about audience and outreach methods. Salesforce streamlines the creation of source codes, significantly reducing manual entry errors, and improving consistency across campaigns. Marketers can now dedicate more time to strategic campaign planning, ensuring better reporting accuracy and overall campaign effectiveness.
Create a Research Request Case Slack Channel Education: Modify the Prospect Research: Create Research Request Case flow. When your team creates a research request case, the updated flow creates a Slack channel so that relationship officers and researchers can collaborate on research requests directly in Slack.
Schedule RFM Score Calculation in Education: Automate the Recency, Frequency, and Monetary Value (RFM) score calculation DPE jobs by creating a flow that runs based on a specified date, time, and frequency.
Example: Use a Custom Component to Match and Populate Data: Create a custom component that overrides the Donor column from the default template with a barcode option. When a user enters a value in the edit component, the system looks for a matching value in a custom Bar Code object. If a match is found, values from that record populate other columns in the Gift Entry Grid.
Customize Fundraising Page Layouts in Education: Tailor the Fundraising pages to meet your needs. For example, include a non-monetary assets section on the Gift Commitment page or add a field to indicate if a commitment is verbal or written.
Donor Support Agent in Education: Help donors pause, resume, close, or update the amount of their existing gift commitments with recurring schedules. In Agent Builder, configure an agent that uses the Manage Gift Commitments subagent to help donors manage their gift commitments in your Experience Cloud site.
Donor Support Agent Permission Set Configuration: Give your agent the access to manage gift commitments by setting the object and field permissions for your cloned FundraisingExperienceCloud permission set.
Enter In-Kind Gift Commitments in Education: An in-kind gift is a donation of goods or services, rather than a cash donation, to a nonprofit organization. To enter in-kind gifts into Salesforce, enter them as gift commitments.
Gift Commitment Processing in Education: Fundraising offers a structured and automated method to manage and process gift commitments based on the associated gift commitment schedule and gift transactions.
Gift Commitments in Education: Use the Fundraising app to manage all types of gift commitments, both monetary and in kind. You can track gifts for particular opportunities and campaigns, change transaction schedules, and update donation amounts. Automated tasks simplify handling recurring donations. You can also easily monitor upcoming, missed, failed, and recently paid and refunded transactions.
Gift Designation Hierarchy in Education: Hierarchical logic determines how gift commitments inherit gift default designations. Hierarchical logic also determines how gift transactions inherit gift transaction designations. You can manually override these designations.
Gift Entry Grid Customization in Education: Use templates to configure and customize the Gift Entry Grid to capture information and processes that are unique to your organization. Create and use a custom template for more flexible, accurate, and faster gift entry. Configure custom Lightning web components for the three placement types available in the Gift Entry Grid. Integrate with independent software vendor packages that handle payment processing and other functionality.
Gift Entry and Processing in Education: Enter gifts individually or add them to a gift batch. A gift batch uses a gift batch template that enables you to quickly create gift entries that have the same set of fields.
Gift Planning in Education: Establish multiyear philanthropic journeys for prospects and donors that include complex planned gifts, such as charitable gift annuities, trusts, life insurance, donor-advised funds, and bequests. Streamline and automate processes, reduce inefficiencies and risks, and ensure compliance with evolving legal and institutional policies.
Gift Planning Records in Education: Gift Planning objects help you manage the details of donor concepts, planned gifts, and the records related to them. Use Gift Planning objects to track the status of donor concepts, planned gifts, and related records and make sure that you take care of them properly. Honor the donor's goals and align them with the institution's rules and requirements. Gift Planning involves the collaboration of these key roles—the Relationship Officer and the Planned Giving Officer.
Gift Transactions in Education: Use gift transactions to track donations that you receive as one-time gifts or as an installment to fulfill a commitment.
Gift Types in Education: Nonprofits and educational institutions receive and record incoming funds through various methods. Identify the different gift types and how to represent them in your organization.
Gift Validations in Education: To complete bulk data migrations as quickly and smoothly as possible, pause some gift validations. Pausing checks on gift transactions, gift commitments, and gift commitment schedules decreases friction during the migration process. Use these tables to review gift validations and see which checks are available to pause within Fundraising Settings.
Household Account Rollups in Education: Rollups for household accounts aggregate gift data from the household and all its members. Learn what a household account is, the requirements to set it up, and how household rollups differ from individual donor rollups.
Considerations for Household Naming and Greetings: Learn how Household Naming evaluates and orders household members. Review the ways to exclude members or opt an entire household out of updates. Find out which field access users need, and review other considerations.
Fundraising in Education: Use Agentforce Education and Fundraising to support the development and fundraising operations in your educational institution.
Keep Your Accounting System Accurate in Education: Accounting Subledger consolidates data between Salesforce CRM and your accounting system to help you manage your accounting. Using Accounting Subledger (included with Fundraising) helps you track your Fundraising accounting in your accounting system.
Learn About Fundraising in Education: Fundraising provides new and easy ways to engage donors, raise funds, and drive outcomes with specialized tools and data-driven insights.
Lightning Web Component Configuration in Education: Configure custom Lightning web components for the three placement types available in the Gift Entry Grid: post-processing modals, column modals, and column components.
Manage Constituent Addresses in Education: Address management is vital to keeping address data accurate and organized. For constituents, use the contact fields (such as Mailing Address) and for business contacts, use the account fields (such as Billing Address). Furthermore, constituents often have multiple addresses that they use at various times of the year. Track these addresses, or track the constituent's historical addresses, so that you always send outreach materials and gift acknowledgments to the address in use by the constituent.
Gift Designations in Education: A gift designation is a fund that represents a specific purpose for a gift, such as an earthquake relocation fund and a fund for after-school care in an underserved community. Quickly allocate incoming donations to specific funds with gift designations.
Manage Recurring Gift Commitments in Education: You can change the gift amount, schedule, and payment instrument details of a gift commitment. When you update the gift commitment record, Fundraising automatically processes the commitment and its associated records, such as the transaction and schedule.
Map Custom Fields to Use During Gift Entry in Education: Track and report on gift data by adding custom fields to the Gift Entry page. Capture additional information about gifts, such as a donor’s preferred communication method and the purpose of the gift.
Outreach Source Codes in Education: Use outreach source codes to identify the outreach methods used with your campaigns to help determine which approaches are successful.
Pause Gift Validations: Minimize friction during bulk data migrations by pausing validations on gift transactions, gift commitments, and gift commitment schedules.
Pause or Resume a Recurring Gift Commitment in Education: Pause a recurring gift commitment to temporarily discontinue or skip some installments in an associated gift commitment schedule. You can resume the commitment when the donor is ready to restart payment. If you pause a schedule after its start date, the unpaid gift transactions with due dates that fall within the pause period are removed.
Philanthropic Research in Education: Philanthropic research is the foundation of strategic donor engagement. Use Philanthropic Research tools in Salesforce to understand donor capacity, track wealth signals, and build meaningful relationships with individuals and organizations. With a centralized view of philanthropic data, prioritize outreach and identify opportunities for deeper engagement.
Philanthropic Research Automation in Education: Use flows and Data Processing Engine (DPE) definitions to create and manage philanthropic research records. To customize a flow, clone, make your changes, and then activate the cloned flow.
Update Philanthropic Research Page Layouts in Education: Add buttons to Philanthropic Research record pages to easily launch the Philanthropic Research: Promote Party Philanthropic Indicator to Party Philanthropic Occurrence and Create Research Request Case flows.
Philanthropic Research Records in Education: Build philanthropic relationships by using Fundraising objects to identify, track, and act on data of a person or an organization.
Philanthropic Research Subagents in Agentforce in Education: Use Philanthropic Research subagents in Agentforce to optimize your philanthropic engagement and research efforts. Leverage these insights to tailor outreach, build personalized engagement strategies, and foster deeper relationships with donors and increase their loyalty.
Fundraising Prerequisites in Education: To prepare your org for Fundraising, assign permission sets, enable person accounts, and turn on and set up Fundraising.
Prerequisites for Gift Planning in Education: Simplify the management of complex gift planning processes by turning on Gift Planning and Gift Agreements in Fundraising. To further improve the process, add related fields to the Fundraising page layouts. To keep gift values and gift types up-to-date, set up calculation and visualization for planned gift records.
Process a Gift Batch in Education: Add gift entries to a gift batch to process them all at once. For a gift batch to process successfully, every gift entry must process without any errors.
Process Fundraising Records Automatically with Batch Management in Education: Set up Batch Management to streamline your fundraising operations. Batch Management lets you automate record processing in scheduled flows, so you can manage a high volume of standard and custom object records efficiently. Create batch jobs and set filter criteria to select records for processing. Track the progress and status of batch jobs and their components after execution.
Provide a Full or Partial Refund in Education: Create a refund to ensure that the associated gift transaction contains the complete transaction history. Return the full or a partial gift amount to the donor. Use refunds to resolve gift entry mistakes or to honor a donor's request to reverse their gift.
Schedule a Gift Commitment Batch Processing Job in Education: Enter large volumes of gift commitments at one time to improve efficiency and data accuracy. Run batch jobs with a flow to update commitment records based on transactions, schedules, and other parameters.
Schedule a Gift Commitment in Education: Schedule a recurring or custom payment of a gift commitment from a donor. The scheduling options change based on the schedule type that you select when you create the gift commitment.
Scoring Frameworks Help Increase Fundraising Success in Education: Scoring frameworks, like the Recency, Frequency, and Monetary value (RFM) score, help to identify the donors who are the best fit for each of your campaigns or outreach programs. Matching your donors to specific outreach endeavors improves your fundraising success and your relationships with your constituents.
Set Gift Batch Defaults in Education: To enter gift batches more quickly and with fewer errors, set gift batch default values to automatically set common values for gift batches.
Set Up Donor Profiles in Education: Customize the donor profile page in the Fundraising Philanthropy and Partnership app to contain the necessary financial, demographic, and relationship information for a donor or prospect.
Set Up Fundraising in Education: Enable Fundraising, configure user profiles, users, and permissions, and set up key features and automation so users can get started using Fundraising.
Set Up Document Generation in Education: Enable server-side documentation generation to automatically generate gift acknowledgement and tax receipt documents.
Set Up Philanthropic Research Topics in Agentforce in Education: Use Philanthropic Research Topics in Agentforce to get insights into philanthropic and wealth data, answer questions about prospects, and create party philanthropic research profiles, research request cases, and research profile canvases in Slack.
Configure RFM Scoring in Education: Salesforce Admins can set up RFM scoring in the Fundraising settings. These settings are used by the RFM Score Calculation data processing engine definition to create the scores. You can run this data processing job manually from Settings, but the recommended method is to run the job on a schedule.
Show Research Profile Cards in Slack in Education: The Party Philanthropic Research Profile Canvas Management subagent creates the Research Profile Summary canvas in Slack. To show research profile record cards on the canvas, add your org’s domain URL to the Create Slack Canvas Layout for Party Philanthropic Research Profile prompt template.
Outreach Source Code URLs in Education: Track and evaluate the success of marketing, communication, and outreach efforts in digital channels with outreach source code URLs.
Use the Donor Profile: Efficiently and thoroughly evaluate donors' suitability for major gifts requests.
Visualizations for Planned Gift Types in Education: The planned gift record page offers dynamic visualizations that automatically adapt to the structure of specific gift types. Select a gift type to get a Flexcard that shows only the fields that matter most, which streamlines review and data entry.
Gain Insights to Streamline and Enhance Alumni Engagement: Analyze alumni engagement metrics by using the Alumni Engagement Insights dashboard in the Education Analytics app. Get an overview of the alumni community based on total alumni strength, alumni portal users, educational achievements, and employment details. Easily track open cases and alerts as cards to ensure prompt responses to alumni concerns and enhance the overall alumni engagement experience.
Get Familiar with Omnistudio: Learn about the Omnistudio tools and components that are used in the application form.
Feedback Management Configuration: Recommender experience flows use Salesforce Feedback Management surveys to collect recommendation details and Omnistudio components show them on the Individual Application page.
Get Started with Education Cloud: Education Cloud offers a learner-first, organization-wide, stakeholder engagement and collaboration platform for Education that maximizes outcomes and experiences for lifelong learners. Explore what's offered by Education Cloud, get hands-on with a trial org, and then learn about what setup we recommend, and how to get ready for your implementation.
Get Started with Recruitment and Admissions: Understand the Recruitment and Admissions app and consoles in Education Cloud. Import your Common App data and set up permissions and sharing for applications.
Goals Management: Help students go beyond academics by setting and managing career and life goals, tracking campus activities, and building a comprehensive action plan for success.
Staff Assisted Proxy Management and Access Delegation: Student advisors can grant parents, guardians, and other proxies access to selected student information for a specified time period. Select the delegated access definitions that determine which categories of information the proxy can access.
Collect Data to Ground Agent Recommendations for Student Goals: Collect student data using the EDU Cloud: Get Learner Details flow to ground agent recommendations, ensuring they are personalized and context-aware. More available information generally improves agent performance.
Grounding Data for Student Advising Subagents: Create data and knowledge articles that align with the student advising subagents to ground agent responses. The more information available to the agent, the better it performs.
Academic Calendar Setup with AI Tools: A guided session builds an academic calendar for your institution, including terms, registration windows, and add and drop deadlines. When you describe your calendar dates or provide a source file to a coding agent, the agent validates the dates and creates the academic year, term, and session records. This foundation supports registration, enrollment, and student communications.
Course Catalog Creation with AI Tools: A guided session builds a standardized course catalog for your institution. When you describe your courses or provide a source document to a coding agent, the agent analyzes the catalog, checks data quality, and creates the course records tied to their offering college or department. This course catalog prepares your institution for scheduling, enrollment, and advising.
Education Cloud Org Configuration with AI Tools: A guided session sets up a foundation for your Education Cloud org. Describe your institution's goals to a coding agent. The agent analyzes your org and turns on domain features that meet your priorities, such as Student Success, Academic Operations, or Recruitment and Admissions.
Multi-Campus Institutional Hierarchy Configuration with AI Tools: A guided session builds a multi-campus account hierarchy that represents your institution's system, campuses, colleges, and departments. When you describe your campus structure or provide a source document to a coding agent, the agent analyzes the source and creates the account hierarchy. This foundation supports enrollment, reporting, and role-based access.
Student Recruitment Agent Creation with AI Tools: A guided session creates a draft Student Recruitment Agent to answer prospective students' admissions questions, capture inquiries, and register them for campus events. When you describe your recruitment process to a coding agent, it turns on platform features, configures permissions and Data 360 grounding, and builds the draft agent for you to finalize and deploy.
Holds and Blocks: Holds and Blocks enforce academic policies on the student body. Registrars can place holds on students who don’t meet specific criteria or requirements to block them from the administrative or academic processes. Students can manage and resolve holds in the Action Center to make sure that they comply with institution-specific policies.
Holds and Blocks Framework: Regulatory authority, regulation and regulation clause, hold definition, and hold violation objects provide the framework for defining, placing, and resolving student holds. Compliance control objects support rule-based hold creation and assignment at scale.
How Learners and Advisors Experience the Intelligent Program Comparison Engine: Learners access the Intelligent Program Comparison Engine through your Education Portal, either directly from the page that houses the engine or from the Summary page of a learning program. Staff, such as advisors, access the engine using a button that you add to an object layout, for example Case.
How Success Teams Work: Use Salesforce case objects to model success teams in an educational institution. Define advising workspaces, staff roles, and team structures.
Identify Faculty Slack Users for Agent Actions: Several Slack for Education flows reference the EDU Course Operations: Get Faculty Slack User in a subflow element. Modify this flow to make sure that related agent actions accurately identify a faculty Slack user based on their employee record.
Import Common App Data Into Education Cloud: Use Data Importer for Common App to bring your Common App First-Year data into Education Cloud. Import standard applicant, suspect, prospect, and recommender data into applicable Education Cloud objects.
Inquiry and Opportunity Management in Education Cloud: Use Education Cloud's inquiry management flows to help learners sign up for communications, ask questions, and request to be contacted. Use Education Cloud objects and automation to forecast and track opportunities, and maintain a robust and profitable enrollment for your institution.
Intake Assessments for Support Programs: Administer intake assessments during program enrollment to understand the learner's requirements and determine how best to support them.
Intelligent Degree Planning: Give learners a dynamic degree planning experience with Intelligent Degree Planner in the Student Success app.
Intelligent Program Comparison Engine: The Intelligent Program Comparison Engine gives learners a side-by-side comparison of the learning program that they're enrolled in with up to three other programs that they're considering.
Intelligent Question Generation: Intake assessments help you understand the learner's requirements and determine how best to support them. Use Intelligent Question Generation with Einstein generative AI to easily draft questions for intake assessments.
Involvement Group Management: Empower students to stand out to employers by showcasing their competencies from classes, clubs, and work experience.
Issue Refunds: Automate student refunds when they drop courses, plan adjustments, or fees are reduced. Calculate the overpayment, post a credit memo against the original invoice, and automatically return the funds to the student’s original gateway payment method while maintaining a clear audit trail in the credit memo record.
Learner Enrollment: Use the Enroll Admitted Student action on the individual application record page in Education Cloud to enroll an admitted student into a learning program. Automate the enrollment process with Salesforce flows to enroll multiple students.
Learner Profiles for Advisors: The Learner Profile object stores student data aggregated from multiple objects. Therefore, the learner profile record page in Education Cloud provides a unified, actionable view of students. Find all the relevant details in one location where you can search, filter, and sort through learner profiles to create criteria-based list views. Then use the list views to take bulk actions.
Learner Progress for Learners and Advisors: Include the Learner Progress component from Education Cloud on your Experience Cloud site so that learners can track their academic advancement. Advisors see Learner Progress as a tab on a learner’s case record page in Student Success.
Learner Watchlist for Advisors: Use Watchlist in Education Cloud to proactively monitor learners who require enhanced support. Ensure timely intervention to provide personalized assistance to help learners succeed.
Learning Programs and Course Insights: Use the Learning Programs and Course Insights dashboard to gain insights into the efficiency of an institution's learning programs, application processes, and faculty management.
Lobby Management for Drop In Appointments: Use Drop In Appointments with Education Cloud to easily manage learners who visit the location for an in-person consultation with an advisor.
Make a Final Admissions Decision: After the application has been through the review process, it's ready for a final decision. You make the final application decision directly on an individual application record. We recommend that you access the individual application from the Admissions Console.
Academic Operations: Use the Academic Operations in Education Cloud to create courses and programs, define learning outcomes, build program plans, and manage academic schedules.
Manage Advisor Availability: Quickly manage your working hours and set vacation or time off for yourself or colleagues. This streamlines scheduling workflows and reduces dependency on administrators.
Manage Alumni Users: Manage everything about your alumni users in Education Cloud, from their access to your Experience Cloud site to the account, profile, and engagement details on their records.
Manage Application Decision Sharing: Application decision records are automatically shared with Experience Cloud users on the decision release date and early application release date that you define on the application timeline object.
Manage Applications: Set up and manage the application process for your institution.
Appointment Management: Education Cloud provides a central self-service system for managing appointments. Learners have visibility over your staff's availability in any department, based on their configured location and appointment channels. They can view and schedule appointments, and if you set up the virtual appointments feature, they can also join virtually. Your staff can also schedule appointments on behalf of learners from their records. Unifying all departments on a single scheduling tool increases your learners' ability to use all of your services.
Manage the Appointment Experience in Education Cloud: Many staff members and learners prefer the control and convenience of booking their appointments online rather than working through a call center. Configure your Experience site to enable them to find time slots and book appointments on their own, on desktop or mobile.
Manage Benefit Providers: Identify people or organizations who can provide benefits to mentees using the provider offering object.
Mentoring Program Benefits: Set up mentoring benefits and identify benefit providers for your mentoring program.
Manage Career Planning and Life Goals Experience on the Portal: After Charlie saves the configuration, the career planning and life goals experience for students appear on the portal. Sophia logs in to Connected University's student portal and goes to the Career Planning and Life Goals page to manage her goals and plans.
Manage Delegated Access: Data privacy regulations such as FERPA and GDPR require strict access delegation. Students need control over who accesses their data and the ability to revoke access at any time. Your institution also needs audit trails to support compliance. Manage delegated access efficiently, support compliance, build trust, and improve the experience for 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.
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 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 Guest Access to Your Portal: To show unauthenticated site visitors information about your institution's academic schedule, student programs, financial aid options, course catalog, and so on, give guest users read access to the relevant records.
Learning Program Plan Builder: After you create a learning program, use Program Plan Builder to organize the program's specific elements, such as required and elective courses.
Mentoring Participants: Set up profiles, permission sets, and sharing for your facilitators, mentors, and mentees.
Manage Student Goals: Advisors can associate tasks with a student's goal to create or update a detailed, executable plan of action.
Manage Transfer Credit Requests: Evaluate transfer credit requests to determine which prior academic credits meet your institution’s requirements. The registrar reviews submitted materials to establish which previously earned credits meet necessary standards. The final list of accepted transfer credits determines the applicant's time to complete a degree.
Manual Course Waitlist Management: A registrar can manually update the waitlist status of a course offering and add or remove students from a waitlist. Understand how manual actions affect the status of a waitlist and a student's position on it.
Meaningful Impact Summarization: Use Flow Builder to create a summary for Alumni Engagement Metrics that describes the involvement of an alumnus in volunteer roles that are endorsed and highly valued by your institution.
Mentoring: Create and manage mentoring programs, strengthen relationships between mentors and mentees, assign benefits, and manage assessments.
Mentoring Profiles: Identify the role, preferences, and interests of mentoring participants.
Migrate Alert Data to Education Cloud: Use Data Loader and Developer Console to migrate data from the record alert object in your source org to your target (Education Cloud) org.
Migrate Event Data to Education Cloud: Use Data Loader and Developer Console to migrate data from the user object in your source org to your target (Education Cloud) org.
Migrate Task Data to Education Cloud: Use Data Loader and Developer Console to migrate data from the task object in your source org to your target (Education Cloud) org.
Migrate User Data to Education Cloud: Use Data Loader to migrate data from the user object in your source org to your target (Education Cloud) org.
Data Migration to Education Cloud: Learn how to use the Data Migration Kit to move your data from Admissions Connect, Student Success Hub, and Education Data Architecture (EDA) to Education Cloud. Understand the considerations to be made, and get insights to plan your migration to Education Cloud.
Model Admission Applications: Use Education Cloud objects to review and manage an applicant's information, education history, and qualifications.
Model Courses and Curricula: Use Education Cloud objects to model your institution's learnings, courses, course offerings, and schedules.
Model Households, Groups, and Organizations: Set up relationships to define how your learners and other accounts connect with one another, such as for representing households.
Model Learning Program Offerings: Use Education Cloud objects to model your institution's learning offerings. Learning objects track the structure, administration, and enrollment and completion requirements for your offerings.
Model Suspects and Prospects: Use Education Cloud to track and manage suspects and prospects. For example, you can define the criteria to promote a suspect to a prospect automatically or manually.
Model Transfer Credits: Use Education Cloud objects to model definition, submission, and evaluation of transfer credit data.
Model Your Campus: Model your campus in Education Cloud as an organizational structure of accounts and a network of physical facilities. Represent your institution and its colleges as accounts, and manage buildings, spaces, and their uses as locations.
Modify Data Processing Engine Definitions: Review the Data Processing Engine definitions. If you have custom fields that must be migrated, edit the definitions to change the data transformation operations as required.
Monitor Learner Performance with Alerts: Use record alerts in Education Cloud to monitor learner performance with respect to attendance, grades, and other metrics.
Other Considerations: Review these additional considerations before you migrate your data to Education Cloud.
Overall Alumni Engagements Summarization: Use Flow Builder to create summaries for Alumni Engagement Metrics that describe the involvement of an alumnus in alumni events, the level of communication with your institution, their volunteerism roles, and their philanthropic contributions.
Page and Component Access Management: Control the pages and page components that mentors and mentees can access in your Education Cloud Mentoring portal by using audiences. Create separate audiences for your mentor and mentee profiles so that portal users get the appropriate portal experience.
Permission Set Details: Education Cloud offers features from multiple products, and some components require additional licenses. Identify the recommended permission sets for some basic roles in your institution.
Permission Sets for Education Portal Users: Create permission sets to assign object and field permissions so that constituents can use the components in the Education Portal template for Experience Cloud.
Personal Engagement Summarization: Use Flow Builder to create a summary for Alumni Engagement Metrics that describes interactive, meaningful, and informative communication with an alumnus that deepens alumni relationships with the institution.
Personal Investment and Philanthropy Summarization: Use Flow Builder to create a summary for Alumni Engagement Metrics that describes the philanthropic contributions of an alumnus that are aligned with your institution's mission and goals.
Petitions and Waivers: Academic petitions and waivers are requests for exceptions to academic requirements, rules, or deadlines. With Unified Catalog, students submit requests and supporting documentation, and institutions review, track, and record the outcomes.
Place Holds on Students Manually: Identify the students who are in violation of a regulation clause and create a case for each student. Then create a regulatory code violation record that corresponds to the hold and assign it to each student.
Plan and Prepare Your Application: Prepare to create, accept, and manage applications in your institution. Identify the application stages and the Omnistudio components that are used for each stage, and understand the process of creating applications.
Policy Rules Framework Prerequisites: Before you set up the Policy Rules Framework in Education Cloud, make sure that Advanced Academic Operations is turned on and that you create the required Decision Explainer records. Decision Explainer records capture logs for every rule run, so you can see how and why a decision, such as student eligibility or score calculation, was made.
Populate Searchable Data and Test Your Campus and Program Finder: Run a flow to populate the Educational Institution Searchable Profile object. Then validate your data and test Campus and Program Finder to verify that the search results match your intended user experience.
Predict Prospects Conversion with Scoring Framework: Use Scoring Framework to get predictions about the likelihood of a prospective learner enrolling into your educational institution. The predictions are based on a prospective learner's current level of engagement with your institution. By knowing which prospective learners are most likely to be interested, the admissions team can focus on those learners and improve your rate of admissions.
Prepare Your Org for the Course Operations Agent: Provide agent actions with the required data. Define at-risk criteria, supply data for course offering participant insights, create an advising record type for cases, and create employee records for faculty members.
Prepare the Data for Holds: Create records that populate the reasons, restrictions, and resolutions of your holds.
Set Up Learning Equivalency Rules: Set up learning records and equivalencies to evaluate applicants’ prior learning for transfer credit. Map source achievements to the achievements your institution grants, then publish and activate the equivalency. These rules serve as the source of truth for your articulation and admissions staff.
Set Up Appointment Data by Using Manage Appointments: Appointment scheduling requires configuring several foundational elements. Set up these elements to provide simplified, intuitive guidance to administrators and advisors for managing appointments within Education Cloud.
Prepare Recommender Omniscript and Flexcard: Clone and configure the Omniscript and Flexcard that are used to collect and show survey responses as part of the recommendation process.
Prepare Your Org for Student Financials: Enable student financial account management options and configure the necessary permissions for students and staff.
Prerequisites for Data Migration to a New Org: Turn on features, set up permissions, and create the records and custom fields required for data migration to Education Cloud in a new org.
Prerequisites for Data Migration Within Your Org: Turn on features, set up permissions, and create the records and custom fields required for data migration to Education Cloud within your org.
Prepare Your Org for Scoring Applications: To prepare your Salesforce org for scoring applications, enable Discovery Framework, create a queue, and update the page layout for individual applications.
Price an Academic Order: You can incorporate these pricing resources into your workflows to set up academic order pricing. For example, you can customize the expression set template to apply discounts.
Protect Application Data: Use multiple strategies to make sure that data is safe from unwanted access.
How Proxy Identity is Resolved For Delegated Access: When a student names a proxy, the proxy's first name, last name, and email address are matched with an existing contact and user record. If a contact record exists for the proxy, Salesforce uses the information. If no contact record exists, Salesforce sends a sign-up email. If Salesforce finds a user record for the proxy but no contact record exists, Salesforce sends a sign-up email to invite the proxy to create an Experience Cloud person account.
Pulse Checks for Learner Feedback: Use Pulse Checks in Education Cloud to get learner feedback and assess their engagement, satisfaction, and overall wellbeing.
Reconcile Student Accounts: Save staff time with automated account reconciliation that offers granular control and visibility. Provide students with a view of their financial obligations through a unified dashboard on the learner portal. To reduce administrative inquiries, students can access invoices, running balances, and full payment histories in one place. Students can also initiate payments and track their financials.
Recruitment and Admissions: Education Cloud provides learners with a seamless experience from application to enrollment, while enabling staff to efficiently orchestrate the admissions process.
Recruitment & Admissions App: Use the Education Cloud Recruitment & Admissions app to view and manage student applications, tasks, and appointments, track RFIs, manage prospects, draw insights from analytics, and more.
Recruitment and Admissions: Discover how Education Cloud supports your recruitment and admissions activities with an online portal and powerful collaboration tools.
Recruitment Insights: The Recruitment Insights dashboard provides recruiters insights into the candidate recruitment pipeline and the status of RFIs to analyze recruitment status, prioritize prospects, and schedule appointments effectively.
Refund Management: Automate the end-to-end refund process for student financial accounts. When your students drop courses or reduce orders, Student Financials automatically identifies original invoices, settles credit memos against outstanding balances, and initiates payment refunds. Your students receive timely, accurate disbursements, and you maintain a complete audit trail for compliance.
Review Applications: When an applicant submits an application to your institution, the person who processes applications checks that the applicant provided all of the required information. With all of the information in place, the application is ready for review.
Use the Academic Operations App to Manage Learning and Academic Operations: Use the Learning Wizard in Academic Operations to create courses, programs, and customized learning offerings, define learning requirements and outcomes, and manage academic schedules. Use the Learning Program Builder to represent and organize the components of a well-defined learning plan, including required and elective courses, so that your staff can set up learners for timely degree completion. See a summary of the learner's academic details on the updated account record page.
Engage Alumni on Your Experience Cloud Site with Profile Components: Enhance your Experience Cloud site with new Lightning web components for alumni engagement. With the components, alumni users can create a profile and add it to an alumni directory where they can connect with other alumni from your institution. Alumni users can upload a photo to their profile, and control the information that appears in the directory.
Application Form: Education Cloud provides an Experience Cloud Site template for you to use for your institution. The template includes a customizable application form created with OmniStudio that prospective students can use to apply to your institution.
Application Intake and Processing: When a prospective student submits an application to your institution, the application goes through the review and approval process. Conduct and manage the process of verifying, reviewing, and deciding on applications all in one place.
Appointment Scheduling: Provide a central self-service system for managing appointments. Learners have visibility over your staff's availability in any department, based on their configured topics and appointment channels. They can view and schedule appointments, and even join virtually if you set up that feature. Your staff can also schedule appointments on behalf of learners from their records. Unifying all departments on a single scheduling tool increases your learners' ability to use all of your services.
Manage Appointments with Salesforce Scheduler: Beginning Summer '23, Salesforce Scheduler is available within your Salesforce org. Your users are entitled to 12,000 appointments per org per year. In addition to the entitlement per org, Salesforce Scheduler allows 1800 appointments per user license per year for the Enterprise Edition licenses. For Unlimited Edition licenses, the limit increases to 2400 appointments per user license per year.
Assist Learners with Program Management: Within the Student Success app, your institution can effectively define, plan, and deliver non-scholastic services and initiatives that support each learner’s journey. Directors can model programs with supported benefits, and then schedule and track the benefit disbursements to recipients.
Automate Case Management and Success Team Assignment: Educational institutions provide support to learners in many areas, including financial aid, academic advising, and disability services. Use the flow templates in Education Cloud to automate case creation and closure, and the assignment of success teams to learners.
Automate the Application Review Process: When a prospective student applies to your institution, the application goes through a review and approval process that involves multiple reviewers with different review purposes. Education Cloud provides flow templates to automatically assign the individual application record to the person who's responsible for the next part of the review process.
Use the Updated Case Record Page to View Advising Details: Enhance the case Lightning record page to enable advisors to view advising engagements for the case, add case team members, and schedule appointments. The updated page includes tabs for advising, program enrollments, appointments, tasks, and record alerts, and the Action Launcher component, which provides quick access to frequently used actions.
Customize the Appointment Self-Service Setup Flow: The self-service appointment setup flow is built on OmniStudio components that retrieve data from the learners' records. Customize those components to best suit your institution's needs in a user-friendly, click-based interface to offer a rich, personalized experience to your users. Add static or dynamic information to increase learners' engagement and awareness such as by communicating upcoming campus events or holiday closures.
Set Up Drop-In Appointments: Support learners seeking ad-hoc help from your staff by setting up drop-in shifts for in-person appointments.
Education Cloud Full Access Permission Set License: For clarity and consistency with the other permission set licenses, we've changed the name for the Education Cloud Objects and Components permission set license to Education Cloud Full Access.
Education Cloud Limited Access Permission Set License: As of July 2023, you can provide your users access to the features that they need by using the new standard permission set, Education Cloud Limited Access. This permission set grants wider access to Education Cloud features than Education Cloud Reviewer. For clarity, consistency, and to accommodate additional use cases, the Education Cloud Reviewer license is now Education Cloud Limited Access.
Enable Learners to Schedule Appointments Via Self-Service: Configure learners as Experience Cloud users to grant them access to a preconfigured self-service portal to schedule appointments, on desktop or mobile. When learners and staff log in to the portal, they get a comprehensive view of their schedule, and see their past and upcoming appointments. From that portal, they can choose topics, time slots, appointment channels, and teams or team members for appointments. If you configure video calls with AWS Chime, learners can also start virtual appointments directly from there.
Complete Applications Faster and Assign Application Tasks: Learners can complete applications more easily now that forms autofill with data that's already stored for an applicant. We're also introducing the Individual Application Task object that you can use to create action plans for applications.
Create Advising Programs for Learners: Use an updated workflow in Student Success to create programs with advising benefits, and associate success teams. Show programs on the learner portal, allowing learners to view details and self-enroll. Use provided flows to automatically create and update benefit disbursements when a learner schedules an appointment. Add assessments to programs to capture learner requirements during enrollment.
Use Guided Setup to Set Up Education Cloud: Set up Education Cloud quickly and easily with guided setup. Use guided setup to turn on features, install apps, and configure basic settings.
Improve Your Admission Rate by Focusing on Prospective Students Most Likely to Join: Get predictions about the likelihood of a prospective student joining your educational institution based on their current level of engagement with the institution. Share these predictions with your admissions team so that they can focus on the right prospective students and improve your rate of admissions.
Learner Portal: Use Experience Builder to brand your learner portal, and add ready-to-use or custom Lightning components, layouts, and themes to provide an enhanced student experience. Students can use the portal to apply to programs, track and manage their applications, raise requests for information, and more. You can use the Education Applicant Portal template, or build one from scratch.
Set Up Marketing Cloud Engagement for Education: Leverage the power of Marketing Cloud Engagement with a prebuilt connector that retrieves up-to-date Education Cloud data for your marketing campaigns. Communicate efficiently with learners with out-of-the box templates to support your recruitment, admissions, and student success activities. Schedule automated emails to remind learners of upcoming application deadlines, or appointment confirmations after they schedule a meeting with your staff.
Monitor Learner Performance with Alerts: Directors and advisors can now create alerts that notify them about learner performance so that they can offer timely support when required. Use flows to automatically create alerts for multiple learner records.
Enhance Your Learner Portal for Program Enrollment: Add new Lightning web components for program enrollment to your Experience Cloud site, including EDUProgramMgmtProgramHome, EDUProgramMgmtProgramOverview and EDUProgramMgmtPgmEnrlRecordPage FlexCards, and new pages for Programs and Assessments. Learners can use them to explore new support programs and to self-enroll, take assessments, and view their submitted responses.
Recruiting and Admissions Consoles: Education Cloud consoles give users a central place to focus on application reviews, see critical tasks, and take important next steps. When an admissions director or officer, recruiter, or reviewer opens the Recruitment & Admissions app, they arrive on a home page that's designed for their role and license type.
Request for Information and Response: Prospective students can connect with your staff and inquire about programs and services through your institution's Experience Cloud site.
Set Up Appointment Scheduling for Education Cloud: Enable Salesforce Scheduler for Education Cloud, and control who can schedule appointments, and how. Fine-tune sharing settings to control the learners' and staff's access to Salesforce objects, and create and assign permission sets to represent your staff's availability. Build a data model that supports your institution—staff members and teams, locations, appointment topics, and much more—to create a flexible and powerful appointment scheduling solution.
Set Up Virtual Appointments: Host appointments from anywhere by setting up virtual calls with Amazon Web Services (AWS) Chime SDK or another video call service. Education Cloud's appointment feature seamlessly integrates with AWS, and lets your users join calls directly from the Salesforce app or the self-service portal. Turn on closed captioning to meet accessibility standards to support all your learners.
Student Success App: The new Student Success app provides a central place for your institution to offer proactive and personalized support to learners for academics, sports, health, financial aid, and so on. Get insights from analytics dashboards, view in-depth learner information using the student snapshot component, monitor learner progress and create alerts, design programs and individualized care plans, and assign and manage success teams. When an advisor or a director opens the app, they see a home page with features curated for their role and license type.
Student Success Components for Your Learner Portal: Use Experience Builder to enhance your institution's learner portal with new mobile-ready Lightning web components for student success. From the learner portal, learners can conveniently schedule and manage appointments, view their assigned success teams and care plans, and manage their tasks.
Support Learners with Care Plans: Directors and advisors can now create personalized care plans with goals and tasks to help learners achieve their objectives. Use care plan templates to quickly create care plans with frequently used goals or tasks. Use the bulk operation to apply care plans to multiple record alerts at a time.
Tailor User Access to Education Cloud Features: Provide your users access to the features that they need by using the new standard permission set, Education Cloud Limited Access. This permission set grants wider access to Education Cloud features than Education Cloud Reviewer. For clarity, consistency, and to accommodate additional use cases, the Education Cloud Reviewer license is now Education Cloud Limited Access.
Use Education Cloud for Advancement and Alumni Relations: Education Cloud for Advancement and Alumni Relations enables alumni relations team members to keep track of alumni to help them stay engaged and invested in their alma mater. Gain insights from analytics dashboards, and monitor achievements, milestones, interests, and more to ensure that the engagement is meaningful to your institution and alumni. When an alumni relations coordinator or manager opens the app, they arrive on a home page with features curated for their role and license type.
Use Fundraising with Education Cloud: Use Fundraising with Education Cloud to track opportunities, manage campaigns, and coordinate other fundraising activities. Fundraising is now included with Education Cloud to help streamline those processes.
Use Marketing Cloud Engagement for Education for Alumni Relations: Efficiently communicate with alumni by using out-of-the-box templates to support your alumni activities. Schedule automated emails to tell alumni about your institution's mission and to welcome them to the alumni portal.
Run the Data Processing Engine Definitions: Run the Data Processing Engine definitions for each cluster sequentially to migrate your data. After each run, confirm the accuracy of the migrated data before you proceed to the next cluster.
Run the Data Processing Engine Definitions: Run the Data Processing Engine definitions sequentially to migrate your data. After each run, confirm the accuracy of the migrated data before you proceed to run the next definition.
Schedule Appointments with My Appointments Header: Use the My Appointments Header Lightning web component from Education Cloud to provide an alternative, more efficient workflow to replace the standard workflow for scheduling appointments on your learner portal.
Appointment Scheduling Experience Using My Appointments Header: Learners schedule appointments through your Education Portal. When you add the My Appointments Header to your portal, a student can check whether an advisor is available before selecting their preferred time slot to create the appointment.
Score Applications: Create rubrics in Education Cloud to evaluate applicants and score them based on the criteria you define. Make more informed decisions about who to offer admission to and whom to waitlist. Use rubrics to promote equity in the admissions process.
Self-Service Appointments in Education Cloud: Education Cloud uses the power of Experience Cloud and the flexibility of Omnistudio to let you customize the appointment experience for your users.
Send Course Load Details and Create Course Offering Channels: Modify the EDU Course Operations: Create Course Load and Slack Channel flow after you create the Course Operations Agent. The updated flow calls the agent to send course load information and create course offering channels for faculty in Slack.
Mentoring Programs: Use the Education Cloud Mentoring app to create a program to connect mentees with mentors, and manage and assign mentoring benefits.
Set Up an Academic Interval Structure: Build an academic interval structure to accurately represent your institution's schedule. This structure uses the academic year to define the entire year. Within that year, the academic term specifies periods for reporting and course offerings, which can also contain other nested time periods. Finally, the academic session specifies the exact time periods when courses are offered.
Set Up Advanced Search: Help students find course sections that meet their specific criteria by configuring Advanced Search. Then, make Advanced Search available on your Experience Cloud site.
Set Up Education Cloud for Agentforce: Enable Agentforce in Education Cloud to create AI-powered virtual agents to help students, parents, and staff get the information they need, when they need it. Einstein Generative AI for Education Cloud powers the virtual agents that can answer questions about admissions, enrollment, financial aid, and other relevant areas.
Set Up Alumni Relations: Use Alumni Relations in Education Cloud to manage and engage with alumni from your educational institution in a centralized location.
Set Up an Education Portal: Provide a tailored self-service site for a variety of learners with Experience Builder. Brand your portal and add ready-to-use or custom Lightning components, layouts, and themes.
Set Up Application Campus Preferences: Configure the Omnistudio components that let applicants select and rank preferred campus locations during the application process.
Set Up Appointment Data Manually: Understand and manually set up all the required objects in Education Cloud for appointment scheduling.
Set Up Attendance: Define how your institution captures and resolves attendance. Create attendance codes, define an attendance policy, add the sources that capture attendance, and rank how Attendance resolves signals when sources disagree.
Set Up Career Planning and Life Goals Infrastructure: To provide the career planning and life goals experience for students on the portal, Charlie, the Connected University advisor, creates assessments, involvement groups, and competencies. These records serve as the foundation for what students see and interact with.
Set Up Corporate Relations: Give admins and advancement officers access to Corporate Relations features and objects. Create active versions of the flows to update partnership placement records and update outcome counts.
Set Up Course Operations Agent: Configure a Course Operations Agent that assists faculty to manage courses, engage with students and teaching assistants, identify at-risk students, and coordinate student support.
Set Up Course Registration: To streamline students' course registration on your Experience Cloud site, turn on Advanced Academic Operations and assign the appropriate permission sets.
Set Up Course Search: To make upcoming and past courses and section details easily searchable on your Experience Cloud site, configure Course Search.
Set Up Data 360 for Education: Financial Aid: Set up the Data 360 and Agentforce for Education elements required to ingest and map your external financial aid management system data. Your data grounds the Financial Aid agent and powers the financial aid Lightning web components, ensuring that both can provide personalized, accurate information about a student's financial aid package.
Set Up Education Intelligence: To access dashboards, visualizations, metrics, and the Education Cloud Semantic Data Model (SDM), install Education Intelligence.
Set Up Education Cloud: Use the guided setup to turn on Education Cloud for your org, and then configure apps and features. Make sure that you assign the Education Cloud Full Access permission set to yourself, as the admin.
Set Up the Education Proxy Portal: Create and activate an Education Proxy Portal, assign proxy profiles, and then configure the portal to support delegated access. Support proxy scenarios across all educational levels. In K-12, parents can manage households, applications, and student information, while in higher education, designated proxies can securely access records and perform tasks that students delegate.
Set Up Einstein Academic Insights: Enable the required org preferences and configure the components to use Einstein Academic Insights.
Set Up Einstein Advising Summary: Enable Einstein and configure the Einstein Summary component to use Einstein Advising Summary.
Set Up Engagement Channel Types in Education Cloud: Engagement channel types store the channels that the staff use to meet learners. If you're migrating data from Student Success Hub, to use appointments with Education Cloud, create engagement channel types.
Set Up an Experience Site for Appointments in Education Cloud: Education Cloud comes with a preconfigured Education Applicant Portal template that enables learners to access the scheduling feature. These steps are only required if you want to create your own portal.
Set Up Faculty Access Management: Configure the roles and access rules that define faculty access. Then create active versions of the flows that create sharing. Set up Data Processing Engine (DPE) definitions and run jobs on a schedule so that access stays accurate over time.
Institutional Data for Regional Reporting and Intelligence: Configure your education data structures to meet region-specific reporting standards and institutional requirements across global regulatory frameworks. Region-specific data structures bring reporting alignment into your existing Education Cloud org without data-mapping exercises, data duplication, and custom processes.
Set Up Learner Enrollment: Set up the individual application record page and configure the necessary permissions to enroll learners.
Set Up Your Learner Portal for Delegated Access: Use Experience Builder to create a My Proxies page, add the My Proxies component to it, configure portal navigation, and publish the updated learner portal.
Set Up Your Learner Portal with Student Financials: Give students self-service access to their financial accounts in your learner portal. After setup, students can view their balances and academic-year charges and pay invoices online. Assign permissions, set object access, connect a merchant account, and build the Student Financials page in Experience Builder.
Set Up Learning Objects in Education Cloud: If a required field on a target object doesn’t have the corresponding lookup in the source object, the migration run fails. Create dummy records on such target objects to avoid failures due to unavailable lookup fields.
Set Up Section Meeting Days for Advanced Search: Provide students with a search field based on section meeting days. To use the Section Meeting Days field in Advanced Search, grant field access and update the day-of-week fields on course offering schedule records by modifying a flow.
Set Up Mentoring: Set up Mentoring in Education Cloud to provide and manage mentoring benefits and programs that connect learners with mentors based on shared interests and goals.
Set Up Mentoring Facilitators: Create a permission set and set sharing rules to provide mentoring facilitators with the access that they need to support your mentoring program.
Mentoring Portals: Use Experience Builder to create a portal where mentors and mentees can discover and enroll in mentoring benefits. In the portal, users can respond to assessments that help to match a mentor with a mentee, see benefit assignments, and see details of their Mentoring interactions.
Set Up My Appointments Header: Set up the My Appointments Header Lightning web component on your learner portal so students can schedule appointments.
Set Up Your Org for Delegated Access: Set up Delegated Access Management, assign permissions, configure student-proxy relationships and record sharing, and add the My Proxies component to case and contact record pages.
Set Up Your Org for Career Planning and Life Goals: Configure your org to allow learners to define and achieve career and life goals based on their profile, preferences, and assessment insights. Configure the advisors profile permissions to manage student’s career and life goals.
Set Up Your Org for Transfer Credits: Configure Education Cloud so learners can submit transfer credit requests and transcripts, and staff can review and process them.
Set Up the Org and Learner Portal for Career Planning and Life Goals: John, the Connected University admin, sets up the org for career planning and life goals, adds and configures the career planning and life goals components to the learner portal, and gives advisors the tools to manage student progress.
Set Up Your Org for Petitions and Waivers: Configure your org to allow learners to request petitions and upload documents. Configure the Salesforce admin’s permissions to manage student petitions and waivers.
Set Up Payment Plans: To help students meet their payment commitments, offer flexible payment options that spread tuition across multiple installments and match their financial accounts and debt situations. Configure monthly, quarterly, or custom schedules that match your billing cycles and automate payment collection through integrated gateways. Your students track their plan status and upcoming auto-debits in real time from the learner portal.
Set Up Prospect Record Page: Configure the prospect record page for the account (person account) object in Education Cloud.
Set Up Pulse Checks: Configure your org preferences and object sharing settings to enable pulse checks.
Set Up Record Alert Category in Education Cloud: If you're migrating data from Student Success Hub, to use alerts in Education Cloud, create a record alert category for each record type on the alert object.
Set Up Refund Management: To automate the billing process and keep detailed records of your transactions, configure billing.
Set Up Salesforce Scheduler for Education Cloud: Enable Salesforce Scheduler for Education Cloud, and configure sharing and permissions settings. Then, create the supporting data types for appointment data modeling.
Set Up Skills in Education Cloud: Create skills to identify your staff's area of expertise, and assign them so that learners can meet the staff members who are best suited for their needs. When you set up topic templates (work types), related the same skills to the relevant work types.
Set Up Success Teams: Configure case team objects, create success team records, and assign support staff to learner advising cases.
Set Up the Academic Operations App: Configure Academic Operations in Education Cloud to create academic courses and programs, define learning outcomes, manage academic schedules, and configure eligibility and policy rules.
Set Up the Admissions Console: Create a home page for the Recruitment & Admissions app that shows admissions data, reviews, and tasks.
Set Up the Advisor Console: On the advisor console in the Student Success app, advisors can create and assign care plans, create alerts, view analytics dashboards for student success, view advisor insights and KPIs, and more. This home page is available out-of-the-box with Education Cloud, no additional setup is required.
Set Up the Alumni Relations Console: Create an Alumni Relations app home page where a coordinator or manager can review alumni information and identify opportunities for engagement.
Set Up the Director Console for Student Success: Create a home page for the Student Success app, where a director can create programs and benefits, assign advisors, view analytics dashboards for student success, view institutional Key Performance Indicators (KPIs), and more.
Set Up the Education Analytics App: Configure Education Analytics in Education Cloud to monitor institutional health and get insights from dashboards and key performance indicators.
Set Up the Financial Aid Agent: Configure the Financial Aid Agent to display personalized financial aid information to students and prospects using Data 360 and Agentforce.
Set Up the Student Goals Agent for Advisors: Configure the assistive Student Goals Agent for advisors to help advisors support students in setting well-defined, actionable goals in Education Cloud.
Set Up the Student Goals Agent for Students: Configure the autonomous Student Goals Agent for students to define and achieve life goals. The AI-powered guidance is based on the student's profile, preferences, and assessment insights within the Experience Cloud site. Students can find information about campus resources, such as services, activities, clubs, programs, courses, or action plans.
Set Up the Student Management App: Centralize key information in student records: emergency contacts, relationships, student contact information, and enrollment data. Streamline administrative processes and give students, staff, and faculty a better experience.
Set Up the Student Recruitment Agent: Configure the Student Recruitment Agent to answer questions about your school’s learning programs, support programs, application process, and campus information.
Set Up the Student Success App: Configure Student Success in Education Cloud to provide proactive and personalized support to learners across academics, financial aid, careers, and life goals.
Set Up Transfer Credit Agent: Configure the Transfer Credit Agent to provide estimates of transferable credits for unauthenticated guest users.
Set Up Transfer Credit Requests from an Experience Cloud Site: Current students can request official transfer credit for prior learning directly from an Experience Cloud site. Students open the transfer credit application from a Unified Catalog service, add their prior learning, and submit a request.
Set Up Transfer Credit for Applicants: Configure the TransferCreditWrapper Omniscript, add a Transfer Credit dynamic application stage, and set up Experience Cloud access so that applicants can submit transfer credit information.
Set Up Virtual Appointments With AWS Chime: After you configure Salesforce Scheduler for Education Cloud, set up virtual appointments with Amazon Web Services (AWS) Chime SDK to add audio and video capabilities to the learners' portal.
Set Up Your Alumni Community: Use Experience Builder to brand your alumni community in Education Cloud, add ready-to-use or custom Lightning components, layouts, and themes to provide an enhanced alumni experience.
Set Up Your Application Stages: Create application stage definition records to represent the different stages of your application, and copy and use Education Cloud Omniscripts and Flexcards to collect and show applicant information.
Set Up Your Org for Drop In Appointments: Configure your org to enable drop in appointments, and add the QR Code component to the waitlist record page for the staff.
Org Setup for Intelligent Degree Planner: To give your learners the best intelligent degree planning experience, consider the planner’s behavior when modeling your data, create a learner pathway global action, and configure sharing to suit the planner. You can also create learner pathway templates, or you can let your learners plan their pathways from scratch.
Set Up Your Portal for Financial Aid Insights: Provide all Experience Cloud users with self-service answers to financial aid questions and the ability to submit inquiries. For authenticated students, deliver clear financial aid data and integrate external systems to perform financial aid actions.
Set Up Your Source Org: Turn on features and set up permissions to prepare your source org for data migration.
Set Up Your Target Org: Turn on features and set up permissions to prepare your new org with Education Cloud for data migration.
Set Up the Course Search Agent: Configure the Course Search Agent to answer questions and support both students and advisors. Create an Agentforce Service agent for users on your Experience Cloud site. Create an Agentforce Employee agent for Standard Users of Education Cloud, such as advisors.
Sharing Sets for Learners: To enable learners to view only their own degree plans, create sharing sets where their contact is set on the lookup to contact on the pathway record.
Simplify Employee Record Creation for Faculty: Customize the Create Employee flow to collect specific information when it creates employee records for faculty. Agent actions use these fields to identify faculty Slack users.
Student Information System and Learning Management Systems Integration: MuleSoft Anypoint and Flow connectors synchronize data between your student information system (SIS) and learning management systems (LMS). Out-of-the-box Anypoint connectors integrate with Canvas, Moodle, Blackboard, and D2L Brightspace. For simpler use cases with fewer transformations, use a Flow-based Canvas connector.
Slack for Education: Turn Education data and workflows across the learner lifecycle into real-time collaboration in Slack. Faculty, students, and staff can engage with timely, relevant data and AI-driven automation directly in their everyday workspace. This integration reduces administrative burden and helps your institution act faster to enhance student success.
Slack for Education Flows: Customize flows to support course operations and student success workflows. These flows enhance real-time collaboration directly in Slack.
Student Financials: Bridge the gap between students and their financial accounts by setting up your fee management framework in Education Cloud. Load tuition and fees for each academic interval and apply fees to learning programs and courses. Additionally, you can incorporate the Students Financials agent to help students view their account balances, get a detailed breakdown of their fees, and obtain more information about a given fee.
Student Financials Agent Considerations: To use Student Financials Agent, consider supported functionality, usage, limitations and allowances, limits, and other issues.
Student Financials Agent Subagents and Actions: Use student financial subagents to answer questions about term fees, account balances, billing history, invoices, payment due dates, payment plans, and line-item charges. These subagents work together and use relevant context from previous results to provide clear, detailed responses about a student’s financial account.
Student Goals Agent Considerations: To use Student Goals Agent, consider supported functionality, usage, limitations and allowances, limits, and other issues.
Student Goals Agent Subagents and Actions: Use the Student Goals Agent to help your students define and achieve life goals with AI-powered guidance based on their profile, preferences, and assessment insights. You can find information on campus resources such as services, activities, clubs, programs, courses, or action plans.
Student Information System Policy Rules: Use extensible policy rules in Education Cloud to scale operations and establish transparent and auditable processes.
Student Insights for Advisors: Use Data Cloud to import student data from external systems into Education Cloud, and then use Einstein generative AI to get relevant, holistic insights on students.
Student Management: Give staff and faculty quick access to important student information. In a single, accessible view, include emergency contacts, relationships, student contact information, and enrollment data in student records. Add a relationship graph to convey students’ relationships to households. Assign access to advisors, registrars, and faculty.
Student Management App: The Student Management app consolidates important student information in a single view with three tabs.
Student Profile Management: Create, update, and maintain a digital record of a student's competencies, traits, and affinities throughout their academic and personal journey.
Student Recruitment Agent Considerations: To use Student Recruitment Agent, consider supported functionality, usage, limitations and allowances, limits, and other issues.
Knowledge Articles for the Student Recruitment Agent: Create knowledge articles to ground the Student Recruitment Agent’s responses. The Student Recruitment Agent includes a topic, Admissions And Enrollments FAQ, that uses the Answer Questions with Knowledge action.
Student Recruitment Agent (Beta) Subagents and Actions: Use Student Recruitment Agent (Beta) subagents to answer questions, create Academic Interest records, and start applications. You can also provide information about campus tours, visits, and events. These subagents ensure prospective students receive the information they need. This leads to a smoother and more informed enrollment process.
Student Success: Learn how Education Cloud provides you with powerful tools to support learner success.
Student Success App: Use the Education Cloud Student Success app to offer an equitable, unified, and collaborative student support experience.
Student Success Visualizations and Metrics: Student Success key performance indicators give advisors actionable insights about learners' academic progress, well-being, and engagement. Use these indicators to measure the effectiveness of advising programs and make data-driven decisions to support learners.
Support Pool Appointment Scheduling: Success team records determine which support pools are available for a given advising workspace and whether learners can book appointments directly.
Success Teams for Learners: Success teams connect learners with the advisors and support staff who help them throughout their entire educational journey.
Support Advancement in Education Cloud: Use Education Cloud, Alumni Relations, Fundraising, and Data 360 to support the advancement, development, and fundraising operations in your institution.
Support Learners with Care Plans: Use the Student Success app from Education Cloud to create personalized care plans that help learners achieve educational success.
Student Success: Use Education Cloud to help your learners achieve their academic objectives.
Support Students with Personalized Insights: To turn data into personalized support for individual students, add metrics and visualizations to a student's contact record page.
Tableau Next for Education: Tableau Next for Education unifies data by using the Data 360 semantic layer and Agentforce AI for context to deliver personalized and actionable insights. Education Intelligence is a data-driven solution that bundles semantic data models and academic metrics. Use this solution to track the learner lifecycle and determine how your programs meet learners' needs. The combination of academic data, key performance indicators (KPIs), and AI help your institution measure programmatic effectiveness and enhance student success.
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.
Transfer Credit: Create and manage transfer equivalency relationships and the entire transfer credit process from a single place in Education Cloud that automatically matches and suggests credits. Registrars can use the guided process to review submitted documentation and to articulate transfer credit requests. Applicants request estimates for transferable credits directly in the application portal on the Experience Cloud site.
Transfer Credit Agent for Education Cloud: Transfer Credit Agent helps prospective students make application decisions by providing estimates on transferable credits right in an agent session. It reduces the response time for evaluations and saves previous estimates to give students continuous access.
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.
Education Analytics: Use CRM Analytics in Education Cloud to create and embed customized dashboards in the app consoles for directors, recruiters, reviewers, admissions officers, and advisors. Education Analytics works seamlessly with existing Education Cloud features, enabling institutions to improve processes and learner metrics. Analytics dashboards and institutional key performance indicators (KPIs) provide insights into recruitment, admissions, learner engagement, and student success.
How Learners Experience the Intelligent Degree Planner: Learners access the Intelligent Degree Planner through your Education Portal. They can use the drag-and-drop interface to visualize their complete learning journey with your institution.
Understand the Admissions and Reviewer Consoles: The Admissions and Reviewer Consoles give admissions officers and application reviewers a central place to focus on application reviews, see critical tasks, and take important next steps.
Understand What's Included with Education Cloud: Education Cloud provides educational institutions with a specialized data model and tools that support the entire learning experience. The platform includes features and capabilities for recruitment and admissions, academic operations, student success, mentoring, alumni relations, and fundraising. Educational institutions facilitate the journeys of many different stakeholders. They create and maintain recruitment and application processes, organize academic courses and programs, manage student support programs, and more. Education Cloud uses Salesforce's platform along with a specialized data model to build applications that help support the entire learning experience.
Update Benefit Assignment Record Page: Create and add a button to launch the flow to compare and assign mentors. When you run the screen flow on the benefit assignment page, the flow uses the fields from the mentoring profile to compare a mentee with potential mentors.
Flexcards for Inquiry Flows: Provide a variety of ways for prospects, applicants, and students to engage with your institution by adding inquiry management flows to your Education Portal. Clone and update the inquiry Flexcards before you add them to your Education Portal. You can customize the display labels and text to suit the purpose of each flow.
Update Records for Opportunity Management Flow: Add fields to the Learning Program record for the EDU Cloud: Create Opportunities from an Academic Interest flow. Also make sure that Academic Term records have a close date. The flow references Learning Program and Academic Term records to create an Opportunity record based on an academic interest.
Update the Mentoring Profile Record Page: Create and add fields to the mentoring profile record page that you want to use to compare and match mentors with a mentee.
Use Data Loader to Extract and Load Data: Download the required SDL files and then use Data Loader to extract and load your data into the target shadow objects.
Use Student Insights From Non-Default Data Space: By default, Student Insights uses data from the default data space. If you have data in a custom data space, you must map the data space in Data 360 to the features in Education Cloud.
Verify Applications: When you verify an application, you look at the data and documents that the applicant has provided and check them for completeness.
View and Attempt Career and Interest Assessments: Advisors can view a student's assessment status and responses, and collaborate on new assessments to generate personalized career and goal recommendations.
Visual Indicator: Use Visual Indicator in Education Cloud to give advisors a quick view of a student’s performance in the enrolled courses of the current academic term. Based on the student’s course component scores, Visual Indicator shows their course performance in customizable categories such as At Risk, On Track, and Needs Attention.
Create and Use Reusable Collections: Build program plans more efficiently with reusable collections, which are course groups that appear in multiple program plans. For example, you can create a “General Education” collection of courses that applies to several different program plans.
Manage Shared Components on Your Experience Cloud Sites: Shared components help you make your Experience Cloud site more useful for your admins and users. They do things like let users subscribe to your communications and capture contact information as the user enters it.
Nonprofit Experience Manager App: The Nonprofit Experience Manager provides tools for managing your Nonprofit Experience Cloud sites.
Add Your School's Data: Learn how to migrate your school's data, import it in a recommended sequence, and prevent "Duplicates Detected" errors in EDA.
Address: Address represents a home, seasonal, or other address for a Contact or Account.
Affiliation: Affiliation represents an affiliation between a Contact and an Account.
Analyze Application Data with the IPEDS Tableau Accelerator: Bring application insights into one place and discover trends in your admissions cycle by using the Integrated Postsecondary Education Data System (IPEDS) Tableau Accelerator.
Application: Application stores information about a student's application to an educational institution or program.
Attendance Event: Attendance Event represents information about a student's attendance.
Attribute: Attribute represents characteristics that apply to individual students and credentials earned by students and faculty (or other Contacts).
Behavior Involvement: Behavior Involvement lets you associate individuals with a behavior event that's tracked as a Case.
Behavior Response: Behavior Response helps you track corrective actions and other responses to behavior events.
Case: Case represents a behavior event and can have related Behavior Involvement records.
Configure EDA: Configurations and customizations for EDA.
Configure Account Model Settings: In EDA Settings, configure the settings that control your primary account model, including the Account record types used for Administrative and Household Accounts.
Contact: A Contact represents an individual person.
Contact Language: Contact Language represents a language spoken by someone connected to your institution.
Course: Course represents an academic course, typically offered periodically by an Account entity, such as a department or school.
Course Connection: Course Connection represents a relationship between a Contact, such as a student or faculty member, and a Course Offering.
Course Offering: Course Offering represents a specific instance of a Course that's offered during a specific Term.
Course Offering Schedule: Course Offering Schedule relates a Course Offering with a Time Block, allowing for class schedule variations in the locations and days of a specific offering.
Create a List of Alumni: In this common use case doc, we'll show you how to identify alumni who meet certain criteria.
Create a List of Current Students: In this common use case doc, we'll show you how to create a list of the students at your college or university who meet certain criteria.
Create a List of Prospective Students: In this common use case doc, we'll show you how to identify high school students who've expressed interest in academic programs at your college or university.
Create a List of Parents: In this common use case doc, we'll show you how to create a list of parents who have business affiliations that could help students with networking and job placement.
Credential: Track student achievements, such as badges, certifications, or licenses.
Disable Matching Rules: Learn why you receive a "Duplicates Detected" error when inserting records and how to prevent it.
Disable Trigger Handlers for EDA: To successfully run custom code, a large data import, or an external integration, you sometimes need to disable TDTM Trigger Handlers.
EDA and Translation: Learn how EDA is localized and how to manage translations.
Custom Settings Reference: This article contains a summary of the EDA Hierarchy Settings in Custom Settings.
EDA Feature Telemetry: Learn how Salesforce collects EDA Feature Telemetry data to understand the level of usage and adoption of various EDA features.
EDA Security Model Considerations: Designing your security and sharing model is an essential part of your implementation. Its many aspects are more than we can cover here. Controlling security in Salesforce takes a systematic, multi-layered approach at all levels of your org. However, we do highlight considerations for administrators managing sensitive student data.
Education Cloud Settings: Access and manage EDA Settings, activate the latest EDA release, and find helpful resources.
Education History: Education History stores information about a Contact's education history and related data.
Enable EDA Apex Class Access: Verify access to EDA Apex classes for all profiles and permission sets that need them.
EDA Entity Relationship Diagram: This diagram shows the relationship between EDA custom objects and Salesforce standard objects.
What's Education Data Architecture (EDA)?: Education Data Architecture is a community-driven data architecture designed to help educational institutions use Salesforce out-of-the-box.
Facility: Facility represents a school property asset.
Find the Release Version: Identify the current version and originally installed version of Education Data Architecture (EDA).
For Developers: The Education Data Architecture (EDA) is an open source, BSD-licensed package.
Get Started with EDA: Learn about EDA, including EDA limitations and extension options, the EDA entity relationship diagram, and EDA objects and fields.
Model Your Physical Campus: Use the Facility object to model data about buildings, lab facilities, dormitories, sports facilities, and other property assets.
Model Program Offerings: Model your institution's program offerings with the Program Plan and Plan Requirement objects.
Model Student Grades: Use the Term Grade object to build out a high-level overview of student performance.
Ongoing Administration: Keep up with releases, find the release version, set up new features, review custom settings and run settings health check, learn about feature telemetry, and uninstall EDA.
Opportunity: An Opportunity represents an official chance for a prospect to enroll at your institution.
Plan Requirement: Plan Requirement represents a required item to fulfill the requirements of an Academic Program, as specified in a Program Plan.
Prerequisites and Compatibility: Learn about installation requirements, compatibility restrictions, and other considerations when installing EDA.
Program Enrollment: Program Enrollment represents a student's (Contact's) enrollment in an Academic Program (Account).
Program Plan: Program Plan represents the course of study required to fulfill the requirements of an Academic Program (Account).
Relationship: Relationship represents a connection between two Contacts.
Reporting and Analytics in EDA: See how Education Data Architecture provides insight and analysis for every stage of the student life cycle.
Salesforce Configuration Basics for EDA: Show new custom objects, create custom picklist values, add a lookup field, and use related lists and clone layouts to preserve your changes for EDA.
Set Up Security: Configure the permissions in your org to give every user at your institution the right level of access.
Set Custom Field-Level Security: Update security permissions for the profiles that you assign to your users so that they have the access that they need.
Set Up Permissions and Access: Update object permissions for the profiles that you assign to your users so that they see the objects that they need.
Settings Health Check: Identify configuration errors in EDA Settings and related settings.
Welcome to Your EDA Data Model Orientation: Start your Education Data Architecture (EDA) implementation with a solid understanding of the Salesforce data model for primary, secondary, and higher education.
What's Installed: Learn about the packages installed with EDA, and identify the components that you can modify.
Edit a Trigger Handler: An administrator can edit Trigger Handler records to deactivate them, change their load order, change which users will execute the Apex class, and so on. A common reason to edit a Trigger Handler is to disable it.
Education Cloud: Education Cloud connects institutions across recruitment, admissions, and student success for a unified view of every learner's journey. A single source of truth creates a complete student profile, so that your institution can offer personalized experiences that translate into successful lifetime learners — from prospective student to engaged alum.
Education Cloud Release Notes: Support alumni engagement, manage fundraising development activities and processes, strengthen course and learning program management, and give applicants an enhanced application process. Follow your alumni's user journey with a unified record view and a dedicated alumni relations console. Keep alumni engaged and connected with each other and with your institution by using new Alumni Relations portal components to create an alumni directory. Use Fundraising features to track opportunities, manage campaigns, and coordinate fundraising activities. Maintain your course catalog and easily build learning programs by using the intuitive and flexible Learning Program Plan Builder.
Education Cloud Release Notes: Spring ‘23 brings you the next-generation CRM for education. Education Cloud draws on the power of Salesforce to connect insights across recruitment, admissions, and student success for a unified view of every learner's journey. A single source of truth creates a complete student profile, so your institution can offer personalized experiences that translate into successful lifetime learners—from prospective student to engaged alum. With Salesforce at the center of your institution's information technology solution, important tasks can be completed in less time, at scale, and in collaboration between departments. Create an Experience Cloud site to be your institution's learner portal where students start their higher education journey. From this site, prospective students can request information, schedule appointments, and apply to your institution. After a student submits their application, your admissions staff can verify, review, and decide on the application in the individual application record.
Education Cloud Release Notes: Summer '23 expands Education Cloud to include features that support student success and streamline your institution's admissions processes for your staff and learners. Save time on manual tasks with automatic success team assignments and program management. Follow your learners' journey with a unified record view and dedicated director and advisor consoles. Cultivate your learners' success by tracking any roadblocks they encounter with care plans and alerts. Increase student engagement with new mobile-ready Student Success portal components, which give enrolled students access to all relevant information such as their advisors' drop-in availability. And with Marketing Cloud Engagement for Education, connect more efficiently with your learners by using out-of-the box email templates.
Education Data Architecture Documentation: Education Data Architecture (EDA) is a community-driven data architecture designed to help educational institutions use Salesforce.
Einstein for Nonprofits Architecture: Einstein for Nonprofits uses the Contact, Opportunity, and Recurring Donation objects. Einstein for Nonprofits parses and analyzes data from these records to generate predictions about your donors.
Einstein for Nonprofits Configuration: Configure model training, set up backup models and predictive insights, and complete more configuration steps for Einstein for Nonprofits.
Consent Management for Einstein for Nonprofits: Manage personal preferences about constituent data in Einstein for Nonprofits to comply with various data protection and privacy laws, such as the GDPR.
Einstein for Nonprofits Data Deletion: Consider these factors when deleting data in Einstein for Nonprofits to stay compliant with data protention and privacy regulations such as GDPR.
Einstein for Nonprofits Installation: Einstein for Nonprofits relies on Nonprofit Success Pack (NPSP) and other products, editions, and licenses. After you meet these prerequisites, install the Einstein for Nonprofits managed package into your Salesforce org.
Einstein for Nonprofits Introduction: Einstein for Nonprofits provides predictive analytics and metrics based on your real world data. It helps identify possible first-time and high-potential donors.
Einstein for Nonprofits and Translation: The Einstein for Nonprofits user interface and documentation is available in multiple languages. Get answers to your questions about localization and learn what languages are enabled for Einstein for Nonprofits.
Einstein for Nonprofits Predictive Insights With Backup Models: Einstein for Nonprofits uses Backup Models to generate predictive insights for your org. These Backup Models provide metrics on the likelihood of constituents becoming first-time, recurring, or top donors.
Restrict Data Processing for EFN: In order to comply with certain data protection and privacy regulations, you may be required to restrict certain of your constituents' data within Salesforce, including for Salesforce.org applications.
Set Up Backup Models: Activate and configure Einstein for Nonprofits to generate and display predictive insights by using Backup Models.
Set up Predictive Insights using EPB: Configure Einstein for Nonprofits to generate and display predictive insights using Einstein Prediction Builder (EPB).
Success for Your Nonprofit: Learn how one nonprofit uses Einstein for Nonprofits to identify first-time or high-potential donors.
Einstein for Nonprofits Managed Package: The Einstein for Nonprofits managed package generates predictive insights and metrics by modeling real world data in your org.
Close Recurring Donations In Elevate: When you're ready to have Elevate permanently stop processing recurring donations, close all recurring donations.
Elevate Retiring on October 1, 2024: Salesforce is retiring the Elevate family of products. This affects Elevate Advanced Edition, Elevate Power of Us Editions, and all Add-ons. As part of this product retirement, the ability to renew subscriptions to this product will end on October 1, 2023, and we anticipate that the product will be deactivated on or after October 1, 2024.
Connect to Google Analytics 4: Migrate to Google Analytics 4 before July 1, 2023, to continue tracking Giving Page performance, source codes, and donation conversion rates. Google Analytics 4 is replacing Universal Analytics. On July 1, 2023, all standard Universal Analytics properties will stop processing data.
Speed Up Payment and Recurring Donation Exports: Limit the scope of your payment and recurring donation exports in Elevate by adding a date range. To improve the speed of exports, Elevate exports multiple files when your request includes more than 10,000 records.
Elevate Release Notes: Salesforce is retiring the Elevate family of products. This affects Elevate Advanced Edition, Elevate Power of Us Editions, and all Add-ons. As part of this product retirement, the ability to renew subscriptions to this product will end on October 1, 2023, and we anticipate that the product will be deactivated on or after October 1, 2024.
Elevate Release Notes: Learn what's in Elevate-NPSP Connector (version 1.30) and Elevate in Spring '23.
Elevate Release Notes: Convert Google Universal Analytics to Google Analytics 4. Set a date range for your payments and recurring donations export. Find these enhancements in Elevate in Summer '23.
Enable EDA Apex Class Access: Verify access to EDA Apex classes for all profiles and permission sets that need them.
Configure Guest User Permissions on the Grantee Portal: Make sure your guest users, such as grantseekers who do not have a login to your Grantee Portal, and System Administrators have access they need to standard and custom objects and fields.
Configure Guest User Permissions on the Reviewer Portal: Make sure your guest users, such as reviewers who do not have a login to your Reviewer Portal, and System Administrators have access they need to standard and custom objects and fields.
foundationConnect FAQ: Review frequently asked questions to support your foundationConnect implementation.
foundationConnect General Information: Get an overview of foundationConnect, frequently asked questions, and information to support your implementation, including installation information, release notes, links to configuration guides, and more.
Install or Upgrade foundationConnect: Review the foundationConnect installation prerequisites and considerations depending on which products you already have.
foundationConnect Overview: Streamline the grantmaking lifecycle — from online grant application and review to grants distribution and real-time outcome tracking — with foundationConnect (fC).
foundationConnect Managed Package: Streamline your entire grant process by automating manual tasks, setting up portals for your stakeholders, tracking outcomes in real time, and more.
Add Donor Briefs in Nonprofit: To generate your donor brief, upload customized donor brief templates and add them to your template library. Select a library template to generate a brief formatted to its specifications.
Add Payment Instrument Fields in Nonprofit: Add Payment Instrument fields to the page layouts. Include fields to obtain account holder and payment method details that are required to complete a transaction.
Credit Influence as Gift Soft Credit on a Gift Transaction in Nonprofit: Recognize constituents other than the donors for their help in bringing in the donors' gifts with gift soft credit. For example, track an influencer of the donation by adding this soft credit to the donor's gift transaction. You can also recognize tribute honorees as soft credit recipients.
Donor Engagement Agent in Nonprofit: Capture and preserve donor relationship notes for major giving officers. Convert raw notes into structured interaction summaries and follow-up tasks so that you never lose critical donor intelligence.
Use the Donor Meeting Notes Subagent: After you set up the Donor Engagement Agent, gift officers can use the agent to create a record of their donor meetings.
Create a Donor Engagement Agent: Create an Agentforce agent to help gift officers record and plan their engagements with major donors.
Use the Donor Task Management Subagent: After you set up the Donor Engagement Agent, gift officers can use the agent to create tasks and reminders to follow up with donors.
Agentforce for Fundraising in Nonprofit: Use Agentforce agents in Fundraising to automate donor management tasks and support your fundraising team's research and engagement efforts.
Automate Gift Operation Processes in Nonprofit: For Fundraising, Salesforce provides flows, invocable actions, and Lightning web components that are tailored to meet specific business needs.
Automatically Generate and Maintain Household Names and Greetings in Nonprofit: Keep household account names and greetings accurate and professional as family dynamics change. Define formula-based patterns, and automatically recalculate household names whenever you add, remove, or update members. Household Naming listens for changes to household membership and member details, then recalculates names in real time.
Capture Giving Influence with Soft Credits in Nonprofit: Streamline your fundraising efforts by tracking soft credits on Gift Commitments. Gift Entry Officers and Annual Fund Managers can capture and manage the influence of third parties on donations effectively, making sure every contribution is recognized and attributed accurately. This functionality not only simplifies the recording process but also aids in strategic donor engagement and segmentation.
Configure a Column Modal in a Gift Entry Grid Template in Nonprofit: Customize the gift entry experience by configuring interactive column modals. You can embed standard field sets or custom Lightning web components (LWC) directly into the grid to capture complex donor details without leaving the primary workflow.
Set Up Donor Briefs in Nonprofit: Automatically generate a donor brief for a board meeting or major donor solicitation by using customized templates and add the Create Donor Brief button to page layouts for quick access.
Considerations for Gift Processing Nonprofit: Gift entries that aren't part of a gift batch are processed when you save them. For gift batches, complete a batch dry run and then explicitly process the gift entries in the batch.
Create a Gift Entry in Nonprofit: There are two methods of performing gift entry. The method that comes built in Fundraising is the Gift Entry window. In this window, you can quickly and easily create a gift with a gift transaction or a gift commitment. The gift can also include soft credits or multiple designations. The second method is to use the Gift Entry Grid. This method enables the lightning-fast entry of gifts in a table by keying across the cells to enter the gift information. You can enter all aspects of the gift in the grid, including the recurring gift commitment, outreach source code, campaign, designations, and soft credits.
Create a Gift Transaction in Nonprofit: Create a gift transaction for a one-time gift payment, an installment of a gift commitment, if an installment doesn’t exist, or for a non-revenue gift. Fundraising automatically creates a gift transaction when you create a gift entry or schedule a gift commitment.
Create and Manage Gift Entry Grid Templates in Nonprofit: Customize the Gift Entry Grid with multiple templates to build targeted and efficient experiences that help users to capture the right gift data quickly and accurately.
Create a Donor Brief in Nonprofit: Enhance your donor engagement with automatically generated donor briefs, designed to streamline the creation of comprehensive donor profiles. Donor briefs support major gift officers by integrating with existing profiles and customizable templates, enabling generation of tailored briefs directly from donor records. Save time and improve efficiency in preparing for critical meetings by making sure you have all the necessary information at your fingertips.
Create a Gift Batch in Nonprofit: Quickly add multiple gift entries that use the same set of fields by creating a gift batch and process the collection of gift entries together. Every gift batch has an associated template that defines a set of fields and their display order in a gift entry. Fundraising provides a default template, and you can create customized templates to meet your unique gift entry needs.
Add a Gift Commitment in Nonprofit: Create a record for a one-time pledge, a multipayment gift, or an open-ended recurring gift, including the schedule, amount, and gift designations of the donor’s choice. If someone influenced the donor to give, you can log gift soft credits directly on the commitment page. You can connect the gift to a campaign or opportunity and allocate the gift for a particular designation.
Create Gift Designations in Nonprofit: Specify how donors want their donation to be spent. You can identify a gift designation that's used for all unrestricted gifts and set it as the org-wide default before you begin entering gifts in Fundraising.
Create Outreach Source Codes for a Campaign in Nonprofit: Enhance your campaign management by using outreach source codes to track each appeal of a campaign with details about audience and outreach methods. Salesforce streamlines the creation of source codes, significantly reducing manual entry errors, and improving consistency across campaigns. Marketers can now dedicate more time to strategic campaign planning, ensuring better reporting accuracy and overall campaign effectiveness.
Create a Research Request Case Slack Channel Nonprofit: Modify the Prospect Research: Create Research Request Case flow. When your team creates a research request case, the updated flow creates a Slack channel so that relationship officers and researchers can collaborate on research requests directly in Slack.
Schedule RFM Score Calculation in Nonprofit: Automate the Recency, Frequency, and Monetary Value (RFM) score calculation DPE jobs by creating a flow that runs based on a specified date, time, and frequency.
Example: Use a Custom Component to Match and Populate Data: Create a custom component that overrides the Donor column from the default template with a barcode option. When a user enters a value in the edit component, the system looks for a matching value in a custom Bar Code object. If a match is found, values from that record populate other columns in the Gift Entry Grid.
Customize Fundraising Page Layouts in Nonprofit: Tailor the Fundraising pages to meet your needs. For example, include a non-monetary assets section on the Gift Commitment page or add a field to indicate if a commitment is verbal or written.
Donor Support Agent in Nonprofit: Help donors pause, resume, close, or update the amount of their existing gift commitments with recurring schedules. In Agent Builder, configure an agent that uses the Manage Gift Commitments subagent to help donors manage their gift commitments in your Experience Cloud site.
Donor Support Agent Permission Set Configuration: Give your agent the access to manage gift commitments by setting the object and field permissions for your cloned FundraisingExperienceCloud permission set.
Embed Fundraising Intelligence Dashboards in Nonprofit: Enhance user visibility into the Fundraising Analytics App by embedding its dashboards in Lightning Experience pages. The dashboards are automatically embedded in homepages when the app is installed. If your homepages have been customized, manually add the Fundraising Analytics Dashboard component by using the Lightning App Builder.
Enter In-Kind Gift Commitments in Nonprofit: An in-kind gift is a donation of goods or services, rather than a cash donation, to a nonprofit organization. To enter in-kind gifts into Salesforce, enter them as gift commitments.
Fundraising Intelligence in Nonprofit: Fundraising Intelligence offers a comprehensive suite of Tableau Next dashboards to assess fundraising performance, optimize strategies, and achieve cost-effective results. Integrated with Data 360, the dashboards feature detailed data visualizations and analysis of key performance indicators, enhancing the efficiency of fundraising strategies.
Fundraising Intelligence Dashboards in Nonprofit: Maximize fundraising effectiveness with the Fundraising Intelligence dashboards. These dashboards provide detailed donor metrics, campaign analytics, and organizational health data. Use these insights to enhance donor engagement and optimize campaign strategies, directly improving fundraising outcomes.
Fundraising Performance Insights Dashboard in Nonprofit: Use the Fundraising Performance Insights dashboard to get a comprehensive overview of your fundraising campaigns. Analyze key performance metrics to evaluate the effectiveness of your initiatives based on generated revenue, donor counts, and return on investment. Focus on identifying trends and areas for improvement in your campaigns to enhance overall performance.
Get Started with Fundraising: Fundraising provides tools to engage donors, raise funds, and drive revenue. Gain data-driven insights that can fuel your fundraising strategy for donors of all kinds. Explore a trial org and learn about what's included, the recommended setup, and how to get ready for your implementation.
Gift Commitment and Transaction Categories in Fundraising Intelligence in Nonprofit: In Fundraising Intelligence, categorizing gift transactions and donors is essential for effective fundraising analysis. Gift transactions and donors are classified into three categories based on their relationship to other records in the Nonprofit Cloud data model.
Gift Commitment Processing in Nonprofit: Fundraising offers a structured and automated method to manage and process gift commitments based on the associated gift commitment schedule and gift transactions.
Gift Commitments in Nonprofit: Use the Fundraising app to manage all types of gift commitments, both monetary and in kind. You can track gifts for particular opportunities and campaigns, change transaction schedules, and update donation amounts. Automated tasks simplify handling recurring donations. You can also easily monitor upcoming, missed, failed, and recently paid and refunded transactions.
Gift Designation Hierarchy in Nonprofit: Hierarchical logic determines how gift commitments inherit gift default designations. Hierarchical logic also determines how gift transactions inherit gift transaction designations. You can manually override these designations.
Gift Entry Grid Customization in Nonprofit: Use templates to configure and customize the Gift Entry Grid to capture information and processes that are unique to your organization. Create and use a custom template for more flexible, accurate, and faster gift entry. Configure custom Lightning web components for the three placement types available in the Gift Entry Grid. Integrate with independent software vendor packages that handle payment processing and other functionality.
Gift Entry and Processing in Nonprofit: Enter gifts individually or add them to a gift batch. A gift batch uses a gift batch template that enables you to quickly create gift entries that have the same set of fields.
Gift Planning in Nonprofit: Establish multiyear philanthropic journeys for prospects and donors that include complex planned gifts, such as charitable gift annuities, trusts, life insurance, donor-advised funds, and bequests. Streamline and automate processes, reduce inefficiencies and risks, and ensure compliance with evolving legal and institutional policies.
Gift Planning Records in Nonprofit: Gift Planning objects help you manage the details of donor concepts, planned gifts, and the records related to them. Use Gift Planning objects to track the status of donor concepts, planned gifts, and related records and make sure that you take care of them properly. Honor the donor's goals and align them with the institution's rules and requirements. Gift Planning involves the collaboration of these key roles—the Relationship Officer and the Planned Giving Officer.
Gift Transactions in Nonprofit: Use gift transactions to track donations that you receive as one-time gifts or as an installment to fulfill a commitment.
Gift Types in Nonprofit: Nonprofits and educational institutions receive and record incoming funds through various methods. Identify the different gift types and how to represent them in your organization.
Gift Validations in Nonprofit: To complete bulk data migrations as quickly and smoothly as possible, pause some gift validations. Pausing checks on gift transactions, gift commitments, and gift commitment schedules decreases friction during the migration process. Use these tables to review gift validations and see which checks are available to pause within Fundraising Settings.
Household Account Rollups in Nonprofit: Rollups for household accounts aggregate gift data from the household and all its members. Learn what a household account is, the requirements to set it up, and how household rollups differ from individual donor rollups.
Considerations for Household Naming and Greetings: Learn how Household Naming evaluates and orders household members. Review the ways to exclude members or opt an entire household out of updates. Find out which field access users need, and review other considerations.
Keep Your Accounting System Accurate in Nonprofit: Accounting Subledger consolidates data between Salesforce CRM and your accounting system to help you manage your accounting. Using Accounting Subledger (included with Fundraising) helps you track your Fundraising accounting in your accounting system.
Learn About Fundraising in Nonprofit: Fundraising provides new and easy ways to engage donors, raise funds, and drive outcomes with specialized tools and data-driven insights.
Lightning Web Component Configuration in Nonprofit: Configure custom Lightning web components for the three placement types available in the Gift Entry Grid: post-processing modals, column modals, and column components.
Major Donor Insights Dashboard in Nonprofit: Use the Major Donor Insights dashboard in the Philanthropy and Partnerships app to analyze donor opportunities over a specific time period. Gain data-driven insights from key fundraising metrics to easily identify high-value donors and prioritize engagement activities.
Manage Constituent Addresses in Nonprofit: Address management is vital to keeping address data accurate and organized. For constituents, use the contact fields (such as Mailing Address) and for business contacts, use the account fields (such as Billing Address). Furthermore, constituents often have multiple addresses that they use at various times of the year. Track these addresses, or track the constituent's historical addresses, so that you always send outreach materials and gift acknowledgments to the address in use by the constituent.
Gift Designations in Nonprofit: A gift designation is a fund that represents a specific purpose for a gift, such as an earthquake relocation fund and a fund for after-school care in an underserved community. Quickly allocate incoming donations to specific funds with gift designations.
Manage Recurring Gift Commitments in Nonprofit: You can change the gift amount, schedule, and payment instrument details of a gift commitment. When you update the gift commitment record, Fundraising automatically processes the commitment and its associated records, such as the transaction and schedule.
Map Custom Fields to Use During Gift Entry in Nonprofit: Track and report on gift data by adding custom fields to the Gift Entry page. Capture additional information about gifts, such as a donor’s preferred communication method and the purpose of the gift.
Mass Market Insights Dashboard in Nonprofit: Use the Mass Market Insights dashboard on the Donor Engagement app home page to analyze campaign performance over a specific time period by using key fundraising metrics.
Outreach Source Codes in Nonprofit: Use outreach source codes to identify the outreach methods used with your campaigns to help determine which approaches are successful.
Pause Gift Validations: Minimize friction during bulk data migrations by pausing validations on gift transactions, gift commitments, and gift commitment schedules.
Pause or Resume a Recurring Gift Commitment in Nonprofit: Pause a recurring gift commitment to temporarily discontinue or skip some installments in an associated gift commitment schedule. You can resume the commitment when the donor is ready to restart payment. If you pause a schedule after its start date, the unpaid gift transactions with due dates that fall within the pause period are removed.
Philanthropic Research in Nonprofit: Philanthropic research is the foundation of strategic donor engagement. Use Philanthropic Research tools in Salesforce to understand donor capacity, track wealth signals, and build meaningful relationships with individuals and organizations. With a centralized view of philanthropic data, prioritize outreach and identify opportunities for deeper engagement.
Philanthropic Research Automation in Nonprofit: Use flows and Data Processing Engine (DPE) definitions to create and manage philanthropic research records. To customize a flow, clone, make your changes, and then activate the cloned flow.
Update Philanthropic Research Page Layouts in Nonprofit: Add buttons to Philanthropic Research record pages to easily launch the Philanthropic Research: Promote Party Philanthropic Indicator to Party Philanthropic Occurrence and Create Research Request Case flows.
Philanthropic Research Records in Nonprofit: Build philanthropic relationships by using Fundraising objects to identify, track, and act on data of a person or an organization.
Philanthropic Research Subagents in Agentforce in Nonprofit: Use Philanthropic Research subagents in Agentforce to optimize your philanthropic engagement and research efforts. Leverage these insights to tailor outreach, build personalized engagement strategies, and foster deeper relationships with donors and increase their loyalty.
Fundraising Prerequisites in Nonprofit: To prepare your org for Fundraising, assign permission sets, enable person accounts, and turn on and set up Fundraising.
Prerequisites for Gift Planning in Nonprofit: Simplify the management of complex gift planning processes by turning on Gift Planning and Gift Agreements in Fundraising. To further improve the process, add related fields to the Fundraising page layouts. To keep gift values and gift types up-to-date, set up calculation and visualization for planned gift records.
Process a Gift Batch in Nonprofit: Add gift entries to a gift batch to process them all at once. For a gift batch to process successfully, every gift entry must process without any errors.
Process Fundraising Records Automatically with Batch Management in Nonprofit: Set up Batch Management to streamline your fundraising operations. Batch Management lets you automate record processing in scheduled flows, so you can manage a high volume of standard and custom object records efficiently. Create batch jobs and set filter criteria to select records for processing. Track the progress and status of batch jobs and their components after execution.
Provide a Full or Partial Refund in Nonprofit: Create a refund to ensure that the associated gift transaction contains the complete transaction history. Return the full or a partial gift amount to the donor. Use refunds to resolve gift entry mistakes or to honor a donor's request to reverse their gift.
Schedule a Gift Commitment Batch Processing Job in Nonprofit: Enter large volumes of gift commitments at one time to improve efficiency and data accuracy. Run batch jobs with a flow to update commitment records based on transactions, schedules, and other parameters.
Schedule a Gift Commitment in Nonprofit: Schedule a recurring or custom payment of a gift commitment from a donor. The scheduling options change based on the schedule type that you select when you create the gift commitment.
Scoring Frameworks Help Increase Fundraising Success in Nonprofit: Scoring frameworks, like the Recency, Frequency, and Monetary value (RFM) score, help to identify the donors who are the best fit for each of your campaigns or outreach programs. Matching your donors to specific outreach endeavors improves your fundraising success and your relationships with your constituents.
Set Gift Batch Defaults in Nonprofit: To enter gift batches more quickly and with fewer errors, set gift batch default values to automatically set common values for gift batches.
Set Up Donor Profiles in Nonprofit: Customize the donor profile page in the Fundraising Philanthropy and Partnership app to contain the necessary financial, demographic, and relationship information for a donor or prospect.
Set Up Fundraising in Nonprofit: Enable Fundraising, configure user profiles, users, and permissions, and set up key features and automation so users can get started using Fundraising.
Set Up and Install Fundraising Intelligence in Nonprofit: Set up Fundraising Intelligence to access dashboards and analytics. To set up Fundraising Intelligence, you need to create and map Data 360 assets and ingest Data 360 data.
Set Up Document Generation in Nonprofit: Enable server-side documentation generation to automatically generate gift acknowledgement and tax receipt documents.
Set Up Philanthropic Research Topics in Agentforce in Nonprofit: Use Philanthropic Research Topics in Agentforce to get insights into philanthropic and wealth data, answer questions about prospects, and create party philanthropic research profiles, research request cases, and research profile canvases in Slack.
Configure RFM Scoring in Nonprofit: Salesforce Admins can set up RFM scoring in the Fundraising settings. These settings are used by the RFM Score Calculation data processing engine definition to create the scores. You can run this data processing job manually from Settings, but the recommended method is to run the job on a schedule.
Show Research Profile Cards in Slack in Nonprofit: The Party Philanthropic Research Profile Canvas Management subagent creates the Research Profile Summary canvas in Slack. To show research profile record cards on the canvas, add your org’s domain URL to the Create Slack Canvas Layout for Party Philanthropic Research Profile prompt template.
Outreach Source Code URLs in Nonprofit: Track and evaluate the success of marketing, communication, and outreach efforts in digital channels with outreach source code URLs.
Use the Donor Profile: Efficiently and thoroughly evaluate donors' suitability for major gifts requests.
Visualizations for Planned Gift Types in Nonprofit: The planned gift record page offers dynamic visualizations that automatically adapt to the structure of specific gift types. Select a gift type to get a Flexcard that shows only the fields that matter most, which streamlines review and data entry.
Set Up Payment Methods: Customize the Payment Method field to add the types of payments your organization receives.
Set Up Security Controls: Configure and assign permission sets and page layouts to give your users access to the information they need.
Terminology: Review some fundraising terminology and concepts used in GEM.
What's Included in the GEM Package: Learn which Apex classes, apps, custom fields,page layouts, permission sets, and tabs are included in the GEM package.
Get Ready for the Release: Reading the release notes is a great step in preparing for the release. These other resources help get you and your users ready for what's coming your way. We add resources throughout the release when they become available, so check back often.
Get Ready for the Release: Reading the release notes is a great step in preparing for the release. These other resources help get you and your users ready for what's coming your way. We add resources throughout the release when they become available, so check back often.
Get Ready for the Release: Reading the release notes is a great step in preparing for the release. These other resources help get you and your users ready for what's coming your way. We add resources throughout the release when they become available, so check back often.
Add Verification Items to Other Records (Optional): Allow grantmakers to see Verification Items and, if configured, search for an organization’s tax status from a Funding Request, Requirement, Disbursement, or Contact record by putting the Verification Items component on an object’s page layout.
Appendix: Learn about flows and available reference documentation for Grants Management.
Assign Profiles: Learn about the available Grants Management profiles and their default access to the grants portal.
Complete Due Diligence for a Grantseeker: Track due diligence requirements on a grantseeker’s Account using Action Plans. Create an Action Plan from an Action Plan Template that contains Tasks, Document Checklist Items, or a combination of both related to gathering this information.
Complete Due Diligence for Grantseekers: Grantseekers can complete the due diligence process by using Action Plans, Verification Checks, and Tax Status Search.
Complete a Review: View relevant materials about a Funding Request and submit your review.
GM Configure Self-Registration: Set up Grants Management for self-registration by assigning a profile, enabling the feature, and assigning users to profiles and users to accounts.
Configure Tax Status Search: Make it easy for your staff to search for United States-based organizations based on their tax information.
Create an Action Plan Template: An Action Plan Template is the blueprint for an Action Plan. Create an Action Plan Template and define Tasks, Document Checklist Items, or a combination of both.
Create Application: The Create Application flow automates how the application initially starts for your grantseeker. This involves retrieving information about the Funding Program and user’s Contact information, autofilling fields on the application, and creating the application record. Without this flow, a grantseeker can’t apply for a Funding Request without making permission updates to the Grantseeker Plus Login profile.
Create a Budget and a Budget Allocation: Create a Budget to define the amount you expect to disburse for a specific period. Monitor funds that are committed to or disbursed from the Budget by using Budget Allocations.
Create a Grants Portal: Set up a grants portal for your users, configure its pages to suit your organization’s needs, and then publish it to make it available to everyone.
Create or Modify a Flow: Create a flow or modify the Create Application flow to suit your nonprofit organization’s needs.
Create a Multi-Section Application: A multi-section application breaks an application into navigable sections while letting grantseekers save and return to an in-progress application.
Allow Grantseekers to See Funding Requests and Requirements: If you used the Grants Management and Build Community installer, you already have a sharing set that gives external users, such as a grantseekers, Read access to the Funding Request and Requirement objects based on the user’s Account or Contact.
GM Data Deletion: Learn how to manage data deletion requests in Grants Management.
Grants Management Data Dictionary: The Grants Management Data Dictionary contains of list of custom objects and fields included in Outbound Funds Module and Grants Management, when they were introduced, and descriptions where available. This is a useful resource for developers and admins to explore and understand the Grants Management data schema in depth.
Enhanced Application (Sample): We’ve included the Enhanced Application (Sample) flow that condenses the default application experience using the Create Application flow from three screens to one screen. This is a sample flow and includes example application language, unmapped custom fields, and a file upload component within a single page.
Give Grantseekers Access to Update Account Information: External users, such as grantseekers, can use the Account Update Request to submit information about their organization to your org. When a grantseeker starts a request, they complete a form with important information about their organization, such as their organization’s name, address, and phone number. This information comes back to you through a Case. When the Case is approved by a grantmaker, the request either creates a new Account for the organization or assigns an existing Account to the grantseeker’s Contact record.
Learn about Grants Management: Become familiar with Grants Management, see how it compares with Outbound Funds Module, and explore the data model and the supporting objects.
Let Grantseekers Update Their Information: Set up access for grantseekers so that they can update their organization's information. Review the available optional settings, such as updating global action or quick actions, to help the process be more efficient.
Manage Funding Requests: Set up funding requests to track applications, associated constituents, and requirements and create disbursements.
Manage Account Update Requests: An external user, such as a grantseeker, can submit an Account Update Request to create a new Account for their organization or associate an existing Account with the grantseeker’s Contact record.
Manage Requirements: Learn how to create and complete requirements in Grant Management.
Ongoing Administration: Keep up with releases and learn about localization and translation for Grants Management.
Optional Configuration: Review the available optional configurations to help your organization be more efficient in performing grantseeking activities.
Other Reference Documentation: Explore additional reference documentation about custom components and tax status search to help you make the most of Grants Management.
Meet Grants Management: Grants Management helps grantmakers streamline their processes and get critical funding out to their communities quickly.
Grants Management Permissions Reference: Find details about the Grants Management permission sets including object, field, Apex class, and Visualforce page access.
Post Installation Tasks: If you installed Grants Management and aren't familiar with the new metadata, we recommend taking time after installing to review.
Manage Reviews: Evaluate grantseekers' requests, submit your review, and provide feedback.
Roles in the Documentation: The Grants Management documentation is designed to guide admins through the basic setup of Grants Management. Following this documentation, you should have a functional portal for your grantseekers to visit, and your internal users will be able to perform grantmaking tasks, such as reviewing Funding Requests, inviting a grantseeker to apply, and managing milestones through Requirements.
Create Multiple Applications Using Flow: Your organization may have need to have more than one application form. For example, a grant application may look and function different from a scholarship application. You can designate a specific application on a Funding Program using flows and the Application Form field.
Set Up Account Update Request: Provide a simple way for grantseekers to request an update to their organization’s information.
Set Up a Due Diligence Process: Help grantmakers complete your organization’s due diligence process for grantseeking organizations. Use Action Plans on Accounts to define due diligence steps, related tasks, and documents to collect.
Set Up a Due Diligence Process: Implement a due diligence process for your nonprofit organization by setting up Action Plans, tax status search, and more.
Submit Application: Learn what's included in the flow that automates submitting an application.
Tax Status Search Glossary: Understand what raw JSON data is received from Candid Premier (formerly known as GuideStar) when a grantmaker searches for an organization’s tax information from the Verification Items tab.
Use Grants Management: Use Grants Management to manage all your grants activities, from funding requests to budgets and reviews and more. Grantseekers can also complete the due diligence process.
GM Use Manual Registration: Set up Grants Management for manual registration by updating the contact page layout and creating a login for the grantseeker.
Use Permission Sets: Review the available permission sets in Grants Management and create permission sets for due diligence and budget management.
Grants Management Managed Package: The Grants Management managed package simplifies grantmaking processes and improves the grantee experience. It includes program management, financial commitments, relationship management, and a grantee portal. By streamlining these processes, Grants Management helps grantmakers save time and resources, allowing them to focus on their missions and creating impact for their communities.
Grants Management (Managed Package) Release Notes: Grants Management pages are now compliant with the color contrast requirements of Web Content Accessibility Guidelines (WCAG) 2.1. The compliance improves accessibility for users who find it difficult to differentiate between some color combinations.
Data Integrity Documentation: Insights Platform Data Integrity helps keep your contact data accurate, complete, and reliable. It provides record deduplication, email and phone number validation, mailing address standardization, automatic address updates for donors who change addresses, and more.
How Data Integrity Manages Address Standardization: Incorrectly formatted addresses are costly and can lead to undeliverable mail. Address standardization in Data Integrity helps you avoid incorrectly formatted addresses by making updates based on the specific standards of your locale's postal authority. This includes city names, street abbreviations, and more.
About Managing Duplicate Contacts: Contact Merge in Data Integrity makes it easy to find and merge duplicate Contacts in Salesforce.
About National Change of Address Updates: National Change of Address (NCOA) updates in Data Integrity make it easy for you to keep up with constituents when they update their address. NCOA updates may also qualify your organization for postal discounts.
Data Integrity Architecture: Learn about the prerequisites for Data Integrity and how it works with Nonprofit Success Pack (NPSP) fields.
Authorize Data Integrity: Before you can use Data Integrity, you must log in as a Salesforce user with specific permissions—also known as an integration user—to authorize the Data Integrity application to access your Salesforce org. Data Integrity activities, such as automated address updates, are attributed to this user.
Back Up Your Data: Before using Data Integrity, back up your data. Data Integrity can make bulk changes to data, and reverting changes needs to be done manually. Having a backup is advised.
Configure Data Integrity: Configure fields for Data Integrity, back up your data, set up your National Change of Address (NCOA) provider, and keep up with releases.
Configure NPSP Fields for Data Integrity: Add fields to page layouts and configure field level security to give users access to the Data Integrity fields they need.
IP Consent Management: How Data Integrity complies with various data protection and privacy laws, such as the GDPR.
Data Deletion for Data Integrity: Learn how to delete data in Data Integrity and considerations for constituent data-deletion requests.
Data Integrity Architecture: Learn about prerequisite managed packages for Data Integrity and how it interacts with objects and fields.
Restrict Data Processing in IP: How to restrict data access to comply with certain data protection and privacy regulations.
Prepare Your Data for Success: With Data Integrity, schedule updates to make sure that all existing and new additions to your database stay clean. Set up rules to find duplicates, then view and merge those duplicates with a few clicks.
Install Data Integrity: Prerequisites and instructions for installing Data Integrity. After installation, authorize Data Integrity to access data in your Salesforce org.
Install Data Integrity: Learn how to install and perform basic configurations plus configure your Sandbox org to use Data Integrity.
Data Integrity Introduction: Learn the basics about Data Integrity, its capabilities, and how to prepare your data for success.
Manage Data Integrity Duplicates: Duplicate data impacts your organization's ability to provide personalized constituent experiences. With more than one Contact for the same person, it's difficult to track personal information and interactions with your organization. Learn how Data Integrity helps manage duplicate contacts.
Set Up Duplicate Detection: Create Matching Rules and Duplicate Rules, and run a duplicate job to see a list of duplicate records.
National Change of Address: Learn about National Change of Address (NCOA) updates and how to schedule, manage, and see the results of updates.
Overview: Salesforce.org Insights Platform Data Integrity helps you format, update, and maintain your constituent's data. This critical data includes a large volume of contacts and addresses, all of which must be maintained accurately and robustly.
Product Information for IP: Details about European Union (E.U.) General Data Protection Regulation (GDPR) compliance for Data Integrity.
Set up National Change of Address Provider: Set up your Melissa Data SmartMover license for US or Canadian addresses. Similarly, set up your contract with Data8 for UK addresses.
Standardize Contacts: Learn how you can update data about your Contacts with scheduled updates. Manage contact standardization update results and learn about error handling.
Academic Certification: Academic Certification represents an academic degree, diploma, or certificate.
Account: An Account represents either an organizational entity affiliated with a Contact or a container Account for a Contact.
Address: Address represents a home, seasonal, or other address for a Contact or Account.
Affiliation: Affiliation represents an affiliation between a Contact and an Account.
Application: Application stores information about a student's application to an educational institution or program.
K-12 Architecture Kit Documentation: Get 360-degree views of student needs and outcomes, take collaborative actions, and better engage families.
Attendance Event: Attendance Event represents information about a student's attendance.
Attributes: Attribute represents characteristics that apply to individual students and credentials earned by students and faculty (or other Contacts).
Behavior Involvement: Behavior Involvement lets you associate individuals with a behavior event that's tracked as a Case.
Behavior Response: Behavior Response helps you track corrective actions and other responses to behavior events.
Configure Account Model Settings: In EDA Settings, configure the settings that control your primary account model, including the Account record types used for Administrative and Household Accounts.
Configure Affiliations Settings: In EDA Settings, click Affiliations and configure the Contact fields mapped to Primary Affiliations.
Configure K-12 Architecture Kit Basics: Assign record types to profiles, and page layouts to record types, so that users have access to the records that they need.
Configure Relationships Settings: In EDA Settings, click Relationships and configure the details of creating Reciprocal Relationships and auto-creating Relationships.
Contact: A Contact represents an individual person.
Contact Language: Contact Language represents a language spoken by someone connected to your institution.
Course: Course represents an academic course, typically offered periodically by an Account entity, such as a department or school.
Course Connection: Course Connection represents a relationship between a Contact, such as a student or faculty member, and a Course Offering.
Course Offering: Course Offering represents a specific instance of a Course that's offered during a specific Term.
Course Offering Schedule: Course Offering Schedule relates a Course Offering with a Time Block, allowing for class schedule variations in the locations and days of a specific offering.
Credential: Track student achievement, such as badges, certifications, or licenses.
EDA and Translation: Learn how EDA is localized and how to manage translations.
Custom Settings Reference: This article contains a summary of the EDA Hierarchy Settings in Custom Settings.
K-12 Architecture Kit Feature Telemetry: Learn how Salesforce collects feature telemetry data to understand the level of usage and adoption of various features.
K-12 Architecture Kit Security Model Considerations: Designing your security and sharing model is an essential part of your implementation. Its many aspects are more than we can cover here. Controlling security in Salesforce takes a systematic, multi-layered approach at all levels of your org. However, we do highlight considerations for administrators managing sensitive student data.
Facility: Facility represents a school property asset.
Find the Release Version: Identify the current version and originally installed version of your app.
Set Up K-12 Architecture Kit: Prepare your data for K-12 Architecture Kit, learn about dashboards and reports, and customize page layouts and record types.
Represent People and Your School: Use Salesforce objects to represent students, faculty and staff, school district and schools, and community members.
K-12 Architecture Security: K-12 Architecture Kit provides a flexible approach to security that uses profiles, permission sets, and sharing settings so that you expose the right data to the right users.
Manage Trigger Handlers: Trigger Handler records are a fundamental part of Table-Driven Trigger Management (TDTM). The Trigger Handler object is a Salesforce object like any other (Accounts, Contacts, etc.). Fields on the object manage the behavior of the triggers built within the TDTM framework. With just a few clicks, you can change the way your code behaves.
Marketing Cloud Engagement for Industries Documentation: Marketing Cloud Engagement for Industries is an outreach marketing tools suite that helps you communicate with and engage your supporters, customers, and contacts. Learn how to take your messaging further with personalized emails, audience segmentation, and automated email campaigns.
Marketing Cloud Engagement for Education: Use Marketing Cloud Engagement for Industries to its fullest potential and synchronize your Education Cloud CRM data with Marketing Cloud.
Adopting Marketing Cloud Business Units: Business Units are separate work spaces within an organization’s Marketing Cloud, that allow various teams to manage their data and marketing functions independently. This article explores different aspects of this feature and highlights various considerations to be kept in mind, to make the best use of business units for marketing functions.
Monitor TDTM Framework Changes: If you've created custom triggers, stay current with product releases to identify any changes to our TDTM framework that might require changes to your custom triggers.
Nonprofit Cloud: Nonprofit Cloud includes Case Management, Program Management, Fundraising, and Outcome Management and is your one-stop-shop for features that use the power of the Salesforce platform.
Nonprofit Cloud Release Notes for Spring '23: The new Nonprofit Cloud harnesses the power of the Salesforce Platform. By building on the platform, Nonprofit Cloud provides faster, easier access to Salesforce's full portfolio of innovative products and services.
Nonprofit Cloud Release Notes: Nonprofit Cloud now harnesses the power of the Salesforce Platform. By building on the platform, Nonprofit Cloud provides faster, easier access to the full portfolio of innovative Salesforce products and services.
Nonprofit Cloud Release Notes: Nonprofit Cloud now harnesses the power of the Salesforce Platform. By building on the platform, Nonprofit Cloud provides faster, easier access to the full portfolio of innovative Salesforce products and services.
Nonprofit Starter Pack (NPSP) Documentation - Salesforce Classic Archive: Organizations created from Trial starting November 9, 2016 and later use the Lightning user interface by default. This page provides an archive of documentation, written for the Salesforce Classic user interface, for NPSP versions 3.0 - 3.83. Please be aware that Salesforce.org does not maintain these versions of the docs, so the information may be incomplete or inaccurate.
Nonprofit Starter Pack (NPSP) - Legacy Documentation: This page provides documentation for previous versions of the Nonprofit Starter Pack. Please be aware that Salesforce no longer supports these versions. The information in these documents may be incomplete or inaccurate.
Nonprofit Cloud for Grantmaking Release Notes: Introducing Nonprofit Cloud for Grantmaking! Manage the whole lifecycle of the grants you give to stakeholders. Add details about the opportunities people or organizations can apply for. Provide an easy way to enter details of a budget down to the values for each category and period. Capture all of the information related to a grant application. Track the requirements after a grant's awarded. Provide a Grantmaking Experience Cloud site for your grant managers, applicants, and external reviewers to enter details directly in your grant records. Plus, use Nonprofit Cloud features to manage other aspects of your organization.
Nonprofit Cloud Agents: Learn about the Agentforce agents that are available for fundraising, volunteer management, and program management.
Agentforce for Nonprofit Cloud: Use the power of generative AI to manage your fundraising initiatives, volunteer programs, and program management. AI agents streamline processes and help your team work more efficiently.
Add Accounting Subledger to Nonprofit Cloud Release Notes: Introducing Accounting Subledger for Nonprofit Cloud! Consolidate data between Salesforce CRM and your accounting system to understand how and where funds are received, paid, and allocated, with unparalleled performance.
Case Management: Welcome to Case Management, reimagined! Built on the Salesforce platform, this next-generation product enables you to track and manage your cases and participants using efficient and streamlined tools.
Case Management for Nonprofit Cloud Release Notes: Create Dynamic Assessments for Account, Contact, and Case objects. Use guided flows to track attendance. Preview your Care Plan Template before you publish it and use the Care Plan Summary View to see everything in one place. Set up your referral flow using easily accessible components. Use the Merge UI flow to combine Party Relationship Groups and automatically update related records.
Nonprofit Cloud for Case Management: Create Dynamic Assessments for the Program object. Use guided flows to split Party Relationship Groups and automatically update related records.
Create a Nonprofit Cloud Agent: Create your Nonprofit Cloud agent using the Agentforce Employee Agent template. Then, customize your agent’s messages and tone. Finally, test, activate, and assign your agent to users.
Nonprofit Cloud Data Model Objects: This reference lists Nonprofit Cloud data model objects by category. To use Data 360 Data Governance features for Nonprofit Cloud, grant access to the impacted objects according to an access policy.
Generate a Board Version of a Grant Application (Beta): Grant program officers provide their board members with a distilled version of the grant application that the board members can review for final approval. It can be time consuming to summarize a grant application that calls out the information that the board is most interested in. To save time by quickly generating a board version of the application, use the Einstein Board Version of Grant Application feature.
Einstein Copilot in Nonprofit Cloud (Beta): Bring the power of generative AI and conversational AI to fundraising with Einstein Copilot. Ask Einstein Copilot to use data in your Salesforce org to produce draft gift proposals.
Generate a Funding Award Summary (Beta): Grantmaking program officers often use a funding award summary to determine the health of a specific grant. Officers use this information to decide how much engagement they need, whether they can make more funding disbursements, and whether they should provide future funding to the recipient. Gathering information to make these determinations is an arduous task. Use the Einstein Funding Award Summary to quickly identify if the grant is meeting its milestones and fulfilling its requirements.
Einstein Generative AI in Nonprofit Cloud (Beta): Use the power of generative AI to support common tasks in Nonprofit Cloud. Ask Einstein to use data in your Salesforce org to produce a variety of summaries and a streamlined version of grant applications for review by the board members.
Generate a Notes Summary (Beta): Use Einstein Notes Summary to quickly absorb information about constituents, participants, or grantees to provide them with the best service possible. Einstein Notes Summary helps major gift officers to learn about the donor before they make a solicitation call. Einstein Notes Summary helps case managers familiarize themselves with notes on the program participant before their next interaction. Quickly identify the actions or tasks that were logged in a note but not completed.
Generate a Program and Benefits Summary (Beta): Use Einstein Program and Benefits Summary to quickly draft a program and benefits summary that accurately describes the program progress to stakeholders. Program managers can can save the time spent on creating program updates to share with internal and external stakeholders.
Turn On and Configure Nonprofit Cloud Features: In your Nonprofit Cloud org, you can use any or all of the available features. As you set up each feature, learn about Industries shared features and how to use them for different types of roles.
Expand Object Capabilities in Nonprofit Cloud: Your most-used Nonprofit Cloud objects now support standard Salesforce features, providing a more consistent and powerful user experience. Improve usability and operational efficiency by enabling path, kanban, and calendar for objects related to fundraising, program management, and volunteer management.
Fundraising in Nonprofit Cloud: Use Nonprofit Cloud and Fundraising to support the development and fundraising operations in your nonprofit organization.
Nonprofit Cloud Migration and Implementation Guides: Assess and plan your migration from Nonprofit Success Pack (NPSP) into Nonprofit Cloud, and your implementation of Nonprofit Cloud, Fundraising, and Program Management. These guides are intended for experienced Salesforce admins and consultants.
Nonprofit Cloud for Grantmaking: Streamline the grant management process for both funders and applicants. Built on the Salesforce platform, Nonprofit Cloud for Grantmaking includes tools to give grants and manage your nonprofit work.
Outcome Management with Nonprofit Cloud: Use Outcome Management to define your impact strategy or theory of change, collect your data, track your progress, and evaluate the effectiveness of your programs.
Nonprofit Program Management Example: School Kit Distribution: Consider how an example nonprofit tracks the distribution of benefits as part of a school enrollment support program that helps prevent children from at-risk communities from dropping out of school.
Get Started with Program Management and Case Management: Use Program Management to increase productivity, eliminate data silos, and empower staff who manage and deliver programs to make timely decisions. Enable Case Management to equip your team with tools for intake, assessments, and guided care plans. Explore a trial org and learn about what's included, the recommended setup, and how to get ready for your implementation.
Complete Nonprofit Cloud Prerequisites: Before you turn on and set up Nonprofit Cloud features, configure the basics for Nonprofit Cloud such as Person Accounts, Data Pipelines, Actionable Segmentation, Interaction Summaries, Interest Tags, Record Alerts, and Timeline.
Program Management: With Program Management, Salesforce offers an effective solution to define, plan, and deliver your nonprofit initiatives. Built on the Salesforce platform, this next-generation product enables you to track and manage your programs and the benefits they provide.
Nonprofit Cloud Experience Site Setup: Collaborate with community users such as service providers, volunteers, and beneficiaries in Experience Cloud.
Set Up Einstein Generative AI (Beta): To use summarization tools and to create a board version of grant applications, set up Salesforce with Nonprofit Cloud features and Einstein generative AI. Then add the Einstein Summary component to your page layouts.
Nonprofit Cloud Setup: Complete prerequisites for Nonprofit Cloud and turn on the features you want to use to manage fundraising, programs, case referrals, care plans, outcomes, and volunteers.
Slack Channels for Nonprofit Cloud: Integrate Nonprofit record pages with Slack channels for real-time collaboration. Communicate directly within a record page and keep all team members connected, because conversations are accessible in both Salesforce and Slack.
What's Included in Nonprofit Cloud: Nonprofit Cloud unifies tools for fundraising, program and case management, outcome management, and, optionally, grantmaking. Each of these tools builds on Salesforce’s platform and other shared features.
Acknowledge Donations by Email: Nonprofit Success Pack lets you send an acknowledgment email to a donor from a specific Opportunity record, or send multiple email acknowledgments simultaneously from the Opportunities tab.
Add and Manage Organization Accounts: Organization Accounts allow your nonprofit to keep track of entities that are not individual constituents or households. Learn how to add and manage Organization Accounts.
Advanced Mapping Overview: Advanced Mapping gives you the flexibility to send data to most Salesforce objects related to Contacts, Accounts, and Opportunities.
Advanced NPSP Mapping: Advanced Mapping is the logic that powers the NPSP Data Importer tool. Advanced Mapping is already set up to handle typical import, Gift Entry, and Elevate donation form scenarios involving constituent and donation data. If you want to add a custom field to a Gift Entry or Elevate form, or import data into a custom field that hasn't yet been mapped, you'll need to customize Advanced Mapping.
NPSP Advanced Options: Advanced NPSP Data Import options including scheduling import batches or using code to customize the import.
Connect a New Object in Advanced Mapping: Advanced Mapping comes with Contacts, Accounts, Opportunities, and other objects already mapped. You can connect additional objects that are directly related to Contacts, Accounts, or Opportunities.
Understand Field Mappings: This article explains Field Mappings, a key component of Advanced Mapping, which is the logic used to process Gift Entry, Elevate, and imported data
Understand Object Groups: This article explains Object Groups, a key component of Advanced Mapping, which is the logic used to process Gift Entry, Elevate, and imported data.
Apex Class Descriptions for NPSP: Below is a list of Apex classes managed by Table-Driven Trigger Management (TDTM) along with a description of each. Some classes appear multiple times because more than one Trigger Handler can reference the same class.
Batch Import Overview: The ability to import data in batches can be very useful. Batch Data Import allows you to have different groups of data import records that you want to process differently, using their own set of unique configuration options (instead of using the default settings).
Things to Know Before Enabling Customizable Rollups: If you're starting from an NPSP Trial in version 3.155 (May 2019), Customizable Rollups are enabled by default. All other orgs will need to enable Customizable Rollups.
Campaigns for Fundraising Implementation Guide: This guide is intended to help nonprofit administrators plan and implement Campaigns and Campaign hierarchies to support fundraising. Learn how Campaigns can be used to track fundraising appeals, event invitations, and key performance metrics.
Change, Close, or Delete a Legacy Recurring Donation: When a donor wants to modify how much or how often they give—or if they want to end a recurring donation—you need to modify or delete their recurring donation record. When you delete a recurring donation, NPSP deletes all related opportunity records.
Change, Close, or Delete a Recurring Donation: Learn how to update a Recurring Donation when a donor asks to change their donation amount, or their donation schedule. Also learn how to close (cancel), or delete a Recurring Donation.
Change My Account Model: The default account model for Nonprofit Success Pack is the Household Account model, which is the account model we strongly recommend. Only experienced Salesforce Administrators should consider changing an organization's account model.
Clean and Format Your Data: Learn to clean and format your data prior to importing it into Salesforce. Improperly formatted data causes errors during import.
Common Health Check Errors: Learn about errors you can encounter when you run a health check on your NPSP org.
Configure Levels: Learn about NPSP Levels, how to create new level fields, how to secure and provide access to the Level object and fields, and how to add value to target picklists.
Configure Address Management: Learn how to configure address management features including address verification, seasonal addresses, and bad address management.
Configure Batch Numbers for Donations: For audit purposes, use auto-generated batch numbers to track Opportunity and Payment records created in batches.
Configure Campaigns: Configure campaigns so that they combine data from different sources and determine the success of the call to action.
Configure Error Handling: In Nonprofit Success Pack, when you enable error handling, errors are centrally trapped, collected, and stored in a single location based on your preferences.
Configure NPSP Features: Articles for Salesforce admins about how to configure all of the NPSP features.
Configure Recurring Donations: Learn how to set security permissions, deploy components, and configure settings to use Recurring Donations in your org.
Configure Your NPSP Organization: Learn about the required permissions, configuration, and post-install steps for setting up your NPSP organization.
NPSP Constituent Engagement: Use Engagement Plans and NPSP Levels to support donor prospecting, stewardship, and moves management, and track your constituents' level of engagement with your organization.
Convert a Lead to a Contact: The Nonprofit Success Pack includes a Lead conversion utility that provides specialized functionality to convert a Lead to a Contact.
Create a Recurring Donation: Learn how to create open-ended and fixed-length Recurring Donations. Choose monthly, quarterly, yearly, or a custom installment schedule.
Create Allocations for Recurring Donations: Use the Manage Allocations button on a Recurring Donation's GAU Allocations related list to create and manage Allocations for your Recurring Donations.
Create an Affiliation with an Organization: Use Affiliations in NPSP to track constituent relationships with organizations, including board memberships, employment, and foundation relationships.
Allocations Overview: Allocate donations into General Accounting Units (GAUs) if you want to set funds aside for specific purposes.
Create and Manage Engagement Plans: Use Engagement Plans to automatically create a series of predefined tasks to support donor prospecting, stewardship, and moves management.
Create and Manage In-Kind Gifts: An In-Kind Gift is a donation of goods or services, rather than a cash donation, to a nonprofit organization. Learn how to manage these kinds of gifts with Nonprofit Success Pack.
Create and Manage Memberships: Memberships in Nonprofit Success Pack represent an individual or household giving a donation to join a group or organization, much like a subscription. Learn how to create and manage memberships with Nonprofit Success Pack.
Create a Batch: First, you need to define the configuration that will be used on only a selected set of records. To illustrate an example, we will create a batch for the upcoming event (that we mentioned earlier).
Create, Edit, and View Contact Relationships: Relationships in Nonprofit Success Pack connect one Contact to another. When you create these connections, you can also define the type of relationship (Friend, Family, Mother, Daughter, and so on), and the relationship status (Current, Former).
Create Legacy Recurring Donations: Create either open-ended or fixed-length recurring donations to track a donor's intent to give regularly into the future. These records are named automatically.
Create Deduplicated Mailing Lists from a Campaign: Although we live in the digital age, direct mail remains an important part of fundraising and outreach activities. But sending materials through the mail isn't exactly cheap and you really don't want to send the same piece of mail more than once to a given address. Donors want to see that your organization is effective and streamlined, and doesn't waste dollars on sending unnecessary mailings.
Manage Grantseeking Opportunities: Track Grants your organization has applied for and Payments received for a Grant, and manage the deliverables to meet the funding organization's application and reporting requirements.
Create Tribute Opportunities (Honor and Memorial Donations): Nonprofit Success Pack enables you to capture important details about donations made in honor or in memory of someone. You can track who the donation was made in honor of, as well as who should be notified about the donation and how best to notify them.
Create Custom Installment Periods for Legacy Recurring Donations: NPSP Legacy Recurring Donations includes five commonly used installment periods, but you can add and remove custom installment periods as needed. For example, create an installment period for gifts made three times a year.
Batch Job Modes for Customizable Rollups: Cusomizable Rollups are calculated by a series of batch jobs. These batch jobs run in one of three modes: Non-Skew Mode, Skew Mode, or Incremental Mode.
Customizable Rollups and Soft Credits: Soft credits are used when a Contact or Account influenced the donation, but isn't responsible for the payment. Hard credits, on the other hand, are used when a Contact or Account directly makes a donation and is responsible for the payment.
Customizable Rollups Overview: Rolling up donor data is an essential part of fundraising with the Nonprofit Success Pack. And, since every nonprofit is unique, it is especially important that you're able to roll up exactly the data you need, and to the right records.
Customize Opportunity (Donation) Names: Create your own custom Opportunity Names using any fields from the Opportunity itself or fields from related records.
Customize Labels: A Custom Label is text that can be accessed by an app, such as Nonprofit Success Pack, for a variety of purposes. The advantage of a Custom Label is that the text can be translated into any language that Salesforce supports.
NPSP Objects and Relationships: This is a useful resource for developers and admins to explore and understand the NPSP data schema in depth.
Configure NPSP Data Importer: Prepare your organization for importing data from spreadsheets by following these NPSP Data Importer set up instructions.
NPSP Data Importer Templates: Use these templates to import your data into Salesforce using the NPSP Data Importer object.
NPSP Data Management Best Practices: Improve data quality and learn data management best practices with these documentation articles and videos.
Delete Deprecated Items from Your NPSP Org: Nonprofit Success Pack has changed over the years. As we improve the product, there are inevitably deprecated items that are no longer required and as part of our cleanup efforts, we mark items for deletion so that you can safely remove them from your org if you'd like to. Keep in mind that you don't have to remove them—these deprecated items won't have any impact on your org.
Delete Imported Records: After you've successfully imported your records, you can optionally reduce data storage by deleting the intermediate data in the NPSP Data Import object. Deleting the intermediate data in the NPSP Data Import object does not delete your new Account, Contact, or Opportunity donation records.
Deleting Contacts: This article describes how deletion works in a new Trial org with NPSP.
Deluxe Custom Reports: Learn how to customize NPSP reports, includes an example report scenario.
Deploy a Custom Apex Class in the TDTM Framework for NPSP: The Nonprofit Success Pack (NPSP) relies heavily on Apex to implement much of its functionality. Salesforce.org products use one trigger per object and Table-Driven Trigger Management (TDTM) to control the execution of Apex classes.
Advanced Mapping Recipes: This article complements the existing documentation to set up Advanced Mapping, and includes instructions for creating Affiliation, Engagement Plan, Relationship, and Soft Credit records for common scenarios during data import.
Disable NPSP Contact Role Automation: There may be instances where you need to disable the NPSP automation that creates Opportunity Contact Roles on selected Opportunities. You may wish to do this so you can create or update Contact Roles yourself, using your own business logic.
Do a Trial Run: By running a test import, you can ensure that you resolve all your data integrity issues before importing your entire set of records. A trial run of 15-20 records (rows in your template) is a good test size.
Donations Glossary: Common fundraising terms and how these concepts relate to records in NPSP.
NPSP Donation Rollups: Learn about legacy NPSP donation rollup summaries and how to add single-payment donations.
Enable Customizable Rollups: Turn on functionality to define which fields to roll up and the filters to use. If Customizable Rollups aren't necessary for your organization, disable or reset them.
Enhanced Recurring Donations Upgrade Guide: This guide is for system administrators to plan and perform the upgrade from Legacy to Enhanced Recurring Donations in NPSP. Also includes information about using the Enhanced Recurring Donations features.
Enter Gifts in Gift Entry: Enter donations, donors, and their related records in one form as a batch or one at a time.
NPSP Entity Relationship Diagram: This diagram shows the relationship between NPSP custom objects and Salesforce standard objects for the Household Account Model.
NPSP FAQ: Answers to common questions about NPSP, its limitations, and how it works for international nonprofits.
Feature Configuration Overview: NPSP introduces many new features over time. If you aren't starting from a new Trial, you have to enable or configure those features before you can use them. And as an admin, you have control over what to implement in your org (and when).
NPSP Feature Telemetry: NPSP Feature Telemetry collects feature and usage metrics when customers use our products. This information provides Salesforce.org with valuable insight into how NPSP is used by our customers. We use this information to understand the level of usage, performance, and adoption of various NPSP features.
Find Your NPSP Installation Date and Version: With Nonprofit Success Pack, updates are automatically pushed to your org, but many new features require additional setup. If you installed NPSP prior to the most recent release, you may need to configure the latest features.
General Legacy NPSP Information: Documentation for old NPSP setup and features like legacy account models and NPSP Data Loader help text mapping.
Get Ready to Configure NPSP: Welcome to the Nonprofit Success Pack configuration articles! These articles contain the configuration instructions you need to complete after you install Nonprofit Success Pack (NPSP). There are also articles that teach you how to configure specific NPSP features, such as Engagement Plans, In-Kind Gifts, or Batch Data Import.
Get Started with Salesforce for Nonprofits: Before you dig into your Salesforce trial, get acquainted with Salesforce terminology, your product(s), and the basics of using Salesforce.
Configure Gift Entry: Prepare your NPSP Salesforce org to add or edit donations and related information in one entry form.
Handling Anonymous Donors With Salesforce: Do you have donors who have asked that a particular gift or all gifts from them remain anonymous? Most nonprofits get this request from time to time, but how this is managed in their database varies greatly. The great thing with Salesforce is you have options to how you ensure the donor's request for anonymity is recognized while maintaining key data for your reporting and record keeping needs.
How NPSP Data Importer Processes Data: Use NPSP Data Importer for regular data import and custom integrations. It's also the engine that powers Gift Entry and Elevate.
NPSP Import Data: Learn how to prepare your data for import, use the NPSP Data Importer template to import your data, and finalize the import.
NPSP Import DI Object: The steps for getting data into the NPSP Data Import object. After this, you'll have NPSP Data Loader process the import to your target objects.
Install NPSP: Nonprofit Success Pack (NPSP) is a series of managed packages, installed on top of Salesforce Enterprise or Unlimited Edition. Learn how to install or upgrade NPSP and how to resolve common installation errors.
Configure NPSP Installation: Learn how to install or upgrade NPSP, and configure your NPSP organization and features. Learn about advanced NPSP configurations and optional customizations.
Install or Upgrade NPSP: Learn the ins and outs of installing or upgrading NPSP in your Salesforce org.
NPSP Data Loader Introduction: Assess if you're ready to import your data using NPSP Data Loader. Learn how the import process works and how NPSP Data Importer processes data.
An Introduction to Categorizing Contacts in Salesforce for Nonprofits: Most organizations have a need to group Contacts together based on common interests, activities, or role. If you want to quickly and easily be able to see which people in your database are volunteers, clients, or major donors, for instance, you have to set up Salesforce to make it easy to group those Contacts for viewing, segmenting lists for campaigns, and reporting.
Learn About NPSP: Learn about Nonprofit Success Pack, how to get started, next steps, and the NPSP planning guide.
Legacy Account Models: An account model describes the relationship between Accounts, Contacts, and Opportunities. The Household Account Model is the default account model for Nonprofit Success Pack, and the one we strongly recommend. This article contains information about two legacy account models: The 1-to-1 Account Model, and the Individual Account Model.
Legacy NPSP Recurring Donations: Create, managed, and delete legacy recurring donations. Learn about standard field mappings with Opportunities and other features for legacy recurring donations.
Manage NPSP Addresses: Learn about address changes, how to manage the default address, use a seasonal address, and mark an address as undeliverable in NPSP.
NPSP Manage Campaigns: How Campaigns work in NPSP, managing mailing list labels, and setting up GAU Allocations on Campaigns.
Manage NPSP Constituents: Manage constituents in NPSP with Household and Organization Accounts, Contacts, and Addresses.
Manage NPSP Contacts: Add and remove Contacts, change the primary Contact for a Household, merge Contacts, and perform other Contact management tasks.
Manage Pledges: Track and manage pledges for gifts with multiple payments.
Manage NPSP Programs: Program Management Module (PMM) is a simple program management tool designed to work in any Salesforce environment. Use PMM to track your organization's programs and services, and follow the journeys of the constituents involved with your programs.
Manage Relationships Settings: This administrator-level document explains Relationships settings and how they affect Relationship behavior.
Manage Rollups: Rollup fields are custom fields that display information from other related records, including aggregate totals. Learn about customizable rollups and legacy rollup solutions.
Manually Process Batch Jobs: NPSP includes scheduled batch jobs that are designed to calculate rollups and keep your data clean. Run any of these jobs manually if you need to perform these tasks before the next scheduled run of the batch job.
Map Custom Fields Using Help Text (Legacy): NPSP legacy Help Text mapping allows you to reference additional fields on a small number of Salesforce objects through Help Text on the NPSP Data Import fields.
Mark a Contact as Do Not Contact or Deceased: At some point, you will have a contact who is deceased or a contact who has asked to be removed from your lists and not contacted again. In both of these situations, you want to remove the person from your mailing lists. For a deceased contact, you also want to make sure that the contact's name doesn't appear in the Household naming fields.
Merge or Split Households: Merge two different household accounts into one, and split one household into different accounts.
Nonprofit Success Pack (Managed Package) Release Notes: Nonprofit Success Pack (NPSP) is now more secure than ever thanks to several small updates. In addition, the GitHub release notes now direct users to the Salesforce release notes. And the French translation of "Ms." now aligns with the standard French abbreviation.
Ongoing NPSP Administration: Learn about advanced mapping, general administration, gift entry templates, recurring donations, and how to troubleshoot NPSP.
Optional NPSP Customizations: Learn about optional customizations you can do in NPSP including categorizing Contacts, adding badges to Contacts, handling anonymous donors, and adding components to your Experience Cloud donor portal.
Override the Default Household Address for a Contact: If you have a Contact who prefers to receive their individual mailings at a different address than the default Household address, you can accommodate them by setting an Address Override.
NPSP Packaged Rollups: A reference spreadsheet listing all packaged NPSP rollups with their operation description, target field, and calculation timing.
Pause a Recurring Donation: Learn how to temporarily suspend donations, and restart them, when your donor wants to stop giving for a period of time.
Phone and Email Workflow Rules: This article provides more information about the phone and email workflow rules that come with the Nonprofit Success Pack.
Post Installation Configuration: Start here if you installed Nonprofit Success Pack (NPSP) on top of your existing Salesforce org.
Prepare NPSP Data for Import: Get a copy of the NPSP data import templates, learn how to use them, and some tips on cleaning your data to prepare for importing.
Primary Contact vs. Primary Affiliation: The Primary Contact is the one go-to contact for all communication with an Organization or Household. A Primary Affiliation is the Account that the Contact is associated with more than any other Account, such as their employer.
Process an NPSP Data Import Batch: Learn how to process a batch using NPSP Data Importer and what the different batch statuses mean.
Process a Collection of Gifts: Test processing your Gift Entry batch and then process the batch to add the gifts to NPSP.
Finalize NPSP Import: Use Dry Run to verify the records you want to import, process the import, troubleshoot common import errors, and delete import records after you're done with them.
Process Your Import: Use NPSP Data Importer to send your data in the NPSP Data Import staging object to target objects such as Account, Contact, and Opportunity.
Process Installment Opportunities: Close installment Opportunities when you receive donation payments for Recurring Donations. Closing an installment Opportunity generates the next installment Opportunity.
Recurring Donations Schedules API: Write Apex to access information about the Recurring Donation Schedule object using the Schedules API.
Recommended Configuration: Once you have the NPSP basics set up, we recommend adding these configurations to help your users find information and create records more quickly and easily.
Manage Recurring Donations: Recurring giving is a dependable source of revenue for nonprofits. Donors who give regularly tend to continue giving for many years, and sometimes increase the amounts they donate. When donors want to adjust how and when they give in response to changes in their lives, your organization must be able to respond efficiently. You'll find the ability to do this and more with Recurring Donations in NPSP.
NPSP Recurring Donation Administration: Learn how to customize Recurring Donation forms, automatic functionality, mapping to Opportunities, how to use the API, and more.
Standard Field Mapping for Legacy Recurring Donations: When NPSP creates child Opportunity records for a Recurring Donation, it copies the value of several fields from the Recurring Donation onto the Opportunity records. This is a big time saver, as it means you don't have to manually enter values for all those fields on each Opportunity record.
Legacy Recurring Donations versus Opportunity Payments: The term "Recurring Donations" in the nonprofit world often brings to mind a donor who has committed to giving a financial gift to your organization multiple times. In the Nonprofit Success Pack, you can track this type of donation in different ways.
NPSP Reporting and Analytics: Learn how to manage and customize reports. Best practices to ensure that your reports are well designed and reliable as well as how to leverage ready-made NPSP reports and Tableau dashboards.
NPSP Reports Workbook: This guide introduces nonprofit administrators to the NPSP reports and demonstrates how you can customize the reports to meet your organization's needs.
Required Configuration: If you installed Nonprofit Success Pack (NPSP) from the installer, perform these configuration steps to make NPSP function as intended.
Rollups Overview: Rollup fields are custom fields that display information from other related records, including aggregate totals. To think of this another way, rollup fields allow information from Opportunities or Payments to automatically "roll up" and appear on a related Account, Contact, General Accounting Unit, or Recurring Donation records.
Run a Health Check in Your Org: Health Check looks through your org for both data and configuration inconsistencies or errors and reports back the type of error along with a description.
Schedule a Batch: Now that you'll be regularly uploading files, you don't want to worry about manually processing them. This is really useful for cases like the upcoming event signup example, where you have signups coming in at different times, and you want to regularly upload the new signups.
Set Fiscal Year Rollups: NPSP supports rollups and reports based on your organization's fiscal year, as long as you configure your fiscal year according to the instructions below.
Set Required Admin Permissions to Manage NPSP Settings: Almost all Nonprofit Success Pack (NPSP) configuration is managed from the NPSP Settings tab. In NPSP Settings, you can change key NPSP behaviors, turn on NPSP features, run a system health check, and view error logs. System admins and users with a profile containing the necessary permissions can access the NPSP settings.
Soft Credits Overview: Soft credits are a fundraising concept that represent recognition of credit for donations. Soft credits help you to better understand a donor's history and their level of influence.
Manage Special Gift Types: Work with matching gifts, In-Kind Gifts, Grants, Memberships, and Tribute Gifts in the Nonprofit Success Pack.
Specify a Preferred Phone Number and Email Address for a Contact: Salesforce comes out-of-box with one email and one phone field. This is a great start, but often people have more than one phone and email. NPSP adds several custom phone and email fields, so that you can track a Contact's business and personal emails, as well as mobile, office, and home phones. NPSP also lets you specify a Preferred Email and Preferred Phone.
Standard NPSP Data Import Fields: This article includes reference information about the fields in the NPSP Data Import object, the mapping to target NPSP objects, and information about columns in the NPSP Data Importer Templates.
Tableau with NPSP: Tableau Dashboards for Nonprofit Fundraising combine the power of NPSP and Tableau, providing three ready-made dashboards for insights on your revenue, donors, campaigns, and more.
Test Customizable Rollups in your Sandbox: Before enabling Customizable Rollups in your Production org, we highly recommend testing and validating the results in a Full or Partial Sandbox. The best way to validate rollup values after enabling Customizable Rollups is to use field history tracking.
Customize Advanced Mapping: Customize Advanced Mapping for data import if you want to map data into an object or field that hasn't yet been mapped.
User Defined Rollups (Legacy): Review the basics of legacy user defined rollups. Create a user defined rollup and use formula fields to include or exclude fields in your rollups calculations.
Verify Data Upload: Make sure the data from your template uploaded successfully to the NPSP Data Import custom object.
Verify Your Upload with Dry Run: Once you import records into NPSP, you can't hit the undo button. And that can be problematic if you accidentally import records that you had previously imported, resulting in duplicate records in your org. It can also be problematic if the wrong record is matched and you've updated it with data from a different record. Doing a dry run allows you to see if there are any potential matches before you import.
View NPSP Errors: Use the error log in NPSP settings to learn more about issues in your org.
What are Campaigns and How Do They Work?: Nonprofits use Campaigns to plan and track fundraising appeals, solicitations, events, advocacy campaigns, and other outreach activities.
What Happens When I Delete an Account?: When you delete an Account, NPSP deletes associated Recurring Donations, Allocations, and Relationships in addition to standard Salesforce detail records.
What is the Household Account Model?: The Household Account model is the default account model for Nonprofit Success Pack, and the account model we strongly recommend.
Which Account Model Am I Using?: This article explains how to identify your Account Model, and which fields to analyze when troubleshooting Household Account record issues.
Why and How to Use Leads: Leads are more temporary than Contacts. Use Leads to record that someone may be interested in interacting with your organization. Once you're confident the person is going to donate, volunteer, or engage with your organization in some way, convert that Lead to a Contact or Account.
NPSP Workflow Diagrams: This guide is intended for database administrators, implementation partners, and third-party software developers, interested in the technical aspects of NPSP. This reference guide provides workflow diagrams and text descriptions for several automated NPSP processes.
Create a Fundseeker Portal: Set up a portal for fundseekers, configure its pages to suit your organization’s needs, and then publish it to make it available to everyone.
Create a Kanban View: A Kanban list view is a helpful visual summary of records. It's a great way to visualize items in progress and allows you to monitor work more effectively. Update a record's status by dragging and dropping records from one column to another.
Create Application: Learn how the Create Application flow processes a funding request application.
Create Approval Processes: An approval process automates how records are approved. You can create an approval process for a task, email alert, field update, or outbound message.
Create Funding Request Paths: Help your users complete funding requests by creating paths that guide them through each step.
Create or Modify a Flow: Create a flow or modify the Create Application flow to suit the needs of your nonprofit organization.
OFM Create the Portal: Learn how to create a fundseeker portal by using Experience Cloud.
Create Quick Actions: Create quick actions to give your nonprofit users convenient access to important information.
Allow Fundseekers to See Funding Requests and Requirements: If you used the Outbound Funds Module Fundseeker Starter Portal Template and Build Site installer, you already have a sharing set that gives external users, such as a fundseekers, Read access to the Funding Request and Requirement objects based on the user’s Account or Contact.
Create Validation Rules: Validation rules verify that data entered by a user meets the criteria you specify before the record can be saved. It can also prevent users from editing records that meet certain criteria, such as when a Disbursement is considered Paid.
Customize Fundseeker Application Flows: Learn about ways to use automation in Outbound Funds Module to help you manage funding requests more efficiently.
Data Deletion for OFM: Learn how to manage data deletion requests in Outbound Funds Module.
Install Outbound Funds Module: When you install Outbound Funds Module, you get a managed package that contains essential metadata and custom code. It's important to note that you can't modify the components, such as objects and fields. They're locked with limited edit access so that the managed package can be upgraded later.
Manage Expenditures: The Manage Expenditures feature allows you to link a Disbursement record to an existing General Accounting Unit using the GAU Expenditures object to track which account the disbursed funds come from. This is only available if you are an existing NPSP user and installed the NPSP Extension of Outbound Funds Module.
Manage Funding Programs: Create funding programs from the App Launcher in Outbound Funds Module.
Manage Funding Requests: Set up funding requests to track applications, associated constituents, requirements, and create disbursements in Outbound Funds Module.
Configure Manual Registration: Your organization may want to manually register users instead of allowing them to register themselves. This can be done with a few configurations.
Meet Outbound Funds Module: Outbound Funds Module helps organizations manage and track funding requests and outgoing funds, such as grants and scholarships. It's designed to be a flexible, lightweight solution to meet various needs across multiple industries.
Outbound Funds Module Overview: Learn about good ways to use Outbound Funds Module, whether it’s the right product for your organization, and how you can use it to manage fund-seeking activities.
Post-Installation Tasks: Once Outbound Funds Module is installed, we recommend taking time to review the new metadata.
Product Information on OFM: Learn how Outbound Funds Module complies with General Data Protection Regulation (GDPR).
OFM Publish the Portal: When your fundseeker portal is ready, publish it to make it publicly available.
Outbound Funds Module Reporting: Learn which reports are available with Outbound Funds Module and how to set up a kanban list view to easily visualize your work.
Out of the Box Reports: Learn which reports are available with Outbound Funds Module and how to access them.
Restrict Data for OFM: Learn how to restrict or limit data access and processing in Outbound Funds Module.
Configure Self-Registration: Set up self-registration if you want guest users to be able to register for an account on your portal.
Submit Application: The Submit Application flow automates how an application is submitted to an organization. The flow retrieves the application record, makes sure the user is both a site user and owner of the application, and updates the application before it is submitted. Without this flow, the application can’t be submitted to your organization for review.
Upgrade Outbound Funds Module: If you were an early adopter of Outbound Funds Module and are using a version prior to 1.15, the Funding Request object has a master-detail relationship to the Funding Program object. This relationship was updated in version 1.15 (released July 2019) to be a lookup relationship that allows for greater flexibility and scalability.
Use Outbound Funds Module: Outbound Funds Module is a flexible and scalable solution designed to meet every nonprofit organization's unique needs to manage outgoing funds.
Use Outbound Funds Module: Set up funding programs and funding requests to manage the fundseekers’ applications. Share those records with your team and provide feedback. If needed, create disbursements for your expenditures. Learn about localization and translation for Outbound Funds Module.
Outbound Funds Module Managed Package: The Outbound Funds Module managed package is designed for foundations and nonprofit organizations to manage and track funding requests and outgoing funds. It’s a customizable foundation for managing funds awarded by an organization, such as grants, scholarships, or internal funding.
Outbound Funds Module (Managed Package) Release Notes: Outbound Funds pages are now compliant with the color contrast requirements of Web Content Accessibility Guidelines (WCAG) 2.1. The compliance improves accessibility for users who find it difficult to differentiate between some color combinations.
Add an Active Program Engagement Stage: Set new or existing Stage values for Program Engagements as active for enhanced filtering in Product Management Module.
Add an Active Service Status: When you add Status values for Services, set the values as active for enhanced filtering in Product Management Module.
Build a Custom PMM Report: Set up reports and dashboards to provide information to your users in the ways that work best for them.
Configure Service Delivery Summary Data: Activate the Service Delivery summary field triggers, create a scheduled job to recalculate the fields, add the fields to page layouts, and configure Absent and Present values to use the Service Delivery summary fields.
Consent Management for PMM: Get guidance on obtaining, maintaining, and withdrawing consent and honoring individuals' preferences regarding their personal information.
PMM Create Program Cohorts: Create and work with program cohorts. Add program engagements to a program cohort.
Create Sharing Rules: Some organizations use a model where program managers share ownership of programs. Create sharing rules to let different program managers edit a client's program-related data.
Data Deletion for PMM: Get guidance on deleting personal data as you comply with the GDPR right of erasure request.
PMM Objects and Fields: Learn what custom objects and fields are included in PMM. This is a useful resource for developers and admins to explore and understand the PMM data schema in depth.
PMM Configure Cohort Mass Update: Enable mass update of program cohorts, add the Add to Program Cohort quick action to Program Engagement list views, and enable your users to inline edit multiple records on Program Engagement list views.
PMM Entity Relationship Diagram: The PMM uses the standard Salesforce Account and Contact objects and adds the custom objects Program, Program Engagement, Program Cohort, Service, and Service Delivery.
PMM Feature Telemetry: PMM Feature Telemetry collects feature and usage metrics when customers use our products.
Grant Users Access to Reports and Dashboards: As a Salesforce system admin ensure that your users can see Program Management Module reports and dashboards, update the Program Management Standard User profile to provide access to shared public folders.
Install Program Management Module: Complete the prerequisites and then install Program Management Module to get a managed package with essential metadata and custom code and an unmanaged Program Management Standard User Profile that you can assign to your program staff.
Learn About Program Management Module: Explore and learn about the Program Management Module (PMM) package, how it integrates with NPSP, and the objects and fields that it includes.
PMM and NPSP: If you already use NPSP, you can easily integrate PMM so that you can manage your constituent, fundraising, and program data all in one place.
Program Management Module Programs: Use programs to track your organization's overall work. Learn how you can work with programs, program engagements, program cohorts, services, and service deliveries.
Program Management Module Reporting: Track program performance with reports and dashboards. Connect Tableau to your org to use the ready-made dashboards, and create custom reports and dashboards, too.
PMM Reports and Dashboards: PMM reporting makes it easy to extract meaningful data about your Programs to share with your stakeholders.
Configure Service Schedules: Many organizations offer one-time or recurring Services for individuals or groups. For example, your organization might offer classes, mentoring sessions, support groups, community outreach events, or other types of events. Use Service Schedules to schedule and manage these events.
Program Management Module Managed Package: The Program Management Module (PMM) managed package is a standard framework for NGOs to track programs, services, and constituents' or cohorts' program engagements and service delivery.
Program Management Module Release Notes: Find and complete information faster in Program Management Module (version 1.32) in Summer '23. Limit program engagements and services options to show only active ones on the bulk service deliveries page. Find program cohorts, program engagements, and services easier by scanning through alphabetized lists.
Release Note Changes: Read about changes to the release notes, with the most recent changes first.
Release Note Changes: Read about changes to the release notes, with the most recent changes first.
How to Use Salesforce.org Release Notes: Our release notes offer brief, high-level descriptions of enhancements and new features in products for education and nonprofit institutions. We include setup information, tips to help you get started, and best practices to ensure your continued success.
How to Use Salesforce.org Release Notes: Our release notes offer brief, high-level descriptions of enhancements and new features in products for education and nonprofit institutions. We include setup information, tips to help you get started, and best practices to ensure your continued success.
Manage Benefit Schedules and Sessions and Track Disbursed Benefits with Guided Flows: Define and manage benefit schedules and sessions with ease using guided flows. See whether and how participants exercise the benefits that you provide to them by using schedules and sessions. Enroll individuals or groups of individuals into benefit sessions on a set schedule, and then track their attendance. For example, enroll parents of a household in weekly counseling sessions, and then measure their participation by tracking their attendance.
Use Dynamic Assessments with Accounts, Contacts, and Cases: Do more with dynamic assessments by creating them for accounts, contacts, and cases. For example, create an assessment for an individual or a group of individuals to determine whether they're eligible for a benefit or service.
Preview Your Care Plan Template and Use the Care Plan Summary View: Preview the structure of the care plan template before publishing so that you can see everything in place and make adjustments before it goes live. After publication, use the Care Plan Summary view to see all the parts of the care plan on one page.
Create and Merge Party Relationship Groups Using UI Flows with Ease: Save time when you create and merge party relationship groups. Using the New Group UI flow, case managers can group participants belonging to a collective unit, like a household, as members of a party relationship group, and specify member roles and relationships. They can also add related contacts, groups, and business accounts, and specify relationships with the group and its members. Using the Merge UI flow, case managers can combine two-party relationship groups and create a group having members, related contacts, and other related records from both the groups.
Set Up the Referral Intake Guided Flow Quickly with Prebuilt Components: Customize and activate prebuilt OmniStudio components to set up a guided flow for referral intake. Previously, you had to download an OmniStudio DataPack, deploy OmniStudio components in your Public Sector Solutions org, and then set up the guided flow.
Track Program and Benefit Activities Chronologically: Use the Timeline component to get a comprehensive and chronological view of your program and benefit activities. View all your past, current, and upcoming sessions or participant interactions for a program or benefit in one place.
How to Use the Salesforce for Education and Nonprofit Release Notes: Our release notes offer brief, high-level descriptions of enhancements and new features in products for education and nonprofit institutions. We include setup information, tips to help you get started, and best practices to ensure your continued success.
foundationConnect Release Notes: Salesforce is retiring foundationConnect. As part of this product retirement, the ability to renew subscriptions to this product will end on January 31, 2025, and the product will be deactivated on January 31, 2026.
Split Party Relationship Groups Using a Guided Workflow: Move members, related contacts, groups, and business accounts from a party relationship group to another existing group or a new group using the Split workflow. Specify member roles and relationships and the relationships of related contacts, groups, and business accounts in the split group. Review related information such as cases and complaints associated with the original group, move required records to the split group, and create reminder tasks to review any records later.
Use Dynamic Assessments with Programs: Do more with dynamic assessments by creating them for programs. For example, create a questionnaire to evaluate program-level feedback and identify a trend based on the scores.
Nonprofit Cloud for Fundraising: Nonprofit Cloud for Fundraising provides new and easy ways to engage donors, raise funds, and drive outcomes with tools for strategic planning and data-driven insights. Built on the secure and trusted foundation of Salesforce, Fundraising helps you increase operational efficiency, collaboration, and adoption of best-in-class practices.
Support Your Donors by Responding Quickly to Requests: Support your donors with fast action on their requests in the Donor Support console. Review the timeline for a quick view of the requests, such as for changing commitment schedules and pausing or resuming a commitment.
Nonprofit Cloud for Grantmaking: Grant recipients can enter their actual budget spent in an Experience Cloud site and grant makers can see their updates in real time within Salesforce. In orgs with strict ownership-based sharing, let users share Grantmaking objects.
Nonprofit Cloud for Outcome Management: Outcome Management is a new industry-disrupting tool that defines, measures, and evaluates an organization's logic model or theory of change.
Distinguish Benefit Schedule Participants from Benefit Session Participants: Use Benefit Schedule Assignment records to identify participants added to a benefit schedule. Program managers, service providers, and volunteers can use this information to distinguish between participants added to a benefit schedule versus a benefit session and to better plan logistics for a schedule.
Expose Benefit Schedule Assignment to Experience Cloud Site Users: Let external users, such as service providers, beneficiaries, and volunteers, access the new Benefit Schedule Assignment object along with other Program Management and Case Management objects in an Experience Cloud site.
Get a 360-Degree View of a Participant Profile: Gain insights about a participant by using the new Participant Profile page, which can be accessed from an Account record. This page gives program managers a single place to view a participant's personal details, their upcoming and used benefit disbursements, interaction summaries, associated complaints and alerts, and more.
New and Changed Connect APIs: Connect REST APIs help customers, partners, and ISVs integrate with Salesforce software and UIs.
Remove Participants from Every Benefit Session on a Benefit Schedule at Once: You can now remove participants from future benefit sessions in a benefit schedule by using the Remove participants from schedule API, and avoid the painstaking task of removing them individually from each benefit session. When you run the API, the participant's related Benefit Disbursement records are deleted, and the Benefit Schedule Assignment records are updated to indicate their participation end date for that benefit.
Track Additional Details for a Benefit Participant With Field Sets: Review benefit-specific additional details while tracking participant attendance by using custom fields in field sets on the Benefit Disbursement object. For example, if you’re running a counseling session, you can capture additional details such as participants' mental health, any prior experience of attending such workshops, and so on.
Program Management for Nonprofit Cloud Release Notes: Enable program managers to efficiently manage their programs by using action plans. Use field-level security to restrict users’ access to view and edit specific fields. Get a comprehensive and chronological view of your program and benefit activities. Modify the benefit schedule workflow as per your business needs.
Nonprofit Cloud for Program Management: Use the Participant Profile page to gain insights into your participant’s details. Use field sets to view additional benefit-specific details while tracking their attendance. With the enhanced workflow to add participants to a benefit schedule, you can now easily distinguish participants added to a schedule versus participants added to individual sessions. Remove benefit participants from a benefit schedule with the new API.
Salesforce for Education Winter '24 Release Notes: In Winter '24 Release, we expand Education Cloud's capabilities to add more features for managing student success and streamline your processes further. We also updated Accounting Subledger to support custom field mappings and job filtering based on criteria.
Salesforce for Education Summer '23 Release Notes: In Summer '23 Release, we expand Education Cloud's capabilities to add more features for managing student success and streamline your processes further. We also updated Accounting Subledger to support custom field mappings and job filtering based on criteria.
Salesforce for Nonprofits Winter '24 Release Notes: In Winter '24 Release, we're introducing Nonprofit Cloud for Fundraising and Outcome Management. In addition, we're adding enhancements to the Grantmaking, Case Management, and Program Management features and improving accessibility with better color contrast in our managed packages.
Salesforce for Nonprofits Summer '23 Release Notes: In Summer '23 Release, we are growing our Nonprofit Cloud Salesforce platform presence with enhancements to the Program Management and Case Management features. These enhancements include the ability to add Dynamic Assessments to the Account and Contact objects, easier referral intake guided flow setup, simplified care plan template preview and visibility, new benefit guided flows, adding Action Plans and field level security, better program and benefit tracking, and giving you the ability to customize the benefit schedule workflow. We also updated Program Management Module and Nonprofit Case Management to help you find information faster. Elevate is now set to convert Google Universal Analytics to Google Analytics 4 and can help speed up your data exports by exporting multiple files and letting you set date ranges.
Student Success Hub Alerts: Student Success Alerts (SSA) allows support staff (like faculty members or teaching assistants) to raise concerns about students in Slack. The SSA Slack app is integrated with Student Success Hub (SSH). Support staff receive the alert in SSH so they can quickly intervene to help students get back on track.
Student Success Hub App: The Student Success Hub app consolidates the many data layers that you access every day. Whether tracking progress on a Success Plan, viewing and acting on Alerts, or documenting decisions and next steps in your Notes, Student Success Hub helps to keep you organized and on task.
Learn About Appointment Topics: Understand the custom Topic objects and how they're used in appointment scheduling in Student Success Hub orgs.
Student Success Hub Appointments: Take advantage of flexible solutions for managing appointments, such as check-ins and queue management. And configure channels that cater to your institution’s needs, including walk-in and group appointments, and in-person and virtual advising sessions. Student Success Hub makes it easy for both staff and learners to manage their time and reach their goals.
Student Success Hub Chatbot: The Student Success Hub chatbot uses outbound messages, Process Builder, Omni-Channel, Einstein Bots, and flows. Set up these components to help students keep up with their tasks.
GDPR for Student Success Hub: Understand how the European Union General Data Protection Regulation (GDPR) affects Student Success Hub.
Student Success Hub General Documentation: Learn about additional Student Success Hub configurations, such as custom settings, permission sets, and Apex classes. Review installation information for your org, accessibility standards, and translation considerations.
Get to Know Student Success Hub App: Familiarize yourself with the Student Success Hub app, and learn how to access student information, customize the app for your institution, and manage appointments.
Install Student Success Hub: Complete the prerequisites and install the package that best suits the needs of your educational institution.
Learn About Student Success Hub: Create connected support processes. Configure standard Salesforce elements such as list views or page layouts to help your staff be more efficient. Your staff can then focus on building better relationships with your students and boosting student success.
Manage Calendar Sync (Support Staff): To manage your SSH appointments with your work calendar application, connect it to SSH. You can stop syncing your work calendar by disconnecting it. To remove all SSH calendar content from your work calendar, you can delete it from SSH.
Student Success Hub Notes: Stay on top of your students’ goals and progress by creating, managing, and sharing notes related to student Cases.
Student Success Hub Pathways: Set up Pathways so that your students can easily access program information to ask questions and make informed decisions about degree or credential requirements at your institution.
Student Success Hub Permissions: Student Success Hub provides permission sets to help you manage access to objects, fields, and the app. Permission sets are additive—they only grant access, they can’t take it away. You can assign multiple permission sets as needed, and it doesn't matter what profile a user has. Keep in mind that Users can have only one profile, but they can have multiple permission sets.
Student Success Hub Portals: Set up an Experience Cloud site that students access to manage their tasks and connect with staff. Customize it to suit the needs of your institution and your students, such as by adding Lightning components or configuring email templates.
Student Success Hub Profiles: Set up profiles for your staff, admins, and students, and grant the required access to Apex classes and relevant record types.
Student Success Hub Queues: Set up queue management, customize it for your students, and learn how to create virtual waiting rooms for students.
Student Success Hub Reference: Review additional information for implementing Student Success Hub, such as custom configurations, troubleshooting tips, and version information.
Student Success Hub Reporting and Analytics: Use the sample reports included with Student Success Hub and customize them to fit your needs. Learn how the Student Success Hub Tableau Accelerator helps your staff get actionable insights.
Security for Student Success Hub: Student Success Hub provides a flexible approach to security that uses standard Salesforce profiles, permission sets, and sharing settings. This approach lets you expose different data sets to different groups of users. For example, staff and admins typically have more permissions than students.
Set Up Appointment Scheduling: Set up calendar access for staff availability, create appointment layouts that suit your needs, and configure virtual appointments and front-desk scheduling.
Set Up Email Templates: Use email templates to create branded emails with standardized content for emails sent from Student Success Hub.
Student Success Hub Flexible Scheduling: By using location-based availability, or flexible scheduling, your support staff can designate blocks of time to meet with students, and associate those availability blocks with one or more locations.
Set Up Student Success Alerts: Set up Student Success Alerts so your support staff can create and send alerts about students directly from Slack to SSH.
Set Up the Student Success Hub App: Configure Student Success Hub so that support staff can start using it, and customize it to fit your institution's needs.
Set Up Alerts: Get Alerts up and running in your Student Success Hub org.
Automate Alert Assignment: Use assignment rules to automatically assign Alerts to the most appropriate support staff User.
Set Up Appointment Layouts: Complete these tasks to make it easier for support staff to create appointments and see the data they need on Appointment records.
Configure the Appointment Manager: Complete these tasks to make it easy for support staff to work with the Appointment Manager in Student Success Hub.
Set Up the Appointment Objects: Complete these tasks to get the appointment objects up and running in your Student Success Hub org.
Set Up Appointment Topics: Complete these tasks to get appointment topics up and running in your Student Success Hub org.
Set Up Virtual Appointments: Allow your staff to conduct virtual support appointments in your Student Success Hub org.
Set Up Group Availability: Complete these tasks to get Group availability up and running in your Student Success Hub org.
Set Up Location-Based Availability: Complete these tasks to get location-based availability (flex scheduling) up and running in your Student Success Hub org.
Set Up Topic-Based Availability: Complete these tasks to get Topic-based availability up and running in your Student Success Hub org.
Set Up Email for Appointments: Complete these tasks to configure when and how Student Success Hub sends appointment-related emails to support staff and students.
Install Student Success Hub for K-12: Learn how to install Student Success Hub for K-12, including the core managed packages, unmanaged metadata configurations, and sample data.
Meet Pathways: Understand how Pathways can help students chart a course to graduation.
Set Up Pathways to View Program Plans: Complete these tasks to give support staff and students the ability to view Program Plans and Program Enrollments in Student Success Hub.
Set Up a Student Portal: Complete these tasks to get a student portal up and running in your Student Success Hub org.
Build Out Your Student Portal: Add components to new and existing pages in a Student Success Hub portal, and customize the site for overall usability.
Student Portal Components: Learn about the custom Lightning components you can use in a Student Success Hub student portal.
Manage Your Student Portal: Customize site emails, add members, and preview, test, publish and promote your Student Success Hub portal.
Set Up Queue Management: Complete these tasks to get queue management up and running in your Student Success Hub org.
Set Up a Virtual Queued Support Experience: Complete these tasks to allow students to check in to a virtual queue waiting room and join a web meeting for a fully remote support appointment.
Set Up a Queue Waiting Room: Complete these tasks to get a queue waiting room up and running in your Student Success Hub org.
Report on Alerts: Explore sample Alert reports and a dashboard that come with Student Success Hub.
Support Manager Reports: Explore sample support manager reports and a dashboard that come with Student Success Hub.
Support Staff Reports: Explore sample support staff reports and a dashboard that come with Student Success Hub.
Learn About Student Success Hub Security: Configure security in Student Success Hub so that support staff have access to the tools they need to do their jobs and to use the app.
Customize the Student Details Component: Customize the Student Details component in the Student Success Hub app to show the most relevant data for your support staff.
Set Up the Student Snapshot: Let support staff quickly see key details by configuring the Student Snapshot component on the Student Record Case page.
Student Success Hub Support Models: Understand how Student Success Hub helps you support students. Success Teams focus on making students successful, while Support Pools focus on specific subjects. And queues help you manage appointments efficiently when students want to connect with your staff.
Student Success Hub Surveys: Set up surveys to understand your students’ experiences, distribute survey responses, and review and report on survey responses.
Set Up SSH to Sync with Work Calendars: Use Einstein Activity Capture with Student Success Hub (SSH) to keep your Microsoft or Google calendar in sync with Salesforce.
Create and Manage Alerts (Support Staff): Use Alerts to take action when you have concerns about a student who needs support. Monitor Alerts at a glance and respond to Alerts that others create.
Take Action on Alerts (Support Staff): Take action on Alerts: Keep the Priority, Status, Comments, and other fields up-to-date, and close Alerts when the issue is resolved.
Manage Notes (Support Staff): Learn how to control the visibility of support notes, work with shared notes, and more in Student Success Hub.
Work with Pathways (Support Staff): Learn how to view Program Plans and create Personal Program Plans to help your students chart a course to graduation.
Student Success Hub Documentation: Streamline your educational services and support students on their academic journey. Automate communications, delivery advising experiences, and help students achieve their goals.
Tableau for Advanced Reporting: Use Tableau Dashboard Accelerators with Salesforce to turn your client and program data into actionable insights that can help you improve your program performance and increase your organization's impact.
Table-Driven Trigger Management: Learn about what Table-Driven Trigger Management (TDTM) is and how you might want to use it to customize your NPSP org.
Configure Volunteers for Salesforce: Set up volunteers’ skills and availability, job scheduling, notifications, and other fields. Then, test your configuration to confirm that it suits your organization’s needs.
Volunteers for Salesforce Objects and Fields: Learn what custom objects and fields are included in Volunteers for Salesforce. This is a useful resource for developers and admins to explore and understand the Volunteers for Salesforce data schema in depth.
Volunteers for Salesforce FAQ: Review some frequently asked questions for using, administering, and troubleshooting Volunteers for Salesforce.
Volunteers for Salesforce Feature Telemetry: Volunteers for Salesforce Feature Telemetry collects feature and usage metrics when customers use our products. These metrics give Salesforce.org valuable insights into how our customers are using Volunteers for Salesforce. We use this information to understand usage and adoption of various Volunteers for Salesforce features.
For Developers: Volunteers for Salesforce is an open source, BSD-licensed package. Developer contributions and involvement are welcomed and encouraged. All packages and source are currently hosted on GitHub using git.
GDPR for Volunteers for Salesforce: Understand how the European Union General Data Protection Regulation (GDPR) affects Volunteers for Salesforce.
General Volunteers for Salesforce Information: Review some frequently asked questions about Volunteers for Salesforce, and learn how to access release resources, collect metrics, and more.
Get Volunteers for Salesforce: Whether you’re an existing Salesforce user or a new Trailblazer, learn how to get and install Volunteers for Salesforce.
Keep Up With Volunteers for Salesforce and Salesforce Releases: As an admin, keeping up with releases is an important part of the job. Staying up-to-date on frequent product releases means anticipating when your orgs will get updated, staying informed about what’s included in each release, and forming a strategy for testing and implementing new features.
Learn About Volunteers for Salesforce: Understand how Volunteers for Salesforce helps your organization manage volunteer activities, and learn about the supporting data model.
Set Up Your Volunteers for Salesforce Website: Understand how you can save time when you manage volunteering activities by creating Volunteers for Salesforce pages that you embed in an existing website.
Recurring Volunteers for Salesforce Event: Review the general steps for setting up recurring volunteer events. Then, create the event hierarchy, jobs, shifts, and schedules.
Set Up a Volunteers for Salesforce Website: Create and customize your website to provide a self-service portal for volunteers, and determine who can access information.
Introduction: Simplify how you manage your volunteers.
Configure Email Notifications and Email Templates: Automatically send reminder, notification, and thank you emails to volunteers, using email templates together with workflow rules, which define rules like "send a reminder email to everyone signed up for a shift four days before the shift."
Configure Site Guest User Access for Volunteers: The System Admin must select Grant Guest Users Update Access in Volunteer Settings to allow guest users to update records shared with them.
Configure Volunteer Skills and Availability Picklists: The Volunteer Skills picklist provides sample skills that volunteers offer. The Volunteer Availability picklist offers sample time periods. Leads, Contacts, and Volunteer Jobs all make use of these picklists. Update the values to match your organization's unique volunteering profile and availability times.
Customize the Job Calendar Page: Customize the contents of the Job Calendar page, and make it look and feel like an integral part of your website.
Customize the Volunteer Job Listing Page: Customize the contents of the Volunteer Job Listing page, and make it look and feel like an integral part of your website.
Customize the Volunteer Report Hours Page: Customize the contents of the Volunteer Report Hours page, and make it look and feel like an integral part of your website.
Customize the Volunteer Signup Page: Customize the contents of the Volunteer Signup page, and make it look and feel like an integral part of your website.
Configure Data Access for Visualforce Pages: Volunteers for Salesforce is built on Visualforce, which is a way to create custom user interfaces for Salesforce objects and data. Configure access to Visualforce pages for your volunteers user profile.
Define Sharing Rules: If you have an existing Volunteers for Salesforce org that has been upgraded to the Salesforce Winter '20 release and have enabled the Secure Guest User Record Access setting, create sharing rules to give guest users access to your records.
Get Volunteers for Salesforce: Review how you can sign up for a trial version of Volunteers for Salesforce as part of Nonprofit Success Pack or another Salesforce product, or perform an upgrade.
Post-Installation Required Tasks: After you've installed the standalone version of Volunteers for Salesforce, take care of these required tasks to make Volunteers for Salesforce play nicely with Salesforce features such as picklists, profiles, and page layouts.
Test Your Customized Sites Pages: When you're happy with your Site's contents and styling, make sure that the pages load and look as intended before handing them over to your web developer.
Translate Volunteers for Salesforce into Other Languages or Customize Terminology: To help Volunteers for Salesforce speak the language of your volunteer program, you can replace the existing onscreen text (labels) with alternate text that uses your organization's terminology. Or you can translate all terms in the app into another language.
Introduction: As an admin, you can embed Volunteers for Salesforce pages directly in your website so that volunteers can sign themselves up for jobs and track their own volunteer history. This part of setup and configuration is optional.
Activate Your Site: You already activated your site when you created it. But it never hurts to double check.
Configure Object and Field Permissions in Public Access Settings: The last step in configuring data access is making sure your Site's public access settings give permission to read, create, and edit the dozen or so objects that Volunteers for Salesforce needs to do its job.
Set Up Your Salesforce Site: The first step on the website integration adventure is to set up your Salesforce Site. It's a quick process. Ready? Let's jump in!
Introduction: After you've created a Site, configure the data access settings so that volunteers can interact with your Site's contents.
Decide Which Pages to Add to Your Website: Which Volunteers for Salesforce pages do you want to make available on your website? Pick and choose the ones that make sense. They work independently of each other.
Website Integration—A Tag Team Event: Use Salesforce features and tools and streamline working with your web developer to integrate your website.
Test and Review Configurations: Create test data to check your configuration and review the workflow rules to make sure they are what you need for your organization.
Manage Volunteers: Understand which objects you use to manage volunteers and how to set up people, skills, and shifts. Access prebuilt reports and dashboards that show your organization’s volunteering activities.
Create a Campaign: The Campaign is the top level of your volunteer structure. You can either create a Campaign manually or use the wizard.
Create Jobs: Jobs represent the next level down in your structure. Before you start creating Jobs, it's a good idea to jot down exactly what Jobs and Shifts you need to fill.
Create an Ongoing Job: When you have Jobs with multiple Shifts occurring in the future, you need an easy way to automate the creation of those Shifts. (It would be tedious to manually enter each one!) Volunteers for Salesforce' Job Recurrence Schedules do the work for you.
Create Job Shifts: If there are multiple dates or times when you need volunteers for a Job, you can set up Shifts so you can track which volunteers are coming when.
Volunteers for Salesforce and Your Salesforce Instance: Volunteers for Salesforce uses some standard Salesforce objects—Contacts and Campaigns—to manage volunteers. Volunteers for Salesforce also introduces custom objects into your Salesforce org.
Why it Matters: Volunteers are critical to many nonprofits. Volunteers for Salesforce gives you a way to manage your relationships with them.
Manage, Track, and Assign Volunteers: There are multiple ways to assign volunteers to Shifts, including allowing volunteers to sign up directly from your website (more on that in Sign Up for a Job Shift.) You can also sign up volunteers yourself by assigning them to Shifts in Volunteers for Salesforce.
Plan a One-Time Event: You can plan your one-time event as you wish, but we have some steps that we think will help.
Create a Campaign: The Campaign is the top level of your recurring event structure.
Plan a Recurring Event: Learn about the steps for planning a recurring event in Volunteers for Salesforce.
Sign Up a Recurring Volunteer using Volunteer Recurrence Schedules: When you have ongoing Jobs (created using a Job Recurrence Schedule), you may be lucky enough to have dedicated volunteers who want to sign up for Shifts on a regular basis. You can use the Volunteers for Salesforce Volunteer Recurrence Schedule to easily set up a recurring schedule for a regular volunteer. You can specify when the schedule starts and ends, and which days of the week and month the volunteer wants to work.
Track Volunteer Participation with Reports and Dashboards: Volunteers for Salesforce includes reports and dashboards that provide a ton of useful information about your volunteer program. You can use these reports and dashboards to analyze volunteer trends so that you can decide where to focus your volunteer efforts. Volunteers for Salesforce includes more than 25 reports and one dashboard.
Stay in Touch with your Volunteers: An important part of attracting and retaining good volunteers is making sure they feel connected to your organization and appreciated by the people who work there. Imagine signing up to volunteer for an event months before it happens, but never receiving a reminder. Or spending time volunteering at an event, but never receiving acknowledgment of your time or a simple thank you note. Appreciating your volunteers by staying in touch is key to ensuring that they come back to volunteer again.
Track and Identify Your Volunteers: In Volunteers for Salesforce, Contact records are highly important because they are used to track all of your volunteers—active, inactive, and prospective. Each Contact record contains a volunteer's phone, email, and address, their special skills, the days and times they're available to volunteer, their volunteer status, and a Volunteer Hours related list where you can see how many hours they've committed to your organization.
Engage Volunteers on your Website: This section assumes your Administrator integrated Volunteers for Salesforce with your website. And we sure hope they did! Using Volunteers for Salesforce with your website provides the opportunity for volunteers to visit your website and see a calendar of the Job and Shift offerings you entered in Volunteers for Salesforce. Not only can they see the calendar or a list of Job offerings, but they can sign up right from the page and that information will be saved in Volunteers for Salesforce.
View Trigger Handlers: Trigger Handlers are records just like any other, so you can create list views to filter and sort the records. Access the Trigger Handler records via the Trigger Handlers tab.
Volunteer Management Agent: Efficiently manage volunteer shifts and initiatives, reducing administrative tasks and improving engagement. Access the Shift Capacity and Coverage topic in the Agent Builder to identify unfilled shifts and find suitable volunteers to fill them.
Volunteer Management Agent Considerations: To use Volunteer Management Agent, consider supported functionality, usage, limitations and allowances, limits, and other issues.
Use AI Tools for Volunteer Management: Set up, configure, and populate Volunteer Management by using headless operations with an AI agent. Work from the command line or another agent channel to manage volunteer programs without navigating the Salesforce UI.
Volunteer Management AI Tools Considerations: Admins and SI partners ask an agent to turn on Volunteer Management, assign permissions, plan a volunteer program structure, and create records. Work from the command line or another agent channel to go from a blank org to an operational volunteer program.
Assign Volunteers to Job Position Shifts: Efficiently schedule volunteers to shifts and positions by using Nonprofit Cloud's Volunteer Management tools. To maintain adequate coverage of your volunteer initiatives, assign volunteers individually to shifts.
Configure Volunteer Details: To better match volunteers to positions in Volunteer Management, configure their location availability and competencies. If you require examinations of your volunteers, add examination results. Make this information easy to find by adding it to the Person Account page layout.
Create Job Position Qualifications: After you create a job position, create qualifications to make sure that volunteers meet the requirements for the job position. Job position qualifications are additive and apply only to the specific job position. Set qualifications to help you determine who's the right volunteer for the job.
Create Job Position Shifts: A job position shift is a specific work shift that’s associated with a job position or a related recurrence schedule. After developing a volunteer initiative and creating job positions for it, create work shifts that volunteers who meet the position qualifications can fill.
Create Job Positions: After you create volunteer initiatives, create job positions that support those initiatives. Job positions are customized roles for working your initiatives with shifts and qualifications that help you match the perfect volunteers for the initiatives.
Create Position Qualifications: After you create a position, create qualifications for that position to define the requirements that apply across all related job positions. Set qualifications to help you determine who's the right volunteer for the role.
Create Positions: Create positions for your organization to delineate functional roles that are characterized by specific duties and responsibilities. You can also specify skills and qualifications that are required to hold the position. Positions can be used across multiple volunteer initiatives.
Create Volunteer Initiatives: Set up initiatives for volunteers to help your organization accomplish its goals. Specify start and end dates, the number of volunteers needed, and the total number of volunteer hours to be filled.
Volunteer Management Editions and Permissions: Review the supported products and editions for Volunteer Management. Then learn about how your product handles permissions and how to assign them.
Set Up Data Bundles for Volunteer Management: The Volunteer Management data bundle is a tool to quickly and easily map your Volunteer Management objects to data model objects in Data Cloud. After you’ve mapped your objects, you can take advantage of Data Cloud’s tools and analytics and combine your Salesforce data with additional data streams for a complete view of your organization’s stakeholders.
Match Volunteers to Volunteer Initiative Job Positions and Shifts: Find volunteers by using smart matching criteria to search for the right volunteers for an initiative’s job position and job position shifts. The matching criteria include qualifications, shift or date-and-time range, location. Intelligently matched volunteers are the closest fit for the open shifts of a volunteer initiative and position.
Set Up the Volunteer Management Agent: The Volunteer Management Agent helps your team manage volunteer shift capacity and coverage. Configure the Shift Capacity and Coverage subagent to add those capabilities to an Agentforce Employee Agent.
Set Up Volunteer Management: Set up Volunteer Management for your organization. Assign permissions, turn on the feature, configure locations and operating hours, and set a default status for job position assignments.
Use the Shift Capacity and Coverage Subagent: Use the Shift Capacity and Coverage subagent to find underfilled volunteer shifts, review open roles, and identify available volunteers who match those roles. Volunteer managers can access the agent from any page in the Nonprofit Cloud CRM.
Volunteer Assignments: Assignments in Volunteer Management streamline volunteer scheduling to maximize your initiatives’ impacts. Efficiently schedule volunteers so that you have adequate volunteer coverage while minimizing administrative burdens. With flexible assignment options, volunteer managers can easily assign volunteers to shifts, track hours, and align activities with organizational goals.
Volunteer Initiatives: Quickly set up and manage volunteer initiatives, so that volunteers can help your organization reach its goals. Initiatives are staffed by volunteer jobs with specified shifts. After you create volunteer initiatives with the job positions and shifts that serve it, use matching criteria to find the most qualified and appropriate volunteer to fill the shift.
Volunteer Management: Use Volunteer Management to streamline program management, enhance the volunteer experience, track hours, and report metrics. In Experience Cloud, create a portal to post opportunities for volunteers to browse, search, and sign up for volunteer opportunities.
Volunteers for Salesforce Managed Package: Manage your volunteering programs, events, and people by using the Volunteers for Salesforce managed package. Track and view volunteers, jobs, shifts, and more, all in one location, making it easy to match volunteers’ skills and availability with the right opportunities. Create a site that constituents can use to find volunteer opportunities and sign up for shifts, and that saves the data in Salesforce.
Volunteers for Salesforce (Managed Package) Release Notes: Volunteers for Salesforce pages are now compliant with the color contrast requirements of Web Content Accessibility Guidelines (WCAG) 2.1. The compliance improves accessibility for users who find it difficult to differentiate between some color combinations.
