Salesforce Education Cloud : Amit Chaudhary

Salesforce Education Cloud
by: Amit Chaudhary
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Let get started with Salesforce Education cloud. In this session we will learn about What is Education Cloud & Why Use it?

What is Education Cloud

Education Cloud is a solution for an institution to better manage Student Experience, Advancement & Alumni Engagement, Recruitment & Admissions, and Marketing. This Information can be tracked to better serve an individual’s education journey and beyond. Education Cloud helps you move from siloed data to a Connected Campus, giving you a 360-degree view of a student.


  • Affiliation – Relationship between a Contact and an Account
  • Account Record Types – Allows an account record to be unique to certain business process used by various departments
  • Student Advisor Link (SAL) – Gives advisors the tools to support and lead students on the path of a successful education
  • Advisee Record – Case object record which acts a hub for a student’s advising-related data
  • Appointment – A meeting between advisor and student, scheduled from Advisor Link in Salesforce or from the Advisee Portal
  • Success Plan – Set of tasks for a specific advisee to complete, assigned by the student’s advisor
  • Success Plan Template – Reusable series of tasks to assign to advisees
  • Advisee Portal – Where a student can log in, set up appointments, and view tasks & other information related to them
  • Alerts – Object where advisors can track concerns that emerge during a student’s
  • academic journey

SAL Architecture

SAL objects (pictured in orange) work seamlessly with EDA architecture and standard Sales/Service functionality. The “Pathways” package (pictured in purple) provides functionality to further extend the EDA and SAL models

Education Cloud Process

  • Marketing Prospect/Lead Management
  • Admission/Application Pipeline Management
  • Recruitment/Student Management
  • Student/Alumni Portal Management
  • Service/Student Advisor Management

EDA Entity Relationship Diagram

Check this trailhead document for EDA data model here.

Best Practice and Integration

Selecting the correct Account model in EDA is a great first step in setting up your instance

Establishing an institutional Account hierarchy is foundational for a 360-degree view of your organization and your contacts

The Advisee Case Record in SAL

  • Key advising-related data ties back to the Advisee Case record
  • Advisee Record is a Record Type on the standard Case object
  • You can only have one open Advisee Case record per student

Success Plans in SAL

Success Plans allow advisors to assign tasks to the Student

Tasks are grouped in a Success Plan toward a specific goal or milestone

Advisors can use Success Plan Templates (which contain the reusable task configuration) to assign a Success Plan to a student

Students can see Success Plan and Tasks in the portal and Advisors can see them on the Advisee/Advisee case records

Best Practices for Implementation

Use case 1: For an Existing Org With No EDA 

  • Treat it as a data migration project.
  • Update accounts with Right EDA account types like institution, organization, programs
  • Reload contacts with EDA administrative account
  • Migrate custom program of interest to Affiliation.
  • Define student life cycle and have stages on contacts and affiliations
  • Change Integration from SIS to Program enrollments, affiliations and other eda objects
  • Have a plan to handle multiple address and emails.
  • Leverage relationships to handle student relationships.
  • Have a security plan for communities

Use case 2: For an Existing Org With Managed packages like Target X, Enrollment Rx 

  • Leverage Package documentation for EDA migration
  • Beware of duplicate objects like programs of interest, application etc.
  • Convert existing triggers to TDTM triggers for compatibility
  • Plan for automation to handle EDA objects like application.

Use case 3: Brand New Implementation for an EDA Org

  • Treat it as a data migration project.
  • Migrate current CRM objects to EDA Objects with data mapping, deduping and synchronization strategy
  • Have a data load sequence starting from accounts, contacts, affiliations, program enrollments , courses and other objects.
  • Have unique external id to handle duplicate records.
  • Update accounts with Right EDA account types like institution, organization, programs
  • Reload contacts with EDA administrative account
  • Define student life cycle and have stages on contacts and affiliations
  • Have a plan to handle multiple address and emails.

Use case 4: Integrating EDA Org with multiple systems.

  • Create a strategy for record mastering and identify master objects for student based on life cycle.
  • Have prospective student source as salesforce and enrolled student source as SIS.
  • Create rules for handling conflicts between fields on contact based on different systems inserts and updates.
  • Have audit fields for system of record creation, most recent updated source and incoming source field.
  • Have rules to handle key contact information like emails, phone numbers and addresses.
  • Report exceptions on conflicts uLeverage TDTM triggers to handle record mastering.
  • Have stages separate for student life cycle and program life cycle like prospect, applicant, enrolled etc..
  • Have considerations for managed packages.

Check recording for more details

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April 01, 2021 at 07:30PM
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