Most people tend to think about education as a sequence of separate phases: primary school, followed by high school, then undergrad, and then post-grad. But with the dynamic nature of student demographics today, and an imminent need to revise current skills and acquire new skills throughout our lifetime, many are beginning to understand that education today is more than just a series of stages – it’s a lifelong journey.
And it is evident that the lines are blurring more and more between these stages of education – underlining an opportunity to create a connected experience for the learner. The student lifecycle is also becoming more and more dynamic with learners engaging with education at various points in their lifetime. Educational institutions are beginning to acknowledge that understanding and evolving these varying student journeys is the key to success – for both students as well as institutions.
Education is one continuous experience. And as a certified Salesforce Implementation Partner, we believe it can be powered by a one data architecture too.
EDA: The Foundation of Education Cloud
Any discussion on Salesforce solutions for student engagement will be incomplete without talking about Education Data Architecture (EDA). EDA is the cornerstone of Salesforce Education Cloud. It allows you to completely customize your institution’s processes to meet the specific needs of your student engagement staff. EDA comes with pre-built objects and automation specific to education to enable you to get a complete view with traceability of members of your campus community: who is this individual, where have they been in their educational journey, where are they headed, what are their interest areas, and who are they connecting with?
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EDA is a data architecture and not a product, which means institutions have the power to customize a solution in a way that is aligned with their unique needs and processes.
Let’s take a look at what EDA can deliver to student engagement teams.
Get a 360-Degree View of Students
For institutions, it is important to have a complete understanding of a student’s daily life and having insight into how they are engaging with the institution. While student staff are keen to know more about their students, it is virtually impossible for a single advisor to remember every detail about each and every student they work with. Salesforce relationships and affiliations offers support great support in this area.
Relationships and affiliations are standard EDA objects that deliver a complete view of a student. Relationships in EDA show contact-to-contact connections. While creating a new relationship, you can choose its type (friend, spouse, parent and so on) and its status (former or current). And every time a new relationship is created in EDA, Salesforce creates a reciprocal relationship, mirroring the same relationship in the opposite direction.
Affiliations tell you about interactions between a contact and another account. In EDA, entities such as clubs, sports teams, departments, and external institutions where students may volunteer or work are represented as accounts. Contacts can be connected to these accounts through affiliations.
Support the Entire Student Journey
Out of the Box Functionality
Take advantage of pre-developed objects, logical flows, and automation driven education on the Salesforce platform
Full Lifecycle Relationship Management
Manage relationships at every stage of the student journey from prospect to student to alumni
A Unified View
Connect students to multiple affiliations, relationships, courses, and academic programs – all in a single view
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Configure with Clicks, Not Code
Flexible for All Institutions
Add fields, objects and custom page layouts to align with your institution’s dynamic needs and evolve with new business models
Custom Apps & Insights
Build apps in an agile framework and deliver personalized user experiences with filters, customisable logic, and AI-powered insights
Seamless Integrations
Easily connect EDA to your student information systems, learning management systems, and other institution systems with just a few clicks
Connect with a Global Network
Best Practices and Insights
Get access to the Trailblazer Community to get answers to questions and leverage best practices from institutions
Robust Partner Ecosystem
Discover EDA compatible apps & certified consultants on the AppExchange
Community Sprint Events
Participate in the Salesforce.org sprint events throughout the year to connect and collaborate with institutions using ED
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What does Education Data Architecture look like?
Before EDA, institutions spent lots of time and money customizing Salesforce to fit their specific needs. Now institutions can leverage a common language and configuration across the student lifecycle. EDA makes it easy to manage student data holistically with 360-degree views powered by industry standard objects that are built directly on the Salesforce platform.
EDA Puts Students at the Center
Discover 360-degree views of students with EDA logic, objects and automation
https://www.salesforce.org/
Education Data Architecture allows you to get started with Education Cloud faster than ever before.
As the foundation of Education Cloud, EDA provides a flexible and scalable framework that can fit your specific use case needs from Day 1. With a solid building block for growth, your institution will be well on its way to becoming a connected campus and increasing student engagement across the entire lifecycle. Contact your Salesforce Consulting Partner today to know more.
Discover how you can drive student engagement with Education Data Architecture
Contact our expert today!
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Service Cloud
Re-imagine and re-engineer how you service and support your students and constituents. From self-service portals to contact centers, and even on social media, Service Cloud can help deliver exceptional service to boost satisfaction and loyalty. Deliver fast, efficient and engaging services anywhere, any time on any device with Service Cloud.
Create Convenience and Engagement with One-Stop Services
Now more than ever, digital transformation plays a key role for institutions looking to deliver engaging experiences to their students.
While many institutions have gone digital to a certain extent and are offering some digital services to students, there are still many a number of tasks required across the student journey that result in plenty of paperwork and unnecessary queues across the campus. With Salesforce, educational institutions can provide a virtual one-stop where students can get digital access to all those activities.
A “one-stop” is just that – a unified hub for communication, engagement and collaboration. Saving time and resources for the institution and students, and eliminating student frustration.
Salesforce empowers you to connect and assist your campus community in ways that your students expect. Salesforce Service Cloud, which can be used as part of Education Cloud, can deliver real-time, personalized service to support student needs through a single, unified digital platform.
How exactly does Service Cloud work?
Students can now be empowered to communicate with advisors and staff across all channels—email, chat, online communities, social media and more. Service Cloud transforms those communications into cases, or in Service Cloud parlance, a support ticket. Cases can then be assigned to service agents, who are basically staff members at your institution who resolve student support issues.
Case management allows staff and advisors to have a centralised and unified view of student support cases to ensure each case is assigned to the right staff member, at the right time. And Service Cloud works behind the scenes to manage that with in-built smart automation.
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Here are 6 features of Service Cloud that drive the student experience:
Case Creation
Today’s students rely heavily on a digital mode of communication across their social network – friends, family, and the businesses they shop with. They expect a similar experience when interacting with their educational institution. Service Cloud makes this possible by empowering you to completely customize the ways in which students can connect with your services based on your institution’s unique preferences and needs.
The primary objective of student services is to make students’ lives easier, and multi-channel communication makes that possible. Students can quickly and effortlessly submit cases and automated case creation and tracking ensures that all activities and communication is recorded and tracked. In simple terms, nothing will fall through the cracks. Additionally, advisors and staff have access to student case histories, so case information is an integrated part of the 360-degree view of each student.
Quick Replies
Support staff can provide prompt replies to common queries and scenarios with pre-defined messages. Greetings and acknowledgments can now be delivered without intervention. Emailed cases can be processed through customised service flows for seamless management of student issues.
Queues
Cases are organized by case type so staff can select the cases they have the skillset to resolve. Monitoring and tracking of interaction continuity is critical to effective engagement. Assigned cases can be linked to a student’s record, allowing staff to get complete visibility of the case and add any modifications to it.
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Live Support
Chat support driven by live agents who can provide personalised assistance to students in real time. No more appointments.
Bots deliver automated chat support with pre-defined answers to resolve common questions in real time. All turbo-charged with the power of AI.
Knowledge
Salesforce Service Cloud allows you to build and share an information repository across campus and from multiple devices to all your eco-system constituents. You can create a searchable FAQ of audited articles organised by topic that students can refer to 24/7 to access information they seek, without waiting for an email reply or scheduling an appointment. Process documents and articles organised by topic and subject matter can be browsed through effortlessly from any device.
Metrics
What is the point of delivering services if you cannot measure student engagement success? Salesforce Service Could offers you reports on one-stop metrics to analyse and act on your Salesforce Data. You can view your data, examine it, understand it and share your insights with your team members.
Service Cloud can help gauge the service needs of your students and how well your current methods are delivering results. Here are some of the metrics you can discover with Service Cloud reporting.
Case opens and closures
Time to case closure
Case trends
Variance in case origin (source of case origin like email and social)
Who asks what (case variation by subject major, demographic, etc.)
Reports on key metrics empower you to make informed, actionable decisions based on the story revealed by your data. Now you can discover your top services and seasonal trends, create topics and targeted communications to support your student community. And once you are armed with a clear view on the time it takes to resolve cases, you can examine your current processes and make necessary improvements.
Want to know more about how Salesforce can help your institution drive rich engaging experiences for your students? Get in touch with a certified Salesforce Consultant today.
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Schools, Colleges and Institutions can access Salesforce products at a deep discount. Contact our team of experts to discuss your needs today..
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Today learners, faculty and staff require more from their institutions than ever before. With Education Cloud, colleges and universities of all sizes can drive learner and institutional success from anywhere. recruitment and Admissions, student experience, advancement and operations teams can use one integrated platform to capture 360 degree views of every learner across the entire education journey. With Education Cloud institutions can benefit from the latest innovations across the Salesforce platform as well as purpose-built education products and solutions that you can customise and scale to meet evolving needs fast.
Creating a strong first impression with students is key. Salesforce Education Cloud supports each stage of the recruitment funnel from prospect to enrolment. Understand your pool of applicants with actionable Tableau dashboards, and perform targeted campaigns to engage prospective students on the channels they prefer. And with Admissions connect your staff can meaningfully engage with applicants and streamline application management all in a single view. Conversational chatbots and tailored communities help applicants get the right support at the right time. and for your staff, keep applicants on track with dynamic checklists. And easily review applications with an innovative endless scrolling reader.
Once students are admitted, onboarding is a critical step in driving their success. With student success hub students can get access to personalised success plans right from their phones. And can easily collaborate on tailored degree plans with their advisors. Empower advising teams with features like early alerts and flexible scheduling to support multiple students at scale all the way through graduation. And streamline student services with a one stop experience to help students get answers to their questions quickly from anywhere.
With Education Cloud your learner data transforms into valuable analytics helping to drive more meaningful alumni and corporate engagements that make an impact.
For administrative operations your marketing teams can deliver personalised communications that build lifelong relationships and trust with stakeholders, all powered by automated journeys in marketing cloud. And with accounting sub ledger, you can bridge the financial data in your CRM with finance, ensuring consistent financial insights across teams. with the right digital infrastructure your institution can transform at scale
Integration capabilities from Mulesoft, and enterprise analytics from tableau shape individual insights into actionable data that drives institutional success. And wherever your staff is working whether at home or campus employees can get help and collaborate from anywhere
Let’s explore Salesforce products for Higher Education and see what they can do for you.
THE EDUCATION DATA ARCHITECTURE (EDA)
Education Data Architecture (EDA). EDA is a community-driven data architecture that allows educational institutions to Innovate with Salesforce faster than ever. It is founded on a set of best practices designed to configure Salesforce for out of the box deployment for Higher Ed institutions. EDA empowers institutions of all sizes to become a connected community and drives dynamic, 1-to-1 engagement amongst all learning constituents – students, faculty and staff.
ADMISSIONS CONNECT
Admissions Connect is an out of the box solution within the Salesforce platform specifically designed for admissions teams to help them to engage with applicants and streamline the entire admissions process. Admissions Connect allows teams to spend less time on routine manual processes, and allows them more time building relationships.
STUDENT SUCCESS HUB
Student Success Hub, a software built of the Salesforce platform, delivers real-time insights, and provides faculty and staff with a set of collaborative tools to allow them to engage with students in a more personalized way. It frees up staff time so that they can spend more time fostering relationships with students. Student Success Hub empowers your staff and advisors with the latest innovations like the Education Data Architecture (EDA), Service Cloud, and Einstein AI and delivers a powerful and compelling device friendly digital experience for your students.
SALES CLOUD
Sales Cloud allows you to consolidate data on a single platform and drive engagement between students, faculty and staff across devices. With Sales Cloud, you can get everything you need at your fingertips, anywhere. Unify and automate processes on a single platform and drive productivity and efficiency.
SERVICE CLOUD
With Service Cloud, institutions and administrators can transform the way they service and support students. Service Cloud is designed to deliver unparalled service to boost satisfaction and loyalty by bringing together multiple touch points like multi-channel contact centers, self-service portals, and social media. Deliver prompt and effective service anywhere, anytime with Service Cloud.
MARKETING CLOUD
Marketing Cloud allows you to build one to one student journeys like never before. Create and launch multi-channel campaigns across traditional digital channels like mobile, email, social, and the web. Engage across marketing, recruiting, advancement, and student services on social media.
SALESFORCE EXPERIENCE CLOUD
Salesforce Experience Cloud delivers rich and powerful online portals. Its sets the bar for a whole new digital experience. With Experience Cloud every constituent touch point across the entire student journey is an opportunity to engage and build an amazing, seamless experience.
QUIP
Quip is a user-friendly, fully integrated, collaboration tool within Salesforce that comes with in-built word processing, spreadsheet and presentation functionality with integrated chat, checklists and project management capabilities. With Quip, teams can collaborate on documents and spreadsheets and maintain all of their information in one place without having to switch across multiple apps.
INTEGRATION CLOUD
Integration Cloud allows education administrators to easily map and manage multiple systems and data siloes for a complete, holistic view of their data, students, data and apps. Integration Cloud’s intuitive interface provides a single, unified administration console to manage an institution’s entire network of business systems easily with a drag-and-drop, graphical UI.
TABLEAU
Higher education is a highly data-driven sector. To get a holistic view of what is happening today and to prepare for path going forward, institutions need to combine high-level views of data with deeper insight for planning ahead. Tableau delivers amazing data visualizations to administrators, empowering them to make smarter and informed decisions, and drive success.
Education CRM from Salesforce.
Education CRM solutions from Salesforce. are empowering educational institutions to foster rewarding relationships with prospects, students, families, alumni, donors, and volunteers. Salesforce allows your institutions and its constituents to connect via multiple channels like social and mobile, anytime from anywhere. Education CRM solutions from Salesforce are designed to put students at the center of everything, and with the help of the right Salesforce Consulting Partner, it can deliver superior performance and accelerate success throughout the entire student journey across all its constituents.
Questions? Our reps have answers.
CONTACT US
Educational institutions are today faced with the challenge of meeting the changing needs and expectations of students, and fostering alumni and donor relationships. With the rise in student expectations, educational institutions need to provide a connected, personalized experience throughout the entire student lifecycle.
Just like traditional marketing customer experiences, educational institutions can use the tools and capabilities of CRM to support that journey. However, the data model and user experience must be aligned to meet the needs of institutions. Many educational institutions have a multitude of student data but very few have the means to use it to manage student engagement. Salesforce Education Cloud provides the tools that enable institutions to increase productivity and student engagement, coordinate activities across departments, and adopt a more data-driven approach that ensures student success.
The Salesforce platform empowers educational institutions with the technology needed to manage the entire student lifecycle. However, technology is just one component of student success. The right Salesforce Consultant can help your institution obtain great value out of the Salesforce platform, bring practical Salesforce skills to your classrooms, and empower educators to drive innovation across the industry.
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Increase Student Engagement with Education Data Architecture
EDA: The Cornerstone of Education Cloud
Education Data Architecture (EDA) is the cornerstone of Education Cloud. It allows you plenty of customizable features and functions to allow you to meet the needs of your student engagement staff. EDA comes with pre-configured automation and objects specific to education to enable you to answer key questions about members of your campus community: who is this individual, where have they been in their educational journey, where do they intend to go, what their interests are, and who do they interact with?
EDA empowers institutions to customize solutions that are personalized to their unique needs and processes.
Get a 360 View of Students
A 360-degree view of a student gives you insight into their daily life and allows you to understand the various ways in which they’re engaged with the institution. While staff who engage with students always aspire to know each of their students well, it may be impossible for an individual advisor to memorize this level of detail about each and every student they work with. That’s where the relationships and affiliations feature of Salesforce offers support.
Relationships and affiliations are customary EDA objects that facilitate a complete view of a student. Relationships in EDA display contact-to-contact connections. While creating a new relationship, you can choose its type (friend, spouse, parent, and so on) and its status (former or current). And every time a new relationship is created in EDA, Salesforce creates a reciprocal relationship, mirroring the same relationship in the opposite direction.
Create Custom Apps for Specialized Service
The obligations that fall under the purview of student services run from career counseling to the registrar, academic advising, financial aid, and so on. Custom apps empower advisors and staff to unlock the real value of Salesforce to serve students. Custom apps can be created to serve multiple objectives and can work for any team. In order for a custom app to be a success, staff, leadership, and your Salesforce Consultant all need to be on the same page about app requirements before they begin building.
Personalize Student Outreach
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What is Marketing Automation?
Forging strong student engagement depends upon clear and coherent communication. Some of this communication usually happens in person. But the truth is that a lot of that communication is digital. As staff workloads grow and the students continue to prefer communicating digitally, the task of monitoring back and forth messages becomes challenging.
Salesforce’s marketing automation tools let you automate standard activities like social media posts, emails, forms, among others. These channels of outreach are key to maintaining student engagement. Marketing automation trims the manual component of outreach tasks.
Salesforce comes with 2 options for marketing automation: Marketing Cloud and Pardot. Either of them has its own unique qualities and empowers you to stay engaged with your contacts.
More Dynamic Student Interactions with Marketing Automation
Irrespective of the tool you choose to use, interactions with students can become more personalized and dynamic with Salesforce marketing automation. The beauty of marketing automation is that it allows your teams to utilize the benefits of both efficiency and personalization.
Maximize Outreach by coupling Marketing Automation and Campaigns
We have covered the aspect of impact marketing automation can have on the efficacy of engaging with students, but what about the content it delivers? This is where Education Cloud users unlock the power of campaigns.
A Salesforce campaign is an engagement activity you plan, manage, and track within Salesforce. Campaigns can be used to track any outbound marketing initiative that requests a contact (for eg a student) for a response. The campaign hierarchy feature allows you to connect multiple related outreach initiatives to a single campaign. Once your campaigns are created and linked with the associated campaigns, you can use the campaign reports feature to run reports on your initiatives.
Strengthen Campus Connections with Experience Cloud
Salesforce Experiences for Greater Connectivity
Salesforce experiences are customised digital spaces for your students, staff, and faculty to connect, collaborate, and engage. Salesforce Experiences is a powerful tool that can transform the way members of your educational community interact with each other and share ideas and information.
Connect Students to their Peers
Peer-to-peer connections are key to establishing strong student engagement, especially for new students. Experiences provide a background for connections to sprout and grow. They also give staff the data and information they need to better understand what kind of support students need most so they can offer the right resources and assistance.
Using experiences, students can self-organize themselves into relevant affinity groups. They may connect based on courses they have taken, departments they belong to, sports teams or clubs they’ve signed up for, or just general interests they have in common. Faculty and staff can engage with student groups to respond to queries, share links to resources, and provide real-time assistance.
The reporting capacity of Salesforce Experiences provides valuable information. Staff can run reports to monitor popular topics in the experienced community enabling them to better understand prevalent issues and identify the resources that are most sought-after.
Keep Your Campus Informed
Experiences allow community members to become independent by connecting them to vetted, searchable resources. Community members can easily access answers to their questions without an email, a phone call, or an appointment thereby drastically improving the user experience and freeing up valuable time for all involved.
Onboard and Train Staff
Salesforce Experience can also be used as a training tool for staff by providing access to information resources. Users can create file repositories and groups within an experience. These repositories hold relevant documents and information about a particular topic. The Groups feature allows students to self-organize and connect based on shared interests or organizations and can also be used by staff to create private spaces for training and onboarding purposes.
To sum it all up, Salesforce Experiences provide an environment for students and staff to gather and collaborate, even when they are at different locations. They foster the relationships and connections that are the cornerstone of true student engagement. When combined with the 24/7 access to informative resources, it nurtures a campus community that is invested in each other’s success and empowered to self-educate.
Discover how you can empower students with Education Cloud .
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The education industry has evolved significantly over the past few years. With burgeoning competition, synchronizing the departments and managing processes have become challenging for educational institutes. Salesforce has revolutionized the education industry with its innovative cloud solution, i.e., Salesforce education cloud that has provided institutions with a 360-degree view of their students, faculty, parents, donors, and alumni. This has helped bring in a new era of remote instruction, virtual learning, and digital engagement while providing best-in-class support for admissions, learner success, recruitment, and student support staff to empower pupils and the whole campus through a single integrated CRM.
The benefit of using the Salesforce education cloud is that it can be used to manage multiple processes such as admissions, product knowledge, document verification, logistics, etc., besides sales, marketing, and CRM, without adding new systems for different processes. To implement this robust cloud platform, institutions should consider seeking Salesforce consulting from a reliable service provider.
What is Salesforce Education Cloud?
This cloud platform enables education institutes to view students as potential customers and make the most of insightful data to draw, retain, and serve them in a personalized way. With this cloud solution, educational institutes can provide all the information desired by the students in a consolidated manner. Apart from this, the cloud solution also helps boost personalized communication via this platform.
Listed below are some of the benefits of using the Salesforce education cloud:
Student Data Management: Right from filling the application till the completion of the program at the educational institute – a lot needs to be accomplished during the student life cycle. All this can be managed in a hassle-free and straightforward way using Salesforce. The Salesforce education cloud integrates several student-friendly features, which can be leveraged to enhance student engagement, provide unified counseling and job opportunities and college services. The software offers institutions a complete view of every student while interacting with them on their preferred device.
Internal Dashboard for Faculty: Communication is highly crucial among the faculty members and students. The Salesforce education cloud integrates highly useful features included in the central dashboard, ensuring smooth communication between the faculty members and between the faculty and the students.
Parents' Portal: Every parent wishes to keep track of their children's performance. By leveraging the Salesforce education cloud, educational institutes can design a dashboard or a parent portal that allows parents to access information about their children from the comfort of their homes. The platform also facilitates direct and continuous communication between the faculty and the parents.
Marketing: Like any other business, marketing is crucial for educational institutes. Given the growing competition in the education sector, it is important to leverage a marketing cloud CRM like Salesforce marketing cloud and Salesforce education cloud that ensures impactful marketing in the digital era.
Automation of Learning Processes: By leveraging Salesforce, institutions can automate mundane tasks that earlier required human effort and time. With the Salesforce education cloud, institutions can automate various tasks and processes, including career counseling, tracking every student's task update (resume building or assignment submission). The dashboard created by integrating Salesforce Education Cloud and Salesforce CRM empowers students to keep track of all the activities from the beginning. Apart from this, tracking past performance, growth, and more can be automated using Salesforce.
Support: It is essential to have a single point of contact for students, instructors, and parents to ensure smooth processes. This could be done by customizing the Salesforce Education cloud to create solutions that enable connected campus communities.
Final words:
Salesforce education cloud empowers institutes to become more organized and efficient. Every educational institution has its unique requirements. However, the Salesforce Education cloud offers the flexibility to be customized as per the institutions' particular needs. To know more about this robust platform, institutions should consider contacting a Salesforce consulting partner.
Education Provider including universities, private colleges, training organizations and K-12 providers are faced with multiple challenges including moving student demographics, demands for different workforce skills and rise in expectation for a more connected and personalized experience. So, how do they deal with the challenge? The Education cloud by Salesforce is a robust software solution that has empowered education institutions to deliver seamless and consistent student experience by working alongside their lifecycle i.e. from prospect to alumni.
One of the important components of Salesforce data education cloud is its Data Architecture, which helps institutions achieve higher student engagement through quick resolution of these issues.
Let us explore how the Education Cloud Architecture assists education providers achieve a student centric culture.
Education Cloud Architecture
The Education Data Architecture (EDA) is network-driven data architecture that helps Education Provider transform into a connected campus. EDA enables institutions to handle multiple addresses, relationships, and affiliations besides the management of courses and enrolment due to the inclusion of additional objects in the EDA. These objects are closely related to standard Salesforce objects including Account, Contact etc.
Education Cloud Key Features
The following features are all inbuilt to assist education providers with Student Management while create a student-centric culture.
Creation of a 360-degree view of the Student journey
Predefined Dashboards to illustrate a combined view of the student information
Ability to create a multi touch point communication strategy
Ability to generate student prospects through events
Discussions through forums on community, ask a mentor, or join a group conversation
Schedule appointments with an Advice Teams, stating the specific topic of discussion
Easy way to check the advisors availability before scheduling any meeting
Customizable dashboard for advisors and with advisee records
Journey Builder for the Student Lead process for a connected Education Provider
Standard Salesforce Education Cloud Dashboard
In this example the user could use Einstein Recommendations to fulfil the Advice
Standard Salesforce Education Cloud Relationship Management
In this example illustrating an efficient way for Alumni association to build a strong relationship with the Past Students
Salesforce and Education Cloud Object Comparison
The following identifies the list of Standard vs the Education Salesforce objects. In this section we illustrate the depth and breadth of the Education Cloud Architecture.
Standard Salesforce Objects
Accounts
Contacts
Opportunity
Case
Campaigns
EDA Objects
Application
Attendance Event
Attribute
Behavior Involvement
Behavior Response
Case
Contact Language
Course
Course Connection
Course Offering
Course Offering Schedule
Facility
Language
Term
Term Grade
Test
Test Score
Time Block
Contact Connections with Affiliated Accounts, Enrollment Programs and opted Course
Relational databases are key to a successful Student management and ensuring Education providers keep Student at the center of everything they do.
Salesforce EDA Account Hierarchy
The following diagram provides additional objects and relationships to manage an Education provider’s varying and complex structures.
This can be used to model departmental or divisional accounts. Where Company A is the parent account and Department A, Department B and Department C are related to the parent company, and the same with divisions, subsidiaries, or any other segmentation you might find in business.
It really becomes useful in B2B companies that deal with exceptionally large organizations, that deal with smaller segmentations within that larger company and want to trackdeals/contacts/opportunities etc. within those smaller segmentations as well as the whole company.
The Way Ahead:
The Salesforce education cloud includes a community-driven architecture that allowseducation provider like colleges and universities to be a part of a community that promotes a culture of collaboration while transforming the way they leverage technology to drive efficiency, and success. By implementing a robust data model, institutions can fulfill their unique needs while provide frictionless experience for their students.
About Girikon:
Girikon is a reputed Salesforce Implementation Partner with offices across USA, Australia and India. The company is committed to excellence as it strives to provide quality services and solutions to its clients across multiple domains and industries. However, its experience across the Education domain is second to none. Over the years the company has managed to carve a niche for itself by practicing industry standard best practices and delivery model, which has evolved over time. As a Salesforce consulting partner, the company has become the preferred partner for its customers as it caters to their unique requirement by deliveringa cost-effective and quality solution.