Presentation from Salesforce.org Higher Ed Summit 2017 by: Jason Belland, Salesforce.org To help schools and academic advisors influence a student?s success, we introduced Salesforce Advisor Link, a new solution that will deliver insights to both advisors and students ? promoting smart engagement at every point of interaction. Join Jason Belland, Director, Higher Ed Industry Solutions and pilot schools Algonquin College, Butler University, and San Francisco State to learn how Salesforce Advisor Link will give the entire university community a unified way to contribute to student success. Learn about the latest developments with Advisor Link, how the pilot schools preparing for change and using new approaches to connect different departments together to drive better results.

1. Salesforce Advisor Link Roadmap
Nathalie Mainland, Jason Belland, Mike Wong

2. Forward-Looking Statements
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3. Higher Ed Solutions
Nathalie Mainland
VP, Higher Ed Industry Solutions

4. Solution First Vision
Accelerate customer success by providing student-
centered, scalable solutions
that enable an open, mobile, social, and smart
Connected Campus vision.

5. Community-Driven Development
Our unique approach to innovation
Industry Innovations
Platform
Innovations
SALESFORCE
Developers
SALESFORCE.ORG
Developers HEDA
LIGHTNING PARTNER
Apps & Solutions
OPEN-SOURCE
Contributors
HIGHER ED
Advisory Council
USER-BUILT
Custom Solutions
App Innovations
& Best Practices

6. The Connected Campus
Faculty & Staff
Parents
Prospects
Donors
Students
Alumni
Companies
#1 CRM & Apps
#1 CRM for
Higher Ed
#1 Cloud Platform
Sales Service Marketing AnalyticsCommunity Apps Commerce Quip
External Systems:
SIS, LMS, HR, Housing, GL, HCM, Financial Aid, Degree Audit, Meal Plans, Payroll
HEDA
Recruiting
& Admissions
Student
Success
Advancement
Hub & Events
Trailhead
Partner Ecosystem
COMMUNITY
Best Practices

7. Development Guiding Principles
Build - We will create flexible, extensible technology that address core HED use
cases across the student experience, establishing a framework for customer
and partner innovation.
Partner - Our products will become the baseline for HED, creating new
opportunities for partners to build upon this foundation with their own IP.
This will have a transformative effect on the partner ecosystem, as the space
transitions from tactical table stakes to strategic innovation and thought
leadership.

8. Salesforce
Advisor Link
Jason Belland
Director
Higher Ed Industry Solutions

9. Gartner: Student Success is #1 Trend Impacting Higher Ed
Key Findings
1. There is increased institutional focus on student engagement and retention, and greater interest
in the overall student experience
2. There is growing attention to short- and long-term student outcomes — such as retention and
course and degree completion
3. There is growing interest in data about student behavior and other indicators of engagement
resulting in growth in the use of noncognitive data sources.
IMPACT: High transfer rates, time to degree completion, dropout rates and government interest in
student outcomes are forcing higher education leaders to improve student retention
Student success and engagement are a priority for institution presidents

10. Factors Affecting College Persistence
Institutional
Factors
Academic
Quality
Student
Perception of
Learning
Environment
Student Factors
(Internal)
Commitment to
Completion
Commitment to
Institution
GPA
Psychosocial
Readiness for
Engagement
Student Factors
(External)
1st Generation
College Student
Low Parental
Income
Academic
Background
Financial
Resources
Yonghong Jade Xu, “Localizing College Retention Efforts: The Distance between Theoretical Orientation and Institution-Specific Needs” (c)2016

11. Personalization: Right Message, Right Time, Right Channel
“Community college students received texts reminding
them to complete their re-enrollment forms, particularly
financial aid applications.
Among freshmen who received the texts, 68 percent went
on to complete their sophomore year, compared with 54
percent of those who got no nudges.”
NYT: The Power of a Simple Nudge

12. Proactive Intervention
“Georgia State is one of a growing number of colleges
and universities using what is known as predictive
analytics to spot students in danger of dropping out.
Advisers are linked so that their notes and meetings with
students are available for colleagues, just as doctors in
hospital systems share notes on patients.”
NYT: Proactive Advising

13. Focus on What Matters
Scale Your Advising Impact
Build Trusted Relationships with
Every Student
Introducing
Salesforce Advisor Link delivers insights to
both advisors and students — promoting
smart engagement at every point of
interaction.
Salesforce Advisor Link
In Development
I

14. Accelerate Customer Success: Deliver an Advising Solution
Let Advisors Advise
Advisors need solutions that are designed for the art of advising. Unlock the potential of your organization with an
easy to use, elegant experience focused on student engagement, putting the right data at the fingertips of every advisor so
they can improve student retention and graduation rates. Empower students to take an active role in their own success.
Bring the Community Together
Success requires an ecosystem of expertise and collaboration. Encourage everyone to contribute to student success
by meeting students, faculty, and staff where they are -- on their mobile devices. Social, Mobile and Open technology
connects systems and people across the campus to create a single system of engagement. No Silos.
Harness the Power of Salesforce.com Innovation
Enterprise CRM is at the heart of a world class student experience. Move beyond point solutions to a truly Connected
Campus, offering a 360 degree view of every student. Accelerate innovation with Cloud Computing and
Salesforce’s continuously evolving technology. Extend with the Appexchange.
Built with best practices from our customers to improve retention and graduation rates

15. Designed for the art of advising
Core Features
salesforce.org/advisorlink
• Early Alerts
• Appointment Scheduling
• Student 360 View
• Advising Notes
• Action Plans
I
In Development

16. Advisor Console

17. Advisor Console

18. Early Alert

19. Student Experience

20. Advising Appointment View and Notes

21. Tasks

22. Designed for the art of advising
Core Features
salesforce.org/advisorlink
• Early Alerts
• Appointment Scheduling
• Student 360 View
• Advising Notes
• Action Plans
I
In Development

23. Salesforce Advisor Link Ecosystem
Advisor
Link

24. Customer
Engagement
Program

25. Salesforce Advisor Link Customer Engagement Program
SUCCESS
COLLECTIVE
DESIGN
PARTNERS
PILOT
CUSTOMERS

26. Thank You To Our Salesforce Advisor Link Community!
PILOT CUSTOMERS DESIGN PARTNERS

27. Questions?

28. Thank You