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EDUCATION
CLOUD
SALESFORCE EDUCATION CLOUD
The education industry is undergoing a significant
transformation. Technology is playing a vital role in
classrooms, creating a demand for innovative solutions that
streamlines operations and improves the student experiences.
Salesforce Education Cloud comes as a potential tool for the
various educational institutions, which offers a strong CRM
(Customer Relationship Management) platform that is
specifically designed for the EdTech sector.
IMPORTANCE OF SALESFORCE
EDUCATION CLOUD
Higher education institutions
reported facing challenges in
effective student data
management!
Students say a personalized
strategy would influence their
decision to enroll at an
institution!
74% 61%
WHAT ARE THE CHALLENGES FACED BY
EDUCATIONAL INSTITUTION?
It is one of the biggest
challenges for
educationalinstitute.
There are multiple
systems that
complex students’
information.The
informationstored is
often piled across
various systems like
admissions software,
learning management
systems (LMS), and
financial aid platforms.
Communicationwith
students and parents often
happensthrough emails,
phone calls, and physical
mail, which leads to
missed opportunitiesand
confusions.This shows
Lack of Personalization.
Often generic
communication fails to
fulfill with individual
requirements & interests,
hinderingengagement.
Inefficient
Communication
Students prefer the
places where they get
customizedresponses.
In the absence of
Salesforce in education
institutions struggle to
provide personalized
outreach to prospective
students, that leads to
generic messagingthat
may not fulfill with
individualneeds.
Limited
Personalization
Administrative tasks like
application processing,
event management,and
reporting depends on
manual processes,that
consumes time and
resources.The lack of a
central data hub makes it
difficult to track the
progress, analyze the
trends, and make data-
driven decisionsfor
further improvement.
Disconnected
Data
No Operational
Efficiency
SALESFORCE GENIE FOR
EDUCATION INDUSTRY
Salesforce Genie utilizes the AI
and ML to further improve the
experiences of the students.
Genie’s capabilities of smooth
integration with education cloud
and experience cloud makes users
to manage their data, identify
leads, and have a proper track of
the full admission and other
processes.
Genie
personalizes
student
journeys
by:
Suggesting relevant programs
and courses according to
individual needs and interests.
Providing proactive support to
the students who are at risk.
Automating tasks and
workflows for administrative
staff.
SALESFORCE EDUCATION
CLOUD FEATURES
Guided Academic
Paths
Admissions
Connect
Student Success
Hub
It empower staff to
customize the
academic journeys for
students, helping
them in their
education and their
post-education
endeavors.
Streamlining the
admissions process,
have a unified view of
admission
management and
student engagement
via integrating
Salesforce Education
Cloud.
Encouraging the
collaboration among
students, staff, and
faculty, while
providing effective
constant support and
connection to improve
the student success.
SALESFORCE EDUCATION
CLOUD FEATURES
Accounting
Subledger
Elevate Experience Cloud
Integration
Integrate fundraising
and accounting data
for maximum
transparency
between the non-
profit and education
sectors.
This feature provides
a set of fundraising
solutions for US
users, improving the
fundraising efforts
within the Salesforce
ecosystem.
Institutions can
smoothly integrate
with Education Cloud
to create projects like
alumni resource
centers, assisting
postgraduate
opportunities for
graduates.
IMPACTS OF EDUCATION CLOUD
IMPLEMENTATION
By utilizing the potential of Salesforce Education Cloud and its advance features
like Genie, education institutions can have a more connected, customized, and
efficient learning environment. Those institutions which have successfully
implemented Salesforce Education Cloud have seen massive improvements in:
 Student enrollment and retention by 7% to 11%.
 Communication and engagement with students and parents
 Improved operating efficiency and productivity by 12%.
 Decision making based on Data for a better strategic planning leading to 195%
more ROI.
CONCLUSIONS
The education industry should
adapt to the future innovation
and what better choice there
is than Salesforce education
cloud. It provides institutions
to attract and retain the top
talents, improve the student
engagement, optimize
operating efficiency, and
make data-driven decisions.
Consider FEXLE, a leading
Salesforce consulting
company with a dedicated
team of Education Cloud
experts. We'll work closely
with you to understand your
specific needs and goals,
configure the platform to
optimize your workflows
and provide ongoing support
Implementing a complex CRM
platform would require a
professional expert. By
partnering with a skilled
Salesforce Consulting
Company can make sure you
have a smooth & successful
integration. The partner
should have a proven track
record in the EdTech sector,
which understands the
special requirements of
educational institutions.

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SALESFORCE EDUCATION CLOUD | FEXLE SERVICES

  • 2. SALESFORCE EDUCATION CLOUD The education industry is undergoing a significant transformation. Technology is playing a vital role in classrooms, creating a demand for innovative solutions that streamlines operations and improves the student experiences. Salesforce Education Cloud comes as a potential tool for the various educational institutions, which offers a strong CRM (Customer Relationship Management) platform that is specifically designed for the EdTech sector.
  • 3. IMPORTANCE OF SALESFORCE EDUCATION CLOUD Higher education institutions reported facing challenges in effective student data management! Students say a personalized strategy would influence their decision to enroll at an institution! 74% 61%
  • 4. WHAT ARE THE CHALLENGES FACED BY EDUCATIONAL INSTITUTION? It is one of the biggest challenges for educationalinstitute. There are multiple systems that complex students’ information.The informationstored is often piled across various systems like admissions software, learning management systems (LMS), and financial aid platforms. Communicationwith students and parents often happensthrough emails, phone calls, and physical mail, which leads to missed opportunitiesand confusions.This shows Lack of Personalization. Often generic communication fails to fulfill with individual requirements & interests, hinderingengagement. Inefficient Communication Students prefer the places where they get customizedresponses. In the absence of Salesforce in education institutions struggle to provide personalized outreach to prospective students, that leads to generic messagingthat may not fulfill with individualneeds. Limited Personalization Administrative tasks like application processing, event management,and reporting depends on manual processes,that consumes time and resources.The lack of a central data hub makes it difficult to track the progress, analyze the trends, and make data- driven decisionsfor further improvement. Disconnected Data No Operational Efficiency
  • 5. SALESFORCE GENIE FOR EDUCATION INDUSTRY Salesforce Genie utilizes the AI and ML to further improve the experiences of the students. Genie’s capabilities of smooth integration with education cloud and experience cloud makes users to manage their data, identify leads, and have a proper track of the full admission and other processes. Genie personalizes student journeys by: Suggesting relevant programs and courses according to individual needs and interests. Providing proactive support to the students who are at risk. Automating tasks and workflows for administrative staff.
  • 6. SALESFORCE EDUCATION CLOUD FEATURES Guided Academic Paths Admissions Connect Student Success Hub It empower staff to customize the academic journeys for students, helping them in their education and their post-education endeavors. Streamlining the admissions process, have a unified view of admission management and student engagement via integrating Salesforce Education Cloud. Encouraging the collaboration among students, staff, and faculty, while providing effective constant support and connection to improve the student success.
  • 7. SALESFORCE EDUCATION CLOUD FEATURES Accounting Subledger Elevate Experience Cloud Integration Integrate fundraising and accounting data for maximum transparency between the non- profit and education sectors. This feature provides a set of fundraising solutions for US users, improving the fundraising efforts within the Salesforce ecosystem. Institutions can smoothly integrate with Education Cloud to create projects like alumni resource centers, assisting postgraduate opportunities for graduates.
  • 8. IMPACTS OF EDUCATION CLOUD IMPLEMENTATION By utilizing the potential of Salesforce Education Cloud and its advance features like Genie, education institutions can have a more connected, customized, and efficient learning environment. Those institutions which have successfully implemented Salesforce Education Cloud have seen massive improvements in:  Student enrollment and retention by 7% to 11%.  Communication and engagement with students and parents  Improved operating efficiency and productivity by 12%.  Decision making based on Data for a better strategic planning leading to 195% more ROI.
  • 9. CONCLUSIONS The education industry should adapt to the future innovation and what better choice there is than Salesforce education cloud. It provides institutions to attract and retain the top talents, improve the student engagement, optimize operating efficiency, and make data-driven decisions. Consider FEXLE, a leading Salesforce consulting company with a dedicated team of Education Cloud experts. We'll work closely with you to understand your specific needs and goals, configure the platform to optimize your workflows and provide ongoing support Implementing a complex CRM platform would require a professional expert. By partnering with a skilled Salesforce Consulting Company can make sure you have a smooth & successful integration. The partner should have a proven track record in the EdTech sector, which understands the special requirements of educational institutions.