Recruitment & admissions
Prospect and applicant pipelines, application statuses, and counselor workflows that admissions teams will use during peak season.
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Salesforce Education Cloud
The learner journey is one story. Your systems tell five.
Education institutions recruit, advise, retain, and engage alumni across a maze of SIS, LMS, and CRM tools. Education Cloud is meant to connect that journey in Salesforce. We implement it so admissions, student success, and advancement share a learner record, with integrations that respect how registrars actually work.
Fixed fee. A contractual floor of finished work every month, with a refund behind it. First production release in week one.
Sound familiar?
Recruitment has a CRM. Student success has a spreadsheet.
Prospects become students and the record breaks.
Admissions data doesn't survive handoff to advising.
Advisors live outside Salesforce.
Early alerts arrive late; interventions aren't tracked.
Advancement can't see the student journey.
Alumni engagement starts from a cold export.
SIS integration is a perennial project.
Nightly jobs fail quietly; staff trust neither system.
Every department bought its own tool.
The student answers the same questions on every form.
The build
Recruitment to alumni on one learner relationship.
Student success & advising
Success plans, alerts, appointments, and case patterns so interventions are tracked, not just emailed.
Education data model
Learners, affiliations, terms, and program relationships configured for how your institution actually structures academic life.
SIS / LMS integration
Integration patterns to student information and learning systems with monitoring, not hope.
Advancement & alumni
Alumni constituent models and giving hooks that reuse the learner history instead of starting over. Nonprofit Cloud patterns →
Experience Cloud for learners
Portals for applications, appointments, and self-service that reduce staff inbox load. Experience Cloud →
Marketing for recruitment
Journey and campaign patterns for inquiry nurture connected to admissions pipeline. Marketing Cloud →
Service patterns for student support
Omni-channel and knowledge for registrar and student services desks. Service Cloud →
Agentforce for campus FAQs
Governed agents for routine student questions, with PowerSchool-grade delivery discipline when AI is in scope. Agentforce →
Reporting for enrollment leadership
Funnel, yield, retention risk, and engagement dashboards that replace weekend Excel.
Month one
While the SI schedules another steering committee, one learner handoff ships.
- Week 1
Embedded & mapped.
DAISA maps admissions-to-success handoffs and SIS sync gaps. Priorities set with enrollment and student affairs. First pipeline fixes ship.
- Week 2
A clean handoff.
Prospect-to-student transition improved for a priority population. Advisor visibility increases.
- Week 3
Engagement loop.
Portal or success alert improvements land. Documentation automatic.
- Week 4
Executive review.
Written report of everything shipped and a 90-day education roadmap.
The guarantee
The only Education Cloud engagement with a refund behind it.
You tell us the results you need: inquiry response time, handoff completeness, advisor adoption, SIS sync accuracy. We value each one together and write a monthly floor of finished results into the contract.
A floor, not an estimate.
In the contract before we start.
Cash if we miss.
Same percentage of fees back that we missed by. Cash, not credits.
No change orders. Ever.
New priority moves to the front. Nothing becomes an invoice.
FAQ
Straight answers.
Before the briefing.
Do you work with K-12, higher ed, or both?
Both. Data models and success processes differ; we scope to your learner populations and systems of record.
Can you integrate Banner / PeopleSoft / Workday Student?
Yes. SIS remains academic system of record in most architectures; Salesforce owns engagement and relationship process.
How do you handle FERPA and privacy?
Sharing design, portal auth, and documentation aligned to your privacy office requirements from the start.
We've seen Education Cloud projects stall for years. Why are you different?
Delivery floors, week-one production releases, and sequencing by learner impact instead of boiling the ocean across every campus department.
What does it cost?
Launch Implementations are fixed-price scoped projects. Managed PODs run from $5k/month fractional coverage to enterprise scale. See the calculator →
Your next enrollment cycle shouldn't depend on a weekend export.
Bring us a handoff that breaks between admissions and advising. We'll show you what an Education Cloud POD ships in month one and put a delivery floor on paper.