Education Cloud is Salesforce's product for higher education and K-12, built on the core Salesforce platform.
Salesforce Select Partner · 30+ Salesforce certifications · US and Australia
Salesforce for education from first inquiry to alumni giving.
We set up Salesforce Education Cloud for universities, colleges and K-12 schools: recruitment and admissions, student success and advising, and alumni relations and advancement, on one record for each student.
See the admissions funnel
- 20+Enterprise implementations
- 15+Years of team experience
- 30+Salesforce certifications
- 5.0/5Client satisfaction (CSAT)
Proven Success With
30+ Salesforce certifications · 5.0/5 CSAT
New to Education Cloud?
What is Education Cloud?
It covers recruitment and admissions, academic operations, student success and advising, and advancement and alumni relations.
Your student information system stays the record for enrollment and grades. Salesforce runs the relationships and the work around them.
Where you are starting from
Starting with Salesforce, or moving to Education Cloud
Spreadsheets and inboxes
Admissions and advising run on spreadsheets, email and the SIS.
First stepRecruitment and admissions on Education Cloud, with the SIS connected.
An older Salesforce org
You run Salesforce on the Education Data Architecture (EDA) package or a custom model.
First stepA gap review and a written plan to move to Education Cloud, or to stay.
A K-12 school or district
Enrollment, family communication and fundraising sit in separate tools.
First stepAdmissions and enrollment with a family portal.
What we build
What does a Salesforce Education Cloud implementation include?
Six areas of work. Most institutions start with one office and add the rest release by release.
01Education Cloud foundationThe student record and academic structure your offices share.
- Person accounts for students and contacts
- Programs, terms and courses
- Roles and sharing for each office
02Recruitment and admissionsFrom first inquiry to an accepted offer.
- Inquiry forms and event sign-ups
- Application review and decisions
- Yield campaigns for admitted students
03Student success and advisingAdvisors see who needs help and act on it.
- Advisor caseloads and appointments
- Early alerts from faculty and the LMS
- Success plans and referrals
04Advancement and alumni relationsGraduates stay connected to the institution.
- Alumni records linked to student history
- Gifts, pledges and campaigns
- Events and volunteering
05IntegrationSalesforce works with the systems you already run.
- Student information system
- Learning management system
- Single sign-on
06Portals, journeys and AI agentsStudents and families help themselves.
- Applicant, student and family portals on Experience Cloud
- Email and SMS journeys in Marketing Cloud Next
- Agentforce for routine questions and booking
Recruitment and admissions
How does Salesforce track recruitment and admissions?
Each stage is a status on one record, so counselors and leaders see the same funnel.
- 01Inquiry
A form, event or school visit captures the prospect and their interests.
- 02Applicant
The application arrives and missing documents are chased automatically.
- 03Admitted
Reviewers score and decide, and the decision letter goes out.
- 04Committed
The student accepts the offer and yield campaigns stop.
- 05Enrolled
The SIS confirms enrollment and the record moves to student success.
Student success and advising
What does an early alert workflow look like in Salesforce?
A student starts missing classes. The alert reaches an advisor, the student gets a meeting, and the faculty member sees it was followed up.
booked
Faculty raises an alertAttendance or grades
LMS signalMissed assignments
Alert on the recordEducation Cloud
Advisor assignedCaseload rules
Agent offers timesAgentforce
Advisor meets the studentAppointment
Success plan updatedFollow-up tasks
Signals in one place
Faculty alerts and LMS data land on the same student record.
The agent books, the advisor decides
Agentforce offers appointment times. The advisor owns the conversation and the plan.
The loop closes
The faculty member who raised the alert sees that it was acted on.
Data and privacy
How do you handle FERPA and student privacy in Salesforce?
We configure Salesforce to support your privacy obligations. Your institution and its counsel decide what the law requires of you.
The obligation: FERPA (United States): education records shared only with consent or under an exception
What it means in Salesforce: Staff see only the records their role needs
How we set it up: Role-based sharing, restricted fields and field history
The obligation: FERPA directory information opt-outs
What it means in Salesforce: Students who opt out are not published or shared
How we set it up: An opt-out flag that portals, reports and integrations respect
The obligation: Australian Privacy Act 1988, the Australian Privacy Principles and state laws where they apply
What it means in Salesforce: Personal information used for the purpose it was collected for
How we set it up: Purpose recorded at collection; access and correction requests tracked
The obligation: Consent for marketing email and SMS
What it means in Salesforce: Prospects receive only what they agreed to
How we set it up: Consent captured on forms and checked before every send
The obligation: Data kept only as long as needed
What it means in Salesforce: Old applicant records do not pile up
How we set it up: Retention rules and scheduled clean-up
AI agents
Which AI agents help schools and universities?
Agentforce agents that take routine questions off staff. Our AI agents catalog includes a student inquiry and enrollment agent built for this work.
| Office | What starts it | What the agent does | Where a person steps in |
|---|---|---|---|
| Admissions | A prospect asks about a program | Answers from approved program pages and books a call or visit | Questions about eligibility or decisions |
| Enrollment | An applicant has missing documents | Lists what is missing and sends reminders | Exceptions and fee waivers |
| Advising | A student wants an appointment | Offers advisor times and books one | The advising conversation itself |
| Student services | A question about a deadline or form | Answers from the knowledge base, with links | Anything about grades or personal records |
| K-12 front office | A family asks how to enroll | Explains the steps and starts the enrollment form | Placement decisions |
| Advancement | A graduate updates their details | Updates the record and registers them for events | Gift conversations |
How it runs
How does an Education Cloud rollout run?
Office by office. Each release goes live before the next one starts, and the written proposal states the milestones.
- Release 1
Recruit and admit on one record.
- Education Cloud foundation
- Inquiry and application tracking
- SIS connection
- Applicant portal
- Release 2
Support students through to completion.
- Advisor caseloads and alerts
- Appointment booking
- Success plans
- LMS signals
- Release 3
Stay connected after graduation.
- Alumni records
- Gifts and campaigns
- Events
- AI agents for routine questions
Cost and timing
What it costs and how long it takes
The review is free
A 60-minute architecture review of your Salesforce for education setup, with a written plan you keep.
A fixed-scope proposal first
Before any work starts you get a written proposal: a fixed-scope project with milestones, or a monthly plan. You approve it, or you do not.
Timing follows scope
How long it takes depends on what is in scope. The proposal states the milestones, so you see the timeline before you commit.
Client stories
Client work we have delivered
Real engagements, described by industry. Each story covers the starting position, what we built and how we delivered it, end to end.
EducationOne Tutoring Calendar Across Salesforce and TeachWorksSalesforce development for an Australian tutoring provider: a custom session calendar, two-way TeachWorks appointment sync, attendance and completion mapping, and session notes into after-session reports.Salesforce Platform · Lightning Web Components · Apex · TeachWorks APIRead the story 
NonprofitContribution Reporting the Board Can Trust for an Environmental NonprofitSalesforce for an Australian environmental nonprofit: 14 reports and KPI dashboards for financial, in-kind and volunteer contributions, and 553 historical records corrected and reimported.Salesforce Platform · Reports and Dashboards · Data Loader · FlowRead the story 
Communications, Media & TechnologyA Bilingual Knowledge Base That Answers Callers During a Major International EventA bilingual English and Japanese knowledge base for contact centre operators at a major international event: live answer suggestions, cross-language search with translated embeddings, operator content management and missing-question tracking.Custom AI · Vector search · Translated embeddings · Large language modelsRead the story Client reviews
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Frequently asked questions
Salesforce for education, answered.
Straight answers about Education Cloud, the SIS, FERPA, Australian privacy law, EDA and AI agents.
Using Salesforce Education Cloud and related products to manage recruitment, admissions, student success, advising and advancement on one record for each student, from first inquiry to alumni giving.
Salesforce's product for higher education and K-12, built on the core platform. It covers recruitment and admissions, academic operations, student success and advancement.
No. The SIS stays the record for enrollment, grades and transcripts. Salesforce manages relationships and work, and we keep the two in sync.
Compliance depends on how you configure and use it. We set up role-based access, restricted fields, opt-out flags and audit history so Salesforce supports your FERPA obligations.
Yes. We configure Salesforce to support the Privacy Act 1988 and the Australian Privacy Principles, plus state privacy laws where they apply, alongside your own policies.
Often, but not always. We compare what you run on EDA with Education Cloud and give you a written recommendation, including when staying put makes sense.
Yes, within limits you set. Agentforce agents answer from approved content and book appointments. Anything about grades, decisions or personal records goes to staff.
Yes. Education Cloud supports K-12 admissions and enrollment, family communication and fundraising, often with a family portal on Experience Cloud.
Salesforce, Education Cloud, Experience Cloud, Marketing Cloud Next and Agentforce are trademarks of Salesforce, Inc. SynconAI is an independent consulting firm and is not affiliated with or endorsed by Salesforce, Inc. Nothing on this page is legal advice.
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