Education & Higher Education · Salesforce Education Cloud

Connected Admissions and Enrollment Journeys

An education institution needed to connect prospective student inquiries, applications, admissions reviews, and enrollment services. A Salesforce Education Cloud solution was designed to give staff a coordinated view of each applicant journey and reduce repetitive handoffs.

Applicant 360Admissions WorkflowsEnrollment TrackingStudent Engagement

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Salesforce

Applicant 360

Unified

Applicant 360

✓ Enabled

Connected

Admissions Workflows

✓ Enabled

Automated

Enrollment Tracking

✓ Enabled

Visible

Student Engagement

✓ Enabled

Project Overview

Unified CRM & Automated Business Processes

Hyperlink InfoSystem integrated Salesforce with enterprise applications, customer databases, ERP, support, and operational systems to synchronize CRM data, automate cross-system workflows, and improve data consistency and operational visibility.

Industry

Enterprise CRM & Business Operations

Platform

Salesforce Integration Platform

Applicant 360

Applicant 360 helps teams coordinate information and deliver a more consistent experience.

Admissions Workflows

Admissions Workflows helps teams coordinate information and deliver a more consistent experience.

Enrollment Tracking

Enrollment Tracking helps teams coordinate information and deliver a more consistent experience.

Student Engagement

Student Engagement helps teams coordinate information and deliver a more consistent experience.

Business Challenges

Addressing Operational Gaps in Education & Higher Education

Fragmented inquiry records

Fragmented inquiry records made it harder for teams to deliver timely, consistent service and reliable operational decisions.

Manual application follow-ups

Manual application follow-ups made it harder for teams to deliver timely, consistent service and reliable operational decisions.

Disconnected review teams

Disconnected review teams made it harder for teams to deliver timely, consistent service and reliable operational decisions.

Limited application status visibility

Limited application status visibility made it harder for teams to deliver timely, consistent service and reliable operational decisions.

Duplicate student profiles

Duplicate student profiles made it harder for teams to deliver timely, consistent service and reliable operational decisions.

Inconsistent enrollment communications

Inconsistent enrollment communications made it harder for teams to deliver timely, consistent service and reliable operational decisions.

Core Requirements Identified

Provide secure, validated education cloud data model capabilities with clear ownership and integration controls.
Provide secure, validated prospect & applicant profiles capabilities with clear ownership and integration controls.
Provide secure, validated application intake portal capabilities with clear ownership and integration controls.
Provide secure, validated admissions workflow engine capabilities with clear ownership and integration controls.
Provide secure, validated document & checklist tracking capabilities with clear ownership and integration controls.
Provide secure, validated student communications capabilities with clear ownership and integration controls.

Solution Architecture

Salesforce Education Cloud Solution Architecture

Connect · Unify · Automate · Improve

Core Capabilities

Applicant 360

Admissions Workflows

Enrollment Tracking

Student Engagement

Architecture

Core Platform Components

Education Cloud Data Model

Education Cloud Data Model supports a defined part of the platform with reliable data exchange, clear permissions, and manageable operational workflows.

Prospect & Applicant Profiles

Prospect & Applicant Profiles supports a defined part of the platform with reliable data exchange, clear permissions, and manageable operational workflows.

Application Intake Portal

Application Intake Portal supports a defined part of the platform with reliable data exchange, clear permissions, and manageable operational workflows.

Admissions Workflow Engine

Admissions Workflow Engine supports a defined part of the platform with reliable data exchange, clear permissions, and manageable operational workflows.

Document & Checklist Tracking

Document & Checklist Tracking supports a defined part of the platform with reliable data exchange, clear permissions, and manageable operational workflows.

Student Communications

Student Communications supports a defined part of the platform with reliable data exchange, clear permissions, and manageable operational workflows.

Integration & Identity Layer

Integration & Identity Layer supports a defined part of the platform with reliable data exchange, clear permissions, and manageable operational workflows.

Analytics & Access Governance

Analytics & Access Governance supports a defined part of the platform with reliable data exchange, clear permissions, and manageable operational workflows.

Implementation Strategy

Five Phases of Salesforce Education Cloud Implementation

A phased delivery approach established requirements, built the salesforce education cloud, validated connected workflows, and supported adoption.

Discovery and journey mapping

Map stakeholder needs and priority user journeys
Document existing systems and operational constraints
Define measurable acceptance criteria

Student data and security design

Design domain data models and permissions
Plan interfaces with source systems
Establish data quality and security controls

Admissions workflow configuration

Configure and build core business capabilities
Automate priority workflows and notifications
Review functional behavior with stakeholders

Integration and user acceptance

Test integration and exception scenarios
Validate user experience and access controls
Prepare onboarding and operational guidance

Launch and optimization

Roll out in controlled stages
Monitor adoption, errors, and workflow health
Refine capabilities based on real feedback

Transformation

Before vs. After

The solution replaces fragmented experiences with integrated Salesforce workflows and governed data visibility.

Before

Fragmented inquiry records caused avoidable delays or inconsistent information.

Manual application follow-ups caused avoidable delays or inconsistent information.

Disconnected review teams caused avoidable delays or inconsistent information.

Limited application status visibility caused avoidable delays or inconsistent information.

Duplicate student profiles caused avoidable delays or inconsistent information.

After

One view of applicant interactions and application status

More consistent admissions review and follow-up processes

Reduced repetitive staff handoffs

Clearer enrollment pipeline reporting

Better continuity between recruitment and student services

Business Impact

Business and Operational Outcomes

One view of applicant interactions and application status

More consistent admissions review and follow-up processes

Reduced repetitive staff handoffs

Clearer enrollment pipeline reporting

Better continuity between recruitment and student services

The salesforce education cloud approach brings connected data, clearer workflows, and a more consistent experience to education & higher education operations.

Salesforce Education Cloud · Solution Overview

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