Salesforce Education Cloud, is the latest evolution of purpose-built education applications for the Salesforce Platform. We know many of you may have questions. Depending on your particular scenario, there are different questions to ask. Below are some Frequently Asked Questions (FAQs) and common scenarios. The information on Education Cloud is expanding quickly, so if you want to explore more deeply, we would be happy for you to schedule a call with us, no-cost/no obligation!
Education Cloud is the latest evolution of purpose-built education applications for the Salesforce Platform. The objective of the new Education Cloud is to accelerate time to value and create personalized experiences for every lifelong learner. This new offering from Salesforce is delivered in the form of a single Education CRM license super-SKU, that natively brings education capabilities for recruiting & admissions, as well as student success, to the Salesforce platform without the need for installation of managed packages (e.g., EDA + Admissions Connect + Student Success Hub + Lightning Scheduler). Once you have the Education Cloud license SKU and enable it, the features and data architecture are there! Configuration is still required, and customization is expected, but the entire process is significantly streamlined.
At the foundation of Education Cloud is Sales and Service. Education Cloud customers get all of the features of Sales and Service Cloud. On top of this, Salesforce delivers its Education Data Foundation (EDF) which contains objects and fields to support people and relationships, constituent roles, learning structure, course offerings, institution structure, academic periods, and learner profiles. These objects and fields are native (just like Accounts and Contacts).
Included with Education Cloud is the Common Capability Model, a group of tools and best practices that span industries. Education Cloud customers will receive household management, consent management, application management, appointment scheduling, program management, case management, and a student timeline. Many of these modules like timeline, originated in other industries and are now available to Education Cloud customers.
Finally, the Education Cloud SKU includes education-centric business applications for Recruiting & Admissions, Student Success, and Accounting Subledger.
And of course, all of these are built natively on the Salesforce platform which may be extended with other add-on features such as Marketing Cloud, Mulesoft, Experience Cloud for Learner Success, Slack, and CRM Analytics, and more.
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Education Cloud (EC) and its included Education Data Foundation (EDF) are 100% native to Salesforce. Once you have the Education Cloud license SKU, these features are built-in. Education Cloud is a paid license that includes functionality for recruiting & admissions, student success, and accounting subledger as well as common capability model functionality. Education Cloud utilizes Person Accounts as the basis for its student model, an approach now broadly taken by other industry clouds including Health Cloud and Financial Services Cloud.
The Education Data Architecture (EDA), on the other hand, is delivered as a free managed package installed into a Salesforce environment and contains custom objects and custom fields that can serve as the basis for the business needs of many schools. Although EDA is free, clients will either need to complete configuration/development to build out functionality for recruiting & admissions and student success OR will need to purchase paid add-ons to achieve this functionality. EDA utilizes household or administrative accounts as the basis for its student model.
It is important to note that Education Cloud and EDA are mutually exclusive. Institutions will select one or the other.
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Pricing for Education Cloud licenses may be obtained directly from your Salesforce Account Executive, who can address your institution's specific needs. If you need help identifying the name and contact information of your assigned Salesforce Account Executive, schedule a call with us, and we will be happy to get you introduced.
Implementation and support services for Education Cloud are available from akaCRM (refer to our Education Cloud R&A Essentials). To receive a quote for implementing Education Cloud, schedule a call with us, or contact your akaCRM Account Executive. We'd love to hear from you!
As a new customer to the Salesforce platform (or a new instance of Salesforce), you have a couple of paths forward, including (i) Education Cloud (which includes the native Education Data Foundation) and (ii) the Education Data Architecture. Both solutions include a data architecture for storing student, course, and enrollment data.
In both cases, add-ons such as Marketing Cloud, Experience Cloud, Slack, CRM Analytics, and other solutions can be added based on your specific needs. Schools looking for the lasted pre-built functionality should consider Education Cloud. Schools intending to do their own custom development may want to alternatively consider EDA.
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First off, Salesforce will continue to support both AC and SSH. There is no driving need to leave these solutions if you already use them. Both are fantastic solutions. As of the release date, Education Cloud for Recruiting & Admissions is near parity with AC; Education Cloud updates to bring Student Success functionality to parity with SSH is expected to happen later this year.
If you have AC and/or SSH, you will receive additional functionality for the common capability features (contact your Salesforce Account Executive for details). Admissions and Student Success Features of Education Cloud are unavailable to AC or SSH clients as they are based on the Person Account data model and the Education Data Foundation architecture.
If you have AC or SSH and are interested in migrating to Education Cloud, schedule a call with us to discuss your particular needs.
If you are using the original SAL production, there are some administrative requirements (contracting/provisioning) to get to SSH parity, at which point you will receive updates. Contact your Salesforce Account Executive for details.
The Education Data Architecture (EDA) has been around for some time now and predated Admissions Connect and Student Success Hub. As a result, many schools built their own recruiting and student success capabilities directly on EDA. Salesforce will continue to support EDA and there is no driving need to leave this solution if it is meeting your business needs. Of important note, EDA and Education Cloud are mutually exclusive. You cannot install Education Cloud in an EDA Salesforce Environment (or vis-a-versa).
If you have EDA and are interested in migrating to Education Cloud, schedule a call with us to discuss your particular needs.
If your institution utilizes Salesforce without EDA (EDA was initially released in 2016 as HEDA - the Higher Education Data Architecture), you may be able to purchase Education Cloud licenses. Because Education Cloud is based on the Person Account data model, we highly recommend testing configurations in a sandbox or deploying your Education Cloud in a new instance of Salesforce.
To learn more about moving to Education Cloud and how we can help, schedule a call with us to discuss your particular needs.
If you are unsure of your scenario, interested in migrating to Education Cloud, or have other questions, schedule a call with us to discuss your particular needs. We will be delighted to hear from you!
We are a top-tier Salesforce partner with expertise in solutions for Higher Education. If you have questions, we invite you to schedule call with us.
akaCRM's R&A Essentials packages for Salesforce® Education Cloud cover initial set-up and training for some of the most popular recruiting & admissions features of Education Cloud which are designed to get you quickly on your way.
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