TrustRadius Insights for Salesforce.org Education Cloud are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Seamless User Experience: Users have appreciated the platform's seamless user experience, finding it easy to transfer information and navigate efficiently. This ease of use has saved users time and improved overall productivity.
Extensibility Feature Value: Reviewers have found value in the extensibility feature, allowing them to implement custom needs in the database effectively. This customization capability has tailored the system to meet specific requirements seamlessly.
Scalability Highlighted: Some users have highlighted the scalability of the platform, mentioning that it grows along with the student/alumni population to accommodate increasing data and user numbers. This adaptability ensures a future-proof solution for evolving organizational needs.
As a guest teacher, Customer 360 solution helps me to maintain each students portfolio into one big bucket and i can see who is getting better or whose not over the solution at a glance. Each and every students can be paid attention to my classes and their careers through that too. And i think, for an educational institute, this solution is the best in the business to maintain online classes in this pandemics.
Pros
Students/Customers portfolio management
Assigning new task or the new offers for customers
view own resources to the eyes of customer
Cons
Server crashes frequently
Portfolio or receipt should be more graphical than detailed
Sometimes adding more customer/ students into inventory is a difficult job
Likelihood to Recommend
Educational institutions, Start up business contracts, Corporate offices , Agricultural farming projects.
VU
Verified User
Analyst in Research & Development (11-50 employees)
We use [Salesforce.org] to communicate with external applicants, collect application materials, set deadlines, assign applications to reviewers, and communicate with all applicants. Many of our staff members have access. We also use Salesforce to support our many forms around student information, including program of study, change of degree, adding additional degrees or certificates, and we have more forms being developed.
Pros
Transfer information
Seamless user experience
Customer suppor
Cons
Talking to more software programs
Communicate about license requirements
Notify before deactivating users
Likelihood to Recommend
We find that this program is useful for our needs in graduate education admissions, graduate student support, and creating forms that pull information from other systems. The ability to create pre filled forms that require user authentication has greatly improved the experience of our students and how they submit required information across a wide variety of forms with different needs.
Salesforce.org Education Cloud allows more of a connectivity and efficiency in the overall workflow. It allows both administrators and students to connect virtually and provide their users with absolutely every tool they need to succeed. I supported others who actively used the product and saw first hand how beneficial it was for users on both ends of the spectrum.
Pros
Provides students with the resources they need to stay connected virtually if they cannot be at school in-person.
Allows administrators to manage reports efficiently.
Students can stay on task and organized with the look of the Education Cloud.
Cons
I think the display of the cloud for students can seem a bit intimidating at first.
I do not know the depth in which some features could offer more, but organization is the most important in displaying the information for the user.
Other than the visual aspect I think Salesforce does an amazing job! I'd like to see this used more widely.
Likelihood to Recommend
It is most suited for those within the education industry. For students and staff in particular, the Education Cloud allows seamless connectivity between each person and helps students stay on task. It can be very overwhelming as a student to have so many responsibilities in different areas, so Salesforce does a great job of offering many features that ease this process.
It has been used for managing the internal courses in terms of employees education. It has been a helpful tool hence it has allowed us to keep track of all our employees paces in terms of their mandatory and optional courses and licenses. It has also made [it easy to communicate] with them and [get] feedback.
Pros
Student / Employee management
Direct comunication
Easy to use
Cons
It requires a bit of knowledge in order to make it work
It is hard to modify the initial presets for customization
It does not allow you to work offline
Likelihood to Recommend
We have been working with Salesforce education cloud for about two years and it has been a great tool for us hence we needed a suit that would work for all the educational purposes that we have [for] our employees. It is one of the most complete suits for education and even that we needed a bit of help from IT, we could be independent in our developing courses processes.
VU
Verified User
Former Employee in Human Resources (1-10 employees)
We consult with clients on their CRM needs and implement Salesforce EDA if it is a good fit for their needs. Other options may include the other nonprofit offerings from Salesforce (formerly Salesforce.org).
Pros
Extensibility - Implement your custom needs in the database.
Scalability - Your database grows with your student/alumni population.
Integration - Integrate with your SIS via many middleware.
Reporting - All of Salesforce's reporting capabilities.
Cons
Reports - Comes with no out of the box reports.
OOB functionality may be limited - important to have folks with experience customizing EDA to an organization's needs.
Upfront cost - Implementation services (either a hired team or consultants) is imperative to make it work.
Likelihood to Recommend
Well suited for larger or mid-sized institutions willing to invest to have all of their student services needs to be fulfilled by a single platform. It would be less appropriate for non-traditional universities i.e. smaller schools, or nonprofits that have education/curriculum but also have other programs/fundraising, etc. since it may not be positive ROI for them, or the nonprofit solutions might be more valuable for them.
VU
Verified User
Vice-President in Professional Services (1-10 employees)
SFDC is a cloud-based platform that helps educational institutions with recruiting, admissions and student engagement. I have used it when managing our portfolio of active and possible accounts. Particularly strong if the university or organization is using it for admissions and recruiting purposes. It is a fantastic platform for this use case and the sales and marketing department overall.
Pros
Completely customize our org the way we need it to function.
The amount of flexibility and potential for integration is staggering.
The consistent new product is very intriguing and has us considering how we could roll out Salesforce elsewhere.
Cons
The platform is massive making it hard to make decisions at times.
It can be a bit challenging for new staff and team members to learn.
Creating reports can be challenging the first time around.
Likelihood to Recommend
The software allows us to have one platform that scales across the organization esp when it comes to recruiting and admissions. This allows us to build a real-time view of the student across all departments. This improves communication across the school which ultimately enables us to provide a better experience to the students both current and future.
SF for Higher Ed is used at my former employer to manage incoming leads throughout the sales cycle. New student inquiries would come in through SF and then move through the enrollment process. They would then be managed by their academic advisor and SF housed their grades and attendance throughout their time as a student.
Pros
Manage grades.
Manage leads through enrollment cycle.
Manage attendance.
Cons
Provide more insight into leads.
When something is modified by another while you're modifying it, it will not save.
Requirements to move on with opportunities can be confusing.
Likelihood to Recommend
This is the best application on the market to manage students enrolled in college through their enrollment process, with financial aid, and then as a student. You can follow the student's attendance, grades, and participation in one easy snapshot area and also create and monitor tasks. This gives advisors clear ways to start conversations when reaching out to students for engagement.
<ul><li>Enrollment: for tracking leads, recording all conversation information/notes, and ensuring their applications are complete.</li><li>Student advisors: once students are enrolled, they use the Contact and Opportunities objects to track student success in their programs, also recording all conversation information/notes.</li><li>Account management: our account managers track holistic student success data to track account health.</li><li>Management/leadership: we are a company driven by our student's success. We use Salesforce for Higher Ed to know how we're performing as a company. Our students' success is directly our success.</li></ul>
Pros
Track groups of students via an individual object: via lead or contact, but not by tracking students via both.
Compare the performance of your team members via reports and dashboards.
Limit permissions of people or groups of people.
Cons
It’s hard to run reports or create working “views” for Enrollment/Student Advisor teams that include both Leads and Contacts in the same report.
Some fields do not map from Lead to Contact object. When a student transitions from application to acceptance, some dropdown and fill-in fields completely disappear from the student’s page in Salesforce. Every version of Salesforce I’ve used has this problem.
Salesforce overall is clunky and confusing for the average user. We require thorough Salesforce training for new hires on all teams because it’s not user-friendly or obvious what to click on to achieve a specific task.
Likelihood to Recommend
Well suited:
<ol><li>Groups that need to integrate their CRM with other partners: many education institutions use Salesforce!</li><li>Groups with huge student populations now, or expected in the future.</li><li>Groups that have resources for custom Salesforce development, like an in-house Salesforce Developer role.</li></ol>Less appropriate:
<ol><li>If you expect your company/school will have a limited number of students.</li><li>If you set up Salesforce to use ONLY Leads or only Contacts, not both. What happens if you have a student re-enroll? How do you handle losing data when converting a Lead to a Contact? If you don't have good answers for these in advance, you'll want to use only Leads or only Contacts to track each student.</li></ol>
Salesforce for Higher Education is the primary CRM for enrollment management, student retention, academic support services, and residence life staff. It functions as the primary one-to-one student communication tool for revenue generation reliant on incoming student tuition to fund 90% of the university budget. Built to serve the entire institution, Salesforce for Higher Education has gradually been rolled-out to areas of the university needing a CRM tool.
Pros
One-to-one communication for all higher education constituents.
Relationship networking to identify potential contact and organizational affiliations.
Data collection and analysis of student engagement history.
Cons
Lack of university advancement data architecture.
Data storage needs to grow exponentially as the database size grows quickly.
Salesforce development is so rapid it is difficult to keep up on new features and opportunities to maximize efficiency.
Likelihood to Recommend
Salesforce for Higher Ed is well-suited for a higher education institution with an existing ERP but without a full-scale CRM tool to communicate one-on-one with constituents. It is ideal for de-centralized IT operations to quickly upscale operations across multiple departments and institutional functions. Salesforce for Higher Ed may be difficult to implement without university governance on data and communication strategy.
