Synopsis
- Student Success App
- Student Success Components for Your Learner Portal
- Assist Learners with Program Management
- Support Learners with Care Plans
- Monitor Learner Performance with Alerts
- Automate Case Management and Success Team Assignment
- Improve Your Admission Rate by Focusing on Prospective Students Most Likely to Join
- Automate the Application Review Process
- Set up Drop-In Appointments
- Schedule Appointments on Behalf of Students
1. Student Success App
The Student Success app is a centralized platform within the Education Cloud that enables institutions to offer proactive and personalized support to learners across various domains such as academics, sports, health, and financial aid. With analytics dashboards, advisors and directors can gain valuable insights into learner information using the student snapshot component. They can monitor learner progress, create alerts, design programs and individualized care plans, and assign and manage success teams. The app provides a role-specific home page curated for advisors and directors, making it easier for them to access relevant features.
2. Student Success Components for Your Learner Portal
Enhance your institution’s learner portal with mobile-ready Lightning web components for student success using the Experience Builder. Learners can conveniently schedule and manage appointments, view their assigned success teams and care plans, and handle their tasks directly from the learner portal. In addition, these components provide an intuitive and user-friendly interface for students to access the necessary resources.
3. Assist Learners with Program Management
The Student Success app now enables educational institutions to define, plan, and deliver non-scholastic services and initiatives to students. Directors can model programs with supported benefits; schedule and track benefit disbursements; and ensure recipients receive the appropriate support. This feature empowers institutions to offer comprehensive support beyond academic activities.
4. Support Learners with Care Plans
Directors and advisors can create personalized care plans with goals and tasks to help learners achieve their objectives. Care plan templates make it easier to create plans with frequently used goals or tasks, while the bulk operation feature allows you to apply care plans to multiple record alerts simultaneously. This capability facilitates individualized support and ensures learners receive the necessary guidance.
5. Monitor Learner Performance with Alerts
Directors and advisors can now create alerts to stay informed about learner performance and offer timely support when needed. Alerts can be automatically generated using flows for multiple learner records. This proactive approach enables educational institutions to identify and address challenges promptly, ultimately improving learner outcomes.
6. Automate Case Management and Success Team Assignment
Learners, especially in larger educational institutions, receive support in various domains such as financial aid, academic advising, and disability services. Streamline these processes by leveraging Education Cloud’s flow templates to automate case creation, closure, and success team assignments.
7. Improve Your Admission Rate by Focusing on Prospective Students Most Likely to Join
Increase your admission rate by leveraging predictions based on prospective students’ current level of engagement with your institution. In conjunction with CRM Analytics, AI Accelerator, and Scoring Framework, Salesforce Education Cloud provides insights into the likelihood of prospective students joining. These predictions empower your admissions team to prioritize engagement efforts and focus on the prospective students most likely to enroll, ultimately improving your admission outcomes.
8. Automate the Application Review Process
The Education Cloud offers flow templates to automate the application review and approval process. These templates assign individual application records to the appropriate reviewers for different purposes. By automating this process, educational institutions can streamline their application review workflows, saving time and ensuring a smooth and efficient experience for staff and applicants.
9. Set up Drop-In Appointments
Enable learners to seek ad-hoc help from staff members by setting up drop-in shifts for in-person appointments. As a result, learners can conveniently schedule appointments for immediate assistance. This feature improves accessibility to support services and enhances the overall learner experience.
10. Schedule Appointments on Behalf of Students
Staff members can now schedule appointments on behalf of learners directly from the learner’s person account record. This feature simplifies the appointment scheduling process, allowing staff members to efficiently manage and coordinate appointments while ensuring learners receive the necessary support.
At DemandBlue, we understand the significance of these new features and the positive impact they can have on educational institutions. We are here to help you understand and implement these powerful features within your Salesforce engine. Our team of Salesforce experts can help you maximize the potential of the Salesforce Education Cloud and ensure a seamless adoption of these new capabilities.
Contact us today to learn more about how DemandBlue can help you leverage the latest features in the Salesforce Education Cloud Summer ’23 release and drive student success in your institution. Together, let’s transform education through technology!
