Spring ’23 Update to Admissions Connect and Student Success Hub

Beginning March 14, 2023, you receive license entitlements to Education Cloud features in your Salesforce instance(s). Education Cloud is a new product built on core, and Education Cloud features are available to all Admissions Connect and Student Success Hub customers to adopt in whole or in part. 

Education Cloud introduces a new data model that includes the use of Person Accounts. Although you can’t use the Education Cloud data model or related features with Admissions Connect and Student Success Hub, Education Cloud includes capabilities that work with those products. 

How does this change affect my business?

On or shortly after March 14, your production instance is provisioned to include license entitlements for access to the new Education Cloud features and industry components such as OmniStudio, Business Rules Engine, and more. These license entitlements are available to you for the duration of your Admissions Connect or Student Success Hub subscription. You can leverage many of the industry components in existing implementations of Admissions Connect and Student Success Hub. Do not enable the Education Cloud org preference or Person Accounts in a production instance that has Admissions Connect, Student Success Hub, or Education Data Architecture implemented because it’s not a supported configuration and can cause undesired behavior in your instance. 

What action do I take?

To use any of these new license entitlements, review these steps before enabling the features. All new features and components are enabled and configured from the Setup menu in your instance. As always, we recommend that you enable, configure, and test new features and components in a sandbox. To enable and configure Education Cloud take these steps.

1. In production for Admissions Connect or Student Success, from Setup, verify that the Education Cloud license entitlements appear. See How To: Verify Your Licenses in Setup in the following section.
2. Begin working in a sandbox with licenses and review match production and sandbox licenses without a sandbox refresh. 
3. Assign the Education Cloud Permission Set License to applicable system administrators to ensure access to all setup menu actions, objects, and components. 
4. Configure the desired features or components as outlined in How To: Configure Components in this article.
5. Assign the Education Cloud permission set to users to test the new functionality.
6. Test the newly configured components and all previous configurations.
7. After testing is completed to your satisfaction, repeat steps 2-6 in production.

To verify your licenses in setup and configure components, see How To: Verify Your Licenses in Setup.

How To: Verify Your Licenses in Setup

1. Under Company Information, check that these Salesforce Licenses include:

• Analytics Subledger GrowthBase
• Accounting Subledger Admin
• Accounting Subledger Automation
• Use Data Pipelines Base
• AnalyticsQueryServiceBase
• EducationCloudObjectsandComponents
• EducationCloudReviewer
• EducationCloudExperienceCloud
• OmniStudio 

2. Check that these Permission Sets are available.

• Access Accounting Subledger Growth
• Manage Accounting Subledger
• Run Accounting Subledger Job
• Analytics Query Service Base User
• OmniStudio Admin
• Omni Studio Execution
• Data Pipelines Base User
• Education Cloud Objects and Components
• EducationCloudReviewer
• EducationCloudExperienceCloud 

3. The following preferences should now become browsable and searchable through the Setup menu:

• Accounting Subledger
• Actionable List
• Benefits Management
• Care Plans
• Case Referral
• Decision Tables
• Document Checklist
• Industries Interaction Summary
• Group Membership
• Interest Tags
• OmniStudio Designer
• Video Calls
• Salesforce Scheduler 

How To: Configure Components

To learn more about adopting the industry components that are compatible with Admissions Connect or Student Success Hub, review the documentation below. If you’re implementing the Education Cloud data model, reference Education Cloud Help for more specific guidance on these components.

• Accounting Subledger: Reduce time spent on reconciliation by connecting systems and preparing your financial data for your accounting system.
• Actionable Lists: Keep students and staff on track by creating dynamic action lists to track progress in real time.
• Alert Framework: Ensure students never miss an update or deadline with triggered notifications and reminders.
• Business Rules Engine: Reduce time spent on manual lookups and calculations by designing complex business rules with automated workflows.
• Care Plans: Build a path to success with a defined blueprint of tasks that can be assigned to any student.
• Case Management: Create a seamless one-stop-shop for students to get the support they need, when they need it.
• Data Processing Engine: Transform student and institutional data found across Salesforce into actionable records.
• Document Checklist: Reduce friction and streamline updates between students and staff using checklists and real-time document uploading. 
• Document Generation: Easily generate both PDF and Word documents using Salesforce and external data sources, right from the platform.
• Identity Verification: Reduce student support call times with a standardized identity verification process that is flexible, provides an audit trail, and helps combat identity fraud.
• Interaction Summary: Easily collaborate across departments by capturing and sharing structured meeting notes, including attendees, dates, and content.
• Interest Tags: Capture client needs and interests with custom tags. Easily create reports and dashboards showing common themes to design personalized outreach at scale.
• OmniStudio: Drive engagement by easily designing personalized, guided experiences of your institution.
• Salesforce Scheduler: Easy, streamlined appointment booking across departments.
• Timeline View: Allow students and staff to reference applications and past interactions to evaluate progress.

Where can I get more information?

See the Salesforce for Education Spring ‘23 Release Notes, Education Cloud Help, or contact your Account Executive if you have additional questions.