Automate Processes in Education Cloud

Use Salesforce tools to automate your academic processes, verify identities, create assessments, and provide services to constituents.

Business Rules Engine (BRE), Decision Tables, and Decision Explainer

Execute business logic at scale without code.

Benefits and features include:

• Create custom rule sets, and then invoke them anywhere.
• Build rules by using a visual designer.
• Replaces the spreadsheets of business users.
• Embed in any industry process and workflow by using OmniScripts and Flow Builder.
• Automations call BRE, so when the business logic changes, there's no need to change the automation.
• Decision Explainer explains why a decision was made in BRE.

Create policy rules using expression sets in BRE. Standard use cases include:

• Run GPA score calculations for students enrolled in an academic term.
• Check the eligibility of students enrolling into a course.
• Apply complex learning requirements for learning courses and programs.

Custom use cases can include:

• Route prospects to the right counselor based on attributes from their interests form.
• Route learners to the right staff member to follow up on an application.
• Route learners to the right advisor, care plan, or action plan.
• Determine when to offer a default scholarship to a student.
• Business users can change rules, such as adjust the GPA requirement from 3.2 to 3.5 to be eligible.
• Match a person interested in computer science with a mentor.
• Check the eligibility of a person who has an immediate need for financial aid.

Identity Verification

Protect sensitive information and ensure compliance with regulations, such as FERPA, GLBA, HIPAA, and PCI, by standardizing identity verification processes. These processes are flexible, provide audit trails, and combat identity fraud.

Benefits and features include:

• External database search

• Multi-object search

• Verification trail auditing

• Custom admin setup

Use cases include:

• When a student calls an institution, the staff member can quickly confirm the student's identity.

Discovery Framework

Create questions and assessment forms to collect details for program enrollment.

Use cases include:

• Use assessments to match mentors with mentees.

• Review the responses to an assessment for an advising program enrollment to determine if the program meets their needs and how best to support them.

Service Process Studio

Design seamless customer service processes quickly and efficiently. Staff can launch these service processes and get started with the customer service operations for the student.

Use cases include:

• For registrar operations, handle requests for course substitutions, course waivers, term withdrawals, transcripts, or degree and graduation certificates.

• For student operations, handle requests for changing contact information, changing learning programs, or new and changed declarations of majors and minors.

• For requirements and admissions, handle requests for transferring credits and credit appeals.

See Also:

• Business Rules Engine

• Decision Explainer

• Decision Table

• Identity Verification

• Discovery Framework and Assessments

• Service Process Studio