Support Advancement in Education Cloud

Use Education Cloud, Alumni Relations, Fundraising, and Data 360 to support the advancement, development, and fundraising operations in your institution.

Editions Needed

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud

A strong advancement team is holistic in its approach to achieving its goals. The leadership often oversees an organization’s communications, brand management, and public affairs, as well as development and fundraising. Education Cloud includes the tools that you need to support your advancement efforts.

• Alumni Relations—Use the Alumni Relations app to manage and engage with alumni from your educational institution in a single centralized location. Review, update, and enter information about alumni in the CRM, and use Experience Builder to create an alumni community. See Alumni Relations.
• Alumni Engagement Metrics—Use Data 360 and Einstein generative AI to track alumni activities and provide informative translations of that data to give you a true sense of the level of engagement. See Data 360 for Education: Alumni Engagement Metrics.
• Fundraising—Set up and configure Fundraising in Education Cloud to support advancement in your institution. Configure Fundraising features, page layouts, and gift operation processes to help engage donors, manage gifts, and drive successful advancement programs.

Advancement in higher education makes sure that the educational institutions meet the evolving needs of students, teachers, and society. Activities such as fundraising, alumni relations, public relations, strategic planning, and community engagement, all contribute to advancing the mission of the institution.

Here are some key reasons why advancement is important in higher education:

• Strategic Planning and Growth—Advancement efforts are often tied to the institution’s strategic plan, helping to align short and long-term goals with the resources and support needed to achieve them.
• Financial Sustainability—One of the most significant aspects of advancement is securing financial resources through donations, grants, and endowments. This funding can support scholarships, faculty research, infrastructure, and new academic programs.
• Student Experience Enhancement—Advancement helps raise funds for scholarships and financial aid, support and develop programs, and upgrade facilities and technology.
• Faculty and Staff Support—Advancement activities often include raising funds to support faculty positions, research, and professional development. Strong faculty are essential to maintaining the institution’s academic quality.
• Research and Innovation—Advancement efforts help build relationships with industry partners, government agencies, and nonprofit organizations, creating opportunities for interdisciplinary research and development.
• Institutional Reputation and Recognition—Advancement includes public relations and communications strategies that help raise the profile of the institution. Engaging alumni through events, networking opportunities, and giving campaigns strengthens the institution's community and contributes to its ongoing success.

When you enable Fundraising in Education Cloud, you have access to all the features, objects, fields, invocable actions, and APIs that help you manage the gifts to your institution. To get up and running with Fundraising, first enable the feature and assign permissions. Then, customize page layouts, turn on additional Fundraising settings, and set up features such as data rollups and lists, and gift acknowledgments. To make the most of Fundraising, consider using the related components that are used across Industries products, such as Action Plans, Interaction Summaries, and Record Alerts.

• Learn About Fundraising in Education
  Fundraising provides new and easy ways to engage donors, raise funds, and drive outcomes with specialized tools and data-driven insights.
• Fundraising Editions and Permissions in Education
  Review the supported products and editions for Fundraising. Then check out how your product handles permissions and how to assign them.
• Set Up Fundraising in Education
  Enable Fundraising, configure user profiles, users, and permissions, and set up key features and automation so users can get started using Fundraising.
• Automate Gift Operation Processes in Education
  For Fundraising, Salesforce provides flows, invocable actions, and Lightning web components that are tailored to meet specific business needs.
• Gift Validations in Education
  To complete bulk data migrations as quickly and smoothly as possible, pause some gift validations. Pausing checks on gift transactions, gift commitments, and gift commitment schedules decreases friction during the migration process. Use these tables to review gift validations and see which checks are available to pause within Fundraising Settings.
• Gift Commitments in Education
  Use the Fundraising app to manage all types of gift commitments, both monetary and in kind. You can track gifts for particular opportunities and campaigns, change transaction schedules, and update donation amounts. Automated tasks simplify handling recurring donations. You can also easily monitor upcoming, missed, failed, and recently paid and refunded transactions.
• Gift Transactions in Education
  Use gift transactions to track donations that you receive as one-time gifts or as an installment to fulfill a commitment.
• Gift Designations in Education
  A gift designation is a fund that represents a specific purpose for a gift, such as an earthquake relocation fund and a fund for after-school care in an underserved community. Quickly allocate incoming donations to specific funds with gift designations.
• Gift Types in Education
  Nonprofits and educational institutions receive and record incoming funds through various methods. Identify the different gift types and how to represent them in your organization.
• Gift Entry and Processing in Education
  Enter gifts individually or add them to a gift batch. A gift batch uses a gift batch template that enables you to quickly create gift entries that have the same set of fields.
• Manage Constituent Addresses in Education
  Address management is vital to keeping address data accurate and organized. For constituents, use the contact fields (such as Mailing Address) and for business contacts, use the account fields (such as Billing Address). Furthermore, constituents often have multiple addresses that they use at various times of the year. Track these addresses, or track the constituent's historical addresses, so that you always send outreach materials and gift acknowledgments to the address in use by the constituent.
• Gift Acknowledgments and Tax Receipts in Education
  Quickly and easily provide acknowledgments and tax receipts to your donors.
• Track Gift and Donor Trends with Rollups in Education
  Metrics related to donor giving and gift designations are available at a glance in the Fundraising Philanthropy and Partnerships app.
• Gift Planning in Education
  Establish multiyear philanthropic journeys for prospects and donors that include complex planned gifts, such as charitable gift annuities, trusts, life insurance, donor-advised funds, and bequests. Streamline and automate processes, reduce inefficiencies and risks, and ensure compliance with evolving legal and institutional policies.
• Outreach Source Codes in Education
  Use outreach source codes to identify the outreach methods used with your campaigns to help determine which approaches are successful.
• Scoring Frameworks Help Increase Fundraising Success in Education
  Scoring frameworks, like the Recency, Frequency, and Monetary value (RFM) score, help to identify the donors who are the best fit for each of your campaigns or outreach programs. Matching your donors to specific outreach endeavors improves your fundraising success and your relationships with your constituents.
• Philanthropic Research in Education
  Identify, track, and act on data of a person or organization that helps build a relationship.
• Donor Profiles in Education
  The Donor Profile contains key information about your donors all in one place.
• Donor Support Profiles in Education
  The Donor Support Profile helps you provide fast and personal support to donors.
• Create a Donor Brief in Education
  Enhance your donor engagement with automatically generated donor briefs, designed to streamline the creation of comprehensive donor profiles. Donor briefs support major gift officers by integrating with existing profiles and customizable templates, enabling generation of tailored briefs directly from donor records. Save time and improve efficiency in preparing for critical meetings by making sure you have all the necessary information at your fingertips.
• Donor Support Agent in Education
  Help donors pause, resume, close, or update the amount of their existing gift commitments with recurring schedules. In Agent Builder, configure an agent that uses the Manage Gift Commitments subagent to help donors manage their gift commitments in your Experience Cloud site.
• Corporate Relations
  Corporate Relations connects academic programs, employer relationships, and Outcome Management analytics to show how institutional partnerships translate into internships, employment, and student outcomes. Automated workflows indicate which partnerships drive workforce outcomes most effectively.