Student Success

Use Education Cloud to help your learners achieve their academic objectives.

Note Starting in March 2023, Salesforce offers Salesforce for Education, which includes integrated platform solutions and managed packages. This article provides information about Education Cloud, a platform solution. For information about managed package products, see Admissions Connect, Education Data Architecture, or Student Success Hub. If you're not sure which version your institution uses, check with your Salesforce administrator.

• Student Success App
  Use the Education Cloud Student Success app to offer an equitable, unified, and collaborative student support experience.
• Sharing Sets for Learners
  To enable learners to view only their own degree plans, create sharing sets where their contact is set on the lookup to contact on the pathway record.
• Support Learners with Care Plans
  Use the Student Success app from Education Cloud to create personalized care plans that help learners achieve educational success.
• Add Members or Case Teams to an Advising Case
  Add individual members or teams to the success team of an advising case.
• Intake Assessments for Support Programs
  Administer intake assessments during program enrollment to understand the learner's requirements and determine how best to support them.
• Monitor Learner Performance with Alerts
  Use record alerts in Education Cloud to monitor learner performance with respect to attendance, grades, and other metrics.
• Success Teams for Learners
  Success teams connect learners with the advisors and support staff who help them throughout their entire educational journey.
• Einstein Advising Summary for Advisors
  Use Einstein generative AI in Education Cloud to get an advising summary that can help you quickly understand a learner’s advising case. Get the details you need to prepare for an appointment or make decisions on short notice.
• Action Center for Learners
  Use the Action Center Lightning web component on your Experience site to help learners keep track of their care plans, action plans, and tasks.
• Intelligent Degree Planning
  Give learners a dynamic degree planning experience with Intelligent Degree Planner in the Student Success app.
• Intelligent Program Comparison Engine
  The Intelligent Program Comparison Engine gives learners a side-by-side comparison of the learning program that they're enrolled in with up to three other programs that they're considering.
• Learner Profiles for Advisors
  The Learner Profile object stores student data aggregated from multiple objects. Therefore, the learner profile record page in Education Cloud provides a unified, actionable view of students. Find all the relevant details in one location where you can search, filter, and sort through learner profiles to create criteria-based list views. Then use the list views to take bulk actions.
• Learner Progress for Learners and Advisors
  Include the Learner Progress component from Education Cloud on your Experience Cloud site so that learners can track their academic advancement. Advisors see Learner Progress as a tab on a learner’s case record page in Student Success.
• Learner Progress Summary for Learners and Advisors
  Use Learner Progress Summary in Education Cloud to view a learner’s academic highlights.
• Student Insights for Advisors
  Use Data Cloud to import student data from external systems into Education Cloud, and then use Einstein generative AI to get relevant, holistic insights on students.
• Learner Watchlist for Advisors
  Use Watchlist in Education Cloud to proactively monitor learners who require enhanced support. Ensure timely intervention to provide personalized assistance to help learners succeed.
• Pulse Checks for Learner Feedback
  Use Pulse Checks in Education Cloud to get learner feedback and assess their engagement, satisfaction, and overall wellbeing.
• Career Planning and Life Goals
  Offer personalized guidance and comprehensive tools to help students define and achieve career and life goals based on their profile, preferences, and assessment insights. Students can access a library of career and interest assessments, explore campus involvement groups, track memberships and associated roles in involvement groups, and manage their profile and preferences more efficiently. Empower students to be career-ready by setting up action plans for goals by leveraging campus resources. Advisors can access the involvement groups and a library of career and interest assessments, and recommend the right fit to students based on the student's profile, preferences, assessment insights, and so on.