Salesforce Education Cloud Services

Summit helps higher education institutions implement, integrate, and optimize Salesforce Education Cloud so teams can better manage recruitment, student engagement, advising, advancement, alumni relationships, and institutional data on one connected platform.

Whether your institution is launching Education Cloud for the first time, improving an existing Salesforce environment, or connecting Salesforce with campus systems, Summit brings the Salesforce expertise and practical implementation support needed to make the platform work for your people, processes, and goals.

Salesforce Education Cloud Services for Higher Education

Salesforce Education Cloud can support many parts of the education lifecycle. As a Salesforce Summit-Tier Partner, we help institutions move from disconnected systems and manual workarounds to a Salesforce environment that is easier to use, easier to manage, and better aligned with how the institution actually operates.

  • Education Cloud Implementation

    We help plan, configure, test, launch, and support Salesforce Education Cloud implementations. Our team works with your stakeholders to understand your goals, current systems, data, users, and internal processes before building the solution.

  • Data Model and Architecture Planning

    The right data foundation is critical. Summit helps institutions structure Salesforce around students, prospects, alumni, programs, courses, relationships, affiliations, and institutional processes so the platform can support current needs and future growth.

  • SIS and Campus System Integration

    Education Cloud becomes more valuable when it connects to the systems your institution already uses. Summit helps integrate Salesforce with student information systems, learning management systems, finance systems, marketing platforms, reporting tools, and other campus applications.

  • Recruitment and Admissions

    We help configure Salesforce to support inquiry management, applicant tracking, admissions workflows, enrollment visibility, communications, and recruitment reporting.

  • Student Success and Advising

    We help institutions create a more complete view of each student so advisors, service teams, and staff can coordinate support, manage cases, track engagement, and identify student needs earlier.

  • Advancement and Alumni Engagement

    We support Salesforce solutions that help advancement teams manage alumni relationships, donor engagement, outreach, campaigns, constituent data, and reporting in a more connected way.

  • Portals and Self-Service Experiences

    We help extend access and engagement through Salesforce Experience Cloud portals when institutions need self-service, communication, or community experiences for students, faculty, alumni, or other stakeholders.

  • Post-Go-Live Support and Optimization

    A successful launch is only the beginning. Summit can help institutions continue improving Salesforce Education Cloud through support, enhancements, data quality improvements, reporting updates, release planning, and managed services.

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When to Work With a Salesforce Education Cloud Partner

Education Cloud is powerful, but implementation decisions matter. Many institutions need help turning Salesforce from a flexible platform into a practical operating system for admissions, advising, advancement, and engagement. Summit can help if your institution needs to:

  • Launch Salesforce Education Cloud for the first time

  • Improve an existing Salesforce or Education Cloud environment

  • Connect Salesforce with your SIS, LMS, finance, marketing, or reporting systems

  • Reduce manual data entry between campus systems

  • Improve recruitment, admissions, advising, or advancement workflows

  • Create a cleaner view of student, alumni, and constituent data

  • Evaluate an existing EDA-based Salesforce environment

  • Improve reporting, dashboards, adoption, or post-launch support

The goal is not just to get Salesforce live. The goal is to build a platform your teams trust, use, and continue improving over time.

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What Is Included in Salesforce Education Cloud Services?

Summit supports Education Cloud projects from early planning through launch and ongoing improvement. Our services include:

  • Set up and configure Education Cloud (EDA)
  • Set up and configure Nonprofit Cloud (NPSP) for Advancement
  • SIS integrations, including Banner SIS
  • LMS integrations, including Canvas
  • Integration with finance systems, including Workday
  • Integrations with other systems, including enrollment, recruiting, and more
  • Salesforce Experience Cloud Implementation​ for student portals
  • Discovery
  • Gap analysis
  • Data analysis
  • Project Management
  • Solution architecture
  • Data architecture (including EDA)
  • Salesforce Configuration
  • Salesforce Lightning Component Development
  • Business Process Automation
  • Recruiting / Engagement Solutions
    • Marketing Cloud Account Engagement (Pardot​)
    • Marketing Cloud User and Administrator Training
  • Data migration
  • Post go-live support

Every institution is different. We shape the engagement around your current environment, internal resources, Salesforce maturity, and the outcomes your teams need to support.

Salesforce Education Data Architecture (EDA)

EDA is an open source, community-driven data architecture built to configure Salesforce out of the box for the full K-20 student lifecycle. Designed to be a flexible and scalable data architecture for institutions of all sizes, EDA can fit your specific use cases from Day 1. Easily see the relationships students have with advisors and family members as well as their affiliations with clubs, departments and more - all in a single view. With a solid building block for institutional growth, your institution will be well on it's way to becoming a Connected Campus and increasing student engagement across the entire lifecycle.

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Pricing will Vary Based on the Scope of Each Project

Why Choose Summit for Salesforce Education Cloud?

Summit brings Salesforce consulting, implementation, integration, and managed services experience together under one team.

As a Summit-tier Salesforce partner Summit has delivered 1,300+ successful implementations, served 320+ clients, earned certifications across 70+ Salesforce areas, and maintains a 5-star rating on the Salesforce AppExchange.

For higher education institutions, that means you work with consultants who understand both the technical decisions and the operational realities that shape a successful Salesforce environment.

Our approach is practical and outcome-focused. We help institutions clarify what Salesforce needs to support, design the right foundation, integrate the right systems, and improve the platform over time.

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Interactions for Student Recruitment

Interactions for Student Recruitment provides higher education institutions the tools they need to manage student recruitment in Salesforce. As an unmanaged package/open-source code, it builds on the Higher Education Data Architecture (HEDA) data model and uses Affiliations, Administrative Accounts, and other HEDA features. Interactions for Student Recruitment uses Salesforce-standard Duplicate Management with new functionality called Interactions, which save time and reduce duplicate records by streamlining the data entry process. It provides a highly customizable structure to standard functionality such as Opportunities and Campaigns to meet the many different needs of a higher education institution. A Salesforce.org technology innovation grant funded this project and includes technical documentation, user guides, learning guides, and other documents to help universities get started with recruiting in Salesforce.

Salesforce Student Advisor Link

Advisor Link, which is built on the Salesforce platform, transforms advising in three important ways:

  • By automating certain manual tasks, advisors can spend more time actually advising.

  • Advisor Link will provide analytics and insights to empower “data-informed advising."

  • Advisor Link will help align the student’s community of support and affirm connectedness to their school.

NPSP for Advancement

The Salesforce Nonprofit Success Pack (NPSP) is a free add-on for Salesforce that allows higher education organizations to organize their fundraising activities.

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Ready to Improve Your Salesforce Education Cloud Environment?

Whether you are planning a new Education Cloud implementation, improving an existing Salesforce environment, or trying to connect Salesforce with your SIS and campus systems, Summit can help.

Schedule a conversation with a Summit Salesforce Education Cloud consultant to discuss your goals, challenges, and next steps.

Important Considerations

Are you looking beyond implementation solutions? Summit offers Salesforce Education Cloud managed services.

Frequently Asked Questions (FAQ) About Salesforce Education Cloud

We understand you may have questions about Salesforce Education Cloud services. Here are answers to some of the most common inquiries from business leaders considering Salesforce services.

What is Salesforce Education Cloud?

Salesforce Education Cloud is Salesforce’s platform for education. It helps institutions manage relationships, data, workflows, and engagement across the education lifecycle, including recruitment, admissions, student success, advising, academic operations, advancement, and alumni engagement.

What does a Salesforce Education Cloud implementation include?

Does Salesforce Education Cloud integrate with student information systems?

What is the difference between EDA and Salesforce Education Cloud?

Can Summit help with an existing EDA-based Salesforce environment?

How does Education Cloud support recruitment and admissions?

How does Education Cloud support student success?

How does Education Cloud support advancement and alumni engagement?

Does Summit offer support after Education Cloud implementation?

How much does Salesforce Education Cloud cost?

Summit's Salesforce Certifications

As a firm specializing in Salesforce project work, we place a high value on obtaining and maintaining Salesforce certifications for the various Salesforce products we support and services we offer. Our team has obtained over 70 certifications spanning over 20 unique areas of certification. Every member of our delivery team holds at least one certification, and many team members have earned more than five.

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"Easy to Work With"
Angie W.

Northwoods worked with Summit to help migrate our Microsoft Dynamics CRM system to Salesforce.  Summit was extremely knowledgeable, thorough, and easy to work with.  They were able to help us configure the system to handle complex business processes while making the system easy for end users.  They were also able to migrate all our legacy Dynamics data to the new Salesforce system.  Summit helped train our technical team on Salesforce administration while keeping the project on time and under budget.  I highly recommend Summit for any Salesforce-related project.

"Mind Blowing!"
Rachael H.

As a leader of a small non-profit aimed to scale rapidly and efficiently, I knew it was critical to transition from antiquated spreadsheets to a sophisticated CRM. We dabbled in Salesforce on our own the year prior. To put it mildly, I was terrified to go there again. Summit met my apprehension with confidence and reassurance. They were timely, efficient and positioned us to utilize Salesforce in ways we hadn’t imagined. Every day I’m in awe of what Salesforce can do; to the team’s credit for imparting their wisdom. Summit has positioned us for unprecedented opportunities at Walk with a Doc. Thank you!

"BEST Salesforce Consultant Available"
Catherine Z.

We went through 3 consultants before finding Summit. The difference was night and day, and the cost was very reasonable. They helped us get our Communities up and running in less than a week (after 2 other teams essentially dragged their feet for 9 months - yes, 9 months!). We are ecstatic! We also have Managed Services with them, for a few hundred bucks a month they are our go-to for anything Salesforce. The team is INSTANTLY responsive - like within 2 minutes. I have experienced other consultants and can tell you, there is no comparison. Hire Summit!

"Did a Wonderful Job"
Paige B.

We have primarily been using Salesforce for our sales team. Recently we decided to bring our support team on and Summit did an awesome job helping us get everything set up the way we needed.

"Great Learning and Implementation"
Annette H.

Great experience with Summit. They are very knowledgeable about Salesforce and their turn around is outstanding. I am looking forward to working Part 2 of our plan with them.

"Transformation Data w/ Excellent Service"
Kay W.

The skill set and knowledge that Summit has brought to this project far surpasses our initial expectation- especially since our initial contact with Salesforce corp. was challenged in regards to utilizing training videos to suit our scope and need. Summit and team has been helpful in supporting our team with a custom solution in order for us to be able to serve our community better. They are timely and professional, and eager to learn about the why before telling us the what.

"Made our Dream CRM a Reality!"
Matt S.

Summit made our Salesforce dream a reality. As a small non-profit on a limited budget with very specific CRM needs we were challenged to find a suitable Salesforce partner. Fortunately we were introduced to Summit, and from day one they made the formidable task of implementing Salesforce doable (and even enjoyable!). The Summit team are pros, from their accessibility and communication to industry knowledge and attitude, they never said 'no' to a request. When we encountered hiccups along the way they took the time to trouble shoot and make fixes, even when it was outside the original scope of the project. We didn't deviate from the project timeline or budget, which says a lot considering our custom needs for data collection/reporting, donor communication, and third party plug-ins. If you are considering implementing Salesforce or have any Salesforce needs, I highly recommend Summit and their team.

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