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.
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.
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.
How Can we Help?
Let's Get Started
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.
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.
