Education Cloud

Recommendation
Map
Follow this path to achieve
your goals

Last update: October 2022

Your Success Starts Here

This document provides a step-by-step

guide of recommended resources that
lead you from a beginner to advanced
Salesforce user. Follow the suggested
path of resources to learn how to
implement, realize value, grow, and go
further with Salesforce.

Welcome and good luck on your journey.

Implement: Get Started
Begin your journey to success
Implement: Get Started
TRAILHEAD ARTICLE INDIVIDUAL COACHING SESSION TRAILHEAD VIDEO

Get to Know
1 Salesforce.org Getting Started: Insights: Governance in Salesforce.org Welcome to Premier
Education Cloud
Education Cloud Training Path for a Higher Education Education Community for Education Cloud
Basics Salesforce Sys Admin Basics
Empower your institution to manage Connect with the Salesforce.org Familiarize yourself with Premier
the entire student lifecycle and drive Familiarize yourself with the basics of Plan and implement a governance education community to learn and offerings available for education
Follow This Trailmix
student success. Salesforce administration. strategy for your institution. network. customers.

INDIVIDUAL COACHING SESSION COMMUNITY COMMUNITY

How to Implement a Education Hub Salesforce.org

Case Management Education Events
Strategy for Education

Understand the basics of case

management in Service Cloud and Connect and collaborate with other Stay informed on events run by the
design a strategy for incoming cases. customers in education. Salesforce.org Events Team.

TRAILHEAD GUIDE VIDEO WEBINAR WEBINAR

Explore Education
2 Administer Education Get Started with Getting Started: EDU Admin EDU Admin
Data Architecture
Data Architecture Education Data Education Data Fundamentals: Fundamentals: Set Up
(EDA) Architecture (EDA) Constituent & Automate Cases
(EDA) Architecture (EDA)
Learn how your institution can get Engagement Learn how to set up cases and build
started with Education Data automation to make sure your
Follow This Trailmix Learn how to set up and customize Architecture (EDA) in this hands-on Understand the basics of the Learn about the tools available to school community's feedback is
EDA at your institution. workbook. Education Data Architecture (EDA). support constituent engagement. heard and addressed.

WEBINAR GUIDE DOCUMENTATION

EDU Admin Build an Integration Education Data

Fundamentals: Strategy like a Architecture
Reports & Dashboards Customer Success Documentation
Architect (CSA)
Understand how to leverage Develop a strategy for integrating
Salesforce reporting functionality to your systems with Salesforce and Find everything you need to set up,
make data-driven decisions. EDA. customize, and use EDA.

Requires Premier or Signature Success Plan Additional Investment Recruitment & Admissions Student Experience Advancement K-12
 LI
N
K
TO
M
AS
TE
R
Implement: Drive Use
Learn to leverage key functionality and
increase user adoption
Drive Use for Recruitment & Admissions
GUIDE TRAILHEAD INDIVIDUAL COACHING SESSION TRAILHEAD TRAILHEAD

Learn About
1 Get Started with Student Recruitment How to Implement a Student Enrollment Data Insights for
Salesforce for
Salesforce for and Admissions with Case Management and Onboarding Student Recruitment
Recruitment & Recruitment and Education Cloud Strategy for Education Toolkit and Admissions
Admissions Admissions
Support your admissions process Understand the basics of case Employ Salesforce reporting and
Follow This Trailmix from start to finish with Salesforce Learn how to find and engage management in Service Cloud and Streamline student onboarding with analytics to make informed strategy
and Education Cloud. best-fit students. design a strategy for incoming cases. Service Cloud and Salesforce Mobile. decisions.

DOCUMENTATION WEBINAR DOCUMENTATION

Admissions Connect Get Started with Model Suspects and

Documentation Admissions Connect Prospects

Find everything you need to set up, Understand how Admissions Find the best-fit applicants for your
customize, and use Admissions Connect works to help admissions institution by using the standard lead
Connect. teams and contact Salesforce objects.

Requires Premier or Signature Success Plan Additional Investment Recruitment & Admissions Student Experience Advancement K-12
Drive Use for Student Experience
GUIDE TRAILHEAD TRAILHEAD INDIVIDUAL COACHING SESSION

Learn about
1 Get Started with Student Services with Student Engagement How to Implement a
Salesforce for
Salesforce for Student Education Cloud with Education Cloud Case Management
Student Experience Strategy for Education
Experience
Support your students throughout Streamline student services and Strengthen student engagement Understand the basics of case
Follow This Trailmix their learning journey with Salesforce monitor engagement with Service through marketing automation and management in Service Cloud and
and Education Cloud. Cloud case management. online communities. design a strategy for incoming cases.

TRAILHEAD DOCUMENTATION COMMUNITY VIDEO WEBINAR

Support Learners
2 Student Success Hub Student Success Hub Student Success Hub Getting Started: Using Student Success Hub:
with Student
for Higher Education Documentation Group Student Success Hub Appointment
Success Hub Scheduling
Empower your support staff and Find everything you need to set up, Learn how to fully leverage
Follow This Trailmix build a path to student success with customize, and use Student Success Connect and collaborate with other Improve student success touch appointment scheduling in Student
Education Cloud. Hub. Student Success Hub users. points in student support. Success Hub.

WEBINAR

Student Success Hub:

Success Plans

Learn how to set up and use Success

Plans.

GUIDE GUIDE GUIDE

Empower Support
3 Appointment Success Plan Guide Success Plan Look
Staff with Student
Scheduling for Book
Success Hub Advisors

Follow This Trailmix Best practices for using appointment Best practices for using Success Get to know various Success Plan use
scheduling for support staff. Plans for support staff. cases.

Requires Premier or Signature Success Plan Additional Investment Recruitment & Admissions Student Experience Advancement K-12
Drive Use for Advancement
GUIDE TRAILHEAD INDIVIDUAL COACHING SESSION TRAILHEAD TRAILHEAD

Learn about
1 Get Started with Alumni Engagement How to Implement a Major Donor Donor Insights with
Salesforce for
Salesforce for with Education Cloud Case Management Relationship Education Cloud
Advancement Advancement Strategy for Education Management with
Education Cloud
Strengthen alumni connections Understand the basics of case Streamline donor management with Employ lead generation strategies
Follow This Trailmix Engage alumni and promote through marketing automation and management in Service Cloud and list views, Kanban, Path, and mobile and analytics to deepen
institutional growth with Salesforce. online communities. design a strategy for incoming cases. access. relationships with donors.

GUIDE

Getting Started with

NPSP Planning Guide

Learn how your advancement team

can get started with Nonprofit
Success Pack (NPSP).

Requires Premier or Signature Success Plan Additional Investment Recruitment & Admissions Student Experience Advancement K-12
Drive Use for K-12
TRAILHEAD DOCUMENTATION INDIVIDUAL COACHING SESSION

Learn about K-12

1 K-12 Architecture Kit K-12 Architecture Kit How to Implement a
Architecture Kit
Administration Basics Documentation Case Management
Strategy for Education

Set up and configure K-12 Find everything you need to set up, Understand the basics of case
Follow This Trailmix Architecture Kit to connect customize, and use K-12 Architecture management in Service Cloud and
educators and families. Kit. design a strategy for incoming cases.

WEBINAR TRAILHEAD DOCUMENTATION COMMUNITY WEBINAR

Support K-12
2 Center Your Learners Holistic Student Student Success Hub Sector: K-12 Education Structure Student
Learners with
with Student Success Support with Student Documentation Group Support with Program
Student Success Hub Success Hub Management Module
Hub
Use Salesforce's K-12 solutions to Find everything you need to set up, Understand how to integrate the
Follow This Trailmix Learn how to center your students deliver equitable and holistic student customize, and use Student Success Connect and collaborate with other Program Management Module into
with Student Success Hub. support. Hub. K-12 customers. your support model.

DOCUMENTATION VIDEO

Program Management Tableau CRM for K-12

Module
Documentation
Find everything you need to set up,
customize, and use Program Familiarize yourself with Tableau
Management Module. CRM for K-12.

Requires Premier or Signature Success Plan Additional Investment Recruitment & Admissions Student Experience Advancement K-12
Realize Value
Achieve peak performance
Realize Value for Recruitment & Admissions
GUIDE COMMUNITY VIDEO OTHER

Additional
1 Pardot Use Cases for Admissions Connect Tableau CRM for Analyze Application
Salesforce Tools
Recruitment and Users Recruitment and Data with Admissions
for Recruitment & Admissions Admissions Connect Tableau
Admissions Accelerator
Use Pardot's Engagement Studio to Familiarize yourself with Tableau Visualize application insights and
Follow This Trailmix engage prospective students Connect and collaborate with other CRM for Recruitment and trends by using the Admissions
throughout their admissions journey. Admissions Connect users. Admissions. Connect Accelerator.

Requires Premier or Signature Success Plan Additional Investment Recruitment & Admissions Student Experience Advancement K-12
Realize Value for Student Experience
INDIVIDUAL COACHING SESSION BLOG OTHER

Additional
1 How to Plan Your Transform Your Analyze Student
Salesforce Tools
Student Experience Communications and Success Data with the
for Student Community Collaboration with Tableau Accelerator
Experience Slack
Learn how to to build a strong and Visualize student and support staff
Follow This Trailmix effective community for students in Create digital headquarters for your data by using the Student Success
an educational setting. institution using Slack. Hub Tableau Accelerator.

Requires Premier or Signature Success Plan Additional Investment Recruitment & Admissions Student Experience Advancement K-12
Realize Value for Advancement
TRAILHEAD GUIDE GUIDE TRAILHEAD GUIDE

Amplify
1 Accounting Subledger Bridge CRM and Pardot Use Cases for Fundraise with Salesforce.org
Fundraising and
for Education: Quick Finance with Advancement Nonprofit Cloud Corporate Relations
Engagement Look Accounting Subledger Guide
Learn the basics about consolidating Learn how to manage donors and
Follow This Trailmix data between Salesforce and Understand how your institution can Use Pardot's Engagement Studio to donations with Nonprofit Success Develop a strategy for corporate
accounting systems. fully leverage Accounting Subledger. engage alumni and donors. Pack and Salesforce. relations at your institution.

VIDEO

Tableau CRM for

Advancement

Familiarize yourself with Tableau

CRM for Advancement.

Requires Premier or Signature Success Plan Additional Investment Recruitment & Admissions Student Experience Advancement K-12
Realize Value
WEBINAR WEBINAR WEBINAR BLOG TRAILHEAD

Maintain a
1 Strong Admin, Strong Strong Admin, Strong Strong Admin, Strong How to Document Data Storage for
Healthy
Org: Data Quality Org: Assess Your Org Org: Create a Helpdesk Inside Your Salesforce Educational
Salesforce Org Toolkit Strength by Using the Ticketing System with Instance Institutions: Quick
Salesforce Optimizer App
Flow Look
Get to know Salesforce Optimizer
Learn practical tips to center data app and how it can help keep your Walk through building a ticketing Learn how to document your Create a data storage strategy for
Follow This Trailmix
quality at your institution. org healthy. system with Salesforce Flow. Salesforce setup and customizations. your school.

GUIDE

Healthy Org Workbook

Use this interactive workbook to stay

on top of your org health.

Requires Premier or Signature Success Plan Additional Investment Recruitment & Admissions Student Experience Advancement K-12
 LI
N
K
TO
M
AS
TE
R
Grow and Go
Further
Achieve greater success using
advanced features
Grow
TRAILHEAD INDIVIDUAL COACHING SESSION TRAILHEAD INDIVIDUAL COACHING SESSION INDIVIDUAL COACHING SESSION

Get Strategic
1 Digital Transformation at How to Use Design Constituent-Centric Insights: Report in How to Develop a
Insights with
Educational Institutions: Thinking to Achieve Data Strategies for Education Data Digital Engagement
Education Cloud Quick Look Your Project Goals Education Architecture (EDA) Strategy for Education
Learn how a strategic approach to Understand how design thinking can
data improves digital experiences for help you go forward with any Create a data strategy that puts your Learn how reporting works in Build a digital strategy that
Follow This Trailmix
constituents. Salesforce project. constituents front and center. Salesforce and EDA. maximizes constituent engagement.

ARTICLE COMMUNITY OTHER

Leverage the
2 Keep Up with Education Release Education Cloud
Salesforce
Salesforce.org Readiness Certification
Ecosystem Releases
Stay current with the latest Take your Education Cloud
Understand how the Salesforce Education Cloud release knowledge to the next level by
Follow This Trailmix
release cycle works. information. getting certified.

Requires Premier or Signature Success Plan Additional Investment Fundraising Program Management Marketing & Engagement
 LI
N
K
TO
Reach the Summit of Success

M
AS
TE
R
Get more resources to help you meet your goals. Explore Recommendation Maps for additional clouds.

B2B Commerce B2C Commerce Consumer Goods Datorama Education

Financial Services Health Interaction Studio Manufacturing Marketing

Mulesoft Composer Nonprofit Pardot Platform Quip

Sales Salesforce Scheduler Service Tableau

Thank You