Your institution probably runs on a dozen systems that rarely talk to each other. Stack Intelligence connects them through Salesforce Education Cloud, so every office works from the same student record. Each person still sees only what their role allows.
Logos of Texas Instruments, American Express, Fiserv, Autodesk, Target, Honeywell, Dell and Delta Air Lines have worked with Stack Intelligence on Salesforce.
Most colleges we work with have plenty of systems. The trouble is that each office picked its own, years apart, and none of them talk. Here's what that looks like on campus.
Admissions has its CRM. Advisors take notes somewhere else. The SIS belongs to the registrar, and donors live in a separate database. So a student asks one simple question, and someone ends up checking three systems to answer it.
A student fills out an inquiry form at a college fair. The follow-up email from your team goes out two weeks later, and it's generic. By then she has toured two other campuses and stopped opening your messages.
Transcripts arrive by mail. Letters of recommendation get lost in a shared inbox. When applicants call about what's missing, staff have to dig through folders to find out. Complete files sit untouched for days because nobody knows they're ready.
In week four, a first-year quietly stops showing up to her chemistry class. Her grades start sliding after that. No one catches it before midterms. When her advisor writes in October, she's halfway through a transfer form.
How do I check my aid? When's the add/drop deadline? Can I switch dorms? Three offices get these emails every term and answer them one by one. Replies can take days, and the first week of classes is the worst.
A graduate who donated last year gets the same appeal as someone who never gave. Advancement can't see that she mentored three students or came to homecoming. Gifts get processed by hand, and thank-you notes go out late.
Each problem above has a fix below. Almost all of them start in Salesforce Education Cloud, the Salesforce CRM for higher education. We connect it to your student information system first. Then we add portals, marketing, or Agentforce where they help.
Admissions, advising, and advancement all open the same student record in Salesforce Education Cloud. Data from your SIS flows in too, whether that's Banner, Workday Student, or PeopleSoft. A staff member answers from one screen and sees only their office's fields.
A name collected at a college fair goes into Salesforce Education Cloud right away. So does a web form or a tour sign-up. Marketing Cloud follows up with emails about the student's chosen program. Counselors can see who's reading, and they call those students first.
We build an application portal on Experience Cloud where students submit forms, transcripts, and letters. If a letter hasn't come in, they see it on their checklist and don't have to call. On your side, a review queue lists every file that's complete and ready.
Read about Experience CloudA professor can flag a student who's missing class in two clicks. Her advisor gets the flag that afternoon and sets up a meeting. The care plan they agree on lives in Education Cloud. Small problems get caught in week four, well before midterms arrive.
A single student portal covers questions about financial aid, registration, and housing. Agentforce agents answer the common ones any time, like a balance check or a deadline. Harder questions get passed to the right office, with the full conversation attached.
Gift processing, gift planning, and alumni engagement tools come built into Salesforce Education Cloud. When advancement opens a graduate's record, her donations, event check-ins, and volunteer hours are right there. Appeals get personal, and thank-you notes go out in days.
Pick the office that's struggling most this term. Maybe admissions is buried, or advisors can't keep up. Book 25 minutes with us. We'll show how Education Cloud could help that team using the systems you have now.
Pick a cloud and see what we built, for whom, and what changed after go-live.
Industry: Mobility & Accessibility
The problem
Demand was outgrowing spreadsheet-and-email ordering, and each new region took months to open.
What we did
Built a B2B Commerce storefront with Salesforce Order Management and automated ordering end to end.
Result
Live in 8 weeks. New regions now open in 1–2 weeks, down from 4–6 months.
Industry: Physical Security & Surveillance
The problem
A growing partner network meant more small accessory orders landing on the sales team’s desk.
What we did
Launched a self-service storefront on Experience Cloud and B2B Commerce, with MuleSoft syncing orders to QuickBooks.
Result
Customers and partners now order on their own, and the channel scales without extra headcount.
Clients rate Stack Intelligence 5/5 on Salesforce AppExchange, and these four quotes came in after their projects wrapped.
Showing testimonial 1 of 4: Vince Tan, Director of IT, Ascensus Specialties
Every Education Cloud project we run has seven steps. We start by following one real student through your offices. We don't start a new step until your team approves the last one.
We start with one real student your team picks. Her path gets mapped from the day she first inquired to the day she enrolled or graduated. Every office she dealt with gets an interview.
We look at your SIS, your admissions tools, and your donor database. If you already have Salesforce, we go through that org and its sharing rules too.
Next comes the data model. We decide how students, applications, programs, advisors, and donors fit together. We agree early on which office can see which fields.
Our team works in a sandbox, and your live system isn't touched. Most needs are met by standard Education Cloud features. Custom code is saved for the rest. After each sprint, your staff click through a demo.
Your SIS and other campus systems link up in a test environment first. While that runs, we clean up student and alumni data and do a trial load.
We run a sample inquiry through the system, then an application, an early alert, and a gift. After those pass, your counselors, advisors, and advancement staff test it before launch.
Launch day is set well away from application deadlines and the start of classes. Hypercare follows, and our support continues after that.
We start by asking how your campus actually runs. Who owns a student before they enroll? Who gets the alert when grades drop? Which office talks to alumni first? Your answers shape the build.
Hire Salesforce ConsultantsWe build the data model around your students, programs, and offices. Nothing gets built until the people who'll use it have looked at the design and agreed.
Rules like FERPA limit who can see a student's record. We plan sharing settings with your registrar and compliance team before building. By launch, they've already approved them.
If the SIS and the learning platform disagree on who's enrolled, nobody trusts the data. We connect them first, so every office works from the same student data.
Agentforce needs clean student and program data to give good answers. We clean it up while we build. Adding an agent later then takes far less effort.
Your architects, developers, admins, and analysts all work for Stack. The certified people on our team are the ones who build your org and support it afterward.
New programs launch and admissions cycles change every year. Our Salesforce managed services keep your org in step with each term and each new class.
Read about Salesforce managed servicesSalesforce Education Cloud is the Salesforce CRM for colleges and universities. Each student's record starts at the first inquiry and carries on through graduation and alumni giving. Admissions, advising, and advancement each work in their own part of it.
Salesforce for education refers to the Salesforce products a school uses to work with students, starting with recruiting and carrying on long after graduation. Education Cloud is the core. Outreach runs through Marketing Cloud. Student portals are built on Experience Cloud.
Yes. Salesforce offers Agentforce agents built for schools. Some help prospective students find a program. Advisors can use another to prep for a meeting. A third answers questions about what a student owes. We usually begin with one or two that your data can handle today.
Many colleges use Salesforce as their CRM for higher education. The draw is having one student record that every office can use. An advisor can read what admissions learned and carry on from there.
With Salesforce CRM, higher education admissions offices track every inquiry and application. Advisors check on students whose grades are slipping. Advancement teams plan alumni events and record gifts in the same system. Most schools start with whichever office is struggling most.
Yes. Education Cloud in Salesforce works with common student information systems such as Banner, Workday Student, and PeopleSoft. We use APIs or MuleSoft, depending on your setup. After that, each student's enrollment and courses appear right on their record.
Laws like FERPA in the US govern who can see student records. Inside Salesforce, roles, permission sets, and sharing rules handle access. One wrong setting can expose data, so we set them up with your registrar and compliance team.
Yes. A missed class or a failed quiz can trigger a flag from her professor. The advisor reaches out, they meet, and the plan gets written down. Problems get handled weeks sooner.
Yes. Gift processing, gift planning, and alumni engagement are all part of Education Cloud. An advancement officer can see a graduate's donations, the events they came to, and their volunteer hours together.
There are two parts: licenses and implementation. License prices for Education Cloud are on Salesforce's website. Implementation costs more as you add offices and systems. One admissions team costs less than a campus-wide rollout. We give you a number after discovery.
Timelines vary with where you're starting. A single office on a fresh org is often live within a few months. A full campus rollout with SIS integration and alumni data takes longer. We also plan around your academic calendar, and you get a real timeline after discovery.
Tell us which offices and systems hold student data today. We'll show you how Salesforce Education Cloud would bring it together, with the right access rules from day one.
