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Salesforce for Recruitment and Admissions

By Shannan Hearne, Summit Technologies Marketing Specialist


Changes in society and advances in technology are driving change and innovation. Colleges are as impacted by this as any business. Salesforce and Summit Technologies offer solutions for businesses and educational institutions. Salesforce for Education is designed to help higher education institutions adapt and succeed at recruitment and admissions. Summit Technologies has implemented custom Salesforce solutions for many highly respected schools.


Higher education is one area that Salesforce has focused on creating powerful solutions with automations and workflows to streamline the recruitment and admissions process, enrolling more students and getting them across the finish line to starting classes in the fall with the least summer melt.



Salesforce Education Cloud

Schools have to adapt to greater expectations and needs of prospective and incoming students despite a declining student population, funding challenges, and outdated and siloed data systems. A complete 360 degree view of your student prospects helps schools win at recruitment and admissions.


Proactively identifying students’ needs, concerns, and interests leads to more efficient strategies and solutions. Summit Technologies LLC knows that the challenge can feel daunting, and Salesforce for Education will help you tackle it.


At the heart of Salesforce for Education is Education Data Architecture (EDA). EDA standardizes the starting point for educational institutions building out a CRM. It provides a core and common data model that supports the entire student journey. Solutions built on EDA share the same open, flexible, and extendable framework that accommodates a range of recruitment and admissions use cases and end-user customization.


With EDA, you don’t just get an architecture. You also get pre-configured objects, logic and functionality, and automation tailored for education right out of the box.


With the Application object, EDA makes it possible to track information about a prospective student's application to your institution, from submission through decision. You can also generate reports to see the characteristics of your applicant pool. Let's look at some possible uses for the Application object. Admissions counselors can use the Application object to identify the academic program and plan of study an applicant is interested in. The college recruiting team can use the object to determine an applicant’s status and track the milestones that must be attained in the student application journey.


The Test object can associate a test with an application to track a prospective student's completion of required tests. Whether SAT, ACT, GMAT, or LSAT the test object relates to the Application object for tracking purposes.


Relationships and affiliations are two EDA objects that contribute to the 360-degree view

360 degree student view from Salesforce

of prospective and enrolled students at your institution. When your recruitment and admissions team can track prospective students’ interests, extracurricular activities, and personal relationships in a unified view, they can focus their time recruiting students that are the best fit for their institution.


Relationships in EDA represent your contact-to-contact connections. Affiliations connect contacts with other accounts in your CRM. Organizations like high schools, community colleges, academic departments, administrative departments, and sports teams are represented as accounts, and you connect accounts to contacts through affiliations.


Salesforce.org has developed an innovative, cloud-based approach to recruiting and admissions with the launch of their foundational product, Admissions Connect, built on EDA. It's designed to accelerate innovation and deliver an engaging experience to applicants with personalized and dynamic application checklists.


For admissions professionals, Admissions Connect provides a streamlined application review process with an application reader showing data and documents in a single scrollable view, document management, and workflow automation. Additionally, Admissions Connect can be connected to your marketing engagement and analytics solutions to build an innovative end-to-end recruiting and admissions solution.


The Salesforce ecosystem offers robust third-party applications and solutions from ISV providers that schools and institutions can use to further build out their recruiting and admissions solutions. On the Salesforce AppExchange, you’ll find solutions ranging from event management to form building to out of the box recruiting and admissions products, all built on the Salesforce platform.


The Salesforce AppExchange is your Salesforce app store and it provides you with the tools to extend the functionality of your Salesforce org. Summit Technologies LLC helps schools map out a Salesforce solution to recruitment and admissions and develops a custom tool to streamline the process and get more students enrolled with less manpower requirements.


Summit Technologies is a Columbus, Ohio based Salesforce Consulting Partner consisting of a talented and creative team of Salesforce certified Consultants, Developers, Analysts and Project Managers. We specialize in building innovative solutions for our clients within the Salesforce family of products including Sales Cloud, Service Cloud, Marketing Cloud, CPQ, Experience Cloud, Nonprofit Cloud, Education Cloud, Pardot, Field Services and Salesforce Communities. Summit Technologies strategic services solutions bring custom Salesforce technology to work for your business.


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