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Transforming Student Success with Salesforce Education Cloud and Edu+

Education | 21 August 2025

Client Overview

A leading private university in North America with over 25,000 students and multiple academic programs across undergraduate, graduate, and continuing education divisions. The institution was facing challenges in managing student engagement, enrollment tracking, case resolution, and providing a unified view of its academic ecosystem.

Challenge

Disconnected Student Experience & Manual Operations

The university operated with siloed systems for admissions, student services, academic advising, and alumni engagement. Key challenges included:

  • Lack of a unified student profile and centralized engagement history
  • Manual enrollment workflows with limited real-time visibility
  • Inconsistent case management for student services and academic advising
  • Inability to track student-teacher-class relationships in a scalable manner

The leadership needed a robust digital platform to improve enrollment processes, student engagement, and case handling across the academic lifecycle.

Solution

Rialtes Edu+ Implementation on Salesforce Education Cloud

Rialtes, leveraging its industry-specialized service Edu+, implemented Salesforce Education Cloud integrated with Agentforce (AI-based assistant) and Salesforce Data Cloud for real-time analytics and 360° student insights.

Implementation Highlights:

  • Salesforce Education Cloud with core objects like Students, Teachers, Advisors, Classes, Courses, and Cases
  • Agentforce AI Assistant to manage FAQs, enrollment queries, and support interactions through a conversational interface
  • Salesforce Data Cloud integration to unify data across SIS, LMS, email, and admissions platforms for predictive engagement
  • Custom advising workflows and case management automation for academic support and student life
  • Personalized dashboards and journey maps for every student, teacher, and program

Key Features Delivered with Edu+

Unified Student Profile

Unified Student Profile

One record across admissions, enrollment, advising, and alumni

Teacher & Staff Profiles

Teacher & Staff Profiles

Dedicated profiles with class assignments, availability, and communication tools

Class & Program Management

Class & Program Management

Object models for Courses, Enrollments, Timetables, and Degree Paths

Predictive Enrollment Analytics

Predictive Enrollment Analytics

Data Cloud insights for application trends, drop-off patterns, and yield forecasts

Automated Case Management

Automated Case Management

Centralized portal for tracking student issues, support tickets, and resolution times

Agentforce Integration

Agentforce Integration

AI assistant for 24/7 support, including FAQs, deadlines, course availability, etc.

Outcomes & Business Impact

After going live with Salesforce Education Cloud powered by Edu+, the university saw measurable improvements within the first two academic terms:

Quantitative Results

22%

Increase in application-to-enrollment conversion rate

35%

Faster resolution of student support cases

100%

Adoption of self-service portals for students and faculty

20%

Improvement in academic advising engagement

360°

Visibility into student journeys across academic lifecycle

Qualitative Benefits

  • Empowered students with personalized experiences and proactive guidance
  • Reduced administrative overhead for admissions and student affairs teams
  • Enabled real-time collaboration across academic departments
  • Provided leadership with actionable insights for enrollment strategy and student retention

About Edu+ by Rialtes

Edu+ is Rialtes’ dedicated consulting and implementation framework tailored for educational institutions. It brings together Salesforce Education Cloud, AI/automation (Agentforce), and data integration (Data Cloud) to deliver:

  • Faster time to value
  • Industry-aligned object models and workflows
  • Scalable, future-ready digital campuses
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