We use cookies to make interactions with our websites and services easy and meaningful, to better understand how they are used and to tailor advertising. You can read more and make your cookie choices here. By continuing to use this site you are giving us your consent to do this.

Get Started with
Education Cloud

Explore the guided journeys below to get started with Salesforce and Education Data Architecture (EDA). Each journey is designed to help you learn the ropes, gain best practices, and connect with experts for support along the way. Start with the fundamentals, then explore other areas of interest to achieve your goals.

If you already have Salesforce and EDA, you’re ready to get started. If not, start a trial first.

  • GET
    STARTED
  • K-12
    ARCHITECTURE
    KIT
  • RECRUITMENT
    & ADMISSIONS
  • STUDENT EXPERIENCE
  • ADVANCEMENT
  • ADOPT &
    EXPAND

Get Oriented in Salesforce and EDA

Trailhead IconSalesforce Platform Basics

Introduce yourself to the Salesforce platform.

TAKE THE TRAIL >


Video IconAdmins Basics for Education

Introduce yourself to Salesforce, EDA, and first steps for getting started.

WATCH THE VIDEO >


Trailhead IconEducation Cloud Basics

Empower your institution to manage the entire student lifecycle and drive student success.

TAKE THE TRAIL >


Trailhead IconEducation Data Architecture Basics

Learn how EDA can help your educational institution.

TAKE THE TRAIL >


Document IconEDA Documentation

Find additional documentation for EDA.

VIEW DOCUMENTATION >


Video IconGet Started: Education Data Architecture Accelerator Webinar

Understand Education Data Architecture (EDA) basics.

WATCH THE VIDEO >


Download IconGet Started with Education Data Architecture

Understand EDA basics and plan for a successful implementation.

DOWNLOAD WORKBOOK >

 

Learn Basic Admin Skills and Best Practices

Video IconWho Sees What?

Understand Salesforce security and sharing rules.

WATCH THE VIDEOS >

Trailhead IconUser Management

Set up users and control how they view or edit your data.

TAKE THE TRAIL >

Trailhead IconCustomize a Salesforce Object

Use picklists, formulas, and other tools to customize an object.

TAKE THE TRAIL >

Trailhead IconSet Up Reports & Dashboards

Visualize key metrics in real-time.

TAKE THE TRAIL >

Document IconTrain Your System Admin

Follow a training path to enable your system admin.

VIEW DOCUMENTATION >

Website IconHow to Document Inside Your Salesforce Instance

Tips and tricks on how to implement documentation strategies.

VISIT WEBSITE >

Video IconOptimize Your Org Webinar Series

Ready to go beyond the basics? The Optimize Your Org series is designed to build upon the information covered in our Admin Basics series.

WATCH THE VIDEOS >
 

Begin Your Implementation

Document IconTable-Driven Trigger Management (TDTM)

Learn why TDTM is helpful for many higher ed Salesforce implementations.

VIEW DOCUMENTATION >

Trailhead IconData Management

Learn how to import and export data.

TAKE THE TRAIL >

Website Icon5 Steps to an Effective Salesforce Data Management Strategy

Learn how to manage large data volumes.

VISIT WEBSITE >

Download IconBuild an Integration Strategy like a Customer Success Architect (CSA)

Keep data and processes in sync across multiple systems.

DOWNLOAD RESOURCE >

Download IconBuild an Automation Strategy like a Customer Success Architect (CSA)

Learn how to fully leverage the automation tools available in Salesforce.

DOWNLOAD RESOURCE >

Trailhead IconBuild Great APIs and Integrations with Mulesoft

Connect your apps, data, and devices with an application network.

TAKE THE TRAIL >
 

Develop an End User Training Plan

Trailhead IconUser Training and Motivation

Learn how to support your Salesforce users and prepare them for success.

TAKE THE TRAIL - ADMIN >

Trailhead IconLearn CRM Fundamentals for Lightning Experience

Understand Salesforce and learn how to navigate, customize, and manage basic CRM features.

TAKE THE TRAIL - END USER >

Trailhead IconChatter Basics

Learn how to use Chatter, update your profile, and start collaborating.

TAKE THE TRAIL - END USER>
 

Get Started

Video IconGet Started with K-12 Architecture Kit

Learn the basics and how to get started with K-12 Architecture Kit.

WATCH THE VIDEO >


Document IconK-12 Architecture Kit Documentation

Find additional information about K-12 Architecture Kit.

VIEW DOCUMENTATION >


Trailhead IconAdminister Salesforce for K-12 Educational Institutions

Learn admin fundamentals of Salesforce in K-12 settings.

TAKE THE TRAIL >


Power of Us Hub IconK-12 Architecture Kit Release Announcements Hub Group

Stay up to date on the new features and updates for K-12 Architecture Kit.

VISIT THE HUB >


Video IconBuild a Tableau CRM Dashboard for K-12

Follow along as we walk through building a custom Tableau CRM dashboard for K-12.

WATCH THE VIDEO >

 

Get Started

Download IconGet Started with Salesforce Recruitment and Admissions Workbook

Access tools and additional resources to build your admin skills with Salesforce for Recruitment and Admissions.

DOWNLOAD WORKBOOK >


Trailhead IconEnroll Best-Fit Students With Education Cloud

Optimize recruitment and admissions efforts for a seamless student experience.

TAKE THE TRAIL >


Video IconGet Started with Recruitment & Admissions Webinar Series

Learn how to grow your applicant pool and reach enrollment goals with Salesforce.

WATCH THE VIDEOS >


Download IconPardot Engagement Studio: Recruitment & Admissions Use Cases

Follow along with our sample Pardot Engagement Studio templates to learn how you can create targeted programs that help engage prospective students.

DOWNLOAD RESOURCE >


Video IconTableau CRM Dashboards for Recruitment & Admissions

Follow along as we walk through the pre-built dashboards for Recruitment and Admissions.

WATCH THE VIDEO >

 

Get Started

Download IconGet Started with Salesforce Student Experience Workbook

Hands-on activities, videos, and other resources will help guide you as you get started with Salesforce for Student Experience.

DOWNLOAD WORKBOOK >


Trailhead IconBuild a Connected Campus with Education Cloud

Create a relevant and personalized student experience that promotes engagement and success.

TAKE THE TRAIL >


Video IconGet Started with Student Experience Webinar Series

Learn how to advise, engage, and retain your students with Salesforce.

WATCH THE VIDEOS >


Document IconAdvisor Link Documentation

Find additional information for Advisor Link.

VIEW DOCUMENTATION >


Power of Us Hub IconAdvisor Link Release Announcements Hub Group

Stay up to date on the new features and updates for Advisor Link.

VISIT THE HUB >


Video IconBuild a Tableau CRM Dashboard for Student Experience

Follow along as we walk through building a custom Tableau CRM dashboard for Student Experience.

WATCH THE VIDEO >

 

Get Started

Trailhead IconAchieve Advancement Goals with Education Cloud

Build lifelong alumni and donor relationships in higher education.

TAKE THE TRAIL >


Video IconGet Started with Advancement Webinar Series

Learn how to grow your active and engaged alumni and reach campaign goals with Salesforce.

WATCH THE VIDEOS >


Power of Us Hub IconGift Entry Manager (GEM) Hub Group

Learn about Gift Entry Manager (GEM), view related discussions, blogs, and product documentation.

VISIT THE HUB >


Power of Us Hub IconGift Entry Manager (GEM) Release Announcements Hub Group

Stay up to date on the new features and updates to GEM.

VISIT THE HUB >


Download IconPardot Engagement Studio: Advancement & Alumni Engagement Use Cases

Follow along with our sample Pardot Engagement Studio templates to learn how you can create targeted programs that help engage alumni and other constituents

DOWNLOAD RESOURCE >


Video IconBuild a Tableau CRM Dashboard for Advancement

Follow along as we walk through building a custom Tableau CRM dashboard for Advancement.

WATCH THE VIDEO >

 

Keep Your Org Healthy

Create a User Adoption Plan

Trailhead IconEmpower Your Salesforce Users

Learn effective strategies for driving end user adoption.

TAKE THE TRAIL >

Trailhead IconUser Adoption Metrics

Discover tools for tracking end user adoption of Salesforce.

TAKE THE TRAIL >

Download IconUser Adoption Metrics Worksheet

Develop user adoption metrics for your Salesforce projects.

DOWNLOAD WORKSHEET >

Download IconManaging Governance with a Center of Excellence

Build and implement a functioning governance strategy.

DOWNLOAD RESOURCE >

Website IconSalesforce Adoption Dashboards

Install free dashboards to track user adoption.

VISIT WEBSITE >

Ensure Data Quality

Trailhead IconData Quality

Discover strategies for assessing and improving the quality of your data in Salesforce.

TAKE THE TRAIL >

Download IconHealthy Org Workbook

Learn tips, tools, and strategies for keeping your org healthy.

DOWNLOAD WORKBOOK >

Website IconData Quality Analysis Dashboards

Install free dashboards to track data quality and record completeness.

VISIT WEBSITE >

Secure Your Org

Trailhead IconSecurity Basics

Educate your users, protect your Salesforce org, and encourage a culture of security.

TAKE THE TRAIL >

Document IconSecurity Health Check

Learn how to run a Security Health Check in Salesforce.

VIEW DOCUMENTATION >

Document IconSalesforce Auditing

Learn how auditing can help you diagnose potential or real security issues.

VIEW DOCUMENTATION >

Trailhead IconSecure Your Apps with Salesforce Shield

Establish governance and enforce compliance policies with Salesforce Shield.

TAKE THE TRAIL >

Download IconThree Essential Security Elements for Your Salesforce Community

Create a security strategy for your community.

DOWNLOAD RESOURCE >

Automate Processes

Document IconAutomate Your Business Processes

Find documentation for automating processes in Salesforce.

VIEW DOCUMENTATION >

Document IconLightning Process Builder

Find documentation for Lightning Process Builder.

VIEW DOCUMENTATION >

Trailhead IconQuick Start: Process Builder

Learn to trigger a field update when a related record is edited.

TAKE THE TRAIL >

Trailhead IconLightning Flow

Optimize business processes by harnessing the power of Lightning Flow.

TAKE THE TRAIL >

Website IconGet Started with the New Flow Builder

Learn how to automate common tasks with the Flow builder.

VISIT WEBSITE >

Download IconMarketing Cloud and Salesforce: Implementation Recommendations from Salesforce Architects

Learn how to implement and optimize Marketing Cloud.

DOWNLOAD RESOURCE >
 

Gather Insights

Secure Your Org

Trailhead IconReports & Dashboards for Lightning Experience

Visualize key metrics in real-time.

TAKE THE TRAIL >

Document Icon Reports & Dashboards

Find additional documentation for reports & dashboards.

VIEW DOCUMENTATION >

Enhance Your Analytics

Trailhead IconSalesforce Einstein Basics

Discover insights and predict outcomes with AI features.

TAKE THE TRAIL >

Download IconEinstein for Higher Education

Learn how AI can be used across the student lifecycle.

DOWNLOAD THE EBOOK >

Video IconAI For Good

Watch a master class on using AI for good in higher ed.

WATCH THE VIDEO >


Trailhead IconEinstein Analytics Basics

Uncover new insights from your data.

TAKE THE TRAIL >

Video IconIntro to Tableau CRM Webinar

Join us as we walk through importing and manipulating data as well as building lenses and dashboards in Analytics Studio.

WATCH THE VIDEO >


Create Innovation Feedback Loop

Trailhead IconInnovate the Salesforce Way

Learn methods to transform your customer experience and foster innovation.

TAKE THE TRAIL >

Trailhead IconEncourage and Support Users

Motivate your users to drive adoption.

TAKE THE TRAIL >

Trailhead IconUX Prototyping Basics

Learn how to build and use prototypes in Salesforce Lightning Design System.

TAKE THE TRAIL >

Align CRM and Financial Data

Download IconBridge Finance and CRM with Accounting Subledger for Education

Learn how to make your financial data more transparent and accessible with Accounting Subledger.

DOWNLOAD WORKBOOK >
 

Advanced Admin Skills

Integrate Email

Trailhead IconIntegrate Outlook and Gmail with Salesforce

Bring Salesforce and your email content together to work smarter.

TAKE THE TRAIL >

Trailhead IconOutlook Integration

Track customer interactions and update records directly in Outlook.

TAKE THE TRAIL >

Trailhead IconGmail Integration

Track customer interactions and update records directly in Gmail.

TAKE THE TRAIL >

Document IconWhich Email Tool Should You Use?

Figure out the best email option for your organization.

VIEW DOCUMENTATION >

Roll Out Mobile

Trailhead IconSalesforce Mobile App Basics

Collaborate with your teammates on the go with the Salesforce mobile app.

TAKE THE TRAIL >

Trailhead IconLightning Experience for Salesforce Mobile App

Learn how the power of Lightning will transform the Salesforce Mobile App.

TAKE THE TRAIL >

Video IconCustomize the New Salesforce Mobile App with Lightning App Builder

Learn how to customize your mobile app for Lightning.

WATCH THE VIDEO >

Document IconSalesforce Mobile App

Find additional information for Salesforce Mobile App.

VIEW DOCUMENTATION >

Keep Up with New Releases

Document IconKeep Up with Salesforce.org Releases

Find release information and strategies for keeping your org in sync.

VIEW DOCUMENTATION >

Trailhead IconSalesforce Release Readiness Strategies

Learn how Salesforce releases new features and how to make the most of them.

TAKE THE TRAIL >

Power of Us Hub IconEDA Release Announcements Hub Group

Follow release announcements in the Power of Us Hub.

VISIT THE HUB >

Need More Help?

Conversation Bubbles Image

Ask the Community

Visit the Power of Us Hub to access resources and connect with the Nonprofit community.

Webinar Image

Join a Webinar

Find webinars, events, and on-demand videos on the Customer Success Event Calendar.

Laptop Image

Submit a Support Ticket

Open a technical support case if you’re experiencing technical issues, like error messages or unexpected behavior.

Apply for the
Pro Bono Program

Need hands-on help? Apply for up to 20 hours of pro bono support from a Salesforce employee volunteer.