We implement Salesforce Education Cloud so institutions manage the full student lifecycle — recruitment, admissions, advising, and alumni engagement — from one connected platform.
Salesforce Education Cloud connects the full student lifecycle — recruitment, admissions, advising, success tracking, and alumni engagement — on one CRM, so an applicant's story does not restart every time they cross a department boundary. As a Salesforce Education Cloud consultant, Apexify implements the platform around your academic structures: programs, terms, cohorts, and the teams who support students through them.
Most institutions run recruitment in one tool, admissions in another, advising in spreadsheets, and advancement in a decades-old database. Education Cloud replaces that patchwork, but only if the data model reflects how your institution actually defines a student, a program, and a term — which is where implementation succeeds or fails.
A typical engagement includes:
We implement Education Cloud for universities, colleges, polytechnics, private schools, and professional training providers across the full range of institutional size.
Education implementations are planned around the academic calendar, not around ours. We phase the rollout by cycle: recruitment and admissions typically go live first, timed ahead of your next intake season, with advising and advancement following once the first cohort is flowing through the system. Discovery involves admissions, the registrar's office, advising, and advancement together — the shared data model has to work for all four.
The build runs in sprints against a working org your staff test with real scenarios: an inquiry becoming an applicant, an applicant becoming a student, a student raising an advising flag. Data migration — from a legacy CRM, EDA, or spreadsheets — is profiled early and rehearsed with trial loads. Recruitment communications are often connected to Marketing Cloud so journeys trigger from real application status.
Launch includes role-based training and a hypercare window scheduled through your first peak — an application deadline or enrolment crunch — when volume is highest and confidence matters most. We also leave behind runbooks for cycle-start tasks — rolling terms forward, resetting recruitment pipelines — so the second year runs without us if you want it to.
Institutions choose us because we deliver in phases an academic year can absorb — small, well-timed go-lives ahead of each cycle rather than a single risky cutover mid-semester. Apexify is an official Salesforce Partner with 20+ years of combined team experience and a 98% client satisfaction rate, working with education clients from our Calgary headquarters and remotely across Canada and the US.
We are honest about fit. A small training provider may not need the full Education Cloud footprint on day one, and we will scope a leaner starting point when that is true. Platform-agnostic advice is how we work across every practice, and education is no exception. We would rather start you small and grow the footprint each cycle than sell a big-bang project that stalls at the first semester boundary.
Education Cloud fits universities and colleges unifying recruitment through advancement, polytechnics and private institutions replacing spreadsheet-driven admissions, and growing training providers formalizing the student journey. If your staff re-enter the same student's information three times between inquiry and enrolment, the lifecycle is exactly what this platform — properly implemented — repairs.
A first phase covering recruitment and admissions typically runs 8-16 weeks, timed to go live ahead of your next intake cycle. Advising, success, and advancement phases follow in later cycles. Total timeline depends on SIS integration scope and how much historical data you migrate.
Cost depends on the number of lifecycle stages in scope, SIS integration complexity, and data migration volume. Salesforce licence pricing is separate, and education institutions may qualify for sector-specific pricing through Salesforce — we help you navigate that. Implementation is quoted as fixed-price phases after discovery.
Education Cloud is Salesforce's current education platform built on its core architecture; the Education Data Architecture (EDA) is the older framework many institutions still run. New implementations start on Education Cloud, and for institutions on EDA we assess and plan the transition as part of the engagement.
Yes. We integrate Salesforce with student information systems through their APIs or middleware, syncing applicants, enrolments, and program data so staff work from one accurate record. The integration pattern and direction of sync for each object are defined in discovery, then validated with trial data before launch.
Yes. We work with institutions in both Canada and the United States remotely, and our Mountain-time workday overlaps every North American time zone. Working sessions with admissions, registrar, advising, and IT teams all run over video, scheduled around your academic calendar.
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