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Achieve Advancement Goals with Education Cloud

Offered By: Salesforce via Trailhead

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Salesforce Courses Course Development Courses Fundraising Courses Marketing Automation Courses

Course Description

Overview

Build lifelong alumni and donor relationships in higher education.
  • Empower your institution to manage the entire student lifecycle and drive student success.
  • Strengthen alumni connections through marketing automation and online communities.
  • Employ lead generation strategies and analytics to deepen relationships with donors.
  • Streamline donor management with list views, Kanban, Path, and mobile access.
  • Engage donors and process payments with integrated fundraising tools.

Syllabus

  • Salesforce.org Education Cloud Basics
    • Meet Education Cloud
    • Transform the Student Journey with Education Cloud
    • See How Salesforce.org Helps You
    • Get Started with Education Cloud
  • Alumni Engagement with Education Cloud
    • See How Salesforce Supports Alumni Engagement
    • Automate and Personalize Alumni Outreach
    • Engage Alumni with Communities
  • Donor Insights with Education Cloud
    • Identify New Donor Prospects
    • Understand Reporting for Donor Management
    • Visualize Advancement Goals with Dashboards
    • Use Salesforce Einstein and Tableau CRM for Advancement Insights
  • Major Donor Relationship Management with Education Cloud
    • Move Donors from Cultivation to Solicitation
    • Manage Donor Portfolios
    • Go Mobile with Your Moves Management Strategy
  • Salesforce.org Elevate for Fundraising and Advancement
    • Meet Elevate
    • Enter Donations in Salesforce
    • Set Up Giving Pages in Elevate
    • Experience Elevate

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