Achieve Advancement Goals with Education Cloud
Offered By: Salesforce via Trailhead
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
Tags
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