Sales teams track their personal quota, their team quote, forecast gaps, and likely deals in their pipeline in a dashboard.

Education

Student Success

Advisors and support staff need a holistic view to build deeper connections and engagement, streamline services, and increase student success. Visualize data quickly and access AI-powered insights on a single platform.

Learn more about Salesforce for Education

Recruitment Inquiry Opportunity Management

Intelligent Question Generator

Simplify support program management and increase staff productivity by using AI to generate intake questions for advising, extracurricular, and other student support programs.

Object Referenced
Program
Benefit

Data Sources
CRM

Template Type
Flex

How to use
1. Navigate to Assessment Questions List view.
2. Click "Draft with Einstein using Instructions".
3. Select "Support Program Intake Questions" prompt template.
4. Select "Program" as the object and choose the relevant program name in record field of the combobox selection.
5. Hit "Next", provide any additional instructions if needed for the question generation or leave blank and hit "Draft Questions".
6. Refine & Add more questions as needed and hit "Create".

Availability
GA Now

Student Summaries

Scale personalized student support faster with AI-generated summaries of key advising details like alerts and pulse check responses.

Object Referenced
Case
Interaction Summary
Record Alert
Pulse Check
Program Enrollment
Assessment
Academic Term Enrollment

Data Sources
CRM

Template Type
Field Generation

How to use
1. Navigate to Edit Page for "Case" record.
2. Drag the "Einstein Summary Component" on the page. Add the "Summary Header" & "Summary Button" labels.
3. For the prompt template type, choose "Field Generation".
4. Choose "Summarize Advising Case" as the prompt template name. Save the config and activate the page.
5. Use the "Summary Button" to generate the summary. Edit and Save the summary as needed.

Availability
GA Oct. '24

Disclaimer: Salesforce pre-built Al solutions are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.