Hi everyone, I’m looking to start learning Salesforce Education Cloud. Could you please recommend the best place to begin?
I’d also like to understand the relationship between Education Cloud and OmniStudio. There don’t seem to be many training courses available, so I’d appreciate any resources or guidance.
#Education Cloud #Higher Education
We are moving from EDA to Education Cloud and want to get some of my staff some early awareness around the tool so that they can help create training for our staff in the future.
#Trailhead #Education Cloud
@Martha Fernandez much of the content on trailhead is EDA related but some has been updated. That being said ED Cloud has heavy use of omnistudio so I always recommend making sure you get up to speed with that. Beyond that you will really want to dig into the ERD to understand what all of the objects are and how to use them properly.
I am using education cloud and created two new participantRoles on InteractionSummary. We already have one role deployed but when deploying the two new roles it appears to deploy (no errors and the component appears in the. package list) but does not appear in the target org. Anyone else faced this issue before?
@Robert Watson Interaction Summary is already enabled for Compliant Data Sharing. I dont have direct access to the pipeline but i have verified the components shows as part of the package in the pipeline logs. i ahve also confirmed no errors or failures has occured.
Has anyone migrated from Salesforce EDA to Salesforce Education Cloud using Salesforce’s Data Migration Kit or another migration tool?
We are starting to evaluate options for migrating both metadata and data from EDA into Education Cloud and would be interested in hearing from others who have gone through this process.
A few specific questions:
Any feedback, recommendations, or experiences would be greatly appreciated.
#Education Cloud
Hi John,
Migrating from EDA to Education Cloud is a complex Salesforce transition given the higher ed-specific data model. Maybe this EDA to Education Cloud Migration Guide will be helpful to you.
There are also out of the box AppExchange solutions built specifically for EDA-to-Education Cloud migration scenarios that can handle field mapping, relationship sequencing, and data model transformation as part of the process.
If helpful, I'm happy to connect and discuss your specific setup.
Hi Trailblazers,
I'm looking to connect with anyone at a higher education institution who has worked through the data model alignment between Oracle PeopleSoft Campus Solutions and Salesforce Education Cloud's Education Data Foundation (EDF).
Specifically, I'm interested in how others have approached the structural mapping between the two platforms:
1. Academic Structure Mapping — How have you mapped Campus Solutions' academic hierarchy (Academic Institution, Academic Career, Academic Program, Academic Plan, Sub-Plan) to EDF's core objects?
2. Data Model Gaps — Where did the two architectures diverge most, and how did you handle it?
3. Reusable Artifacts — Do you have field mapping documents, data dictionaries, or reference architectures you'd be willing to share or discuss?
Any experience — full implementation, pilot, or even a mapping exercise that didn't move forward — would be valuable. Happy to take the conversation to DM if you prefer.
Thanks in advance! 🎓
#Higher Education
Greetings one and all! I'm just getting started with Education Cloud, and from my overview understanding, it seems to be mostly for educational institutes, not public sector departments and agencies. Has anyone used it to track Continuing Education credits at a State or local level, in order to verify qualifications for constituents to maintain their teaching license? I'd love to set up a dialogue for "lessons learned". Dutch DeVries Pennsylvania Department of Education
#Education Cloud
I don't have experience with this specific scenario, but I'm familiar with the Education Cloud product and data model well -- I'll send you a message in a moment.
Also tagging the
@Agentforce Education (Education Cloud) group to hopefully reach a wider audience :)Hi there,
I don't see any direct relationship between the learner program or Learning program Plan and the Academic Term Education data model. Is it advisable to create a lookup to the Academic term on either of the objects?
#Education Cloud #Trailhead
Recommendations are not sent when both the applicant and the recommender use gmail. DKIM is Active. The email log shows the error:
550-5.7.26 Your email has been blocked because the sender is unauthenticated.
550-5.7.26 Gmail requires all senders to authenticate with either SPF or DKIM.
550-5.7.26
550-5.7.26 Authentication results:
550-5.7.26 DKIM = did not pass
550-5.7.26 SPF [
gmail.com] with ip: [18.135.24.81] = did not pass
550-5.7.26
#Education Cloud
Hello, I’m reaching out for help or to get some experience.
After configuring Education Cloud's "collect recommendations" feature, I tested the process by logging in as an applicant, starting an application, and requesting a recommendation.
The process creates the Contact and the Application Recommender records, which trigger the Send Recommender Survey flow. However, the recommender never receives the survey invitation email.
My assumption is that the Send Survey Invitation flow action attempts to create a SurveyInvitation record, but the applicant's Community Plus license may not grant the permissions to create SurveyInvitation records. Has anyone else experienced the same behavior?
#Education Cloud
Yeah, that’s likely a permissions issue. SurveyInvitation is a standard object but Community Plus users don’t get create access by default. Try giving the profile or a permission set Create on SurveyInvitation and Survey objects, then retest. Also make sure the survey itself is active and has a public link enabled.
I'm new to a company that uses both contacts and leads. Here is the issue we are encountering: We get lists of potential students (we use Education Cloud) from various sources (sign-ups from events, etc). Once they apply, they are converted to a contact / Person Account. If the person's name ends up on another list (through another event sign-up, etc), our data team doesn't know if the applicant is a contact or a lead (because they're not a contact until they apply). They've historically imported leads, but this is causing a lot of duplicates to be created. Does anybody have recommendations for how to set up a system (flow, ideally) that would allow our import file to: 1) Check for any contacts (person accounts) and update those records if the contact exists. 2) If the contact doesn't exist: Check for any leads and update or create as needed. Thanks in advance!
Great question! We faced a very similar challenge at my institution, and it's a common headache in Higher Ed when you're managing data from so many different sources.
There are multiple ways to approach this, but we've had a lot of success using a record-triggered Flow built on a "staging object." It sounds complex, but the concept is pretty straightforward and it made a huge difference for our data integrity.
Here’s the basic setup we use:
The key takeaway is that the staging object + flow pattern can handle whatever matching rules you need, regardless of which objects (Leads, Contacts, or others) you're using.
This process has been a game-changer for us. It has dramatically reduced our duplicates and provided a consistent process for our data team. Plus, the staging records give us a great audit trail of what came in and what the system did with it.
When we were building this out, these Trailhead modules were incredibly helpful for getting the key concepts down:
Hope our experience gives you a solid starting point. Good luck!
