Some Salesforce Guy

Mapping the Student Journey in Salesforce (K-12 Edition)

13 min · 7 mei 2025
aflevering Mapping the Student Journey in Salesforce (K-12 Edition) artwork

Beschrijving

In this episode of Some Salesforce Guy, we dive into how K-12 schools can structure and track the full student journey inside Salesforce. From inquiry to enrollment, daily attendance to graduation. Whether you’re just getting started or trying to clean up a messy org, this episode gives you a roadmap for using objects like Leads, Program Enrollments, Attendance Events, and more. Enjoying my content? consider supporting: Buy Me a Coffee [https://buymeacoffee.com/somesalesforceguy] This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit somesalesforceguy.substack.com [https://somesalesforceguy.substack.com?utm_medium=podcast&utm_campaign=CTA_1]

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Alle afleveringen

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aflevering K-12, Nonprofit, or Just Plain Confused? Salesforce Editions Explained artwork

K-12, Nonprofit, or Just Plain Confused? Salesforce Editions Explained

Today we dive into the world of Salesforce Editions and how they apply to schools and universities. Whether you’re looking to streamline student data, improve communication, or just stop using 15 different apps, Salesforce can be a game-changer. I’ll break down the differences between Salesforce’s various editions, including the K-12 Kit, Nonprofit Cloud, and Education Cloud, so you can decide which one is the best fit for your school’s needs. Plus, we’ll cover some key considerations before jumping in and how to avoid common pitfalls! Disclaimer:The views and opinions shared in this episode are my personal insights and should not be considered professional advice. Always do your own research or consult a Salesforce expert before making any purchasing decisions. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit somesalesforceguy.substack.com [https://somesalesforceguy.substack.com?utm_medium=podcast&utm_campaign=CTA_1]

18 apr 202523 min