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Build Education Cloud Around How Your Institution Actually Works

CUBE84 helps higher education institutions make the architecture, data, operating model, and Salesforce implementation work together, across recruitment, student success, academic operations, and advancement.

Check Your Education Cloud Readiness
Build Education Cloud Around How Your Institution Actually Works

Certified on the platform. Audited on the practice.

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The Hard Part Is Not Configuring Education Cloud

Institutions rarely stall because a field cannot be configured. They stall when system boundaries, ownership, and real-world ways of working have not been settled.

“We bought Education Cloud months ago and it is still not live.”

“Two offices ran the same report and got different numbers.”

“It does what we asked for. It just is not what we needed.”

These can look like data-quality problems. Often, the underlying issue is architecture or governance. Cleaning records helps, but it does not settle ownership, define system boundaries, or decide what staff should do differently.

Education Cloud Consulting Services

We organize the work around the decisions and capabilities an institution needs, not around a catalog of Salesforce features.

Readiness Assessment and Planningaccordion

Where most engagements start. We baseline what you run today, map the integrations, and identify what to fix before implementation rather than during it. That includes the questions institutions tend to defer: what belongs in Salesforce, what stays in the SIS, and who owns the constituent record when three offices each think they do.

What we find sets the scope. One area done properly and a phased build across several are both normal outcomes of the same assessment.

What you end up with: a recommendation your leadership can act on, the reasoning behind it, and what would change it.

Implementation and Configurationaccordion
Integration and Migrationaccordion
Constituent Experience Designaccordion
Optimization and Supportaccordion
Agentforce and AI Readinessaccordion
Education Cloud Consulting Services

Which Education Cloud Module Should You Start With?

Start where the pressure is highest and the sponsorship is real. Prove value in one module, then extend the same foundation.

Enrollment

Recruitment & Admissions

A practical first module when applications, yield, counselor productivity, or the prospect experience needs attention. It can cover inquiry capture, applications, review, transfer credit, territories, events, and yield activity. The integration design depends on how applications enter and when a prospect becomes an enrolled student.

Start here when enrollment has a clear sponsor and measurable goal.

Retention

Student Success

Start here when retention is under pressure or advisors cannot see and act on risk early enough. Academic performance is not always the first sign of disengagement. Attendance, participation, LMS activity, and other signals can help surface risk earlier, but only when ownership and alert routing are clear.

Set the operating model before building alerts and caseloads.

Participation or fundraising

Advancement & Alumni Relations

Start here when participation is falling, gift officers lack trusted portfolio views, or the student-to-alum transition is broken. This can include constituent and donor relationships, gift processing, portfolios, campaigns, volunteer engagement, and corporate and foundation relations.

Decide if Salesforce replaces or links to the platform

Academic or financial operations

Academic Operations & Student Financials

These areas sit closest to SIS territory. They can bring course, registration, degree-planning, account, and payment context closer to the relationship record. The value depends on a written boundary between Education Cloud and the SIS. Decide which platform owns each process and data element before configuration begins, especially as Salesforce continues to expand next-generation SIS capabilities.

Start here after the SIS boundary and ownership are explicit.

Not Sure Which Area Is The Right First Move?

DISCUSS YOUR STARTING POINT

What Success Looks Like

Your teams work inside the system instead of exporting around it

A student who becomes a donor remains the same constituent

You can answer a constituent question without emailing three offices

The next module builds on the foundation instead of starting over

Your team can explain how the system works a year after we leave

How We Approach Education Cloud

The choices made before and around configuration determine whether the platform holds up after launch.

We start with the institution, not the platform

What belongs in Salesforce? What stays in the SIS? Where does the source of truth sit? Which processes should be preserved, and which should be rethought? We settle those questions early.

We do not recreate the system you are replacing

Years of process often form around the limits of existing systems. Education Cloud is an opportunity to question those assumptions rather than carry all of them forward.

We design the data foundation for what comes next

The early constituent, engagement, and ownership decisions affect reporting, AI, future modules, and the cost of change in year three.

We build for the people using it

Recruiters, advisors, academic teams, advancement staff, students, and alums have different needs. We treat experience design and accessibility as core implementation work.

Higher-Ed Context.
Salesforce Depth.
Practical Delivery.

We bring the institutional context to ask the right questions and the platform depth to carry the answers through architecture, configuration, integration, and adoption.

Talk With Our Higher-Ed Team

350+

Clients

4+

Countries

10+

Years of Excellence

180+

Associates

Related Work

Reconnecting a distributed alumni community
CASE STUDY

HAMILTON COLLEGE

Reconnecting a distributed alumni community

Adding Salesforce capacity inside a stretched central team
CASE STUDY

PRIVATE RESEARCH UNIVERSITY

Adding Salesforce capacity inside a stretched central team

From one department every eight to sixteen months to three onboardings at once
CASE STUDY

PUBLIC RESEARCH UNIVERSITY

From one department every eight to sixteen months to three onboardings at once

FAQs

Yes. Agentforce Education is the current name for Salesforce Education Cloud. Salesforce still uses Education Cloud across its website and documentation, so institutions will encounter both names.
Start with the area tied to the outcome under the most pressure. Recruitment and Admissions is a practical starting point for enrollment, Student Success for retention, and Advancement and Alumni Relations for participation and fundraising. Academic Operations and Student Financials require a clearly defined boundary with the SIS.
Yes. Education Cloud can work with systems such as Banner, Colleague, PeopleSoft, or Workday Student. The important decision is which system owns each data element and business process. Document that boundary before configuration begins.
Education Cloud cannot be used alongside Admissions Connect or Student Success Hub in the same Salesforce org. Moving from EDA or those managed-package products is a migration and data-model decision, not a routine upgrade. Salesforce provides migration tooling, but the institution still needs to decide what moves, what is retired, and how the cutover will work.
Salesforce has not announced a retirement date for Education Data Architecture and continues to support it. EDA remains stable and widely deployed across higher education. What changed is where new capability lands. Since the 2023 relaunch, new development has gone into Education Cloud rather than EDA. Institutions on EDA are not facing a forced move, but they are on a platform that is no longer the center of product investment.
EDA is a free managed package layered onto standard Salesforce. Education Cloud is a paid industry cloud where education objects such as courses and grades are native to the core platform. Salesforce states that Education Cloud does not run on EDA and instead has its own Education Data Foundation. EDA uses the business account model with contacts, while Education Cloud uses person accounts, which is why moving between them requires data migration rather than configuration.
The migration includes data-model mapping, data selection and cleanup, integration redesign where needed, testing, cutover planning, and adoption. Salesforce provides a Data Migration Kit, but the toolkit does not make institutional decisions about retention, duplicate records, ownership, or future-state processes.
Timing depends on scope, integrations, data readiness, and decision speed. A focused first phase is usually measured in months. Programs spanning several areas are better phased so the institution can prove value, learn, and extend the foundation.
Not necessarily. Advancement can remain on its current platform while other areas move to Education Cloud. The institution must then decide how constituent identity, engagement history, and reporting will stay connected across systems.
Not always. Discovery, operating-model decisions, constituent identity design, and some engagement work can move forward while an SIS program is underway. The sequencing should protect both programs and avoid designing an integration twice.
We start with your goals, measures of success, current systems, integrations, priorities, and decision structure. The assessment defines a practical first phase and identifies the architectural and governance choices that must be settled before implementation.
CUBE84 scopes work by phase. Assessment can be fixed fee. Implementation and migration are estimated after the current environment, integrations, custom automation, data volume, and future-state scope are understood.

Go Deeper

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