Salesforce for education

Where we fit

Schools and education organizations communicate with families, students, staff and alumni, often across several campuses and systems. Paula has rolled out Marketing Cloud Engagement across multiple schools, so this is work we know from the inside, from preschool and K-12 through to higher education.

How we approach it

The right starting point depends on the systems you already have and where the gap is. Typical work in this sector:

• Preschool and K-12. Family communications, enrollment and re-enrollment journeys, and event and fundraising outreach, segmented by school, grade and program.
• Higher education. Prospective student recruitment, admissions journeys, current student communications and alumni engagement.
• Multi-school and multi-campus setups. Marketing Cloud Engagement business units and permissions structured so each school keeps its own voice while the organization keeps central oversight.
• Consent and preferences. Preference centers so families and students choose what they receive.

Starting point

A 30-minute discovery call. We will look at where your Salesforce and data stand today, tell you honestly whether this is work we are the right people for, and name the two or three fastest wins we can see.

Common questions

Is Salesforce FERPA compliant?

FERPA obligations sit with the school or institution. Salesforce provides security and privacy controls and contractual terms for education customers, but compliance depends on your agreements, policies and configuration, so we work within the requirements your team sets and do not certify compliance.

Can one Marketing Cloud Engagement account serve several schools?

Yes. Business units and permissions can be structured so each school keeps its own voice while the organization keeps central oversight. Paula has rolled out Marketing Cloud Engagement across multiple schools, so this is work we know from the inside.

What can Salesforce for education do in higher education?

Prospective student recruitment, admissions journeys, current student communications and alumni engagement, all working from the same record of the student over time.

Can families choose what they receive?

Yes. Preference centers let families and students choose which communications they get, by school, grade or program, and those choices are respected across every send.

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