As higher educational institutions increasingly focus on marketing to new prospects, many current students feel overlooked, resulting in a notable retention gap. Students cite reasons like feeling uncared for, receiving inadequate support, and lack of a personalized experience. This is where the need for a robust advising solution becomes evident—one that fosters a connected and supportive environment. Salesforce Advisor Link (SAL) fills this service gap by creating an advising ecosystem that makes students feel secure, supported, and engaged within their institution. 

SAL, built on Salesforce Service Cloud and leveraging Salesforce’s Education Data Architecture, is a highly customizable advising solution designed specifically for educational institutions. Institutions can configure SAL to meet their unique advising and student success needs, providing advisors with a comprehensive, 360-degree view of student information. From an advising perspective, SAL seamlessly consolidates data from multiple systems, helping educational institutions become more effective and efficient. For those looking for an experienced Salesforce consulting partner or a Salesforce implementation company like Mirketa, SAL represents an advanced solution for transforming student support services. 

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Salesforce Advisor Link’s Key Focus Areas 

1. Advising Students to Focus on What Matters:By leveraging the powerful analytics of Salesforce Analytics Cloud and Einstein AI, SAL allows advisors to guide students more effectively. The platform’s unified data helps advisors keep track of students’ academic progress, extracurricular involvement, and personal goals. This lets them provide tailored advice that aligns with students’ final goals, whether that involves additional coursework, campus activities, or networking opportunities.

2. Scaling the advising impact: With hundreds of students under an advisor’s care each semester, personalized support can be challenging. SAL’s Advisor Console helps advisors categorize and segment students based on common characteristics, enabling Salesforce managed services like mass communication to reach multiple students efficiently. Advisors can initiate large-scale communications through email or text, ensuring all students stay on track and engaged. This type of communication scalability makes SAL a valuable addition to any institution’s student engagement toolkit. 

3. Building trusted relationships: Fostering meaningful connections between advisors and students is vital for student success. SAL supports relationship-building by giving advisors a comprehensive understanding of each student’s journey. With a holistic view that includes academic records, involvement in clubs, and other personal interests, advisors can provide more personalized support. Salesforce consulting services are available to tailor SAL to fit the institution’s relationship-building needs, allowing each institution to reinforce this key aspect of student support. 

Now let’s take a look at some of the awesome features that the advisor link provides:

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1. Unified Advising Records: SAL centralizes advising records, keeping all essential student interactions, notes, and tasks in a single place. This streamlining of data allows advisors to access the necessary information quickly, without searching across multiple platforms. For institutions that rely on Salesforce Service Cloud implementation, SAL provides robust security and visibility controls, so administrators can manage who has access to sensitive data. 

2. Success Teams: Each student’s advising journey includes a dedicated “Success Team,” which is directly integrated into the advising record. This feature helps bridge the communication gap by clearly defining advisors’ roles and aligning them with students’ goals. With Salesforce support services, institutions can enhance these teams further, ensuring every student has a reliable support network. 

3. Early Alerts: Early Alerts, either manually or automatically triggered, notify advisors when a student requires additional support. Integration with Salesforce custom application development and existing student information systems enables automatic alerts based on performance thresholds, allowing advisors to reach out to students proactively. 

4. Appointment Scheduling: SAL simplifies scheduling by providing students with direct access to book appointments with their advisors. This feature not only streamlines scheduling but also reduces barriers for students needing immediate support. Salesforce implementation companies can customize this feature to fit each institution’s scheduling needs. 

5. Advising Notes and Email Conversation: Advisors can tag notes, ensuring that student-advisor interactions are well-documented and easily accessible. Confidential notes, like health concerns, can remain private. This functionality eliminates the need for external systems, consolidating communication logs within SAL. Institutions can rely on Salesforce managed services to maintain these sensitive records effectively. 

6. Mass actions:

For large-scale interactions, advisors can utilize SAL’s mass-action capabilities. By selecting one or more students with similar characteristics, advisors can deliver messages tailored to specific needs, such as inviting all freshmen to an orientation or reminding transfer students about upcoming sessions. Mass actions ensure a broader reach, which Salesforce consulting partners can optimize to meet communication goals. 

As a leading Salesforce partner company, we understand the unique needs of educational institutions. Contact us to learn how Salesforce Service Cloud implementation and Salesforce managed services can make Salesforce Advisor Link a cornerstone of your student management system, ensuring each student has the support and guidance they need to succeed.