{"id":19729,"date":"2025-10-31T16:52:28","date_gmt":"2025-10-31T16:52:28","guid":{"rendered":"https:\/\/teamheller.com\/?p=19729"},"modified":"2026-01-27T18:33:11","modified_gmt":"2026-01-27T18:33:11","slug":"salesforce-for-schools","status":"publish","type":"post","link":"https:\/\/teamheller.com\/resources\/blog\/salesforce-for-schools","title":{"rendered":"Simplifying Salesforce for schools: Best practices and FAQs"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"19729\" class=\"elementor elementor-19729\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5c317ef e-flex e-con-boxed e-con e-parent\" data-id=\"5c317ef\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-49fa376 elementor-widget elementor-widget-spacer\" data-id=\"49fa376\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1ef2b99 elementor-widget elementor-widget-text-editor\" data-id=\"1ef2b99\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Thanks to <\/span><a href=\"https:\/\/teamheller.com\/what-we-do-technology-strategy\/strategy-planning\"><span style=\"font-weight: 400;\">advances in technology<\/span><\/a><span style=\"font-weight: 400;\">, education teams like yours have access to more software solutions than ever before.<\/span><\/p><p><span style=\"font-weight: 400;\">However, having separate solutions for managing relationships, events, task management, and more can become overwhelming and make collaboration challenging. That\u2019s not to mention the time and effort your team would need to dedicate to finding and implementing each individual platform.<\/span><\/p><p><span style=\"font-weight: 400;\">That\u2019s why finding a single solution to manage the advancement process is essential for schools. Many schools have turned to <\/span><a href=\"https:\/\/www.salesforce.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Salesforce<\/span><\/a><span style=\"font-weight: 400;\"> as their all-in-one tool of choice\u2014 and yours can, too, with the tips in this guide! Let\u2019s explore the essentials of Salesforce for schools and look to the future with innovative use cases.<\/span><\/p><ul><li><a href=\"#salesforce\"><span style=\"font-weight: 400;\">Salesforce for schools: FAQs<\/span><\/a><\/li><li><a href=\"#how\"><span style=\"font-weight: 400;\">How schools are innovating with Salesforce<\/span><\/a><\/li><li><a href=\"#steps\"><span style=\"font-weight: 400;\">Steps for getting started with Salesforce for schools<\/span><\/a><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5e70740 e-con-full e-flex e-con e-child\" data-id=\"5e70740\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-58ee64a e-con-full e-flex e-con e-child\" data-id=\"58ee64a\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b2fdcd6 elementor-widget elementor-widget-heading\" data-id=\"b2fdcd6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">From outdated tools to outstanding outcomes.<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d26efa7 elementor-widget elementor-widget-text-editor\" data-id=\"d26efa7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Start your advancement transformation with our playbook.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d468b96 elementor-align-left elementor-mobile-align-center elementor-widget elementor-widget-button\" data-id=\"d468b96\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/teamheller.com\/contact-us\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Contact Us<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2b69845 e-con-full e-flex e-con e-child\" data-id=\"2b69845\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1501e45 elementor-widget elementor-widget-html\" data-id=\"1501e45\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<a id=\"salesforce\"><\/a>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7d6fd7b elementor-widget elementor-widget-text-editor\" data-id=\"7d6fd7b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-f06e793 elementor-widget elementor-widget-heading\" data-id=\"f06e793\" data-element_type=\"widget\" data-widget_type=\"heading.default\"><p>\u00a0<\/p><div class=\"elementor-widget-container\"><h2><span style=\"font-weight: 400;\">Salesforce for schools: FAQs<\/span><\/h2><h3><span style=\"font-weight: 400;\">What are Salesforce options for schools?<\/span><\/h3><p><span style=\"font-weight: 400;\">Salesforce is a highly customizable software solution that helps a variety of organizations\u2014including <\/span><a href=\"https:\/\/teamheller.com\/resources\/blog\/salesforce-for-nonprofits\"><span style=\"font-weight: 400;\">nonprofits<\/span><\/a><span style=\"font-weight: 400;\">, businesses, and schools\u2014manage relationships with clients, donors, constituents, volunteers, and other stakeholders. As a constituent relationship management (CRM) platform, Salesforce has many features and use cases for schools (especially for advancement teams), allowing them to manage their operations.<\/span><\/p><h4><span style=\"font-weight: 400;\">Benefits of using Salesforce for school purposes<\/span><\/h4><p><span style=\"font-weight: 400;\">Schools have a variety of CRM platforms to choose from. Salesforce is a leading option because it boasts benefits like:<\/span><\/p><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3a2efae elementor-widget elementor-widget-spacer\" data-id=\"3a2efae\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-aceeab2 elementor-widget elementor-widget-image\" data-id=\"aceeab2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/elementor\/thumbs\/Salesforce-for-schools-benefits-2-ratsm62oi3ecg5pj9zhcwrp91xsbp85wkuycdk9qf2.png?strip=all&w=800\" title=\"Salesforce-for-schools-benefits-2\" alt=\"Benefits of using Salesforce for schools (as explained below).\" loading=\"lazy\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f408643 elementor-widget elementor-widget-spacer\" data-id=\"f408643\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d6b317d elementor-widget elementor-widget-text-editor\" data-id=\"d6b317d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li style=\"font-weight: 400;\" aria-level=\"1\"><b>Operational efficiency. <\/b><span style=\"font-weight: 400;\">Streamline workflows, automate tasks, and reduce the need for multiple disconnected systems to increase efficiency.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><b>Enhanced engagement: <\/b><span style=\"font-weight: 400;\">Strengthen connections with alumni, donors, parents, and the broader community through personalized outreach and self-service portals.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><b>Improved student success and retention: <\/b><span style=\"font-weight: 400;\">Identify and support at-risk students with early alerts, advising tools, and case management.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><b>Data-driven insights.<\/b><span style=\"font-weight: 400;\"> Leverage custom dashboards, reports, and AI-powered analytics to inform decision-making across your institution.<\/span><\/li><li><b>Unified view:<\/b><span style=\"font-weight: 400;\"> Get more options for combining data from admissions, academics, advancement, and communications for students, parents, alumni, and donors. This will be the correct course of action for some clients but not others.<\/span><\/li><\/ul><h3><span style=\"font-weight: 400;\">How does Salesforce for education differ from a Student Information System (SIS)?<\/span><\/h3><p><span style=\"font-weight: 400;\">As an education professional, you might be familiar with SIS technology. While a CRM and SIS are similar in some ways, their exact use cases differ.\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-244cac8 elementor-widget elementor-widget-image\" data-id=\"244cac8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"800\" height=\"428\" src=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/11\/Salesforce-for-schools-venn.png?strip=all&amp;fit=800%2C428\" class=\"attachment-large size-large wp-image-20581\" alt=\"A Venn diagram comparing Student Information Systerms and Salesforce for schools (as explained below)\" srcset=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/11\/Salesforce-for-schools-venn.png?strip=all 1600w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/11\/Salesforce-for-schools-venn-300x161.png?strip=all 300w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/11\/Salesforce-for-schools-venn-1024x548.png?strip=all 1024w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/11\/Salesforce-for-schools-venn-150x80.png?strip=all 150w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/11\/Salesforce-for-schools-venn-768x411.png?strip=all 768w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/11\/Salesforce-for-schools-venn-1536x822.png?strip=all 1536w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/11\/Salesforce-for-schools-venn.png?strip=all&amp;w=640 640w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/11\/Salesforce-for-schools-venn.png?strip=all&amp;w=960 960w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/11\/Salesforce-for-schools-venn.png?strip=all&amp;w=1280 1280w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/11\/Salesforce-for-schools-venn.png?strip=all&amp;w=450 450w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f26b489 elementor-widget elementor-widget-text-editor\" data-id=\"f26b489\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>\u00a0<\/p><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">An SIS is used to manage academic records, like grades and scheduling information.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The Salesforce CRM is used to manage marketing campaigns and fundraising efforts, as well as build relationships with non-student stakeholders (e.g., donors, and alumni).<\/span><\/li><\/ul><p><span style=\"font-weight: 400;\">Both of these software systems offer utility for school advancement\u2014their unique functionalities and datasets come together to help fundraising teams understand their alumni better. Also, the best SIS software integrates with Salesforce for a seamless user experience.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-27c6d43 elementor-widget elementor-widget-spacer\" data-id=\"27c6d43\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b46fe35 elementor-widget elementor-widget-html\" data-id=\"b46fe35\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<a id=\"how\"><\/a>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9dc2c66 elementor-widget elementor-widget-text-editor\" data-id=\"9dc2c66\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2><span style=\"font-weight: 400;\">How schools are innovating with Salesforce<\/span><\/h2><p><span style=\"font-weight: 400;\">Salesforce is a future-facing platform, meaning it constantly evolves to provide users with the latest CRM technology. To help understand how Salesforce can <\/span><a href=\"https:\/\/teamheller.com\/resources\/blog\/how-nonprofit-leaders-are-moving-forward-in-the-age-of-digital-transformation\"><span style=\"font-weight: 400;\">transform your school<\/span><\/a><span style=\"font-weight: 400;\">, we\u2019ll explore a range of innovative use cases:<\/span><\/p><h3><span style=\"font-weight: 400;\">Integrating donor, alumni, and family portals<\/span><\/h3><p><span style=\"font-weight: 400;\">Two-way communication is essential when connecting with donors, alumni, and family members.\u00a0 Leading advancement teams are leveraging customized systems to do just that (and many use the help of an expert Salesforce implementation team to custom-build the ideal solution).<\/span><\/p><p><span style=\"font-weight: 400;\">While many schools provide online accounts for students, alumni, and donors, Salesforce takes these portals to the next level. These portals allow donors and alumni to update basic information, share their interests and communications preferences, and easily find information they\u2019re seeking. This solution is a win-win, helping stakeholders feel closer to your school while providing your advancement team with valuable data for donor outreach.<\/span><\/p><p><span style=\"font-weight: 400;\">Here\u2019s a practical example of the power of a Salesforce portal:\u00a0<\/span><\/p><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Educational institutions enable donors to log in to the portal and access tax receipts for their donations.\u00a0<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The portal captures information about donors and alumni, such as their levels of engagement with the institution, providing data for creating targeted fundraising and marketing campaigns.<\/span><\/li><\/ul><h3><span style=\"font-weight: 400;\">Using a unified online space for fundraising and events<\/span><\/h3><p><span style=\"font-weight: 400;\">Some educational institutions that adopt Salesforce build integrated advancement portals using <\/span><a href=\"https:\/\/help.salesforce.com\/s\/articleView?id=experience.networks_overview.htm&amp;language=en_US&amp;type=5\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Experience Cloud<\/span><\/a><span style=\"font-weight: 400;\"> and <\/span><a href=\"https:\/\/www.salesforce.com\/education\/cloud\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Education Cloud<\/span><\/a><span style=\"font-weight: 400;\">. The combined power of these portals lets alumni and donors complete multiple actions in one secure, branded space, such as:<\/span><\/p><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Make a gift and direct it to specific funds<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Register for events<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Update their contact information<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Access giving histories or tax receipts<\/span><\/li><\/ul><p><span style=\"font-weight: 400;\">The result is an online experience that feels seamless for both your advancement team and your stakeholders. Because Salesforce provides these capabilities out of the box and can be further customized with its integratable Clouds, institutions can create sophisticated donor and alumni experiences far more efficiently than if they attempted to custom-build similar solutions from scratch.<\/span><\/p><h3><span style=\"font-weight: 400;\">Leveraging product updates and community<\/span><\/h3><p><span style=\"font-weight: 400;\">Salesforce provides product updates and upgrades three times each year (Spring, Summer, and Winter). This automatic update cadence allows schools to benefit from the latest technology without the disruption or cost of major system overhauls.<\/span><\/p><p><span style=\"font-weight: 400;\">In addition to automatic updates, ensure you stay on top of other news coming out of the Salesforce ecosystem. Keep an eye on their <\/span><a href=\"https:\/\/appexchange.salesforce.com\/explore\/business-needs?category=integration\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">AppExchange listings<\/span><\/a><span style=\"font-weight: 400;\"> and regularly visit the <\/span><a href=\"https:\/\/trailhead.salesforce.com\/trailblazers\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Trailblazer Community<\/span><\/a><span style=\"font-weight: 400;\">, which is full of fellow Salesforce users troubleshooting and sharing tips. For even deeper insights, leverage <\/span><a href=\"https:\/\/trailhead.salesforce.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Trailhead<\/span><\/a><span style=\"font-weight: 400;\">, Salesforce\u2019s comprehensive learning platform that offers digestible training exercises in a fun, gamified environment.<\/span><\/p><h3><span style=\"font-weight: 400;\">Optimizing change management and implementation strategy<\/span><\/h3><p><a href=\"https:\/\/teamheller.com\/resources\/blog\/lessons-learned-change-management-in-higher-education\"><span style=\"font-weight: 400;\">Change management<\/span><\/a><span style=\"font-weight: 400;\"> (the process of implementing a new program, software solution, or other widespread initiative) is essential for schools wanting to evolve with minimal disruption and maximum team buy-in. Change management involves creating a detailed implementation plan, training your advancement team, and collecting data to measure progress.<\/span><\/p><p><span style=\"font-weight: 400;\">However, change management can cause more harm than good if not planned or executed correctly. : In order to implement Salesforce successfully, Heller Consulting brings a change management framework and methodology to ensure successful technology adoption.<\/span><\/p><p><span style=\"font-weight: 400;\">Let\u2019s say your school is trying to implement a new SIS. You could implement the following change management best practices:\u00a0<\/span><b><\/b><\/p><ul><li aria-level=\"1\"><b>Tracking project progress. <\/b><span style=\"font-weight: 400;\">Create custom Salesforce dashboards for your projects to ensure you\u2019re on track for a timely completion. For example, you might track data migration stages or staff onboarding sessions.<\/span><\/li><\/ul><ul><li aria-level=\"1\"><b>Coordinating cross-team responsibilities. <\/b><span style=\"font-weight: 400;\">Salesforce\u2019s task management features allow you to tailor your workflows. In our example, this could mean assigning logistical tech functions to the <\/span><a href=\"https:\/\/teamheller.com\/managed-services\"><span style=\"font-weight: 400;\">IT services<\/span><\/a><span style=\"font-weight: 400;\"> team, whereas advancement team members are tasked with answering stakeholder questions.<\/span><\/li><li aria-level=\"1\"><b>Gathering feedback. <\/b><span style=\"font-weight: 400;\">Collecting and acting on feedback in real time is crucial for achieving the best result possible. Deploy surveys during your SIS rollout every week to pinpoint trends that speak to larger implementation issues.<\/span><\/li><\/ul><p><span style=\"font-weight: 400;\">This approach works for all types of projects, not just software implementation! Before using Salesforce for your next change management initiative, ensure you have the tools and processes in place that will support your specific goals and project.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f205564 elementor-align-left elementor-mobile-align-center elementor-widget__width-initial elementor-widget elementor-widget-button\" data-id=\"f205564\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/teamheller.com\/resources\/case-studies\/loyola-university-chicago\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Learn more about Salesforce\u2019s use cases for education advancement<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7b08a5d elementor-widget elementor-widget-spacer\" data-id=\"7b08a5d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-44dfbfd elementor-widget elementor-widget-html\" data-id=\"44dfbfd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<a id=\"steps\"><\/a>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-40e4d19 elementor-widget elementor-widget-text-editor\" data-id=\"40e4d19\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2><span style=\"font-weight: 400;\">Steps for getting started with Salesforce for schools<\/span><\/h2><p><span style=\"font-weight: 400;\">At first glance, Salesforce adoption can seem overwhelming. However, it becomes more feasible with proper oversight, preparation, and help from education tech experts.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-87df8ed elementor-widget elementor-widget-image\" data-id=\"87df8ed\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"768\" height=\"758\" src=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/10\/Salesforce-for-schools-steps-768x758.png?strip=all\" class=\"attachment-medium_large size-medium_large wp-image-20582\" alt=\"Steps for getting started with Salesforce for schools, as explained below.\" srcset=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/10\/Salesforce-for-schools-steps-768x758.png?strip=all 768w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/10\/Salesforce-for-schools-steps-300x296.png?strip=all 300w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/10\/Salesforce-for-schools-steps-1024x1011.png?strip=all 1024w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/10\/Salesforce-for-schools-steps-150x148.png?strip=all 150w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/10\/Salesforce-for-schools-steps-1536x1517.png?strip=all 1536w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/10\/Salesforce-for-schools-steps.png?strip=all 1600w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/10\/Salesforce-for-schools-steps.png?strip=all&amp;w=640 640w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/10\/Salesforce-for-schools-steps.png?strip=all&amp;w=960 960w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/10\/Salesforce-for-schools-steps.png?strip=all&amp;w=1280 1280w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/10\/Salesforce-for-schools-steps.png?strip=all&amp;w=450 450w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5f2c3b5 elementor-widget elementor-widget-spacer\" data-id=\"5f2c3b5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ccec50c elementor-widget elementor-widget-text-editor\" data-id=\"ccec50c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ol><li style=\"font-weight: 400;\" aria-level=\"1\"><b>Choose your partner:<\/b><span style=\"font-weight: 400;\"> With a system as nuanced as Salesforce, it helps to work with a professional Salesforce implementation partner for schools, like <\/span><a href=\"https:\/\/teamheller.com\/\"><span style=\"font-weight: 400;\">Heller Consulting<\/span><\/a><span style=\"font-weight: 400;\">. A certified <\/span><a href=\"https:\/\/teamheller.com\/salesforce\"><span style=\"font-weight: 400;\">Salesforce consultant<\/span><\/a><span style=\"font-weight: 400;\"> like Heller allows your team to complete your new rollout without hassle and delays.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><b>Set clear goals: <\/b><span style=\"font-weight: 400;\">Decide whether you will focus on admissions, student success, fundraising, or alumni engagement. This will determine the scope of your tech project.\u00a0\u00a0<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><b>Audit your current systems: <\/b><span style=\"font-weight: 400;\">Identify gaps, redundancies, and required integrations with <\/span><a href=\"https:\/\/www.salesforce.com\/education\/\"><span style=\"font-weight: 400;\">Salesforce for Education<\/span><\/a><span style=\"font-weight: 400;\"> to determine priorities for the planning stage.\u00a0<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><b>Secure budget and resources: <\/b><span style=\"font-weight: 400;\">A software budget should include licensing, partner fees for implementation and data migration, training materials, and even the salary for an in-house Salesforce administrator.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><b>Engage stakeholders early:<\/b><span style=\"font-weight: 400;\"> For such an important and wide-reaching rollout, you\u2019ll need buy-in from leadership, IT, faculty\/staff, and advancement teams. Create materials about the purpose of the adoption and host meetings where team members can get their questions answered.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><b>Plan your rollout: <\/b><span style=\"font-weight: 400;\">Once you\u2019ve selected an experienced, education-focused Salesforce partner, they\u2019ll help you outline a phased approach that complements your advancement team\u2019s needs and your Salesforce goals. <\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><b>Monitor progress: <\/b><span>Like any initiative, your Salesforce implementation should be tracked against clear milestones and KPIs. Even during the rollout, you can set up simple Salesforce dashboards and reports to monitor adoption (e.g., which staff have logged in, how many records have been entered, or whether training tasks are complete).<\/span><\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-30079e9 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"30079e9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f63c811 elementor-widget elementor-widget-text-editor\" data-id=\"f63c811\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>\u00a0<\/p><p><span style=\"font-weight: 400;\">Salesforce is a leading option for educational institutions looking to simplify operations, improve advancement opportunities, and future-ready digital infrastructure. If your institution is ready to move from fragmented systems to a connected, scalable platform, now is the time to take the next step\u2014set clear goals, engage your stakeholders, and partner with education technology experts who can help guide your implementation. With the right approach, Salesforce can become the foundation for your school\u2019s long-term growth and innovation.<\/span><\/p><h2><span style=\"font-weight: 400;\">Additional resources<\/span><b><\/b><\/h2><ul><li aria-level=\"1\"><a href=\"https:\/\/teamheller.com\/resources\/guides\/advancement-tech-best-practices\"><b>Advancement Tech Best Practices<\/b><\/a><b>. <\/b><span style=\"font-weight: 400;\">Advancement teams are vital for ensuring the financial stability and growth of their institutions but they face significant challenges. Learn how to surmount them in this guide.\u00a0<\/span><\/li><\/ul><ul><li aria-level=\"1\"><a href=\"https:\/\/teamheller.com\/resources\/blog\/an-overview-of-salesforce-data-cloud-for-nonprofits\"><b>An Overview of Salesforce Data Cloud for Nonprofits<\/b><\/a><b>. <\/b><span style=\"font-weight: 400;\">Understanding Salesforce Data Cloud is essential for any Salesforce pro. Get started with this guide.<\/span><\/li><li aria-level=\"1\"><a href=\"https:\/\/teamheller.com\/resources\/blog\/how-to-prepare-your-advancement-org-for-a-crm-implementation\"><b>How to Prepare Your Advancement Org for a CRM Implementation<\/b><\/a><b>. <\/b><span style=\"font-weight: 400;\">Forward-thinking advancement teams are modernizing their CRM ecosystems to better support alumni engagement, fundraising performance, and institutional growth. Discover best practices and tips in this guide.<\/span><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-180943d elementor-widget elementor-widget-spacer\" data-id=\"180943d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2aa6d76a e-con-full e-flex e-con e-child\" data-id=\"2aa6d76a\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-5ed8fffc e-con-full e-flex e-con e-child\" data-id=\"5ed8fffc\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6aaada69 elementor-widget elementor-widget-heading\" data-id=\"6aaada69\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">You've got the platform \u2014 now make it perform.<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f9bf613 elementor-widget elementor-widget-text-editor\" data-id=\"f9bf613\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Team Heller aligns your tech strategy with your fundraising programs and goals.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7f74ef8b elementor-align-left elementor-mobile-align-center elementor-widget elementor-widget-button\" data-id=\"7f74ef8b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/teamheller.com\/contact-us\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Contact Us<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-36363247 e-con-full e-flex e-con e-child\" data-id=\"36363247\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-25ff421 e-flex e-con-boxed e-con e-parent\" data-id=\"25ff421\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-306c017 elementor-widget elementor-widget-html\" data-id=\"306c017\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<script type=\"application\/ld+json\">\r\n{\r\n  \"@context\": \"https:\/\/schema.org\",\r\n  \"@type\": \"FAQPage\",\r\n  \"mainEntity\": [{\r\n    \"@type\": \"Question\",\r\n    \"name\": \"What are Salesforce options for schools?\",\r\n    \"acceptedAnswer\": {\r\n      \"@type\": \"Answer\",\r\n      \"text\": \"Salesforce is a highly customizable software solution that helps a variety of organizations\u2014including nonprofits, businesses, and schools\u2014manage relationships with clients, donors, constituents, volunteers, and other stakeholders. As a constituent relationship management (CRM) platform, Salesforce has many features and use cases for schools (especially for advancement teams), allowing them to manage their operations.\r\n\r\nBenefits of using Salesforce for school purposes\r\nSchools have a variety of CRM platforms to choose from. Salesforce is a leading option because it boasts benefits like:\r\n\r\nBenefits of using Salesforce for schools (as explained below).\r\nOperational efficiency. Streamline workflows, automate tasks, and reduce the need for multiple disconnected systems to increase efficiency.\r\nEnhanced engagement: Strengthen connections with alumni, donors, parents, and the broader community through personalized outreach and self-service portals.\r\nImproved student success and retention: Identify and support at-risk students with early alerts, advising tools, and case management.\r\nData-driven insights. Leverage custom dashboards, reports, and AI-powered analytics to inform decision-making across your institution.\r\nUnified view: Get more options for combining data from admissions, academics, advancement, and communications for students, parents, alumni, and donors. This will be the correct course of action for some clients but not others.\"\r\n    }\r\n  },{\r\n    \"@type\": \"Question\",\r\n    \"name\": \"How does Salesforce for education differ from a Student Information System (SIS)?\",\r\n    \"acceptedAnswer\": {\r\n      \"@type\": \"Answer\",\r\n      \"text\": \"As an education professional, you might be familiar with SIS technology. While a CRM and SIS are similar in some ways, their exact use cases differ. \r\n\r\nA Venn diagram comparing Student Information Systerms and Salesforce for schools (as explained below)\r\n \r\n\r\nAn SIS is used to manage academic records, like grades and scheduling information.\r\nThe Salesforce CRM is used to manage marketing campaigns and fundraising efforts, as well as build relationships with non-student stakeholders (e.g., donors, and alumni).\r\nBoth of these software systems offer utility for school advancement\u2014their unique functionalities and datasets come together to help fundraising teams understand their alumni better. Also, the best SIS software integrates with Salesforce for a seamless user experience.\"\r\n    }\r\n  }]\r\n}\r\n<\/script>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Salesforce is a powerful tool for schools\u2014if administrators know how to use it. Learn about different use cases and best practices of Salesforce for schools.<\/p>\n","protected":false},"author":39,"featured_media":19741,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[16,80,119,120,136],"tags":[1016],"ppma_author":[474],"class_list":["post-19729","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm","category-nonprofits","category-salesforce","category-higher-education","category-ai","tag-2025-top-posts"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Simplifying Salesforce for schools: Best practices and FAQs - Heller Consulting<\/title>\n<meta name=\"description\" content=\"Salesforce is a powerful tool for schools\u2014if administrators know how to use it. 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