Unlock Trapped Student Data with Salesforce

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In this interactive session, we will explore the diverse ways in which Salesforce empowers educators and administrators to streamline their data processes, gain actionable insights, and foster student success.

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Video Transcript
Feel free to come forward or if you're comfortable, stay where you are. Also the last day of the conference, so really appreciate you coming today. I'm Corey Ritvo. I work at Salesforce on the industry solutions team, And we're so excited to be here, with Instructure as we kind of go down this path of collaboration and thinking about how our products can all work really well together. So I'm joined by my colleague, Tom. Hi.

Good morning, everyone. Thank you for coming out this morning. Tom Green. I'm an industry advisor at Salesforce. And what that means is I, spent thirty five years in higher education working in colleges and universities and, now help the Salesforce teams both understand, like, what we all do every day in our work, but also helping colleges and universities, align strategy, with technology.

So we are gonna be talking about some road map things today. Things that we have on our, you know, plan for delivery. So please just be aware of that. This is our forward looking statement and make any purchasing decisions, based on what you what's available today. So what are we gonna do? First, Tom's gonna kick us off talking about how LMS and CRM and AI together can create really powerful student experiences.

This is something we're very passionate about at Salesforce and excited to talk to you about today. Then we'll dive into Education Cloud, the product that we offer to do this, and kind of our vision for how data and AI can work together there. And then finally, we're gonna do an interactive session, so get your phones ready. We'll do some polling about how you all think that Salesforce and Instructure can better collaborate to bring, experiences to your users and your students, that are more seamless and more integrated. So with that, I think I'll pass it to Tom.

Yeah. Get out your phones. So, take a picture of that QR code there, snap it, and then it should take you to Poll Everywhere. And when you're at Poll Everywhere, we've got some things activated in the background. Fingers crossed for technology gods this morning that they smile on us, and this is gonna work.

Give me a thumbs up when you're in when you're at poll. Okay. I see. Good. Oh, good.

Good. Good. Okay. Things are working. Alright.

So let's start into this. We just wanna kinda find out, what you do. So go in there and just put in a word or two, what do you do? What's your day job? All right, well, we've got a few different things popping in here. I think if we had to look at a common word there, there's technology, obviously popping, in there quite a bit. Some digital software.

Great. Okay. Good. This just helps us kinda know, who who we're talking to this morning and kind of what areas you might be interested in in thinking a little bit about this. So let's go to the next one.

We're gonna, this is these are kind of softball questions here. Right? Who's heard of Salesforce? Right? Just go ahead and and click in there, yes or no. That's okay if you if the answer's no. We're gonna spend just a moment, giving you a little background on our role here. Okay, great.

Okay, and then, a little more. Who has heard of Education Cloud? All right, this one's a little more mixed. Great, good, good. Well, that's fun because then we have a little bit of something to talk about here with us. For those of you who know it, fantastic.

For those of you who don't, that's okay. We're gonna tell you a little bit about that today. And then, who's used an AI tool this week? Yeah. When ChatGPT came out, one of the first things I did was I used it to send a birthday poem to my brother. It's kind of fun, to do some of that.

Very good. Okay. Alright. So about a third to two thirds, split there. Okay.

But AI is becoming a lot more present in everything we do. Okay. So that's the warm up with it. We're gonna get a little more nuanced in our polling a little bit later on. So one of the reasons we put this slide up there is a lot of people don't realize how embedded Salesforce is into education, how long we've been doing it.

So we're very lucky in that we have a very large team at Salesforce. It's a very large company, about eighty thousand people. But the education team is really robust and is really, built out into several different areas with it. We also have a partner ecosystem of people who help us, deploy the technology at your colleges and universities. They're a really important part of our ecosystem.

We also what I'm not sure if you use we're we have over five thousand schools using Salesforce today. So there are a lot of schools that use Salesforce in some way. And we have a very active customer advisory council. So people from higher ed who give us feedback on how we're doing, what they need, how it's working, what innovations they're doing, etcetera. You can also develop your career along Salesforce lines as well.

Look at that bottom line there. We anticipate that we're gonna drive something like nine million new jobs in the economy around the world of people who need to be trained in Salesforce, to do their work. So that's, we're very proud of that, the fact that we're able to create, the need for these jobs and good paying jobs in the economy. We also have this really cool free online learning platform. I think at last count, there are over twenty million Trailhead users.

You don't have to be a Salesforce customer to get online and learn about technology with us. It's something we offer. And speaking of giving back, we give back a lot to education. Not only do we do volunteering on our own with schools and colleges, but we give direct money back, and we've given over a hundred and forty million dollars in grants to education. It's one of the largest, EdTech gifts to education out there.

So that's a little bit about us. So now you've got a little bit of background with us. So why are we talking about things today? Well, one of the things that we need to do is align, as I said, I work a lot with strategy and technology. Technology without strategy is often just expensive and underwhelming. Right? You need to know what you're solving for, what you're trying to accomplish strategically as an institution to make sure you're spending your technology dollars wisely, but also getting the right technology to really help you advance as an institution.

It's really important today. And when we think about what we're trying to do, right, at this conference, what we're really trying to do is we're really trying to deeply drive engagement. Right? We want students to be more engaged with learning. We wanna provide ways that they can do that that's really meaningful. And also trying to make sure that they're able to engage broadly with the institution, throughout their time with us.

So I always turn and look back to some research and and ask, you know, well, who else has thought about this or spent their life? And George Ku is one of those folks who did that. When he talks about engagement, he really looks at it through different lenses. Like how does the student engage, right, with faculty, academic experience to other areas. And then we look at Vincent Tinto's model, which is, you know, not new. It's been around since the early nineties, and it's been updated a bit.

When we think about that, he has five pillars. And the first of those is academic integration. The sideways will make sense in a minute. Don't worry. But, you know, we think about that through the preparation a student brings coming into the academy but also the experience and the achievement they have integrating with our learning once they're there.

There's also social integration. How well do they make friends? How well do they identify peers, especially for adult learners? Do they form those cohorts of, of like lifestyle and like life period, people? Those who may have a few kids or work full time often bond together in that online experience of adult learning. Beyond that, we know that financial support is a huge, reason that students may not be able to be successful. Not only because they may not have the aid or the money, but oftentimes they're working a lot to be able to pay the bill. And that can take them away from their studies as well.

And then we have things like goal clarity. Do they really understand why they're there and what they're trying to achieve? Are they on a clear path or are they confused about what that path might be? And then finally, how much support do they have of people around them in this experience? And so when Tinto looked at the reasons that students leave or stay in college, he came up with these five main areas with it, which really provide this kind of model or pillar through which we can start to think about how we go about measuring the student experience. Oftentimes, we're only measuring in certain areas and we're not measuring them cohesively or together, which doesn't allow us to really see that fuller picture. So when we think about our students today, we know that our students and our faculty and our staff and all of us live in a world of personalized experiences. How many people used an Uber? Okay.

Right. Uber knows where you are and they also kinda know where you wanna go. Right? They they pop up suggestions and, you know, I've spend a lot of time traveling. And so, when I arrive at an airport somewhere, it kinda knows that I've stayed at hotels. And so it starts to pop up hotels at the top of the list, especially if I've stayed there before, it pops it up.

It remembers me and does that makes it easy for me to do that. And if I'm, days later maybe heading back to the airport, the airport always pops up kind of on the top of the list with it. So it's intelligent in that way that it kinda knows a little bit about me. Amazon, right, when we talk about that Amazon experience, kinda knows what we bought in the past and what we may wanna buy in the future or compare this to that and let's take a look at some things you may wanna consider before you actually hit the purchase button. Netflix, one of my favorites, right? It knows what I've watched in the past and makes recommendations on other things I might like in the future that I might wanna engage with.

And then I spend, as I mentioned, a bit of time on airlines, And airlines have really gotten better at personalization. How many of you have flown recently and when you, a few days before the flight you got a nudge about the flight. Hey, you've got an upcoming flight with it. And then it said, hey, we're gonna see you at the airport soon, about three hours before the flight. And then once you've checked in, if you checked a bag, it says, thanks for checking your bag.

Do you wanna track your bags? Do you wanna see how they're doing on making it to your final destination with you? And then afterwards, right, they ask you how to go. Right? So they're really personalizing that journey for you. One of the cool things is if I lay over somewhere, it'll say welcome to Houston. And by the way, your next gate is here. Would you like a map of how to get to your next gate from there? Right? So the personalization of experience is something we're all living in.

And yet, our students don't get that experience when they come to us. Right? They're we're behind that curve a little bit on really trying to create those experiences. So let's talk a little bit about why that may be. We know that there is data that follows the student across their life cycle. So the very first time they knock on the door of your institution, say I'm interested, they may be just sitting on your website looking at something.

Or they may meet you somewhere and they may want to get more information. They might act actively give you their personal identifiable information with that, but oftentimes, they're stealthy about it. Right? So we're we're kind of getting some of that information. We're trying to figure out, well, who are you and what's happening with that? And then as they move through the process and they become a student, there's more data, there's more information. And all along until, of course, hopefully right there, they have a great experience, they graduate with a credential, and now they're part of your alumni network.

Oftentimes, all of that data sits in different systems. Right? It's very disconnected from each other. So the student is having a journey with it, but their data is not having a journey. Right? It's so important for us if we're gonna think about personalization and creating this world that that mirrors somewhat the the rest of the world they live in, we have to help the data go on the journey with the student. So let's think about this AI opportunity that sits in front of us.

So we've thought a little bit about, you know, what what's the data like, what's the CRM, the LMS journey for them as they go through? But now we've got AI to think about and factor in with this. And what we see is this equation that there is optimism about the future using AI, that people think this could be a really cool tool in education. We've heard a lot about that here at the conference. We know that people really feel it's relevant, that it could really help them in their jobs and doing their work and make it more, meaningful in their work and less, just routine or task oriented. But we also see there's a lot of caution.

People are a little worried about what this AI can be in the future or what what might happen if we just unleash AI And that brings us to the opportunity side of it. So the opportunity really comes in transformation. Only about a quarter of us have some type of policy about Gen AI. And that's probably up from about three percent about six months ago. About two thirds of folks say that it makes them feel more engaged, right? Generative AI has this positive effect.

But about two thirds of those folks that were surveyed also are using unapproved tools and putting stuff out there into the generative AI that maybe is risking the quality of information or the security of information that you have on your students, your employees, your academics, etcetera. So this is kind of the just laying out some of the factors on both side of this, both optimism and caution with it. So we asked this question, how might we use LMS plus CRM plus AI to really create powerful student experiences. If we lay it out in a bit of a graph or a diagram here, if you look on the left side, you can see kinda data sources. And those data sources, we just put a few of them up here on this slide.

There could be fifty different systems that you have out there of data. And all of that data contains something meaningful or relevant to the student experience. So one of our tasks, of course, is to connect the data together, to prepare it to really be used, but also some do something called harmonization. It might live in different formats and different slightly different versions across different systems, and it needs to come into a harmonious, set of data to be able to be used. Then we can put it in what we call this single pane of glass or single source of truth.

We have it available so you can really see, right, this three hundred sixty degree view of what's happening with that student experience. And you get the bigger picture. You understand the academic, the social, the financial, etcetera that's going on with the student. Great. That's wonderful and and almost game changing alone.

But really, the revolution that's happening right now is putting data in the hands of end users so they can do their jobs more effectively. They can really realize the benefits of this. So we can activate that data in ways with AI that helps us really understand, you know, different aspects of how likely is this student to come to us, how likely are they to graduate, how likely might they be to donate as an alum, etcetera, etcetera, etcetera. So that just kinda lays out the picture or the diagram of what we're talking about, going from the strategy of this, what are we trying to do, understand the broader picture of engagement, identify the data, and bring it together in a way that can really be useful, to you in doing your work. I'm gonna hand it over to Corey here to take us further.

Awesome. Thank you so much, Tom. So Tom did a great job of kind of going into a lot of the why behind this. So now, I get to come in with the what. So at Salesforce, we offer a product called education cloud that we have a really big vision for.

So I'm excited to just jump right into it with you. So Salesforce as a company has been around for about twenty five years. Actually, we're celebrating our twenty fifth anniversary this year. But starting in twenty sixteen is when we started doing purpose built investments in education. So we had a number of customer trailblazers from the beginning that have been extending the Salesforce platform for their education use case.

But really starting in twenty sixteen is when we started releasing products for the education market. Along the way, we've had, recruitment and admissions and student success. And then in twenty twenty three, so about a year and a half ago, we relaunched a new product called Education Cloud built into the core platform of Salesforce that brings an enterprise vision for how institutions can kind of use the platform end to end from recruitment and admissions all the way through alumni engagement. In that same time frame, we had a number of acquisitions. So Slack has joined the Salesforce family, Tableau, MuleSoft, companies that you might be familiar with or using in different capacities in your institution.

And all of these offerings come together to kind of create that fully connected experience for our students. So what is Education Cloud? Right? So I mentioned we have apps that start from recruitment and admission all the way through student success, advancement, and alumni engagement, lots of marketing capabilities, and really bringing that lifelong learning vision together. So all built onto the Salesforce platform. So what we do again is we build these kind of purpose built solutions that then allow customers to education customers to get started really quickly with Salesforce. With all of our, the work that we've done to make it education specific, you know, if only it were as easy as United tracking bags for students to kind of keep them on track and graduate.

Right? We know that there's some really important automations and business processes and data models, architecture, things that are required to do that work with students and that's what we deliver for you. And what's great about our approach is it's super modular. So, you know, you're thinking about that whole arc might feel kind of overwhelming, but really customers you you know, reused across the institution, but then kind of plug in where it makes the most sense. And one question we get all the time when we're kind of presenting this is, well, can I use Salesforce as my system of record? Can we use Salesforce as an SIS? And the answer is, yeah. A lot of customers are actually doing that today.

They've kind of gone on their own path, and we are continuing to invest in this space. So kind of as you think about how you might plug into these different, apps or environments, you can think about how you might also start using Salesforce as that underlying system of record. So with that, I'm gonna get to the demo. So we had a back and forth. Do we do a demo of what's available today to kind of show everyone what we have to offer? Or do we do something a little more visionary and future facing? So I'm gonna show you something that's very road map focused and forward facing, but we're joined here, by our partners, JAX Consulting.

They have that's Mark with his hand up. They have an a booth on the fourth floor. So if you're curious to see a demo of what's available today, please head on up and you'll be able to see what Education Cloud has to offer, if you were to look at it right now. So let's go to this road map demo because this is where we really see the investments that we're making in data and AI and harmonizing that, you know, along with the data that you might already have in systems like Canvas, like catalog, and bringing it together for that unified experience. So we're gonna go on a four four year whirlwind journey with Maya Richards.

The example I have is really a traditional kind of four year undergraduate use case. But the product we've built is very flexible and very extensible. So if you're working with use cases like executive ed, like k twelve, professional learning, know that all of these features I'm showing you can easily be configured to match those sort of use cases. So here I am on Maya. I'm ready to start applying to colleges and I end up on the Connected University website where I can explore programs.

Feeling a little overwhelmed maybe by all the different options I have. So here we're offering an assessment based by AI based on AI to help Maya really understand what might be a good fit for her. So using this Einstein powered assessment, I can go ahead and say what my interests are, kind of give a sense of what I really like doing, and then I'll focus on the career expectations and goals I have. Right? Really bringing it back to that idea that goals are what power student success through their entire experience. So with that, I have my top match.

So, telling me that the BS in computer at Compute at United University is what's really going to help me meet my goals and meet my interests. And with that, I can press that button to request to connect, fill out this form where I can give Connected University my information, and using that, they can put me on a marketing cloud journey to kind of send me the relevant information and make sure that I get my application in on time, that all of my materials are up to date, and that I'm ready to start school in the fall. So with that, congratulations. Maya has been accepted to Connected University, and we're now ready to start our first year as a freshman. So Maya can log in to her portal, and she sees a lot of different options for her.

One is that she can easily navigate out to the tools she uses all the time, like Canvas and Slack. She can also see, the tasks she has to do to follow-up, kind of that personalized but repeatable steps that we know students need to take in order to stay on track. So she already has some action items, but also from here, she can go ahead and start creating some life goals, really attaching what it is she hopes to get out of her university time to things she can do today to make that possible. So we know Maya is really interested in entrepreneurship, so she's able to, from our template library, kind of go into this entrepreneurial pursuits, like life goal plan. And I think I said that the wrong way.

But she can go into this plan and starts really laying out what it is she hopes so that she can keep circling back to that, especially when she goes to meet with her advisor. So now we have this entrepreneurial pursuit plan right in line with all of her tasks, so she can kind of keep up with this as she goes through her day to day. So now, it's time for Maya to plan her courses. So within her student portal, she's able to use our intelligent degree planning tool where she can go ahead and apply a template. So she's in computer science.

We'll do the recommended path here. And you can see that we have kind of a layout of all of our courses that we need to take across our different semester. One of those is this university core elective. So right now, this is basically a placeholders. Maya's to choose the course that, is best fits her thing.

So she can use, our Einstein course recommendation kind of finder for that where she clicks into it, and And it says kind of based on electives, based on your interests or should say based on approved electives, based on your interests, and based on other data that we know in the system, we're gonna go ahead and recommend that you take the strategy and performance measurement class. So she adds it to her, her degree plan. As she adds it though, the system recognizes that there's a co requisite. So from this place, Maya can make sure that she's not going off track, that she's taking all the right courses that she needs to at the same time, and go ahead and add that into her schedule. Now she's also able, as she gets ready to register for classes, start picking the sections that really work for her with her time.

So she's saying here that she has times that she wants to set aside. Right? So in this example, Maya has a campus job, and she needs to work on Tuesdays from three to five. So when I go over to my schedule, if you can imagine scrolling down, you would see on Tuesday that she doesn't have any courses selected. So based on the times that Sofia has or the courses Sofia has put in her degree plan, this is an optimized schedule based on her needs and availability. So Sofia with one click is able to register.

And now I'm gonna take you on a slightly different view. So Sofia is in her student portal registering, but her faculty member for the computer science class she is is working in Canvas. That faculty member is able to quickly spin up, separately, a workspace for the course that they're in. And as soon as Sofia is So now, jump scene. So Sofia has kind of gone through her first year and she is about to start her second and she gets a pulse check.

Right? The school wants to zero in and find out how Sofia's feeling starting this next school year. So Sofia is able to use this pulse check to say that she's actually not doing so great right now. She's feeling a little sad, some academic concerns, seems like career concerns are also a big area for her. You know, medium engagement on campus, and she's able to kind of submit that into, into the system where her advisor from a dashboard is able to see this sort of aggregate view of how all of their students are doing. Right? We know our advisers have such high case loads.

They need to be able to zero in on the students that are the in the so through this dashboard, they're able to really drill down and see that Maya needs help. And I just wanna give one other view of it. Maybe you're familiar with Tableau. Within Tableau pulse, you can also ask data Right? So you get all of this, pulse check and alert data in. You can really take that as an opportunity to kind of an alternate way to drill down, ask questions of your data, and kind of understand where you need to focus your time.

So lots of great analytic tools. So the advisor has recognized that Maya is a student that he wants to focus on, and I'm able to go to Maya's profile and see a summary for what's going on with her. So we can see from this summary that Maya is actually doing pretty well. She has a three point five GPA, but we do see some indicators that she has a decline in engagement. Right? This pulse survey reveals that there's this only fifty percent engagement score.

And then if we scroll down on the page, you can also see some trends that are coming in from data that we know from the system. Right? This is stuff that might be coming in from Canvas, from your LMS, showing how are they performing, you know, in all of their different courses. Again, just things that the advisor might be able to take into perspective as he prepares to meet with Maya. So now this is where Einstein really comes in to help our advisors scale. So if I press that little cute Einstein icon in the top left, I can pop open my Einstein Copilot.

And from here, the advisor can just go ahead and ask a question in natural language. Can you create a care plan for Maya Richards based on her trends? So Einstein's thinking. And then it creates this customized care plan. Again, circling back the goals that might help her, succeed as she navigates through her second year. So here we have this new care plan that's been generated by Einstein saving an advisor so much time.

Also based on past care plans. Right? So it's not just looking forward for Maya, but also looking back to see what was really effective for other students, and apply that care plan. So now the advisor can see it here, and Maya logs back into her portal, this time on her mobile phone, and can see the plan applied to her within there. And she can kind of go through and start working through these tasks. She can see the details of what was assigned to her and some tasks that she had, mark them complete as she does them, and her advisors kind of getting these updates and notifications as Maya's working through this plan on his end in the CRM.

Maya successfully graduate. Congratulations, Maya. And now she's an alumni at Connected University. So in that same Slack that she was using for her course connections, we're able to build alumni communities. And it's where Sofia's found a lot of or sorry.

Maya has found a lot of really great connections. So here she sees she has a notification in her computer science alumni network. She goes ahead and clicks into it, and there's a really great engagement. Fellow alumni posting jobs from LinkedIn, sharing things that they've learned from the industry, just updates in general. So a really wonderful way to stay connected.

And we've also built an intelligent Slack app, the alumni recommendations hub, to really help Sofia stay engaged with Connected University. So with this alumni hub, she's able to see some things that are happening near her. There's an alumni dinner going on. There's also a boot camp that she might be interested in. So she's able to click into that to learn more.

And again put on that marketing cloud journey based on her interest in this program. And from there, now that we have interest that we know she might want to come back and do some continuing ed executive learning, we've created an opportunity in the system. Right? So this is a way, again, kind of bringing it full circle. Sofia is an alumni, but we also have an open opportunity for her to come back and be a learner. And especially in an exec ed capacity, these provide great, functionality for doing things like revenue tracking, really understanding kind of what your pipeline is for those programs.

So Maya has gone through her whole kind of lifelong learning journey with Education Cloud using Data Cloud, Einstein, and Slack. So that, is some stuff we're really excited to have kind of in the works as we're thinking about it. And we'd love to have a call to action for you all. So as we think about how we can deliver these features, how we can, better integrate with Instructure products to make this possible, we'd love for you to go ahead and, through this QR code, sign up, and we'll reach out to you to do some customer research sessions. One more call to action.

We mentioned Tableau within the demo. Tableau is also a great partner in education. So in addition to being a tool that many educators use or many institutions use, it's also a tool that educators can use. So we have some really great Tableau for teaching programs, Tableau for students to really get that data literacy, and then finally even things for the k twelve space. So I believe if you follow the QR code on this slide, we also have a Tableau integration or a course integration rather with Canvas.

So kind of a ready made Tableau learning program that you can easily use Canvas to kind of walk your students through. So would love for you to, to check that out. I'll do I see some phones up, so I'll leave this here for a sec. Did everyone get it? Oh gosh. Rogue clicker.

Alright. So with that, I think we're gonna do some interactive, questions. So I'll hand it back to Tom. Thanks. So go back to your, go back on your browser to where you, had your poll everywhere and get back into these questions.

And the first one is, we wanna hear from you what these, how impacting you think these areas are, right? How much would these be impacting for you and your work? One question is about unifying data. If you could unify data from your Canvas, your SIS, and Salesforce into one screen of information, how would that how would that help? Right? Would that impact a lot? Is this like, not really. I don't think so. Some impact? Okay. Great.

We've got some folks chiming in there. Good. Just go ahead and take a second. Good. This is really helpful.

Give you a second there. We probably have a handful of folks who have done so far. Okay. Let's let's ask another one then. Thank you for the feedback.

How about taking course discussions and threads to Slack? Right, using Slack, how impacting would that be for you, in your work? We know a lot of a number of universities have, used Slack for this purpose. I really want to hear from this group. Okay? Thank you. What about gaining actionable insights? What if you could go in and see things like predictions or alerts or, you know, next steps or things that would help a student be more successful? Yeah. And we could probably have a whole session just talking about, you know, how we do our work to try and help students be successful with that.

Great. Yeah. This is really seeing most people are feeling that'd be great, really impacting. Okay. Good.

Thank you. Okay. Good. We appreciate the feedback. What we'd like we have a couple minutes left, in the presentation time today.

So what we'd like to do is really just know from you what kind of questions or thoughts, do you have. And since it's a big room, if you ask the question, I'll try and repeat it back here. Or if you are We do have a microphone. Yeah. Great.

Question, thought. Yes. Thank you. So I'm really interested more about the slide where you were talking about Tableau and basically how, you're able to essentially integrate, like, your Canvas courses with Sales Force. I know, my institution, we are getting ready to launch Sales Force with our CRM, and one of our biggest questions or our biggest things that we're looking into is just how we can be able to connect Canvas with Salesforce to be able to once someone registers for a course that, as you showed, that information is already in Salesforce that they've registered.

It's taken them through the opportunity, and a lot of those flows are already done. But, yeah, I wanna know more about that and just what do we need other products to assist? We do have education cloud. We do have Pardot. Those are some of the products that we're utilizing. Awesome.

Well, thank you so much for that question. And what an exciting moment in your campus's journey. There's a lot of ways to do it. Right? So part of as we're collaborating closer with Instructure right now, we're thinking about how we might offer some of those things more out of the box for customers. Today, it would be integrations that you can build, but a lot of customers have done that successfully already with kind of the list of tools that you mentioned.

So there is some work that you would need to do to bring that in, but it's very much possible to do today. And then I think some of kind of where we're thinking again, would love for you to sign up to do the customer research perhaps, is how we might do even more with, like, LTI integrations to do some of that person management from one system to another, making sure we're kind of unifying that record. So that's something that we have very much top of mind for us as we go down this path. Great. Thanks.

Alright. Oh, there you go. Oh, you're gonna get your steps in today. So oh, thank you for your presentation today. We actually our school this morning had our project kickoff for integrating, LTI Mindtree and Education Cloud on a new Salesforce system Awesome.

As new SIS. So really excited about that project. I'm wondering if you've given any specific consideration for non degree programs, non traditional programs, and credentialing. How do you yes. But how do you mean? I mean, I I mean, more kinda just broadly, generally, just Yeah.

Wanting to know what your think thoughts are on it. For sure. So, like, as I mentioned, you know, obviously, the the demo I did was very focused on that sort of four year traditional degree. But from the start, when we designed Education Cloud, it was with the range of programs in mind. Right? So as you start thinking about more, like, is it more of like an executive ed or professional learning type program? Some of them are.

Yeah. But very wide range for us. Yeah. So, like, even at a data model layer. Right? We did not make assumptions about for your customers being the the baseline.

Right? We did a ton of customer research across multiple programs, including k twelve, to really make sure that we were able foundationally to support different learning modules and different learning methods. Right? So I think you'll find that as you go to configure it, you're really able to match your needs and your business processes to the things that are out of the box in Education Cloud and then configure it kind of how however you'll need. And that's true across all of our apps. Right? So if you're in recruitment and admissions, whether it's a four year program or a five week boot camp. Right? You're able to really tailor the admissions experience for those different types of use cases.

And I was gonna add in there too that, you know, we'd only had limited amount of time to show you anything today. But especially for adult learners, there are some amazing things that are chatbot enabled that make service available for them as prospective students or current students twenty four seven. And it's beyond just kind of what you've known as, like, regular chat bots. They can do a lot more today with AI, identification of who the student is, personalized information, etcetera, etcetera, etcetera. So for your adult learning programs, there's a a ton of stuff in the platform that can really be helpful.

Yeah. Yes, sir. I get you got a mic right there. Oh, thank you. John Hartley.

I'm from Auburn University. And, we've just recently purchased Salesforce, and so it's being implemented, you know, across the university. I work for extension, so I'm on the outreach side of the university, and we use catalog. We have two instances of of, Canvas. There's academic Canvas, which is tied to banner, and it would be the four year traditional stuff like you've talked about there.

We also have catalog, which is, outward facing, for non academic courses. And that's the part that I work on. And a lot of those courses are grant funded, so we need to be able to collect a lot of demographic data for reporting for the grants. We also have federally funded projects through NOAA and other things, and those have have to have a whole lot of, you know, reporting back to NOAA and USDA and all all sorts of stuff. So I see a whole lot of potential in in what this could do.

But right now, the way that catalog is set up, when someone signs up for a course, it collects extremely little data. It's just their name and email address, and that becomes their login. And that's it. So we've had to rely on adding, like, Qualtrics surveys and stuff within courses to collect data. And, of course, that puts that in another database somewhere else.

And I'm wondering, when you guys do this, are you going to have some sort of maybe an LTI or something that would allow us to collect the data, you know, straight into Salesforce, you know, or something? Yeah. You can do that today. Yeah. I'll hand that one to Sid, my colleague. Yeah.

Sorry. Sid from the Instructure team. We're we're actually building that integration right now. I don't know if you attended the product session yesterday, in this room, but that is on our h two road map where we'll be building an integration between Salesforce and catalog so that data can be shared between those two systems, more seamlessly. So you'll have that student record information that can map out to Salesforce information and kind of map the data that you want between the those two elements.

So it could enrich that demographic information at the end of the day. So to begin with, it will be focused on just Canvas catalog. Yeah. But to Corey's point, we are doing some of those discovery sessions to understand a little bit more in terms of what we would want to see the integration with Canvas look like. And there are some routines you can do today.

Right? I mean, this is gonna be a lot easier in the future. But today, really recruiting has changed quite a bit because you used to have all this stuff you wanted to know right up front, almost a mini application. And today, a lot of folks are just getting what you get. Right? Name, email address, that's all I need. But you can actually do these, you know, survey things that go out to the students that that incrementally collect more information from them as you need it and just in time.

So you don't have to overwhelm them at the start with, you know, asking for too much, and you can, along the way, continue to gain that information, have it go right into your CRM now. Yeah. And just wanted to chime in. So, Marco Martinez, also with Salesforce. You know, I think the the point about kinda collecting minimal information in the very beginning is is a good one, right, to remove barriers.

A couple of tools that are available today on Salesforce are the ability to have RFI forms, with Education Cloud. So you can certainly have those. Then, you know, Corey also showed kind of these pulse checks, that we have coming up. And then there's, you know, the ability to with Omni Studio, which ships with EdCloud, you can do a myriad of different form types, however you'd like to do that. So, there's there's different ways that you can do it now and in the future, as these kind of tighter integrations come come to pass.

Alright. Thanks, Marco. Okay. Perfect. Yeah.

Thank you so much to the Salesforce team. Give it up. And if there are questions, do we do you guys need the stage back because Yeah. We do. We're okay? No.

Come find me. Yeah. Oh, absolutely. Oh, here. I'll let you get there, Tom.

And please come find Margo, Tom, or myself after the session. We'd love to we'll hang out for a minute. We'd love to chat. We'd love to click our badges together. Thank you so much for coming today.
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