Educational Institutions We’ve Worked With

Solutions for Higher Education

Higher Education

We connect the entire student lifecycle—from recruitment to success and beyond—through integrated multi-cloud platforms, a unified data strategy, and intelligent workflow automation that drives exceptional outcomes.

Prospecting and outreach
Application tracking
Admissions review
Financial aid insights
Advising and case notes
Early alerts and retention
Degree progress audits
SIS and LMS integration
Alumni engagement and marketing automation
Reports and dashboards
Advanced analytics and unified data with Tableau Next, Data Cloud, MuleSoft, Snowflake, and more

Medical & Business Schools / Graduate Education

We support selective admissions, experiential learning, and career outcomes with Education Cloud, targeted Marketing Cloud journeys, advanced intelligence with Tableau Next, and unified systems with zero copy data integrations.

Pipeline and interviews
Scholarships and awards
Clinical placements
Capstones and research
Advising and case notes
Employer relations
Alumni networks
Executive education
Program dashboards

Beyond the Core (Centers, Professional Schools, Enterprise Ops)

We go above and beyond just traditional student lifecycle tracking and serve professional schools, affiliated centers, and enterprise business units with unified systems that scale to fit your growth, whether you need analytics with Data Cloud, Snowflake for zero copy integration, Revenue Cloud, Sales Cloud, and more.

Executive education and certificates: catalog, enrollments, billing
Corporate/custom cohorts and B2B agreements
Clinical and field placements: sites, schedules, evaluations
Experiential learning and capstone project tracking
Center operations: intake, service requests, case coordination
Partner and sponsor management with portals and dashboards
Instructor onboarding, assignments, and workload visibility
Content libraries, knowledge hubs, and community spaces
Marketing automation for outreach, re-engagement, and reminders
Data foundation and integrations (SIS/LMS/ERP)
Data visualization and business intelligence
Mobile forms for site visits, observations, and approvals
IT operations and helpdesks/case routing
Next generation unified data and analytics with MuleSoft, Tableau Next, Data Cloud, Snowflake, and more

EdTech

We help education technology providers implement learner-focused program management and customer success with multi-cloud platforms including CRM + Marketing Cloud, agentic AI assistants, and data-ready integrations with MuleSoft and Snowflake.

Lead-to-trial
Implementations and onboarding
Usage metrics and program health
Support and knowledge base
Renewals and expansion
Billing and entitlements
Customer communities
Revenue management

Campus Learning Centers & Academies

We streamline enrollment, instruction, and family engagement with Education Cloud and Marketing Cloud—delivering automation, personalization, and a top-notch experience for families and staff alike.

Inquiry-to-enrollment
Class scheduling and rosters
Attendance and grading
Family communications
Tuition and payments
Scholarships and aid
Staffing and substitutes
Facilities and materials
Events and showcases
Progress dashboards
Revenue management

Continuing Education

We unify catalog, enrollments, and corporate partnerships with Education Cloud, Marketing Cloud, and agentic AI to assist learners and curriculum coordinators.

Catalog and sessions
Enrollment and payment
Corporate cohorts
Instructor onboarding
Certificates and badges
Outreach and engagement
Evaluations and assessments
Alumni conversion
Revenue reporting

Online Learning

We connect content, cohorts, and engagement—integrating LMS with Sales and Service Cloud, Data Cloud, Marketing Cloud, Tableau Next, or Education Cloud timely guidance.

Course catalog and e-commerce
Cohort and self-paced paths
LMS integration
Assessments and proctoring
Progress alerts and nudges
Community and discussion
Badges and micro-credentials
Subscriptions and billing
Churn prevention
Outcome analytics

Enrollment Management & Engagement

We align recruiting, communications, and yield with Education Cloud, Marketing Cloud, and agentic AI to personalize at scale.

Search and lead capture
Territory management
Digital campaigns
Campus events and tours
Counselor texting and email
Applicant portals and status
Yield and melt prevention
Parent engagement
Analytics

IT Operations

We stabilize and scale campus technology on the Salesforce platform and connected systems—turning ad-hoc requests into predictable service, reliable releases, and trustworthy data with practical AI for triage and self-service.

Service desk & omnichannel intake with SLAs and routing
Request, incident, problem, and change management
Backlog triage, prioritization, and release planning
DevOps/CI/CD for Salesforce and MuleSoft
Sandbox strategy, data seeding, and regression testing
Identity/SSO and role-based access governance
SIS/LMS/ERP integration operations
Data quality, dedupe, and stewardship (Data Cloud + Snowflake)
Monitoring, logging, and health dashboards
Self-service portals, knowledge bases, and AI chat assistants
Vendor management with clear escalation paths
Admin/builder enablement and operating rhythm (cadence, KPIs)

Trusted solutions to common Higher Education challenges.

Enrollment & Admissions Operations

Streamline admissions through enrollment: applicant portals and status, checklist tracking, committee review, interview scheduling, scholarships/aid insights, automated comms and reminders, event-to-deposit workflows, yield forecasting, and melt prevention.

Student Success & Advising

Give advisors and students a connected plan and a path to mutual success: early alerts, case notes, appointments, degree progress, referrals, and timely nudges, so critical interventions happen sooner and retention rates rise.

Revenue Management

Grow revenue and pipeline with CPQ + Revenue Cloud Advanced, and CLM; launch new programs/certificates; automate quotes, contracts, billing, renewals; align revenue recognition; connect finance & accounting (Accounting Seed) for audit-ready reporting.

Data Foundation & Zero Copy Integration

Unify customer signals in Salesforce Data Cloud to power personalized engagement. Activate insights across Service and Marketing Cloud to build loyalty and long-term relationships.

Recruitment & Marketing Automation

Personalize outreach so you can attract and convert with segmentation, journeys, SMS, email, counselor nudges, landing pages, forms, search and social campaigns, events and tours, parent engagement, and influence analytics; turning interest into applications and visits.

Student Services with Case Management

Stand up a modern service hub with omnichannel intake, triage, knowledge, case routing, appointments, and feedback, so students get answers fast and staff see full context across departments. Self-service and intelligent routing combine for an outstanding service experience that students have come to demand.

Coastal is highly professional, extremely knowledgeable, and incredibly effective as experts in Salesforce and best practices within the Education industry.

Salesforce AppExchange

How UFL Automated Key Processes Across the Learner Journey

With Coastal, UFL moved from manual to automated using Salesforce Data Cloud and Marketing Cloud. Now, with a complete view of the learner lifecycle and clean, reliable data, they’ve reduced tactical work and are focused on strategy. Learn how they made the shift.

On Demand

Migration Made Simple: A Roadmap to Education & Nonprofit Cloud

Meet our Education experts.

Bethan Flynn

SVP, Public Sector, Nonprofit & Education

Jenny Hall

VP, Nonprofit & Education

Matt Liebhold

Sr. Director, Delivery

Jamil Branch

Client Advisor & Solution Architect

Rob Zaebst

Director, Business Development

George Bourelle

Director, Delivery

Timo Brind’Amour

Director, Delivery

Kelly Walsh

Associate Director, Education

Lidya Demian

Associate Director, Education

Tyler Young

Client Advisor

Justin Green

Director of Market Strategy, Nonprofit & Education

Education Cloud frequently asked questions.

What is Salesforce Education Cloud, and how can it help my institution?

Salesforce Education Cloud is a flexible, student-focused CRM platform that helps K–12, higher education, and for-profit schools improve recruitment, retention, alumni relations, and service delivery. It unifies your data, automates key workflows, and gives staff a 360° view of every learner.

Why should we work with a Salesforce Education Cloud implementation partner instead of doing it in-house?

Certified Salesforce Education Cloud implementation partners like Coastal bring proven experience, deep platform knowledge, and education industry expertise. We accelerate time to value, reduce risk, and ensure that your solution is aligned with institutional goals.

What types of schools or institutions does Coastal support?

We work with a wide range of institutions, including learning academies, charter and private schools, independent schools, community colleges, universities, education-focused nonprofits, and for-profit providers.

How long does it take to implement Salesforce Education Cloud?

Implementation timelines vary based on project scope. Smaller projects may take a few months while full-scale, multi-department rollouts and enterprise implementations may take a year or more. We’ll help you define a realistic, phased approach based on your needs.

What’s the difference between a quick-start package and a full implementation?

Quick-starts are streamlined deployments focused on core functionality like recruitment or advising, ideal for smaller teams or pilot programs. Full implementations are more comprehensive, often involving multiple departments, integrations, and custom workflows.

Can Salesforce Education Cloud improve student retention and engagement?

Yes. With Education Cloud, you can track student interactions, automate alerts for at-risk learners, personalize communication, and streamline advising and support — all of which contribute to better engagement and retention.

How do you ensure data security and compliance in education environments?

We follow Salesforce’s best practices for security and compliance and configure the platform to align with FERPA, GDPR, and other relevant regulations. We also help institutions establish user roles, data access policies, and audit controls.

Can you integrate Salesforce Education Cloud with our existing SIS or LMS?

Yes. Our team specializes in integrating Salesforce with student information systems (SIS), learning management systems (LMS), and other platforms to create a seamless, data-connected ecosystem.

What kind of training and support does Coastal offer after implementation?

We provide user training, admin enablement, documentation, and optional managed services. Whether you need occasional guidance or full post-launch support, we tailor our approach to fit your team.

Is Education Cloud the only cloud we institution can use?

No! In fact, many of our clients have use cases that extend beyond or sit outside of the traditional recruitment-to-advancement student lifecycle, and need a different cloud, or a multi-cloud approach. We've implemented Sales and Service Clouds, Revenue Cloud, Data Cloud, Marketing Cloud, and other flavors of Salesforce depending on the need. We'll work with you early in the process to determine the best fit.

Need a Salesforce Education Cloud Partner?

We Help Educational Institutions Modernize Student Engagement, Data, and Operations

Educational Institutions We’ve Worked With

Educational Institutions We’ve Worked With

Higher Education

Medical & Business Schools / Graduate Education

Beyond the Core (Centers, Professional Schools, Enterprise Ops)

EdTech

Campus Learning Centers & Academies

Continuing Education

Online Learning

Enrollment Management & Engagement

IT Operations

Trusted solutions to common Higher Education challenges.

How UFL Automated Key Processes Across the Learner Journey

On Demand

Migration Made Simple: A Roadmap to Education & Nonprofit Cloud

Meet our Education experts.

Education Cloud frequently asked questions.

What is Salesforce Education Cloud, and how can it help my institution?

Why should we work with a Salesforce Education Cloud implementation partner instead of doing it in-house?

What types of schools or institutions does Coastal support?

How long does it take to implement Salesforce Education Cloud?

What’s the difference between a quick-start package and a full implementation?

Can Salesforce Education Cloud improve student retention and engagement?

How do you ensure data security and compliance in education environments?

Can you integrate Salesforce Education Cloud with our existing SIS or LMS?

What kind of training and support does Coastal offer after implementation?

Is Education Cloud the only cloud we institution can use?

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