Salesforce Advisor Link

Deliver Unified Advising For Your Academic Institution

Reimagine Advising at Your Institution

Advising is at the center of student success. Students need advisors who understand their story and will serve as a co-pilot through their education journey—beginning with application and continuing through acceptance with academic and career goals. For students, this helps create a sense of belonging and connection—a key driver of student retention. Salesforce Advisor Link is a complete solution that helps advisors of all types better engage with students, quickly identify risk trends, and ensure they stay on a path to success.

See the Snapshot

Features and Benefits

Mobile appointment booking on Salesforce Advisor Link advising tool

Mobile Appointment Booking

Advisors can define who they meet with and what topics to discuss (e.g. career, academic, financial) while students can see their advisor’s appointment availability, cancellation policy, and book a meeting right from their phone. Appointments easily integrate with an advisor’s calendar, allowing them to view meeting notes and tasks for follow-up from any device.

Check-in and Walk-in Management on Salesforce Advisor Link academic advising software

Check-in and Walk-in Management

Simplify waiting room and front office management by coordinating queues, managing walk-ins and check-ins, and allowing advisors to manage cases and requests from a unified view. Advisors can be notified when students check in and start the meeting without manual handoffs or emails.

Online degree-planning in Salesforce Advisor Link academic advising platform

Online Degree-Planning

Build tailored degree plans and actively collaborate with students on their path to success using the online degree planning feature. Advisors get a comprehensive view of each student’s individual degree requirements, allowing greater efficiency in viewing, editing, and building tailored roadmaps for every student’s unique path to on-time graduation.

Alerts in Salesforce Advisor Link academic advising solution

Data-Informed Alerts

Bring data together from your SIS, LMS, degree audit, and predictive software to determine if a student is at risk. Configure automated alerts based on that aggregated data, and enable faculty members and staff to log manual alerts that route to the student’s advisor.

Planning and communication tools in Salesforce Advisor Link academic advising software

Scalable Planning & Communication

Put incoming and current students on a path to academic achievement with only a few clicks using pre-built communication templates. Monitor progress and send automated emails and texts for appointment reminders, important deadlines, or words of encouragement. Design and reuse plan-of-action templates to create comprehensive roadmaps for success.

Advising notes in Salesforce Advisor Link academic advising tool

Advising Notes

Put those spreadsheets away! With Advising Notes, advisors can stay current with each student, share notes across teams, monitor student progress, and take proactive action as needed.

The Power of Us Hub

Already using Salesforce Advisor Link? Connect with other users in the Power of Us Hub.

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