Salesforce Advisor Link: Designed for the Art of Advising

Salesforce Advisor Link: Designed for the Art of Advising

Transform the Student Experience

Transform the Student Experience

Advising is at the center of student success. Students want advisors to understand their whole story, from application, acceptance, academics, personal challenges to career goals. They need a copilot for their journey.

For students, this helps create a sense of belonging and connection, which is a key driver of student retention.

A Unified Approach for Advisors

Salesforce Advisor Link helps advisors be more efficient and proactive, so students can be more successful. From a single-screen interface, advisors can have richer conversations with students and better understand the issues that matter most.

With real-time insights, collaborative planning tools, and a platform for engaging students on every channel, your advisors can help students go further.

Download: Salesforce Advisor Link Product Snapshot

Learn more about the Salesforce products or about the Power of Us product donation program for higher education.

Salesforce Advisor Link: Designed for the Art of Advising
"Advisor Link helps institutions remove all obstacles between the student and the advisor. It helps advisors be more efficient and creates the intuitive experience that today’s students expect. " – Joanna Iturbe, Strategic Project Manager & Sr. Business Analyst, University of Colorado Boulder

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Unified Advising Record

Manage your day on one screen through an advising console, giving advisors one view to understand a student’s engagement, academic program, affiliations, and more. All advisors and support staff can collaborate on a unified advising record over time, add advising notes and track activities so advisors can have meaningful interactions with students and provide the right service and support.

Mobile Appointment Booking

Advisors can define who they can meet with and what topics to meet on (e.g. Career, academic, financial), and students can see their advisor’s appointment availability, appointment cancellation policy and set an appointment right from their phone. It’s easy for the student/advisor to add to their calendar and come back later and look at meeting notes and tasks for follow-up.

Manage Check-Ins and Walk-ins

Simplify appointment management for advisors and front offices by coordinating waitlists, 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, receive the student, and start the meeting without manual handoffs or emails.

Degree Planning Tools

Build tailored degree plans and actively collaborate with students on their pathway to success. Advisors and students can easily understand course requirements for their degree by viewing program plans and requirements. Students can create a personal plan in their student community and add appropriate courses. Advisors can view and edit those plans and collaborate to encourage on-time graduation.

Data-Informed Alerts

Bring that data together from your SIS, LMS, Degree Audit, predictive software, and other systems to determine if a student is at risk. Configure automated alerts based on that aggregated data and enable faculty members and other staff the ability to log manual alerts that route to their advisor.

Scalable Planning & Communication

Put incoming and current students on a path to success 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 pathways for them to achieve their goals.

Success Teams

Collaborate in real-time with other advisors and colleagues to help students succeed.
For students, that means getting help when they need it right from their phone. When a student accesses Advisor Link, they can instantly see who is on their success team and connect with their academic advisor, career advisor, coach, financial aid advisor, or resident assistant.

Advising Notes

Put those spreadsheets away! With advising notes, advisors can keep up-to-date with each student, share notes across teams, monitor student progress and take proactive action as needed.