Success Services

Drive learner and institution success faster with Salesforce.org Success Offerings

Let our team of Salesforce experts take you further, faster with resources, programs, and expert advice to fit your needs.

Let our team of Salesforce experts take you further, faster with resources, programs, and expert advice to fit your needs.

Salesforce.org Success Offerings are specifically designed to help you succeed with Education Cloud. Regardless of the size of your institution, Salesforce.org has an offering that is right for you:

  • Success Plans: Get the right level of support for your organization, from our self-help resources to focused expert guidance and proactive services.
  • Professional Services: Extend your teams with our leading Education Cloud experts who partner with you to drive value, adoption, and skill-building.
  • Always-On Resources: Take advantage of our on-demand resources available to every customer.

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Success Services
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"Salesforce is a game changer. It has allowed us to disrupt the student experience in a positive way and make connections we weren’t able to make before. " – Tom Matthews PhD, Associate Provost for Student Success, Case Western Reserve University

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Success Offerings

Success Plans

Premier Success


As a Salesforce.org customer, you have access to basic online support and training that come with our Standard Success Plan. By upgrading to a Premier Success Plan, you gain access to additional services like best-practice coaching, 24/7 phone support, on-demand admins, Success Managers, Expert Coaching Sessions, and more.

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Expert Coaching Sessions


Expert Coaching Sessions are outcome-driven engagements to take your success to the next level, including webinars, videos, and individual sessions, and are available with your Premier Success Plan. Salesforce.org offers Expert Coaching Sessions on a variety of Education topics.

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Professional Services

Salesforce.org Professional Services partners with your team to provide their decades of education industry experience and deep Salesforce expertise. Their strategic and technical guidance will help you achieve your goals faster, through flexible offerings that are tailored to your needs.


Success Services

Advisory Services


Salesforce.org Advisory Services guide institutions, and partners with best practices, from initial visioning to providing technology oversight across the implementation.



Customer Success Architects

"It has been great to have our CSA and the whole Salesforce.org team help us define a clear vision and help us to develop both our people and our tool roadmap to make our vision a reality. We were able to make a 5x improvement in time to deliver new functionality to our frontline team over previous initiatives. That speed has made the difference."
-Christian Faulconer, Executive Director Enrollment Management, BYU

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Marketing Cloud Advisors

"I feel very fortunate to have worked with a Marketing Cloud Advisor as a partner in our Salesforce Connected Campus journey and beyond. Every CMO wants a partner that commits to excellence in delivery, which our MCA goes above and beyond at every day, that is truly priceless. I have no doubt we have a best in class partner to take NAU to the next level."
-Ashley E. Chitwood, Chief Marketing Office, Northern Arizona University

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Implementation Services

Salesforce.org Implementation Services help our most strategic institutions with new and emerging products and cross-cloud implementations, often alongside partners. Implementation Services provide best practices and set up a blueprint for our education ecosystem to use moving forward.

Advanced Support

Salesforce.org Advanced Support engagements provide larger Education customers with hands-on technical support by dedicated resources that know your Salesforce instance. Available at any point in your Salesforce journey, Advanced Support Technical Account Managers work with your team for six to twelve months, on administration, maintenance, monitoring, troubleshooting, and minor enhancements, to help you achieve long-term success and self-sufficiency.

Always-On Resources

The Salesforce.org on-demand resources are available to every Education customer, to help build your knowledge and get answers when you need them.


Trailhead
Learn on-demand and skill up anywhere, any time on Salesforce.

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Power of Us Community
Learn, connect, have fun, and give back in the Power of Us Hub.

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Help and Training
Find documentation, videos, walkthroughs, and more.

Visit Help and Training


Webinars and Events
From Getting Started to Release Readiness, explore a wide array of webinars and events whether you’re a seasoned pro or just starting out.

Visit the Events Calendar