To Top
Actionable reports are easy & analytical


Publish date:


Congrats to all educational universities around the world for realising the value of the Salesforce education cloud. The value that you see in the salesforce education cloud will be realized once you discover its many unique features and advantages. The CRM for education is the right tech tool to enable transformation for betterment.  This CRM for education is an enabler and in this blog, we examine the role of the Salesforce Lead Object feature and how it brings many advantages to the table.

Potential students for your or any other educational institutions are considered in Salesforce terminology as a “lead”. Lead means a person who has to be nurtured and cultured to enable him or her to hitch their bandwagon on to your growing “caravan”. Leads or potential students can be cultivated in Salesforce using the “lead object” feature. The tools, functionality, and best practices that Salesforce has created for sales processes come in handy for obtaining information and reporting on potential students. Let it be known that not many educational institutions utilising Salesforce use this useful feature but for student on boarding, it’s a non – issue.

The benefits of Salesforce Lead Object for student recruitment are:

  • Helpful and cleaner data. Keep the relevant details of leads distinct from those potential students who apply or engage with you. Thus data analysis is easier and marketing to them also becomes more personalised & relevant based on this clean data. Those who start the admission process are “converted” to a contact record and eliminated from the grouping of leads.  

  • Easier To Manage Staff Permissions and Activities. Salesforce has varied default permissions for prospects (or leads) and by utilising the Lead object for potential students, these varied permissions can be utilised in different ways. Educational institutions may leverage permissions to manage tasks in a simpler way. By using different permissions for different departments, tasks & assignments are separated, better organized, and easier to manage. Permission also eases reports & dashboard processes.  

  • Appointing scores to leads / potential clients. Tools to rank your prospects based on defined metrics such as level of engagement and interest are available. This enables the concerned team to go after those who are more likely to “convert” to students. These scores are good data to use for future on boarding marketing and as well as in reports & dashboards. 

  • Segment leads. Salesforce lets educational institutions segment leads based on source, interest area, or geography and assigns segments to varied marketing projects. Segmentation paves the way for curating personalised messaging to leads based on their specific needs & interests, thus paving the way for effective recruitment drive. Enabled by CRM for colleges 

  • Reports.  With the lead object feature, customised reports & dashboards for analysis, planning, and actions are easily available. For example, Lead Conversion Report - analyze the % of potential students who start an application and the time taken from the first contact to applying for admission. This is also possible with CRM for colleges.

About the Author

Anand Sharma

Anand is a Salesforce Evangelist, joined the Salesforce ecosystem in 2014 helping customers to be successful with Salesforce, and joined Codleo to share the goodness with even more developers all around the world. He is based in New Delhi, with his wife, and he tries to escape summers every chance he gets.

Leave a Comment