Explore how CodM Software implements Salesforce Education Cloud for admissions, student engagement and lifecycle visibility.
The organization needed a scalable Salesforce setup to manage student inquiries, admissions communication and lifecycle engagement in one place.
Configured Education Cloud foundations.
Built student lifecycle workflows.
Created inquiry routing and follow-up automation.
Added dashboards for admissions visibility.
Centralized student profiles.
Improved communication tracking.
Education Cloud visual mockup for stakeholder review and solution storytelling.
Education Cloud visual mockup for stakeholder review and solution storytelling.
Education Cloud visual mockup for stakeholder review and solution storytelling.
Education Cloud visual mockup for stakeholder review and solution storytelling.
“The Salesforce Education Cloud setup improved admissions visibility and made student communication easier to manage.”
Client StakeholderEducation InstitutionSalesforce Financial Services Cloud is a Salesforce CRM solution designed for financial-service teams that need secure client views, advisor productivity tools, relationship tracking and compliant workflows.
Permission set groups combine related permission sets so Salesforce admins can assign access faster while keeping profiles lean and scalable.
Sales Cadence guides sales users through structured outreach steps such as emails, calls and follow-ups, helping teams reduce manual effort and improve consistency.
Customer 360 helps teams see customer data, interactions and service history in one place so they can make faster decisions and deliver better experiences.
Salesforce improves productivity by centralizing data, automating repetitive tasks, improving reporting and connecting sales, service, marketing and operations workflows.
Asset ManagementA secure Salesforce Financial Services Cloud implementation with role-based access, scalable permission architecture and Sales Cadence automation.
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Financial ServicesA Salesforce and MuleSoft transformation covering delegated access, easyAdvantage+ quote retrieval, DCEVersion workflows and TA Intake automation.
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InsuranceA Salesforce Lightning modernization project focused on org consolidation, LWC, Apex, Visualforce refactoring and secure integrations.
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