Transforming School Communications with Data Cloud and Marketing Cloud Next

Industry

Education
Industry

Products

Data 360, Marketing Cloud Next, Agentforce
Products

Services

Salesforce Agentforce Implementation Services, Salesforce Data 360 Consulting
Services

Build Your Idea

Build Your Idea

Transforming School Communications with Data Cloud and Marketing Cloud Next

An Australian education organisation supporting school communities.

Problem Statement:

An Australian education organisation operating 17 schools and serving more than 9,000 students needed a more reliable way to manage student and parent communications.

Our experts implemented Salesforce Data 360 and Marketing Cloud Next to unify fragmented records, automate school-specific campaigns, and improve consent handling. We also developed a Data Quality Checker Agent that audits person records, identifies missing information, and directs remediation work to the relevant school teams.

The Challenges:

  • Student, parent, cohort, consent, and school information was distributed across multiple Salesforce records.
  • Marketing teams manually created and validated audiences before each communication.
  • Duplicate identities affected targeting accuracy and communication preferences.
  • Data-quality teams lacked an automated process for finding missing information and assigning follow-up work.

The Solution:

  • Unified Student and Parent Data: Our experts connected 33 data streams in Salesforce Data 360 and created unified profiles using identity resolution and reconciliation rules.
  • Automated School Segmentation: We also built reusable audiences by school, grade, status, and communication type, with scheduled refreshes to reflect updated enrolments and preferences.
  • Marketing Cloud Next Communications: Our team deployed six school-branded email templates and Flow-based campaigns to make communication faster and more consistent.
  • Data Quality Checker Agent: We introduced scheduled checks that identify missing student and parent information, generate record summaries, create remediation tasks, and notify school data managers.

Impact made:

35,647

Unified Student and Parent Profiles

Identity resolution created a trusted foundation for segmentation and communication.

106,031

Cohort Members Segmented

Audiences could be organized by school, grade, status, and communication requirement.

40–60%

Reduction in Manual Campaign Overhead

Reusable segments and automated workflows reduced repeated preparation work.

3–5 Days to 2 Hours

Faster Communication Time to Market

School teams could prepare and activate communications within hours.

What made it special:

No items found.

Testimonial:

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