What is the most effective student self help?

Firstly, what is self help? Self-help is self-explanatory – meaning it needs to minimal to no human interaction for users to get help efficiently. A major advantage option that is available to enable effective student self-help is Case Management.


In Salesforce, this is an out-of-the-box feature which provides any organisation with their wings for success. If you are new to Salesforce, it is the World’s #1customer relationship management solution that brings customers and companies together. It’s integrated CRM platform gives you all departments such as marketing, sales, commerce and service – in a single, shared view.


Education institutes that are using the Salesforce platform today are getting the best out of utilizing Salesforce cases.


Few of the great benefits an education institute can achieve are:

  1. Salesforce cases never get lost in staff inboxes, unlike with classic email conversations.

  2. They can be searched, audited, referred and even collaborated effectively with internal staff

  3. Improve knowledge base and save time by referring to a knowledge base for cases. Ability to create a new knowledge base if none currently exist.

  4. Business processes can be adjusted by setting up automatic case escalation and workflow tasks

  5. Get in-depth insight into student cases and strategic decision making using analytics. It can shape the journey of your education institute.

  6. Students can receive prompt emails as well as the ability to view case history in their portal

  7. Students can see all their case correspondence in one place

  8. Cut-down unnecessary follow-ups using community chatter to collaborate with the case

  9. Faculty and administration can predict future trends with Salesforces Einstein Analytics

  10. A wide variety of applications and the ability to customize extensively can help an education provider achieve more in the industry


Salesforce Education Data Architecture (E.D.A.) has a lot to offer. This includes its state of the art lightning platform, used for enabling effective Student Self-help in education institutions.


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