Most intricate Salesforce portal specifically crafted for the Education sector!
“Respect, Responsibility and Reaching for Excellence”
Perigeon Software’s team has crafted a comprehensive platform leveraging Salesforce (Sales, Service, Marketing cloud) tailored for the education sector. This platform streamlines the leasing, acquisition, sales, and administration of heavy-duty solutions.
Subtle Insights into the Project
ECA Group stands as a pioneering education group, providing end-to-end services to students from their arrival in Australia to securing employment.
Client’s Vision!
ECA aims to develop an online education solution encompassing sales and administrative management, alongside resolving educational queries. This entails special requirements, workflow designs, marketing assets, and capturing student interactions.
Our Work!
Perigeon presented a tailored solution blending off-the-shelf components with Education essentials, including Student Management, comprehensive workflows, Automated Relevance Permissions, Communication Management with digital signature capabilities for customers, Sales, Marketing, Service, and other features, all customized to their specific requirements.
Our End Solutions!
⦁ Asynchronous with accompanied diverse demonstration authority and other mediators
Third-party integration is indeed a reality. In today’s rapidly evolving technology landscape, there’s a pressing need for a dedicated Education CRM focused on business supply points and seamless integration with various mediators through point-and-click fusion. This entails smooth data entry and exit, streamlined mail communication, document generation, and digital signature capabilities.
⦁ Automation by Flows/ Workflow
Consolidating disparate processes into a single cycle involves streamlining tasks such as student admission, tracking application status, and facilitating email communication to seamlessly complete the sales and service cycle.
⦁ Prepared for Lightning Experience
Utilizing the Salesforce Lightning interface, we crafted a customized and configured attractive Admission form, seamlessly integrating it into the Salesforce Experience Cloud. This form encompasses the initial sales process and delivers a modern, market-standard web look and feel.
⦁ Gather customer engagement through marketing assets
Assist clients in identifying customer interests and interaction patterns to guide them in taking beneficial actions, facilitating the next steps to enhance operational efficiency.
Tailored Customization across Salesforce Clouds!
Our Key Integrations!
Project Challenges and It’s Solutions!
Problem 1
The client encountered challenges in efficiently managing student leads and converting them into opportunities, primarily due to the absence of a centralized system for lead tracking and follow-up.
Problem 2
The client is grappling with incomplete and inaccurate segmentation of students for their marketing campaigns, leading to ineffective targeting and low campaign ROI. Solution!
Solution!
We’ve implemented lead management features within Salesforce’s Sales Cloud to capture, track, and nurture leads through automated workflows. Utilizing lead scoring and qualification rules, we prioritize leads for sales outreach. Furthermore, by integrating Sales Cloud with marketing automation tools, we streamline the lead-to-opportunity conversion process, thereby enhancing overall sales efficiency.
Solution!
Thus, we’ve implemented Salesforce Analytics Cloud to analyze customer data comprehensively and establish detailed customer segments based on demographics, purchasing behavior, and engagement history. Additionally, we’ve developed custom dashboards to visualize customer segmentation insights, aiding in guiding marketing strategies towards targeted and personalized campaigns.
Problem 3
The client has requested assistance in managing complex document merges, including consolidating multiple quotes, contracts, and addendums into a single cohesive document for client presentations.
Problem 4
Integrating with external APIs and third-party services within Lightning Web Components posed challenges due to the limited support for JavaScript libraries and integration frameworks.
Solution!
Leverage Conga Composer’s sophisticated document merging functionalities to merge multiple Salesforce records and related lists into a unified document. Implement Conga’s conditional logic and rules to tailor document content according to specific criteria, like product selections or contract terms. This streamlines the document merge process, enhancing accuracy, consistency, and efficiency.
Solution!
Utilize Salesforce Lightning Web Components Open Source (LWC OSS) to harness the power of JavaScript libraries, frameworks, and integration tools, enabling seamless integration with external APIs and services. Implement Apex HTTP callouts and JavaScript Promises to securely invoke and consume external APIs. Employ OAuth authentication and API key management techniques to authenticate and authorize API requests from Lightning Web Components, ensuring secure and compliant integration with external systems.
Agile Process
Adaptive Execution for a Complex Education Ecosystem
To build a highly interactive and scalable Student Journey & Experience Cloud Portal, our team followed an Agile delivery model tailored for the education domain’s evolving requirements.
Our Agile Approach
Discovery & Sprint Planning
Each module—student onboarding, course workflows, document verification, communication flows—was broken into manageable sprints. Requirements were validated directly with the client before development began.
Incremental Feature Rollouts
Core functionalities such as student onboarding, tutor–student communication, and Experience Cloud components were delivered in phases to allow early feedback and refinement.
Cross-Functional Collaboration
Salesforce architects, UX designers, developers, and QA analysts worked closely to ensure that each sprint aligned with academic processes, compliance needs, and Experience Cloud best practices.
Continuous Feedback Loop
Regular sprint reviews and demos allowed stakeholders to validate real-time student lifecycle scenarios, ensuring smooth alignment with the institution’s operational workflows.
Faster Go-Live with Reduced Risks
This iterative approach allowed the portal to evolve quickly, adapting to new course structures, compliance rules, and digital transformation goals without delaying delivery.
Salesforce QA Process
Ensuring Stability, Accuracy, and Compliance Across the Entire Student Lifecycle
A robust Salesforce QA strategy was executed to validate the multi-layered integrations, Experience Cloud customizations, and automated workflows within the student journey.
Our QA Framework
Functional Testing
Verified every student action—registration, onboarding steps, profile updates, document uploads, communication requests, and course progress tracking—across all Experience Cloud pages.
Flow & Automation Testing
Ensured that approval processes, workflow rules, triggers, and flows for student interactions executed accurately without latency or conflict.
Integration Testing
Validated seamless bi-directional data synchronization between Salesforce, Experience Cloud, Moodle, Zoom, Sign integrations, and other education-focused systems.
Security & Compliance Testing
Confirmed secure role-based access, data protection compliance, and privacy controls—especially crucial for handling student identity and document data.
Performance & Load Testing
Assessed how the portal handled high student traffic during peak operations such as admissions, course enrollments, and exams.
User Experience Validation
Tested layout visibility, permissions, user navigation, and accessibility across both Student and Staff portals to ensure an intuitive journey.
Frequently asked questions
Can the Student Experience Cloud Portal support multiple student roles?
Yes, the Student Experience Cloud Portal can support multiple student roles. It allows you to define different user profiles and permissions, enabling various types of students (e.g., undergraduate, graduate, part-time, full-time) to have tailored experiences and access specific resources based on their roles.
Do students receive real-time updates during their journey?
Yes, students receive real-time updates throughout their journey. The portal integrates with real-time notification systems to ensure that students are promptly informed about critical updates, such as application status, course enrollment changes, upcoming deadlines, and more.
Can this solution integrate with third-party education tools?
Absolutely. The Experience Cloud Portal is highly customizable and can integrate seamlessly with third-party education tools, such as Learning Management Systems (LMS), assessment tools, and other educational software. It provides APIs and integration points for smooth data exchange and workflow synchronization.
Is the onboarding workflow customizable for different courses or student types?
Yes, the onboarding workflow is fully customizable. Institutions can tailor the onboarding process to meet the specific needs of different courses or student types, ensuring that each student has a smooth and relevant experience. This includes course-specific documentation, student-specific checklists, and tailored communication flows.
Does the Experience Cloud portal work on mobile devices?
Yes, the Experience Cloud portal is fully responsive and works seamlessly across all mobile devices. Whether students are using smartphones or tablets, they can access their accounts, view course materials, track progress, and interact with instructors from anywhere, at any time.
How secure is student data within the portal?
Student data within the portal is highly secure. The platform uses industry-standard encryption, multi-factor authentication, and strict access control protocols to protect sensitive information. Additionally, the portal complies with data protection regulations, such as GDPR and FERPA, to ensure that student privacy is maintained.
Can new modules or features be added later?
Yes, new modules or features can be added to the portal at any time. The Experience Cloud platform is designed to be scalable and flexible, allowing for the addition of new functionalities, such as advanced analytics, new communication tools, or integrations with additional third-party services, as your institution’s needs evolve.
Free Consultation
Turn your Salesforce ideas into real business results
Planning a Salesforce project or exploring ways to improve your existing setup? Let’s connect. Our experts will understand your business goals, evaluate your requirements, and guide you toward the right Salesforce solution—no obligation, just clear direction.
Whether you’re starting fresh or optimizing what you already have, Perigeon is here to help you move forward with confidence.
Ujval Shah
CEO, Perigeon Software Pvt. Ltd.
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