Resources

Getting Started Knowledge Articles

Salesforce Getting Started Workbook Getting Started Workbook covering: 1) Prepare for Success, 2) Create the User Experience, 3) Enable the User Experience with Data, and 4) Deploy and Empower Your Users

Salesforce Implementation Guide Salesforce is a powerful Customer Relationship Management (CRM) tool, enabling companies to connect with their clients through cloud-based software. Salesforce has various products that are specially designed to deliver each goal: Sales Cloud, Revenue Cloud, Service Cloud, Marketing Cloud and Pardot, and so much more. Here is a guide on how to implement Salesforce correctly.

Getting Started: Salesforce Fundamentals for Education Get acquainted with Salesforce terminology, your product(s), and the basics of using Salesforce for Higher Education.

CRM in Higher Education Learn more about how CRM higher education technology enables institutions to manage relationships with all of their customers (including students, alumni, faculty, staff, and corporate partners) and connect insights from those interactions in a unified view.

Admin & Developer Knowledge Articles

Salesforce Admin Beginner's Guide Start your Admin journey by learning the basics of customizing Salesforce.

Getting Started: Deploy and Adopt Prepare to deploy your new Salesforce org and promote user adoption

Education Data Architecture (EDA) Documentation Learn more about Education Data Architecture (EDA), a community-driven data architecture designed to help educational institutions use Salesforce. 

Marketing Cloud Implementation Guides Use these implementation guides to set up and administer Marketing Cloud features and ... Marketing Cloud Social Studio Implementation Guide Complete Guide to Social Customer Service

Develop a Release Management Strategy  Learn how to align development team, develop a strategy for managing releases and new environments, and make a plan for managing source control.

Webinars

Salesforce Upcoming and On-Demand Webinars

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Dreamforce 2024 Videos

Catch any of the innovation, inspiration, or magic moments you might have missed. Check out 120+ episodes from Dreamforce 2024, plus highlights tailored just for you by Topic  (Best of Dreamforce, Slack, Customer 360, Data & Integration, Customer Success, Salesforce.org, and more), Role (IT, Administrators, Developers, Architects, Sales, Service, Marketers), or Undustry. It’s all here, and it’s all free.

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Dreamforce

Salesforce Support Video Channel

How-to and troubleshooting video content from the Salesforce Support team

Videos

Education Summit Recordings

2023 Summit

View 2023 Summit recordings on subjects such as "How to Make Every Educational Journey Epic", "How to Build Learner Relationships for Life", "What is the Reimagined Education Cloud & How Do I Use it?", "Empowering Tomorrow's Leaders Today", "Becoming Change Agents for Students and Staff in Education", and more.

Partners

Find a listing of implementation partners that have worked with Stanford, including Attain Partners, Redpath Consulting Group, Exponent Partners, Selectiva, WiPro, MavenForce, and Spoke Consulting

Partners