Unity reduces advisor workload, speeds up registration, and increases enrollment with unified data.
Unity Environmental University did their homework: They know that great AI starts with great data. Their journey to bring together their student data for greater efficiency and trusted AI results started in 2023, as the school faced a common challenge of fragmented student data spread across multiple systems, including Salesforce, education software provider CAMS, and cloud storage service ODrive. This patchwork of platforms left advisors and staff juggling time-consuming manual processes like course registration and student billing, which limited their ability to scale without hiring additional staff. These inefficiencies drove up operational costs and made it difficult for staff to keep up with student needs.
By implementing Salesforce’s Education Cloud as a centralized student information system and Data Cloud to integrate their many systems, Unity could consolidate all student data into one platform, reducing advisor workload by 25% and making class registration 12 times faster: Students can now register for courses in under 20 seconds. Instead of registrations, staff could focus on strategic tasks like personalized student outreach and program development. Recruiters now save 17 hours per week by automating routine tasks. These changes have helped Unity accommodate a 51% increase in Veterans Affairs (VA) certifications — which includes certification for jobs like a mechanic and therapist, among others — without adding staff.
Now with Data Cloud, unifying all university data, Unity integrates real-time insights from CAMS, Donor Perfect, and Excel among others into decision-making. With a 500% increase in data-driven enrollment decisions — whether the school accepts and enrolls an applicant or not — Unity now relies on accurate, up-to-date dashboards to make quicker, smarter choices.
Agentforce will take all of this efficiency to the next level. Staff will have access to an instant expert on any school- or student-related topic for fast, data-driven decision-making. For example, advisors will instantly be able to access a student’s degree progress and financial aid status. And by automating routine inquiries and tasks, such as scheduling virtual info sessions or addressing common and complex questions with Agentforce, staff will be free to focus on meaningful, high-impact initiatives that require a human touch.
“By integrating Agentforce into our workflows, we can quickly address standard questions like financial aid details or class registration while freeing our team to engage more deeply with students,” said Dr. Khoury. “This balanced approach ensures that every conversation is more meaningful, as some learners can rely solely on Agentforce for immediate answers, while others benefit from the combined efforts of both Agentforce and our dedicated staff.”
With a fully connected Salesforce ecosystem, Unity has helped its staff work more efficiently, enhanced student experiences, and paved the way to achieving its enrollment growth goals — all while keeping costs in check.