For schools and districts that want student and family information from the student information system (SIS) to flow into Salesforce automatically, this package connects your SIS's regular export to Salesforce through Data Cloud. Once it's set up, your SIS drops a standard export file into a secure SFTP location on a schedule, and Salesforce picks it up and keeps student, guardian, and household records current without anyone running an upload.

Standard Components

• Setup of a Data Cloud data stream that ingests your SIS's regular export file from a secure SFTP location on a regular schedule.

• Mapping of up to 30 SIS fields covering students, parents and guardians, households, school, grade level, and enrollment status.

• Matching rules that connect incoming students and guardians to existing Salesforce records using the SIS ID first, then name and other identifiers, so the sync doesn't create duplicates.

• Automation that creates or updates student, guardian, and household records in Salesforce from each load, so staff always work from current information.

• Automatic status updates when students enroll, withdraw, change schools, or graduate.

• Training for your system administrator on monitoring loads and resolving duplicate records.

Customizable Components

• Sync schedule tailored to how often your SIS can export.

• Matching criteria tailored to the identifiers your SIS provides.