For schools that want a reliable, lower-cost way to keep SIS data updated in Salesforce, this package gives your team a standardized import process. Your team exports a standard file from your SIS on a regular cadence and loads it into Salesforce, and automation handles the matching and deduplication behind the scenes.
Standard Components
A standardized import template matched to your SIS's export, covering students, parents and guardians, households, school, grade level, and enrollment status.
A holding area where each import lands first, so records are checked before anything in your live data changes.
Matching automation that connects each row to existing records using the SIS ID first, then name and date of birth or guardian contact information, updating existing records and creating new ones only when no match is found.
Household automation that groups new students with their existing guardians and households and links siblings automatically.
Automatic status updates when students enroll, withdraw, change schools, or graduate based on the data from the SIS.
Step-by-step documentation and training for your system administrator on running each import.
Customizable Components
Import template fields tailored to your SIS's export, up to 25 fields.
Matching criteria tailored to the identifiers your SIS provides.
A recommended import cadence (such as monthly, or at the start of each semester) based on how your team uses the data.
Requirements
Only available for Agentforce Education (Education Cloud)
Client must manage the SIS export/import process, and must provide Tipping Point with an SIS export during setup.