Enterprise DNA

Instead of Salesforce Education Cloud

Stop renting Salesforce Education Cloud for your adviser desk. Own your student success system.

We build your version around your programmes and adviser routines, map your Salesforce records and bring them across. Enterprise DNA can then run the system for you.

Salesforce lists Education Cloud Core at US$87 per user/month, billed annually, for eligible nonprofits. That is US$1,044 per paid seat each year before discounts or grants.

  • check_circleYour data in a database you own
  • check_circleOpen source, no lock-in
  • check_circleBuilt and run by Enterprise DNA

Understand the subscription

Price the adviser work you actually need

Education Cloud serves the wider learner lifecycle. Compare that subscription with a system built around your staff adviser desk. The published rates below are nonprofit rates, not a quote for every institution.

paid

A monthly rate for each licensed user

Core lists US$87 per user/month. Count the paid adviser and service-team seats in your own agreement.

calendar_month

An annual commitment

The published monthly figure is billed annually. Compare the renewal commitment with your actual staffing and support work.

layers

A higher edition has a higher rate

Sales & Service Advanced lists US$131 per user/month billed annually. Check whether its additional capabilities are part of your requirements.

school

More than the adviser desk

The edition comparison spans admissions, academic operations, student success and alumni relations. This alternative concentrates on recorded adviser work.

verified

Eligibility changes the comparison

Salesforce identifies the displayed cards as nonprofit pricing and directs for-profit institutions to a separate guide. Use your own contract as the final comparison.

fact_check

The records still need to be organised

Learner identities, support goals, owners and review dates need clear definitions in either system. We build your version around those definitions.

What your version does

Keep the next support step visible

Caseload

Know who owns each learner follow-up

Review assigned learners alongside contact history and open work. Combine the records around the question your team is asking.

  • check Learners grouped by adviser and programme
  • check Unassigned learners shown for review
  • check Adviser caseloads against agreed capacity
  • check Overdue alerts alongside the last recorded contact

Support plans

Turn an agreed goal into accountable actions

Each support plan holds its goal, review date and responsible person. Its actions keep their own owners and due dates.

  • check Active plans ordered by review date
  • check Unfinished actions shown with days overdue
  • check Completion requires a recorded outcome
  • check A plan stays open while its actions are unfinished

Referrals

See which handovers still need a response

Record the service, response date and sharing basis. Follow each handover from pending to acknowledged to closed.

  • check Unanswered referrals grouped by service
  • check Recorded acceptance evidence
  • check Learners with pending referrals and high-priority alerts
  • check Private follow-up briefs prepared from current facts

Your records

Make the weekly review fit your institution

Keep the underlying records and the rules for reviewing them. Add the fields and checks your team needs as its work changes.

  • check Monday review combines caseloads, exceptions and referrals
  • check Accuracy and retention dates flagged for human review
  • check Branded support-plan reviews and adviser handovers
  • check Your data can be exported with its recorded change history

Make it yours

Design your own Salesforce Education Cloud replacement

Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Salesforce Education Cloud. Try it here, and we build the real one.

2. What it runs

3. Make it fit

4. Your colour

Your business · your Salesforce Education Cloud replacement Your version
YB Your business

auto_awesome

Answered from your own database

Build my version

We build it from the open-source base, bring your Salesforce Education Cloud data across and run it for you.

What it looks like

Ask it like you would ask a colleague

Real answers from the demo data that ships with Student Success for Claude Code. It runs in Claude Code inside the Claude app, so it feels like any chat you already use.

forum

Student Success for Claude Code

Connected to your own database

Who needs contact and who is responsible?

LRN-10

Me pr
Aroha Mason
Ogramme ad
Business Diploma
Viser la
Morgan Lee
St contact op
2026-09-23
En alerts ac
1
Tive plans pe
1
Nding referrals
1

LRN-12

Me pr
Jordan Reed
Ogramme ad
Design Certificate
Viser la
Morgan Lee
St contact op
2026-09-28
En alerts ac
0
Tive plans pe
0
Nding referrals
0

LRN-11

Me pr
Jordan Rivers
Ogramme ad
Business Diploma
Viser la
Morgan Lee
St contact op
2026-10-16
En alerts ac
1
Tive plans pe
1
Nding referrals
1

LRN-13

Me pr
Mika Chen
Ogramme ad
Design Certificate
Viser la
Unassigned
En alerts ac
1
Tive plans pe
0
Nding referrals
1

Ask it anything

Ten questions your adviser desk answers

These are tested on the fictional demonstration records. They combine related records around your question, without claiming that Salesforce cannot be configured to do the same.

chat_bubble Which learners have overdue alerts and no recent contact?
chat_bubble Which active learners have an alert but no active support plan?
chat_bubble Which advisers are over their agreed caseload capacity?
chat_bubble Which overdue actions belong to plans whose review is also overdue?
chat_bubble Which learners have both pending referrals and high-priority alerts?
chat_bubble Which active learners have no adviser?
chat_bubble Which cohorts have overdue alerts?
chat_bubble Which inactive learners are due for a retention review?
chat_bubble Which learners have open alerts and stale accuracy reviews?
chat_bubble Which services have unanswered referrals past their response date?

Switching

How to switch from Salesforce Education Cloud

A move usually involves exporting supported records from detailed Salesforce reports, mapping your fields, testing the import, and reconciling the new database before staff switch their work.

  1. 1

    Export supported records

    Start with the staff work this replacement covers: learners, adviser assignments and caseloads, alerts, support plans, agreed actions, referrals, and interaction history. In Salesforce Education Cloud, export detailed Salesforce Details Only CSV reports, then map the report headings to the documented fields. Include source IDs and linked-record information where available. This is not a full Salesforce backup. Attachments, access settings, and unsupported records need a separate plan.

  2. 2

    Load a test run

    The destination is a private staff database used through Claude Code, not a web front end. Use the importer to load supported report files in dependency order. It offers a test run so you can review what would be imported before committing records. Do not mix fictional demo learners with a real portfolio. Before loading personal records, review access, encryption, backups, and retention.

  3. 3

    Check import results

    Review ignored columns and any conflicts the import reports, then reconcile record counts and inspect sample learners with linked history. The importer leaves unchanged reruns alone and stops on conflicting values, so resolve discrepancies rather than assuming every row loaded. Have staff verify that key fields, assignments, plans, actions, referrals, and interaction history match Salesforce before proceeding.

  4. 4

    Run both side by side

    For a short period, keep Salesforce as your working record while staff use the new database and Claude Code for the covered adviser work. Compare caseloads, alerts, plans, actions, referrals, and recent interaction history in both places. Ask staff to note missing fields, mismatched links, or steps that still depend on Salesforce. Agree which system is authoritative during this check so updates do not split between them.

  5. 5

    Switch off the old system

    Once counts and sample records are reconciled and staff approve the covered workflows, make the new database the record for caseloads, alerts, support plans, actions, referrals, and interactions. Stop entering that work in Salesforce Education Cloud. Education Cloud covers a wider learner lifecycle, so switch it off only after confirming that admissions, recruitment, other records, or existing connections do not still depend on it.

construction

Where the real effort goes

Most effort is not the file transfer. It is mapping your own fields, links, and support rules, then choosing how much learner and interaction history to bring. Attachments, access rules, and unsupported records need a separate migration plan. If Enterprise DNA runs your version, this mapping and scope work is part of the agreed build. Your staff still verify the source data and imported records.

Not ready for a call?

Get your Salesforce Education Cloud switch plan by email

We will send you the step-by-step plan for moving your business off Salesforce Education Cloud, what the move really involves, and how we would do it for you.

One email with your plan. No spam, and you can unsubscribe any time.

Three ways to own it

Choose who builds and runs your version

Open source

Do it yourself

Free, open source

  1. 1 Clone the repo and install its dependencies
  2. 2 Run npm test and npm run demo, then open it in Claude Code, Codex, OpenCode or Cursor
  3. 3 Export Salesforce Details Only CSV reports and map your headings, then run import salesforce with --dry-run
  4. 4 Reconcile the preview, import your records and ask /weekly-review
Get it on GitHub

Built around your business

We customise it

One setup fee, then a retainer

  • check Your learner fields, programme names and support rules
  • check Your Salesforce report headings mapped and records reconciled
  • check A staff screen, student portal or different technical foundation scoped to your needs
  • check Connections to your existing education systems agreed before the build
Get your version built

Omni by Enterprise DNA

We run it for you

One setup fee, then a retainer

  • check Installed in a database your institution owns
  • check Agreed connections, access and backups operated for you
  • check Your adviser reviews and paperwork maintained as processes change
  • check Run through Omni by Enterprise DNA with a named team responsible for the system
Book a call with Sam

Questions

Instead of Salesforce Education Cloud, answered

Does this replace all of Salesforce Education Cloud? expand_more

It replaces the staff record work described here: caseloads, alerts, support plans, actions, referrals and interaction history. Education Cloud covers a wider learner lifecycle. We scope the rest of your requirements and existing connections before building your version.

Can we bring our learner history across? expand_more

Yes, for the supported records. Export detailed Salesforce reports, map your headings and do a test run. Check counts and sample learners before importing. Attachments, access rules and other unsupported history need a separate migration plan. We handle that mapping as part of your agreed build.

What about privacy and sensitive support records? expand_more

The free version is a private staff database for one institution. It flags accuracy and retention reviews and records a sharing basis for referrals. Your staff verify those facts and decide what can be shared. We scope access controls and your local requirements before operational use. The checks do not certify compliance or make care decisions.

Can our team and learners have their own screens? expand_more

Yes. We can build staff screens and a student portal with the access rules you need. The free base provides private, read-only reviews and paperwork for staff. The portal, bookings and other connections belong in the agreed custom build.

Is the free version really free, and what do you charge? expand_more

The software has an MIT licence with no software seat fee. You cover your hosting and chosen assistant. Enterprise DNA charges one setup fee, then a retainer for the agreed build and ongoing operation. Salesforce discounts, granted seats and nonprofit eligibility affect the comparison, so we start with your actual renewal bill.

Build the adviser desk your team actually uses

Spend 30 minutes with Sam. Bring your Salesforce renewal and the five adviser jobs that repeat every week. We will map the records, the support routines and the version Enterprise DNA would build and run for you.

Student Success for Claude Code is free and open source, published by Enterprise DNA.

Done paying for Salesforce Education Cloud?

Get your version built