Modernizing Student Engagement With Data 360, Agentforce, & Marketing Cloud

Industry

Education
Industry

Products

Salesforce Data 360, Marketing Cloud Advanced, Agentforce, Sales Cloud, Service Cloud
Products

Services

Salesforce Data 360, Marketing Cloud, and Agentforce Implementation Services
Services

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August 24, 2026

Modernizing Student Engagement With Data 360, Agentforce, & Marketing Cloud

An Australian provider of practical and continuing legal education.

Problem Statement:

The client is an Australian legal education provider delivering Practical Legal Training (PLT) and Continuing Professional Development (CPD) programs.

Fragmented student, applicant, and course data restricted segmentation, activation, and reporting. Manual transcript and eligibility checks also slowed PLT admissions.

Our Agentforce experts implemented Data 360, Marketing Cloud Advanced, and Agentforce to unify learner data, automate journeys, and accelerate PLT application reviews while keeping humans in control.

The Challenges:

  • Student, applicant, and course data was fragmented across systems, limiting segmentation, activation, and reporting visibility.
  • Manual transcript and eligibility reviews slowed PLT admissions and created operational bottlenecks.
  • PLT and CPD communication journeys lacked scalable automation and personalised engagement.
  • Teams wanted to explore faster admissions review while maintaining human governance and review controls.

The Solution:

  • Unified Learner Data: Our experts built a Data 360 foundation with CRM integration, identity resolution, and priority segmentation.
  • Automated Student Journeys: We configured Marketing Cloud journeys for PLT and CPD communications.
  • AI-Assisted Application Review: We developed an Agentforce-powered PLT Application Review Agent with transcript classification, review guardrails, and manual fallback.
  • Scalable Communication Foundation: The setup helped move the client away from mailing-list-style communication toward a more structured journey foundation. 

Impact made:

Up to 60%

Faster PLT Processing

AI-assisted review helped reduce manual transcript assessment effort and improve turnaround time.

Projected 10–15%

Higher Enrolment Conversion

Targeted learner journeys were set up to improve applicant-to-enrolment conversion.

~7 Weeks

Staff Time Reclaimed

Automated document review and triage helped reduce effort during each PLT intake cycle.

$25k/year

Tool Cost Savings

Retiring the current email distribution tool helped reduce annual operating costs.

What made it special:

No items found.

Testimonial:

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