Advisors use Salesforce to effectively monitor and support student academic progress by using its tracking and management tools. Here are four key ways Salesforce helps advisors track student progress and milestones:

Customized Student Dashboards

Advisors can use Salesforce to create personalized dashboards that display key academic metrics, such as GPA, course completion, and credit accumulation. These dashboards provide a real-time overview of each student’s progress toward their academic goals.

Milestone Tracking

Advisors can set and monitor specific academic milestones within Salesforce, such as completing required courses, declaring a major, or meeting prerequisites for advanced study. Salesforce automatically tracks these milestones, alerting advisors when students are on track or at risk of falling behind.

Early Alerts and Interventions

Salesforce can trigger early warning alerts based on predefined criteria, such as low grades or missed assignments. These alerts allow advisors to intervene early, providing targeted support to help students stay on course.

Advising Notes and History

Advisors can document each advising session, including discussions about academic progress, challenges, and future goals, directly in Salesforce. This history allows advisors to track a student’s journey over time and tailor their guidance based on past interactions.

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