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Transforming Admissions with AI and Salesforce

· 4 min read
GPTfy Team
GPTfy Team
GPTfy Product Team

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Table of Contents​

What?​

Learn how to use AI in the student lifecycle from inquiry to enrollment and beyond.

Who?​

Salesforce admins, architects, and business leaders working in HigherEd want to bring AI into the process.

Why?​

  • Reduce the manual work for admissions teams.
  • Provide a better experience for students.
  • Offer useful insights through automated data analysis and sentiment analysis.

What can you do with it?​

  • Handle Initial Inquiries Automatically: Use Einstein Chatbot to answer common questions and provide information anytime.
  • Make the Admissions Process Smoother: Use AI to manage more complex inquiries and schedule appointments with the admissions team.
  • Improve Communication: Use insights from conversations to tailor marketing and communication strategies.

Quick Overview of Student Lifecycle​

The student lifecycle starts with inquiries, progresses through application and enrollment, includes ongoing support and learning, and continues with alum engagement.

Let’s see how AI can impact each lifecycle stage and help Luke and other departments.

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1. Inquiries and Recruitment​

Take Luke as an example — a recent high school graduate exploring engineering programs.

He lands on your university's website from a paid campaign and has questions like:

  • What is the cut-off for the engineering program?
  • How many students can enroll in this program?
  • What is your admission process?

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Instead of pulling your admissions counselor into basic inquiries, Einstein Chatbot with AI can respond instantly by tapping into your knowledge base, PDFs, and internal docs (via RAG).

It can even support multilingual responses for international students within 12 hours.

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2. Application and Enrollment​

As Luke gets serious, he asks more complex questions:

  • How do I apply for financial aid?
  • How strong is your program?
  • How do I transfer or change majors?

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The chatbot answers what it can and then schedules a meeting with a counselor.

AI ensures the counselor sees Luke’s conversation summary, prior questions, and sentiment analysis — helping them prepare better.

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3. Ongoing Support and Learning​

After enrollment, Luke’s questions change:

  • What are my grades?
  • How am I doing in Mechanics?
  • What fees do I owe?

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Rather than queuing up at the admin office, Luke can ask the chatbot, which pulls this info from Salesforce CRM.

This reduces interruptions for faculty and staff while offering Luke personalized, immediate support.

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4. Alum Engagement​

Luke graduates and wants:

  • Transcripts
  • References

He simply asks the Einstein Chatbot, which pulls the documents from his record automatically — saving time for both sides.

This AI integration supports everyone — students, counselors, and admin — by minimizing effort and improving access.

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Before and After AI and its impact on the student lifecycle​

Implementing AI through Salesforce Einstein Chatbot and GPTfy significantly enhances the student experience and cuts manual effort.

With GPTfy, your Einstein Chatbot supports the full student journey — lowering cost and improving outcomes.

TL;DR / Summary​

With GPTfy, you can add AI to your Salesforce Einstein Chatbot to help students with everything from inquiry to alumni engagement.

Key Benefits:​

  • Automate common inquiries: Free up staff time.
  • Improve admissions process: Handle complex questions and schedule appointments.
  • Enhance ongoing support: Provide instant, personalized information.
  • Streamline alum services: Automate transcript and reference requests.

Conclusion​

GPTfy and Salesforce Einstein Chatbot transform student interactions, reducing manual work and providing a personalized experience.

This AI integration enhances recruitment, admissions, support, and alum services with efficiency.