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Industry
Education Technology (EdTech)
Company Size
Not Disclosed
Region
United States
Solution/Product
Salesforce, 360 SMS, Agentforce
100% Centralized Incident Reporting with Salesforce, 360 SMS, and Agentforce
The client is an educational technology organization serving schools, universities, and districts across the United States. Its stakeholders include students, guardians, administrators, and district leaders responsible for student safety, campus governance, and compliance. They needed a structured way to capture bullying incidents across campuses, support anonymous SMS-based reporting, and give administrators clear visibility into incident trends, hotspots, and repeat involvement.
In this case study, you’ll learn how we:
- Enabled bullying incident reporting through 360 SMS keyword-based messaging
- Auto-parsed SMS responses into structured Salesforce incident records
- Captured key details such as location, description, eyewitness details, and reporter type
- Configured custom Salesforce objects for centralized incident tracking
- Implemented Agentforce analytics for safety summaries and trend insights
- Delivered 10+ dashboards for incident trends, hotspots, and district-wide visibility
