Project Name
How a Leading EdTech Platform Transformed Learner Tracking with RollUp Magic
A fast-growing EdTech platform delivering online courses, assessments, and live mentorship uses Salesforce to manage learner journeys, course modules, and academic performance. However, as enrollment surged, administrators faced mounting challenges in tracking progress and performance across thousands of users.
The organization needed a no-code Salesforce automation tool that could efficiently summarize course completion, test scores, and learner engagement—without relying on developers for writing complex Apex triggers. That’s where RollUp Magic, the ultimate Salesforce rollup summary tool, stepped in to streamline their educational data insights.
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Difficulty Tracking Course Completion
Course progress was stored in multiple custom objects, making it difficult for instructors to see how far learners had progressed at any point. -
No Easy Way to Compute Test Scores
There was no built-in mechanism to automatically calculate average test scores per module or per student, impacting timely feedback. -
Difficulty in Data Retrieval due to Limited Aggregate Functions
The firm was not able to get data in diverse formats to analyse the course module to implement the necessary actions.
By integrating RollUp Magic, the EdTech platform unlocked powerful, real-time rollup capabilities across its Salesforce CRM, allowing instructors, mentors, and administrators to gain instant visibility into student performance and engagement:
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Course Progress Rollups
Aggregated course completion percentages and module-wise progress data directly onto the learner’s profile—eliminating manual tracking. -
Assessment Metrics Rollups
Automated the calculation of average test scores, highest/lowest marks, and quiz completion rates, visible at both module and learner levels. -
Engagement Summary Rollups
Rolled up data like login frequency, number of live mentorship sessions attended, and time spent on each course to measure learner involvement. -
Diverse Data Retrieval Options
With the help of our application’s diverse aggregate functions, the firm got access to retrieve data in sum, count, min, max, average, concatenation and so on.
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75% Increase in Reporting Speed
Real-time rollups replaced delayed, developer-dependent reports—accelerating insight generation across the academic and operations teams. -
Consistent Learning
Standardized growth gave stakeholders clear, up-to-date visibility into learner outcomes across all courses and batches. -
Empowered Instructors with Real-Time Stats
Instructors could now view dynamic performance summaries for each student, allowing timely intervention and personalized guidance.
With RollUp Magic, this EdTech company effortlessly turned complex educational data into actionable insights—without writing a single line of code. The platform now enjoys enhanced visibility into course performance, student progress, and engagement levels—all thanks to no-code Salesforce rollup automation.
Whether you’re tracking learner performance or simplifying education data analytics in Salesforce, RollUp Magic is your go-to Salesforce automation tool for the education industry.
Unlock Real-Time Learning Insights with RollUp Magic!
