Education

Learn about the latest features from Agentforce Education, formerly Education Cloud, that boost productivity throughout your organization. Support recruitment, admissions, academic operations, student success, advancement, and alumni engagement with the latest CRM and student information system (SIS) capabilities.

Note Education Cloud is now Agentforce Education. You may see references to Education Cloud in our application and documentation.

• Agentforce for Education
  Streamline student financial management, offer autonomous transfer credit estimates, strengthen prospect research strategy, and centralize course collaboration within Slack.
• Streamline Transfer Credit Evaluations for Students
  Create and manage transfer equivalency relationships and the entire transfer credit process from a unified interface that automatically matches and suggests credits. Registrars can use the guided process to review submitted documentation and to articulate credit transfer requests.
• Accelerate Transfer Credit Evaluations in the Application Process
  Speed up learning equivalency evaluations and reduce student wait time by requesting estimates for transferable credits directly in the application portal. Applicants can enter details of prior learning and upload supporting documents and images in each admissions application. They can also reuse previous estimates to prefill and create official transfer credit requests. When an applicant submits their information, automatically create records and streamline the review process.
• Help Students Register for High-Demand Courses Efficiently
  Configure course waitlists to simplify the enrollment process and manage the demand for popular courses. Support students to join the waitlists of high-demand courses directly from the Experience Cloud site and notify them when seats open up, reducing the stress of monitoring course availability. Determine student enrollment priority and timing on a dedicated setup page. Send enrollment offers to students by using prebuilt flows. Students can accept or decline an offer to enroll, or remove themselves from waitlists.
• Configure Educational Characteristics to Enforce Eligibility Checks During Course Registration
  Clearly communicate eligibility criteria to students during course registration. Configure complex eligibility logic on learning courses by using a flexible and scalable framework. Define and assign identity-based attributes to students, such as major, cohort, or honors status, that tie to specific time frames. Automatically evaluate student attributes against eligibility criteria to enforce enrollment rules. Show students the required educational characteristics of each course to help them make informed decisions. Maintain accurate enrollment data and comply with institutional policies.
• Simplify Appointment Scheduling Setup in Agentforce Education
  System administrators get clear guidance at every stage to quickly set up appointment scheduling topics, assign staff, and complete all prerequisite steps. This feature drastically cuts down on configuration time and reduces errors. Staff members now have a simplified experience to manage their own and their colleagues’ availability with a few clicks. Institutions can configure scheduling quickly and accurately by using intuitive guidance and education-aligned language.
• Gain Trusted Education Insights with a Unified Semantic Layer
  Use the Tableau Semantic Layer to organize your data into a single, reusable model. This shared layer calculates metrics consistently across Tableau Next components, Agents, and Marketing Cloud Growth campaigns. With one trusted source of truth, teams can analyze performance, generate data, and make decisions with confidence.
• Empower Advisors to Help Students with Personalized Career and Goal Planning
  Provide personalized guidance and help students define and achieve career and life goals. Advisors can access the involvement groups and a library of career and interest assessments. They can recommend the right fit to students based on the student's profile, preferences, assessment insights, and so on.
• Enhance the Efficiency of Academic Petitions and Waivers
  Easily create and manage academic petitions and waivers with an intuitive form builder and configurable approval workflows. Centralizing tracking and outcome management reduces manual errors and ensures a smoother process for administrators, students, and faculty or staff.
• Explore Learning Programs and Request Details Directly in Campus and Program Finder
  Make the request for learning program information intuitive. Create a card view for learning programs in Campus and Program Finder. Provide a button for applicants, students, and families to request more information about specific learning programs conveniently.
• Support Applicants to Sign and Manage Their Application Submissions
  Add control and flexibility to your dynamic admissions applications. Give applicants the option to digitally sign their applications when they’re ready to submit. Offer the flexibility to cancel unsubmitted applications and withdraw submitted ones.
• Use Tailored Gift Visualizations for Each Planned Gift Type
  Access eight dynamic visualizations that automatically adapt to the structure of each planned gift type using Flexcards in the Gift Planning app. These Flexcards present the most important details at a glance, helping relationship officers quickly assess value, timelines, and stewardship needs. Select a gift type to get a layout that shows only the fields that matter, streamlining review and data entry.
• Connect Your Student Information System with Learning Management Systems
  Synchronize data between your student information system (SIS) and learning management systems (LMS) by using MuleSoft Anypoint or Flow connectors. Connect to Canvas, Moodle, Blackboard, and D2L Brightspace by using the out-of-the-box Anypoint connectors, or use a Flow-based Canvas connector for simpler use cases with fewer transformations.
• Enhance Agentforce Education Feature Configuration and Setup
  Discover and find configuration instructions for a broader range of Education features in Salesforce Go. Along with Recruitment and Admissions, you can now learn more about Alumni and Advancement, Student Success, and Academic Operations features, and get help with configuration by accessing content resources and links.
• New and Changed Objects in Agentforce Education
  Do more with the new and updated Education objects.
• New Connect REST APIs for Education
  Do more with the new Connect REST APIs for Education.
• New Invocable Actions for Agentforce Education
  Do more with the new invocable actions for Education.