--- schema_version: "1" id: 7049f5e0c24e5ec1b7e7902aaa43dfe21832e1b39a24631737151572be6cdfbe title: Education collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/262-0-0/rn_edu.md canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_edu.htm&release=262.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 29d21b0f8394b1e6f07cdf74c51f2aec7fe93a19d900ef6d556f9fd7dfbbf475 description: 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. products: - Cross Cloud release: "262" --- # 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-release-notes-salesforce_release_notes-262-0-0-production-enus/e945111b-3e0a-4011-accc-d5949363bfcc/images/icon_note.png) Note Education Cloud is now Agentforce Education. You may see references to Education Cloud in Salesforce applications and documentation. - **[Education Features Released by Month](https://help.salesforce.com/s/articleView?id=release-notes.rn_education_monthly.htm&release=262.0.0&type=5)** Education features and changes are released on a monthly basis. Check this page for the latest releases. - **[Show Application Deadlines with Date and Time](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_show_application_deadlines_with_date_and_time.htm&release=262.0.0&type=5)** Let applicants see the exact date and time when an application closes. Set an application close date and time on the application timeline record, and the portal displays the deadline in each applicant's local timezone. To enforce the deadline, create a validation rule that prevents submissions after the close date and time. - **[Agentforce for Education](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_agentforce.htm&release=262.0.0&type=5)** Get immediate answers to financial aid questions to bring transparency to the funding process with the Financial Aid Inquiry agent. Use the Student Financials agent to manage payments and track your balance in real time to stay on top of your budget. The Transfer Credit Agent to helps prospective students with application decisions by making transfer credit estimates readily accessible and saving them for continuous access. Coordinate classroom support and identify students who need extra help within Slack by using the Course Operations agent. Navigate the entire application process and get program details through a simple, guided conversation with the Student Recruitment agent. The Course Search agent helps to find the right classes for your schedule and degree goals without waiting for an appointment. Access personalized recommendations for campus resources and career milestones based on your specific interests by using the Student Goals agent. - **[Transform the Student Financial Experience](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_transform_student_financial_experience.htm&release=262.0.0&type=5)** Provide students with a clear view of their financial obligations through a unified dashboard for real-time billing, secure payments, and disbursed aid or scholarships. Reduce administrative inquiries by offering a single place for students to access invoices, running balances, and full payment histories. Save your staff time with automated account reconciliation that offers granular control and visibility. - **[Manage Financial Accounts with Enhanced Visibility](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_manage_financial_accounts_enhanced_visibility.htm&release=262.0.0&type=5)** Provide a workflow for your student accounts team to generate invoices for students based on approved billing schedules. Simplify the collection of receivables and improve institutional cash flow by using integrated secure payment processing. Student advisors update account status and ownership quickly and accurately, providing proactive financial control for your university. - **[Financial Summary Other Improvements](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_financial_summary_other_improvements.htm&release=262.0.0&type=5)** Give your students more visibility into their accounts and take advantage of flexible component layouts in your portal builder. - **[Increase Financial Aid Transparency with New Lightning Web Components](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_financial_aid_insights.htm&release=262.0.0&type=5)** Meet the growing demand for transparency in financial aid information by providing a streamlined, self-service experience for prospective students, applicants, and current students. The new financial aid Lightning web components enable you to build a comprehensive financial aid portal. - **[Manage Financial Aid Data with the Education Data Kit](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_financial_aid_education_data_kit.htm&release=262.0.0&type=5)** Establish a centralized data management system for student financial aid records using Education Data Kit, which includes seven new Data Model Objects (DMOs). The new DMOs solve the problem of fragmented financial aid data, providing students and staff a unified view to help with financial aid decisions. Use the DMOs with the new financial aid insights Lightning web components to enable users to track the status of applications and disbursements at a glance. - **[Evaluate Unarticulated Transfer Credits and Automate Equivalency Rule Creation](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_evaluate_unarticulated_transfer_credits_automate_equivalency_rule_creation.htm&release=262.0.0&type=5)** Give your faculty and administrators a structured workspace to review complex prior learning, such as military experience and portfolios. Evaluate unarticulated transfer credits by using unified workflows, and convert those decisions into permanent institutional rules. Automate the process of matching prior learning for future applicants to accelerate their time to degree and ensure more accurate credit matching across every student record. - **[Measure the Impact of Corporate Relations](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_measure_impact_of_corporate_relations.htm&release=262.0.0&type=5)** Evaluate and communicate institutional impact in a standardized, data-driven framework. New objects and fields connect academic programs, employer relationships, and Outcome Management analytics to track how partnerships translate into internships and job placements. Automated workflows aggregate these insights to help institutions identify which collaborations most effectively support workforce outcomes. - **[Enhance Course Discovery with Advanced Search](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_enhance_course_discovery_with_advanced_search.htm&release=262.0.0&type=5)** Support students in conducting intuitive, targeted searches to identify courses and sections that fit their schedules and academic needs. Configure multiple search criteria simultaneously, including meeting days and section or waitlist availability, to show only matching results. Students can narrow down options and register for the right courses efficiently. - **[Guide Students to Conflict-Free Course Schedules](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_conflict_free_course_schedules_with_time_conflicts.htm&release=262.0.0&type=5)** Take the guesswork out of course registration by showing your students which course sections overlap. Automatic checks alert students of scheduling conflicts in the registration cart. Turn on optional time conflict enforcement to block registration for overlapping sections. - **[Optimize Course Operations with Tableau Next](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_optimize_course_operations_with_tableau_next.htm&release=262.0.0&type=5)** Give registrars and operations teams an integrated view of course availability, scheduling efficiency, and enrollment patterns. With a centralized dashboard, staff can build schedules, manage resources, and balance demand more effectively without relying on manual processes. Anticipate enrollment trends and take timely action to optimize course capacity and faculty workloads. - **[Monitor Student Success Key Performance Indicators with Tableau Next](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_student_success_kpi_with_tableau_next.htm&release=262.0.0&type=5)** Give advisors access to key metrics about learners’ academic, well-being, and engagement data. Advisors can identify at-risk students earlier, personalize support, and track retention outcomes without relying on IT support or manual data aggregation. Measure the effectiveness of advising programs and make confident, data-driven decisions. - **[Unify Institutional Data with Semantic Model Updates](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_unify_institutional_data_with_semantic_model_updates.htm&release=262.0.0&type=5)** Maintain a trusted view of student, academic, and advancement data across your institution. Coordinated updates to Education semantic models equip your teams to adopt new data structures and standardized definitions. Establish a reliable, institution-wide foundation for consistent reporting, trusted insights, and AI-ready data. The semantic data model is now available in a data kit and with your Tableau Next app. - **[Capture Patient Philanthropy with Grateful Person Involvement Records](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_capture_patient_philanthropy_grateful_person_involvement.htm&release=262.0.0&type=5)** Track patient expressions of gratitude and the resulting philanthropic support for exceptional care received at university hospitals and medical centers. Provide care teams with a standardized, compliant way to refer grateful patients to fundraising staff. Create grateful person involvement records to record patient philanthropy and care team recognition. - **[Extend Institutional Data for Higher Education Statistics Agency (HESA) Compliance](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_extend_institutional_data_for_hesa_compliance.htm&release=262.0.0&type=5)** Deploy a standardized data structure to support compliance needs in the United Kingdom. Turn on United Kingdom Compliance and Configuration to add compliant fields and metadata to your Agentforce Education objects that align with the HESA Data Futures specification. This embedded foundation equips your institution to validate submissions and run future analytics without relying on manual data mappings or external data warehouses. - **[New and Changed Objects in Agentforce Education](https://help.salesforce.com/s/articleView?id=release-notes.rn_new_and_changed_objects_in_education.htm&release=262.0.0&type=5)** Do more with the new and updated Education objects. - **[New and Changed Connect REST APIs for Education](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_new_and_changed_connect_api_resources.htm&release=262.0.0&type=5)** Do more with the new and changed Connect REST APIs for Education. ## New and Enhanced Common Features for Industries Agentforce Education includes access to some features that are available across clouds and products in Industries. Use these features to extend and customize Education Cloud based on your business needs. - [Fundraising](https://help.salesforce.com/s/articleView?id=release-notes.rn_fundraising.htm&release=262.0.0&type=5 "Ensure a smooth transition to Fundraising by pausing gift validations during data migration. Invest your staff and donors with the powerful new recurrence engine that updates and tracks every donation concurrently according to industry best practices. The self-service Donor Support agent helps donors handle common requests independently, such as updating their own recurring gifts.") Ensure a smooth transition to Fundraising, by pausing gift validations during data migration. Invest your staff and donors with the powerful new recurrence engine that updates and tracks every donation concurrently according to industry best practices. The self-service Donor Support agent helps donors handle common requests independently, such as updating their own recurring gifts. - [External Storage of Files with Amazon S3](https://help.salesforce.com/s/articleView?id=ind.psc_external_file_storage_amazons3.htm&language=en_US) Connect your Amazon Simple Storage Service (S3) to your Salesforce org to work with large, high-volume files directly from within Salesforce. Agentforce Education organizations can access, search, stream, attach, and upload files without leaving the Salesforce platform.