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.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions where the Education Cloud license and the applicable Agentforce add-on license are enabled.
When: The financial aid insights Lightning web components are generally available starting in August 2026.
Who: Users with the Education Cloud Full Access permission set can configure the financial aid insights Lightning web components. Additionally, logged-in student users can use the components.
How: In Data 360, populate the financial aid DMOs with institutional data. Then, add one or more of these components to your Experience Cloud site:
- Financial Aid Year Filter: Allow users to filter their overall financial aid page view by a specific Aid Year. This is a required component that must be present on the page to use other financial aid components. It acts as a data provider, fetching and distributing data to the other components based on the award year the advisor selects.
-
Financial Aid Highlights: Provide a summary of a student's financial aid status by displaying a header that contains key financial aid fields.
-
Financial Aid Overview: Show the total cost of attendance, total aid, and cost breakdown for a student.
-
Financial Aid Checklist: Show a list of the tasks and outstanding documents that a learner must complete to receive financial aid.
-
Financial Aid Awards: Show information about awards that are part of a financial aid package
-
Financial Aid Disbursements: Show information about funds that have been paid or are scheduled to be released to a student's account as part of their financial aid package
- Financial Aid Applications: Show a student's financial aid applications and their verification statuses.
- Financial Aid Notifications: Show notifications about items affecting the financial aid package.
See Also
- Salesforce Help: Set Up Data 360 for Education: Financial Aid (can be outdated or unavailable during release preview)
- Salesforce Help: Set Up Your Portal for Financial Aid Insights (can be outdated or unavailable during release preview)
- Salesforce Help: Set Up the Person Account Record Page for Financial Aid Insights (can be outdated or unavailable during release preview)