--- schema_version: "1" id: d190467f258f86762f1ea8faa1e874b5950a40416570325e66fae62e0b0fe2a0 title: Education collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/264-0-0/rn_edu.md canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_edu.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: e83326c9d4b1ce22320319efd5c02f3d69fa94a09b18ab7502a1a5d49f73094f 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: "264" --- # 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. - **[Agentforce for Education](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_agentforce.htm&release=264.0.0&type=5)** Use agents in Education to provide more personalized communication with prospective, current, and former students. Streamline education processes and help your team work more efficiently. - **[Track the Complete Student Journey with the Recruitment and Admissions Funnel](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_track_student_journey_with_rcrt_adms_funnel.htm&release=264.0.0&type=5)** Monitor prospective and admitted students from first inquiry through enrollment with visibility across the recruitment funnel. The Tableau Next Recruitment and Admissions Performance Center dashboard tracks volume, conversion rates, and stage velocity across Suspect, Prospect, Applicant, Admitted, Enrolled, and Registered stages. Enrollment teams identify bottlenecks, measure progress against goals, and take action where it matters most. Know at a glance which stages are on track and where to focus outreach to meet enrollment targets. - **[Accept Transfer Credit Requests from Current Students on an Experience Cloud Site](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_request_transfer_credit_from_portal.htm&release=264.0.0&type=5)** Current students can request official transfer credit for prior learning directly from your Experience Cloud site. Students open the transfer credit application from a Unified Catalog service, add their prior learning, and submit a request, so they can pursue credit for prior learning throughout their time at your institution. - **[Configure and Localize the Dynamic Application Experience](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_localize_dynamic_application_data.htm&release=264.0.0&type=5)** Configure the application experience that applicants see, and offer it in their preferred language. Show or hide fields such as Campus or Academic Term on the Application List and Application Details pages, set their labels, and give applicants a direct link to their application decision. Enable translated values for application data such as academic terms and learning programs to serve diverse student populations without maintaining separate applications for each language. - **[Unify Attendance Signals into One Trusted Record](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_unify_attendance_signals_into_trusted_record.htm&release=264.0.0&type=5)** Transform attendance from an isolated administrative task into a reliable early indicator of student engagement. The attendance data model captures signals from instructors, parents, devices, and systems and resolves them into one trusted outcome for each student. Staff and advisors act on accurate attendance data through analytics and agent experiences to support at-risk students proactively. - **[Automate Refund Processing for Student Overpayments](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_automate_refund_processing_student_overpayment_refunds.htm&release=264.0.0&type=5)** Automate the end-to-end refund process for student financial accounts. When your students drop courses or reduce orders, Student Financials identifies original invoices, settles credit memos against outstanding balances, and initiates payment refunds. Your students receive timely, accurate disbursements, and you maintain a complete audit trail for compliance. - **[Spread Tuition Payments with Flexible Payment Plans](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_spread_tuition_payments_flexible_payment_plans.htm&release=264.0.0&type=5)** Offer your students flexible payment options by spreading tuition across multiple installments. Configure monthly, quarterly, or custom schedules that match your billing cycles. Automate payment collection through integrated gateways while your students track their plan status and upcoming auto-debits in real time from the learner portal. - **[Manage Proxy Access to Student Records Through Delegated Access Management](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_manage_proxy_access_student_records_delegated_access_management.htm&release=264.0.0&type=5)** Turn on delegated access so that your students can designate proxies, such as parents, guardians, and other trusted individuals, and delegate access to their records. Your students can grant, modify, and revoke access to academic, financial, and personal information, while you configure the permissions available for delegation. Maintain support for institutional governance and federal compliance with comprehensive audit trails. - **[Manage Emergency Contacts and Authorized Pickups for Students](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_manage_emergency_contacts_authorized_pickups_students.htm&release=264.0.0&type=5)** Higher education students can maintain their emergency contacts, while parents and guardians of K-12 students can manage contacts and authorized pickups for their children. Prioritize emergency contact order and authorized pickup relationships, and maintain a complete audit trail of all changes. - **[Accelerate Proxy Experiences with a Portal Template](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_accelerate_proxy_experiences_portal_template.htm&release=264.0.0&type=5)** Provide proxies, such as parents and guardians, with a unified access point to stay involved and complete tasks directly. Configure and extend the portal template to support proxy scenarios across all educational levels. In K-12, parents can manage households, applications, and student information, while in higher education, designated proxies can securely access records and perform tasks that students delegate. - **[Post Transfer Credits and Preview Degree Impact](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_post_transfer_credits_preview_degree_impact.htm&release=264.0.0&type=5)** Evaluate and assign approved transfer credits directly to your students' program plans with full visibility into how they affect degree requirements. Edit grades, select posting reasons, and perform bulk actions. A visualization panel shows how transfer credits alter remaining degree requirements before you commit changes to the academic record. When you preview degree impact before you post, you can prioritize credits that fulfill required courses over general electives, validate applications to prevent duplicates, and understand credit rates before you update student records. - **[Automate Faculty Access to Course Data with a Standardized and Secure Model](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_automate_faculty_access_management.htm&release=264.0.0&type=5)** Grant and revoke faculty access to course and student data based on teaching assignments. Faculty members see only the courses that they're currently teaching, with access that automatically expires when the term ends. Configure academic role permissions one time, and automated workflows manage records as course assignments change. Administrative staff see who can access what with an immutable audit trail. This access management builds on Agentforce Education's standardized data model without custom sharing rules. - **[Keep Student Records Accurate as Curricula Evolve with Course Versioning](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_evolve_curricula_with_course_versioning.htm&release=264.0.0&type=5)** Capture course changes without rewriting students' academic history or duplicating course records. Registrars create another version of a course when they rename the course, change credits, or update prerequisites to maintain a clear record of changes. Preserve the version that a student completed across their progress and degree audits, while running multiple versions simultaneously to serve different cohorts. Because any version satisfies the same program requirement, program plans remain accurate as courses evolve. - **[Discover and Set Up More Education Features in Salesforce Go](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_salesforce_go_updates.htm&release=264.0.0&type=5)** Discover, turn on, and configure more features for Alumni and Advancement, Recruitment and Admissions, Student Financials, Delegated Access Management, Transfer Credit, and Petitions and Waivers, all from a single location in Salesforce Go. Preview the configuration steps for features, track your progress as you complete each step, and open help articles for extra guidance. - **[Automate Higher Education Statistics Agency (HESA) Regulatory Calculations](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_automate_hesa_calculations.htm&release=264.0.0&type=5)** Create HESA regulatory values derived from your Agentforce Education data in Data Cloud by using Calculated Insights for United Kingdom reporting and intelligence. Separate operational data capture from regulatory logic so that calculations evolve without schema changes. Populate each learner's HESA Student Identifier automatically when they enroll in a program. Stay ready for HESA Data Futures submissions without manual mappings, and prepare the platform for analytics and AI-driven use cases. - **[Extend Institutional Data for MortarCAPS Reporting and Intelligence](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_regional_data_ext_mortarcaps.htm&release=264.0.0&type=5)** Deploy a standardized data structure that supports regulatory compliance in Australia, Canada, and other regions. Turn on MortarCAPS Compliance and Configuration to add compliant fields and metadata to your existing Agentforce Education objects that align with the MortarCAPS Higher Learning Data Standards. Validate submissions and run analytics without manual data mappings or external data warehouses. - **[Student Appointment Scheduling Other Changes](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_student_appointment_scheduling_other_changes.htm&release=264.0.0&type=5)** Create a more relevant booking experience with configurable labels, required comments, dynamic scheduling topics, and flexible advisor and team visibility. Display advisor taglines and profile details to help students select an advisor who meets their needs. Filter scheduling topics based on the selected advisor or team to reduce booking errors. - **[Configure Your Agentforce Education Org with AI Tools](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_configure_education_org.htm&release=264.0.0&type=5)** Build a correctly configured Agentforce Education org from the start. Describe your institution's goals and priorities to a coding agent. It reads your org's current state and turns on the right Agentforce Education features across domains, such as Student Success, Recruitment and Admissions, and Academic Operations. This guided process reduces setup time and configuration errors. - **[Build a Multi-Campus Institutional Hierarchy with AI Tools](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_build_multi_campus_hierarchy.htm&release=264.0.0&type=5)** Establish and maintain your multi-campus institutional hierarchy without hours of manual setup. Describe your campus structure to a coding agent, or point it to an existing spreadsheet, webpage, or text description. The coding agent builds the account hierarchy that represents your institution, including campuses, colleges, and departments, and lays a reliable foundation for enrollment, reporting, and role-based access. - **[Plan Your Academic Calendar with AI Tools](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_plan_academic_calendar.htm&release=264.0.0&type=5)** Define an academic calendar that keeps registration, enrollment, and student communications accurate without manual data entry. Provide your institution's key academic dates to a coding agent, or point it to CSV or PDF files, or a webpage. It validates your dates, identifies overlaps and conflicts, creates the academic year, term, and session records, and adds registration windows and deadlines. - **[Build Your Course Catalog with AI Tools](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_build_course_catalog.htm&release=264.0.0&type=5)** Give a coding agent your existing course data, such as CSV or PDF files, or a catalog webpage. Replace hours of manual data entry with a standardized and consistent process so that students and advisors access an accurate catalog. The coding agent creates course records, including linked lecture and lab courses, and links each course to its provider, such as the college or department that offers it. - **[Create a Student Recruitment Agent with AI Tools](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_create_student_recruitment_agent.htm&release=264.0.0&type=5)** Offer your recruitment teams an Agentforce agent that answers prospective students' admissions questions, captures inquiries, and registers them for campus tours and events. Describe your recruitment process to a coding agent. The coding agent turns on the required platform features, configures the permissions and Data 360 grounding, and creates the Student Recruitment Agent in draft for you to customize and deploy. - **[New and Changed Objects in Education](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_new_and_changed_objects.htm&release=264.0.0&type=5)** Do more with the new and updated Education objects. - **[New Metadata Types in Education](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_metadata_types.htm&release=264.0.0&type=5)** Do more with the new Education Cloud metadata types. ## New and Enhanced Common Features for Education Agentforce Education includes access to some features that are available across clouds and products in Industries. Use these features to extend and customize Agentforce Education based on your business needs. - [Fundraising](https://help.salesforce.com/s/articleView?id=release-notes.rn_fundraising.htm&release=264.0.0&type=5 "Eliminate manual household name maintenance with formula-based naming that recalculates automatically as household composition changes.") Eliminate manual household name maintenance with formula-based naming that recalculates automatically as family dynamics change. Create households directly from gift entry so donor records stay complete from the point of entry. ## Education Release Note Changes by Month We made these additions and changes to published release notes. ### October 2026 - **Education**: [New Metadata Types in Education](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_metadata_types.htm&release=264.0.0&type=5 "Do more with the new Education Cloud metadata types.") (Added the week of October 5, 2026) ### September 2026 - **Agentforce Education Setup**: [Configure Your Agentforce Education Org with AI Tools](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_configure_education_org.htm&release=264.0.0&type=5 "Build a correctly configured Agentforce Education org from the start. Describe your institution's goals and priorities to a coding agent. It reads your org's current state and turns on the right Agentforce Education features across domains, such as Student Success, Recruitment and Admissions, and Academic Operations. This guided process reduces setup time and configuration errors.") (Added the week of August 31, 2026) - **Agentforce Education Setup**: [Plan Your Academic Calendar with AI Tools](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_plan_academic_calendar.htm&release=264.0.0&type=5 "Define an academic calendar that keeps registration, enrollment, and student communications accurate without manual data entry. Provide your institution's key academic dates to a coding agent, or point it to CSV or PDF files, or a webpage. It validates your dates, identifies overlaps and conflicts, creates the academic year, term, and session records, and adds registration windows and deadlines.") (Added the week of August 31, 2026) - **Agentforce Education Setup**: [Build Your Course Catalog with AI Tools](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_build_course_catalog.htm&release=264.0.0&type=5 "Give a coding agent your existing course data, such as CSV or PDF files, or a catalog webpage. Replace hours of manual data entry with a standardized and consistent process so that students and advisors access an accurate catalog. The coding agent creates course records, including linked lecture and lab courses, and links each course to its provider, such as the college or department that offers it.") (Added the week of August 31, 2026) - **Agentforce for Education**: [Create a Student Recruitment Agent with AI Tools](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_create_student_recruitment_agent.htm&release=264.0.0&type=5 "Offer your recruitment teams an Agentforce agent that answers prospective students' admissions questions, captures inquiries, and registers them for campus tours and events. Describe your recruitment process to a coding agent. The coding agent turns on the required platform features, configures the permissions and Data 360 grounding, and creates the Student Recruitment Agent in draft for you to customize and deploy.") (Added the week of August 31, 2026) - **Metadata API**: [Process access delegation requests from a flow](https://help.salesforce.com/s/articleView?id=release-notes.rn_api_meta.htm&release=264.0.0&type=5 "Access more metadata through these new and changed metadata types.") (Added the week of September 21, 2026) - **Education**: [Keep Student Records Accurate as Curricula Evolve with Course Versioning](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_evolve_curricula_with_course_versioning.htm&release=264.0.0&type=5 "Capture course changes without rewriting students' academic history or duplicating course records. Registrars create another version of a course when they rename the course, change credits, or update prerequisites to maintain a clear record of changes. Preserve the version that a student completed across their progress and degree audits, while running multiple versions simultaneously to serve different cohorts. Because any version satisfies the same program requirement, program plans remain accurate as courses evolve.") (Updated the week of September 28, 2026) - Updated link to help documentation. ### August 2026 - **Agentforce Education Setup**: [Build a Multi-Campus Institutional Hierarchy with AI Tools](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_build_multi_campus_hierarchy.htm&release=264.0.0&type=5 "Establish and maintain your multi-campus institutional hierarchy without hours of manual setup. Describe your campus structure to a coding agent, or point it to an existing spreadsheet, webpage, or text description. The coding agent builds the account hierarchy that represents your institution, including campuses, colleges, and departments, and lays a reliable foundation for enrollment, reporting, and role-based access.") (Added the week of August 24, 2026) - **Appointment Management**: [Student Appointment Scheduling Other Changes](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_student_appointment_scheduling_other_changes.htm&release=264.0.0&type=5 "Create a more relevant booking experience with configurable labels, required comments, dynamic scheduling topics, and flexible advisor and team visibility. Display advisor taglines and profile details to help students select an advisor who meets their needs. Filter scheduling topics based on the selected advisor or team to reduce booking errors.") (Added the week of August 24, 2026)