Set Up the Financial Aid Agent

Configure the Financial Aid Agent to display personalized financial aid information to students and prospects using Data 360 and Agentforce.

Required Editions

Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with with these enabled licenses and add-ons: Education Cloud license Agentforce for Education add-on license Data 360 as part of an Agentforce add-on or as a standalone license

User Permissions Needed
To set up and create an AI agent for Education Cloud:	Education Cloud Full Access AND Manage Agentforce Service Agents AND Data Cloud Admin AND Manage AI Agents AND Data Cloud Architect

User Permissions Needed

To set up and create an AI agent for Education Cloud:

Education Cloud Full Access

AND

Manage Agentforce Service Agents

AND

Data Cloud Admin

AND

Manage AI Agents

AND

Data Cloud Architect

Important The Financial Aid Agent and portal components for unauthenticated users require Data Cloud guest and portal user access. Verify that this feature is available in your org before configuring Experience Cloud portal access.

Turn on Data 360 and enable Person Accounts.
1. From Setup, in the Quick Find box, enter Data Cloud Setup, and select Get Started to provision Data 360.
2. From Setup, find and select Person Accounts, and ensure they are enabled.
  This step is required for one-time password email verification to work.
To provide the agent access to your institution's financial aid data, ensure that your financial aid management system is mapped to Data 360.
Ensure that your source data uses the field values the agent expects. If your source system uses different values, use a formula field on the data stream to remap them before mapping to the DMO. See Financial Aid Components.
Configure CDP feature mapping.
1. From Setup, in the Quick Find box, find and select Set Up Data Space Mappings.
2. Select New, set these values, and then save your changes.
  - Data Space: your data space
  - Feature: Financial Aid
Set up the Data Graph for Financial Aid.
1. In Data Cloud, create a Data Graph from the Financial Aid Data Kit.
  To change the refresh frequency, clone the Data Graph and adjust the schedule on the clone. If you clone the Data Graph, note the API name of the clone.
2. From Setup, in the Quick Find box, find and select Configure Financial Aid.
3. In the Financial Aid Data Graph section, enter the API name of your Data Graph in the Data Graph API Name field, and then save your changes.
  The default is Financial_Aid_Clone. If you cloned the Data Graph, enter the API name of your clone. The system validates that the Data Graph exists before saving.
Turn on the Financial Aid Agent.
1. From Setup, in the Quick Find box, find and select Set Up Education Cloud.
2. In the Set Up Agentforce for Education Cloud section, turn on Financial Aid Inquiry Agent.
Build and configure the agents in Agentforce Studio.
1. From the App Launcher, select Agentforce Studio.
2. Create an Agentforce Service Agent (ASA) for unauthenticated public portal prospects.
3. Add the Describe Financial Aid Awards topic to the agent.
  Salesforce automatically imports the prompt templates, invocable actions, and verification actions.
Assign these permission sets to the agent user:
- Agentforce Service Agent Object Access
- Agentforce Service Agent Secure Base
- Data Cloud User
- Education Cloud AI Agent Access
- Einstein for Education Cloud Access
- Financial Aid Agent Access
- Prompt Template User
- Run Flows
Set up the email verification process.
1. Create a filter that restricts access to verified users.
  Name the filter Verified User, select All conditions must be met, and add these conditions:
  - isVerified Equals True
  - VerifiedCustomerId Is Not Empty

Configure the actions in the Describe Financial Aid Awards subagent.

On the Subagents panel, select Describe Financial Aid Awards, and then click the This Subagent's Actions tab.

Select the Send Email Verification Code action, and map this variable to its output.

Variable	Output
authenticationKey	Authentication Key

Select the Verify Email Code action, and map this variable to its input.

Variable	Input
authenticationKey	Authentication Key

Map these variables to the outputs of the Verify Email Code action.

Variable	Output
isVerified	Is Verified
VerifiedCustomerId	Verified Contact ID

Select the Answer Financial Aid Question action. On the Learner ID input, from the Map to Variable dropdown, select VerifiedCustomerId.
On the Answer Financial Aid Question action's details panel, select the Verified User filter. Save your changes.

Ensure that individual records imported from your financial aid management system into Data 360 are synced to Salesforce CRM as Person Accounts.
The agent's identity verification relies on matching a Data 360 individual to a CRM Person Account. To implement this sync, use your organization's extract, transform, and load (ETL) tool, such as MuleSoft, Informatica, or Salesforce Data Loader, to create Person Account records in Salesforce CRM using the same data set being imported into Data Cloud. This approach gives you full control over timing, transformation, error handling, and audit trails.

Tip Configure your extract, transform, and load process to check whether a matching Person Account already exists in CRM before creating a new one to avoid duplicates.
Enable enhanced event logs to keep a record of agent interactions for compliance review.
See Enable Enhanced Event Logs.
Activate and deploy the agent to Experience Cloud.
1. In Agentforce Studio, open the agent and click Activate.
2. From Setup, configure your Messaging Channels and Embedded Service Deployments.
3. In Experience Builder, drag your ASA component to your public financial aid page.
To improve the user experience, turn off streaming responses on your Experience Cloud site.
1. Add markup to the page <head> by entering this script.
```
<script type='text/javascript'>
   window.addEventListener("onEmbeddedMessagingReady", () => {
        // Embedded Messaging app ready
        embeddedservice_bootstrap.settings.disableStreamingResponses = true;
    });
</script>
```
2. In Security & Privacy, select a security level.
  For Security Level, select Relaxed CSP: Permit Access to Inline Scripts and Allowed Hosts.
3. Add your Experience Cloud site as a trusted site for scripts. See Where to Allow Hosts of Script Resources.
  To locate the URL of your site, from Setup, find and select Digital Experiences, and then click All Sites. Find the URL of your site in the All Sites list view.
4. Publish your site.