Use the Student Financials Agent to help your students retrieve their account balances and understand the fees included.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud, Revenue Cloud Advanced, and Revenue Cloud Billing licenses, and the applicable Agentforce add-on license. For more support, contact your Salesforce account executive. |
Note Beginning in April 2026, agent topics are now called subagents. There
are no changes to functionality. During this transition, you may see a mix of the new and
previous terms in our documentation.
- Student Financials Agent Considerations
To use Student Financials Agent, consider supported functionality, usage, limitations and allowances, limits, and other issues. - Student Financials Agent Subagents and Actions
Use student financial subagents to answer questions about term fees, account balances, billing history, invoices, payment due dates, payment plans, and line-item charges. These subagents work together and use relevant context from previous results to provide clear, detailed responses about a student’s financial account. - Set Up the Student Financials Agent
Configure the Student Financials Agent to answer student questions about fees.