---
schema_version: "1"
id: 16fc02fe163145cef3bc7b89ab760e99442b4ef4921a97b3015f88dbe8982acd
title: Student Financials Agent for Education Cloud
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_student_financials_agent_for_education_cloud.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_student_financials_agent_for_education_cloud.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a1e7c043ae45c110a1c2794e2059454a36d2bba1e6489b71573cebf58b872c62
description: Use the Student Financials Agent to help your students retrieve their account balances and understand the fees included.
products:
  - Education
release: "264"
---
# Student Financials Agent for Education Cloud

Use the Student Financials Agent to help your students retrieve their account balances and understand the fees included.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> 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.</td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_note.png)

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](https://help.salesforce.com/s/articleView?id=sfdo.ec_student_financials_agent_considerations.htm&release=264.0.0&type=5)**  
    To use Student Financials Agent, consider supported functionality, usage, limitations and allowances, limits, and other issues.
- **[Student Financials Agent Subagents and Actions](https://help.salesforce.com/s/articleView?id=sfdo.ec_student_financials_agent_topics.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_the_student_financials_agent.htm&release=264.0.0&type=5)**  
    Configure the Student Financials Agent to answer student questions about fees.