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.
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.
The Student Financials Agent includes these subagents and actions:
| Subagent | Description | Included Actions |
|---|---|---|
| Student Fee Management | Provides detailed fee breakdowns and fee explanations for specific academic terms. This subagent answers questions about fee amounts, fee descriptions, and optional fee types. The subagent uses context from previous results to streamline the explanation process. |
|
| Student Account Management | Provides total fee balances for specific attendance dates. The subagent also provides a fee breakdown and details about the account history. | Get Account Balance |
| Student Billing Inquiries | Provides billing details for student’s financial accounts, including invoices, payment due dates, payment plan schedules, and invoice line item charges. |
To retrieve fee information, the agent queries these objects:
- Academic Term
- Academic Term Enrollment
- Academic Order
- Order Product
- Billing Schedule
- Credit Memo
- Invoice
- Invoice Line