---
schema_version: "1"
id: c393112f888b3861432f1604cb152babefa6f9dc9662930513884819346ff924
title: Student Financials Agent Subagents and Actions
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_topics.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_student_financials_agent_topics.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f64c093a926f7aa61695664628d2d765df60b7fedf4b6b4db9e3e2e6dbf36562
description: 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.
products:
  - Education
release: "264"
---
# 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.

### 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.

The Student Financials Agent includes these subagents and actions:

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:33.33333333333333%">
        <col style="width:33.33333333333333%">
        <col style="width:33.33333333333333%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d75537e84">Subagent</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d75537e87">Description</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d75537e90">Included Actions</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Subagent" class="slds-cell-wrap" style="vertical-align:top;" headers="d75537e84 ">Student Fee Management</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d75537e87 ">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.</td>

          <td data-label="Included Actions" class="slds-cell-wrap" style="vertical-align:top;" headers="d75537e90 ">
            <ul>
              <li><a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_query_records.htm&amp;language=en_US" target="_blank">Query Records</a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_record_details.htm&amp;language=en_US" target="_blank">Get Record Details</a></li>

              <li>Get Fee Details</li>

              <li>Get Fee Breakdown</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Subagent" class="slds-cell-wrap" style="vertical-align:top;" headers="d75537e84 ">Student Account Management</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d75537e87 ">Provides total fee balances for specific attendance dates. The subagent also provides a
            fee breakdown and details about the account history.</td>

          <td data-label="Included Actions" class="slds-cell-wrap" style="vertical-align:top;" headers="d75537e90 "><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_get_account_balance.htm&amp;language=en_US" target="_blank">Get Account Balance</a></td>

        </tr>
        <tr class="">
          <td data-label="Subagent" class="slds-cell-wrap" style="vertical-align:top;" headers="d75537e84 ">Student Billing Inquiries</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d75537e87 ">Provides billing details for student’s financial accounts, including invoices, payment
            due dates, payment plan schedules, and invoice line item charges.</td>

          <td data-label="Included Actions" class="slds-cell-wrap" style="vertical-align:top;" headers="d75537e90 ">
            <ul>
              <li>GetRunningUserAccountId</li>

              <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_revenue_get_next_due_payment.htm&amp;language=en_US" target="_blank">Retrieve Next Due Payment</a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_rev_cloud_get_invoice_line_records.htm&amp;language=en_US" target="_blank">Get Invoice Line Record</a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_rev_cloud_explain_invoice_lines.htm&amp;language=en_US" target="_blank">Explain Invoice Line</a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_revenue_get_payment_plan_details.htm&amp;language=en_US" target="_blank">Generate Payment Plan Details</a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_revenue_get_latest_invoice_and_document_pdf.htm&amp;language=en_US" target="_blank">Get Invoice Document PDF</a></li>

            </ul>
          </td>

        </tr>
      </tbody>
    </table>

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