Agentforce

Scale Prospective Student Support

Empower your admissions team to deliver exceptional support with ease using powerful AI-driven tools. The new Student Recruitment Agent for Agentforce ensures prospective students receive instant, accurate answers to their questions about application processes, deadlines, costs, financial aid, and more. This preconfigured solution leverages published knowledge articles and recruitment data, saving your team time while enhancing the student experience and improving enrollment outcomes.

Gain Insights with the Philanthropic Research Agent

Use the power of AI to boost the effectiveness of your relationship officers with actionable insights that drive stronger donor connections. The Philanthropic Research Agent leverages party philanthropic milestone records to provide quick, accurate answers about prospects, streamlining research efforts and enabling more personalized, impactful engagement.

Simplify Student Record Management with the Student Management App

Empower staff and faculty with instant access to comprehensive student information. The Student Management App provides a unified view of emergency contacts, relationships, student details, and enrollment data, all in one place. With an intuitive relationship graph and role-based access for advisors, registrars, and faculty, your team can efficiently support students and enhance their academic experience.

Intelligent Degree Planner & Learner Progress View

Help students navigate their academic journey with confidence using the Intelligent Degree Planner and Learner Progress View. These tools make it easy to track retaken courses, leverage new enrollment statuses, and plan effectively. Advisors can compare program plans side by side, using customizable templates and intuitive features like a one-click button for seamless program plan comparisons. 

Optimize Advancement Data Processing

Streamline your advancement data processes to enhance reporting and operational efficiency. With flexible fields for tracking endowed, capital, and operational funds, your team can capture key reporting details and ensure consistent data collection. Easily manage roles, graduation status, giving levels, and gift purposes to support compliance with industry standards and improve institutional reporting. 

Unlock Deeper Insights with Comprehensive Prospect Research Activities

Build stronger relationships with alumni and donors by leveraging detailed prospect research data. Track and analyze wealth indicators, philanthropic events, research assessments, and milestones to create a holistic view of each prospect's journey. This long-term perspective empowers relationship officers and researchers to uncover valuable insights, foster meaningful connections, and strengthen engagement over a lifetime of activity.

Enhance Alumni Engagement with Generational Insights

Gain a deeper understanding of your alumni by analyzing generational cohorts and graduation status. Easily segment alumni into groups such as Baby Boomers, Gen X, Millennials, and Gen Z, or organize them by graduation date. These insights enable relationship officers and researchers to tailor engagement strategies, build stronger connections, and drive more personalized alumni outreach.

Gain Student Insights and Visualize Learner Progress

Harness the power of Data Cloud for Education and Einstein generative AI to gain a complete view of each student’s academic journey. Access real-time data on academic progress, attendance, course participation, and more, all in one place. Use Visual Indicators to track performance with custom categories like At Risk, On Track, and Needs Attention, empowering educators to proactively support students and improve outcomes.

Get a Unified View of Student Data with Learner Profile

The Learner Profile record page consolidates information from multiple sources, giving you a unified view of student data. Effortlessly search, sort, and filter records to create targeted student lists and perform bulk actions with ease. Automate updates with the Update Learner Profiles with CRM Data feature, saving time and ensuring profiles stay accurate and up-to-date. 

Schedule Appointments with New Lightning Web Components

Enhance the student experience with the new Schedule Appointment Lightning web component on your Experience Cloud site. This streamlined workflow allows students to easily check advisor availability and view open time slots before booking, reducing friction and improving scheduling efficiency for both students and advisors.

Icon Responses in Pulse Checks

Engage students with pulse check assessments that use emoji-based responses. Assign numeric values to icon responses and track sentiment trends over time through score graphs. This streamlined approach helps you gain valuable insights into student experiences, enabling more responsive and personalized support.

Use Rubrics for Application Scoring

Make your admissions process faster and more equitable with Application Scoring. Reviewers can use customizable rubrics to score applications consistently, whether based on weighted or unweighted criteria. Administrators can define program-specific rubrics and assign them to application types. Decision makers gain clear insights from scores, recommendations, and comments, ensuring quicker, more informed admissions decisions.

Streamline Admissions Reviews with Stage Management

Simplify and automate your admissions review process with greater control and visibility. Define stage transition criteria and create customized plans for each step of the application workflow. Now, Stage Management extends to Education Cloud objects like Application Review, Application Decision, and Individual Application, in addition to Case and Opportunity. The Record Stage Overview Lightning web component provides processors and reviewers with a comprehensive view of progress, ensuring smoother, more efficient application processing.

Conclusion

The Salesforce Spring '25 release update brings fresh opportunities for growth and efficiency. These new features will help your institution bloom with enhanced student support, smarter admissions workflows, and deeper insights into student progress. As the days grow longer, let Salesforce help you build a brighter, more connected future for students, staff, and alumni alike! 

If you would like more information on this release, please visit the official Salesforce Spring '25 release notes. If you have any questions about Salesforce or want to see any of these implementations in your own Salesforce org, contact DB Services.