Agentforce for Education

Streamline Student Finances

The Student Financials Agent empowers students to take control of their accounts through a simple, conversational experience. By leveraging preconfigured flows and invocable actions, students can instantly check balances, understand fee breakdowns, and get clear answers about specific charges, saving time and reducing frustration.

Autonomous Transfer Credit Estimates to Prospective Students

The Transfer Credit Agent (beta) helps prospective students make more informed application decisions by providing quick and easy access to transfer credit estimates. Within a single conversation, students can determine which credits may transfer to an institution or specific programs, thereby reducing wait times for evaluations. Saved estimates enable students to revisit their results at any time, creating a more seamless and supportive experience.

Strengthen Prospect Strategy with Slack Research Channels and Canvases

Integrating research workflows directly into Slack accelerates decision-making and strengthens collaboration across advancement teams. Researchers and relationship officers gain a shared, centralized space to evaluate high-impact prospects, reducing silos and back-and-forth. Researchers can create channels, publish canvases, and deliver insights without leaving Slack. At the same time, relationship officers can easily join prospect-specific channels to review curated information and stay aligned in real-time.

Course Collaboration in Slack

Managing course operations in Slack with Agentforce simplifies collaboration for both faculty and students. Faculty can create dedicated channels for each course, keep participant lists up to date, and publish syllabus canvases directly within the tools they already use. Real-time updates and centralized access to course materials provide students with a more connected and streamlined academic experience.

Appointment Scheduling Setup

System administrators receive step-by-step guidance to set up appointment scheduling topics quickly, assign staff, and complete all necessary steps, dramatically reducing setup time and minimizing errors. Staff can easily manage their own and colleagues’ availability with just a few clicks. With intuitive guidance and education-aligned language, institutions can configure scheduling efficiently and accurately, creating a smoother experience for both administrators and staff.

Enhance Agentforce Education Feature Configuration and Setup

Easily explore and access configuration guidance for a broader range of Salesforce Education features in Salesforce Go. Beyond Recruitment and Admissions, users can now find resources and instructions for Alumni and Advancement, Student Success, and Academic Operations, helping teams quickly configure features and get the support they need to maximize their impact.

Prospective Students

Transfer Credit Evaluation for Students

A unified interface streamlines the entire transfer credit process by automatically matching and suggesting transfer equivalencies. Registrars are guided through reviewing submitted documentation and articulating transfer credit requests, reducing manual effort while improving accuracy, consistency, and turnaround time.

Streamline Transfer Credit Evaluations in the Application Process

Accelerate learning equivalency evaluations and shorten student wait times by enabling applicants to request transfer credit estimates directly within the application portal. Applicants can easily enter prior learning details, upload supporting documents and images, and reuse previous estimates to prefill official transfer credit requests. Once submitted, records are automatically generated to streamline reviews, reduce manual work, and expedite decision-making.

More Flexible Application Submissions

Enhance control and flexibility in your dynamic admissions applications. Applicants can digitally sign their applications when ready, cancel unsubmitted applications, or withdraw submitted ones, providing a seamless and stress-free experience while maintaining accuracy and accountability.

Course Registration

More Efficient Student Registration for High-Demand Courses

Simplify enrollment and manage demand for popular courses with configurable course waitlists. Students can join waitlists directly from the Experience Cloud site and receive notifications when seats become available, eliminating the stress of constantly checking for openings. Administrators can set enrollment priorities and timing on a dedicated setup page and send offers using prebuilt flows. Students can easily accept or decline offers, or remove themselves from waitlists, resulting in a smoother and more predictable enrollment experience.

Enforce Eligibility Checks During Course Registration

Ensure students clearly understand course eligibility during registration with a flexible, scalable framework. Administrators can define and assign identity-based attributes, such as major, cohort, or honors status, tied to specific time frames. The system then automatically evaluates these attributes against eligibility criteria to enforce enrollment rules. Students see the required course characteristics upfront, helping them make informed decisions, while institutions maintain accurate enrollment data and comply with relevant policies.

Philanthropy

Use Tailored Gift Visualizations for Each Planned Gift Type

Quickly assess planned gifts with eight dynamic Flexcard visualizations in the Gift Planning app. Each card automatically adapts to the structure of its gift type, highlighting key details like value, timelines, and stewardship needs. By selecting a gift type, relationship officers see only the most relevant fields, making review and data entry faster and more efficient.

…And More

Gain Insights with a Unified Semantic Layer

The Tableau Semantic Layer lets teams organize data into a single, reusable model, providing a consistent and trusted source of truth. Metrics are calculated uniformly across Tableau Next components, Agents, and Marketing Cloud Growth campaigns, enabling teams to analyze performance, generate insights, and make confident, data-driven decisions.

Empower Advisors to Help with Personalized Career and Goal Planning

Empower students to define and achieve their career and life goals with personalized guidance. Advisors can leverage involvement groups and a library of career and interest assessments to recommend opportunities that align with each student’s profile, preferences, and assessment insights, helping students make informed choices and take meaningful steps toward their future.

More Efficient Academic Petitions and Waivers

Streamline academic petitions and waivers with an intuitive form builder and configurable approval workflows. Centralized tracking and outcome management minimize manual errors, making the process smoother and more efficient for administrators, faculty, staff, and students alike.

Explore Learning Programs in Campus and Program Finder

Make it easy for applicants, students, and families to request information about learning programs. With a card view in Campus and Program Finder, users can quickly browse programs and submit requests with a single click, creating a more convenient and engaging experience.

Growth in Full Bloom

As spring unfolds, now is the perfect time to refresh your processes and embrace the new features designed to simplify, speed up, and enhance every interaction. With these updates in place, your teams can focus on what really matters: supporting students, driving engagement, and cultivating success throughout the entire season. Let these spring innovations help your institution blossom! For more information on these release updates and how they can enhance your operations, please refer to the official Salesforce Spring '26 release notes. 

If you have any questions about Salesforce or want to see any of the latest updates in your own Salesforce organization, contact DB Services, and we’d be happy to help!