Agentforce

Course Search in Agentforce (Beta)

Streamline registration and free up advising resources with Course Search in Agentforce for Education Cloud (Beta). Give registrars the tools to share course requirements and degree planning details directly with an agent, so students can independently find courses that fit their interests, schedules, and program needs with no advising appointment required. Advisors can also gain quick access to course catalog information, enabling them to provide more effective guidance during peak registration periods.

Agentforce: Student Goals (Beta)

Guide students toward success with the Student Goals Agent (Beta). Leverage AI-driven recommendations to help them set SMART goals (specific, measurable, achievable, relevant, and time-bound) tailored to their profile, preferences, and assessments. Provide personalized campus resource suggestions, from courses to support programs and involvement groups, to keep students engaged and on track to reach their goals.

Agentforce for Education: Student Recruitment (Beta)

Simplify recruitment tasks with the Student Recruitment Agent. Manage escalations efficiently, create Academic Interest records, and seamlessly register prospects for campus tours and events. Advisors and staff can also initiate the application process directly, helping prospective students move smoothly from interest to enrollment.

Prospective Students

Enhanced Control Over Application Materials for Applicants and Admissions Teams

You can now design more flexible and tailored admissions applications. Easily create and manage educational history, test scores, and other application records while giving applicants control over which prefilled materials are included in each submission. Ensure reviewers see only the information relevant to each application, streamlining evaluation and improving the applicant experience.

Improve Applicant Experience with Enhanced Review & Submission Process

Enhance the admissions experience with flexible, applicant-friendly workflows. Allow applicants to refine their materials up until submission, with built-in checkpoints to ensure accuracy and completeness. Enable them to review and edit details, confirm their application, and access submitted applications anytime, reducing errors and creating a smoother process for both applicants and staff.

Current Students

Improve Course Search & Registration Experience with Custom Fields & Linked Sections

Simplify course discovery and registration for students while giving registrars full control. Customize course search fields so students can easily find courses that fit their needs and interests. Enable registrars to manage how information and registration requirements are presented, define linked sections like labs and exams with tailored logic, and ensure students register for all required course components, reducing errors and supporting a smoother registration experience.

Automate Creating & Assigning Student Holds

Automate student hold management to reduce errors and save staff time. Define rules that enforce holds automatically, while a dedicated API assigns reasons, restrictions, and resolution tasks to each student. Leverage the Business Rules Engine to validate holds for accuracy and accountability, and provide students with clear summaries and actionable tasks through the Experience Cloud site, streamlining processes for both staff and learners.

Streamlined Course Registration with Policy Rules

Streamline enrollment and lighten administrative workloads with policy rules. Define registration windows, eligibility criteria, and priority groups, then use rules based on factors like year, cohort, and status to automatically assign registration windows to ensure a smooth, accurate, and efficient registration process for students and staff.

Personalized Career & Goal Planning

Equip students with personalized guidance and tools to achieve their career and life goals. Use profile, preference, and assessment insights to provide tailored recommendations. Students can explore career and interest assessments, discover and track involvement group memberships and roles, and manage their profiles efficiently. Enable advisors to help students become career-ready by creating actionable plans that leverage campus resources for meaningful outcomes.

Administrator Tools

Use Rules to Adapt Complex Learning Requirements

Ensure accurate course planning with advanced learning rules in Education Cloud. Implement requirements like anti-requisites and other criteria using customizable rules and complex logic through expression sets. Apply these rules directly in the enhanced Learning Wizard to streamline course planning and maintain academic accuracy for students and staff.

Validate Calculation Rules with the Academic Score Report View

Improve GPA accuracy with the simulated Academic Score Report View in Education Cloud. Test your GPA calculation policy rules using sample data, then review the output as an academic score report to verify results and ensure your configurations are accurate before applying them broadly.

Streamline the Course Credit Transfer Process

Simplify and standardize the course credit transfer process with Course Credit transfer objects. Leverage updated course credit transfer objects to model transfers more efficiently. Registrar staff can create external learnings, define learning equivalencies, record participant results, and manage transfer applications and related cases, reducing manual effort and ensuring accurate credit recognition.

Enforce Course Registration Policies with Custom SIS Rules

Increase transparency and improve course planning with Intelligent Degree Planner. Clearly present academic policies and eligibility criteria during registration, helping students and advisors make informed decisions. Define institution-specific rules to manage enrollment eligibility, credit application, and course availability, while controlling which rules are visible to reduce confusion and streamline the planning process.

Philanthropy

Enhanced Gift Valuation & Stewardship Tools

Manage planned gifts with greater clarity and care using the Gift Planning app. Support donors from initial discussions through long-term stewardship with transparent planning and personalized engagement that honors their intent. Leverage actuarial tools to visualize gift concepts, model complex structures, and project future value. Automate calculation workflows, customize gift agreements to match institutional policies, and maintain legal oversight, all while strengthening donor trust.

Centralize Philanthropic Research Operations

Align prospect research and fundraising efforts with the Philanthropic Research app. Provide advancement teams with a shared source of truth to engage donors more effectively and meaningfully. Uncover timely, actionable insights through prompt-generated summaries and classification tools, while automating key workflows, such as indicators, assessments, and scalable prospect discovery, to drive smarter, more strategic donor relationships as your institution grows.

Miscellaneous Improvements

Simplified Featured Discovery & Setup with Salesforce Go

Salesforce Go makes it easy to explore and enable Education Cloud features all in one place. Access step-by-step configuration guidance, discover recruitment and admissions tools, and find helpful resources and links. You can also explore additional Education Cloud products and features, activate the Your Account app, and even purchase add-on licenses for select features directly from Salesforce Go.

Education Data Kit for Data Cloud

Gain richer learner insights by integrating Education Cloud with Data Cloud through the new Education Data Kit. With prebuilt mappings to key Education Cloud data model objects (DMOs) across six bundles (Education Cloud, Recruiting and Admissions, Student Success, Alumni Engagement, Academic Operations, and Fundraising), you can quickly import learner data, unlock actionable insights, and power custom applications to enhance every stage of the learner lifecycle.

Heat Up Your Winter Workflow

Now is the perfect time to embrace these updates. With Winter ’26, Education Cloud gives your institution the tools to streamline processes, empower advisors, and enhance the student and donor experience. Stay ahead of the season’s changes, explore the latest features, and make this term your most efficient and impactful yet. If you would like more information on these release updates and how they can improve your nonprofit operations, please visit the official Salesforce Winter '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!