Agentforce for Education
Streamline Support with the New Financial Aid Inquiry Agent
Use the Financial Aid Inquiry Agent to help prospective students, applicants, current students, and staff get quick answers about financial aid. It can handle questions about policies, processes, application status, and any missing requirements. The agent provides fast, accurate responses to common financial aid questions, so users can get the information they need and make financial aid decisions more efficiently.
Empower Students with Self-Service Financial Planning
Give your students smarter self-service tools to stay on top of their finances with the Student Financials Agent. It helps reduce stress and cuts down on routine questions by letting students easily manage payments and check real-time account balances whenever needed.
Enhance Collaborative Course Management and Student Support in Slack
Help faculty stay on top of their courses and better support students and teaching assistants right in Slack, where collaboration already happens. With the Course Operations Agent, instructors can get proactive alerts about course activity, collaborate in automatically created course channels with syllabus canvases, and spot students who may be at risk. When support is needed, faculty can quickly loop in advising teams and spin up dedicated channels to coordinate timely, focused interventions.
Student Recruitment Agent for Education Cloud (Generally Available)
Use the Student Recruitment Agent, now generally available, to help your institution attract and enroll new students. It can answer questions about your school, programs, and admissions process, and also guide prospective students through the application steps to help them get started more easily.
Provide Transfer Credit Estimates to Prospective Students with Agentforce (Generally Available)
Help prospective students make more confident application decisions by giving them easy access to transfer credit estimates through the Transfer Credit Agent, now generally available. It allows users to quickly see what credits may transfer into a program directly within the agent session, speeding up evaluation times. Previously saved estimates can also be stored and revisited, giving students ongoing access as they plan their path forward.
Discover the Right Course Easily with the Course Search Agent (Generally Available)
Improve student self-service while easing the load on advising teams with the Course Search Agent, now generally available. It helps students quickly find courses that match their interests, schedules, and degree requirements, without needing to book an advising appointment. At the same time, it supports advisors by making it easier to search the course catalog and guide students efficiently, especially during busy registration periods.
Set and Achieve Career and Life Goals with Agentforce: Student Goals (Generally Available)
Help students set clear, SMART (specific, measurable, achievable, relevant, and time-bound) goals with personalized AI-driven guidance based on their profile, preferences, and assessment insights using the Student Goals Agent, now generally available. It also recommends relevant campus resources, such as courses, support programs, and student organizations, to help them stay on track and achieve their goals.
Financial
Transform the Student Financial Experience
Provide students with a clear, unified view of their financial responsibilities through a single dashboard that supports real-time billing, secure payments, and visibility into aid and scholarships. It helps reduce repetitive administrative questions by giving students a single place to access invoices, current balances, and a full payment history. At the same time, it saves staff time by enabling automated account reconciliation with greater control, accuracy, and transparency.
Manage Financial Accounts with Enhanced Visibility
Give your student accounts team a streamlined workflow to generate invoices based on approved billing schedules. It helps simplify receivables collection and improve cash flow by using integrated, secure payment processing. Student advisors can also quickly and accurately update account status and ownership, giving the institution better visibility and more proactive control over student financial operations.
Increase Financial Aid Transparency with New Lightning Web Components
Meet the increasing demand for clear, transparent financial aid information by offering a simple, self-service experience for prospective students, applicants, and current students. With the new financial aid Lightning web components, you can quickly build a complete, easy-to-use financial aid portal that puts key information right at users’ fingertips.
Manage Financial Aid Data with the Education Data Kit
Build a centralized system for managing student financial aid records using the Education Data Kit, which now includes seven new Data Model Objects (DMOs). These DMOs help eliminate fragmented data by giving students and staff a single, unified view to support better financial aid decision-making. When paired with the new financial aid insights Lightning Web Components, users can easily monitor application progress and disbursement status at a glance.
Student Academic Support
Evaluate Unarticulated Transfer Credits and Automate Equivalency Rule Creation
Give faculty and administrators a structured workspace to review complex prior learning, including military experience and student portfolios. Streamline the evaluation of transfer credits through unified workflows, and turn those decisions into consistent, reusable institutional rules. Automate the matching of prior learning for future students to speed up degree completion and improve credit recognition accuracy across all student records.
Enhance Course Discovery with Advanced Search
Help students easily search for courses and sections that match their schedules and academic requirements. Allow them to apply multiple filters at once, such as meeting days, section details, and waitlist availability, so they only see relevant options. This makes it easier for students to narrow their choices and quickly register for the courses that best fit their needs.
Guide Students to Conflict-Free Course Schedules
Help take the guesswork out of course registration by showing students which course sections have scheduling conflicts. Automatic checks flag overlaps directly in the registration cart, helping students avoid issues before they register. Institutions can also enable optional enforcement to prevent students from enrolling in overlapping sections altogether.
Monitor Student Success Key Performance Indicators with Tableau Next
Give advisors access to key metrics across academic performance, well-being, and student engagement data. This enables earlier identification of at-risk students, more personalized support, and improved retention tracking without requiring IT support or manual data pulls. Advisors can also evaluate the effectiveness of their programs and make more confident, data-driven decisions.
Institutional Data
Unify Institutional Data with Semantic Model Updates
Maintain a consistent, trusted view of student, academic, and advancement data across the institution. Coordinated updates to Education semantic models help teams adopt standardized definitions and new data structures more easily. This creates a reliable, institution-wide foundation for consistent reporting, better insights, and AI-ready data. The semantic data model is now also available through a data kit and within the Tableau Next app.
Extend Institutional Data for Higher Education Statistics Agency (HESA) Compliance
Deploy a standardized data structure to support UK compliance requirements. By enabling United Kingdom Compliance and Configuration, institutions can add compliant fields and metadata to Agentforce Education objects aligned with the HESA Data Futures specification. This built-in foundation helps institutions validate submissions and support future analytics without manual data mapping or external data warehouses.
Institutional Operations
Optimize Course Operations with Tableau Next
Give registrars and operations teams a unified view of course availability, scheduling performance, and enrollment trends. A centralized dashboard makes it easier to build schedules, manage resources, and balance demand without manual effort. Teams can also anticipate enrollment patterns and take timely action to optimize course capacity and faculty workloads.
Measure the Impact of Corporate Relations
Evaluate and communicate institutional impact using a standardized, data-driven approach. New objects and fields connect academic programs, employer partnerships, and outcome analytics to show how collaborations lead to internships and job placements. Automated workflows bring these insights together, helping institutions identify which partnerships are most effective at driving workforce outcomes.
Capture Patient Philanthropy with Grateful Person Involvement Records
Track patient gratitude and the philanthropic support that follows exceptional care in university hospitals and medical centers. Give care teams a standardized, compliant way to connect grateful patients with fundraising staff. Create grateful person involvement records to capture patient giving and recognize care team contributions.
Riding the Waves of Transformation
The Summer ’26 updates to Salesforce Education Cloud are all about making things feel lighter, faster, and more in sync, like a calm summer day that still keeps everything moving forward, helping institutions ride the next wave of innovation coming through Education Cloud.
If you would like more information on these release updates and how they can improve your nonprofit operations, please visit the official Salesforce Summer ‘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 Mission and Motion, and we’d be happy to help!