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Agentforce Education (formerly Education Cloud)
Education Cloud
Power more connected, data-driven experiences by bringing together the #1 AI CRM and next-gen SIS capabilities. Maximize staff impact institution-wide with common capabilities and a flexible data foundation for lifelong learning. Deliver support at scale and be one step ahead with proactive analytics integrated into Education Cloud modules for each stage of the constituent journey.
Trailblazing institutions put Education Cloud at the center of the constituent experience.
See what's new with Education Cloud
Explore the Spring '26 release
- Recruitment and Admissions: Transfer Credit (Beta), Transfer Credit Application
- Academic Operations: Student Financials Module and Agent, Course Registration Enhancements
- Student Success: Guided Setup for Appointment Scheduling
- Advancement & Alumni Relations: Agentforce: Philanthropic Research in Slack, Comprehensive Gift Planning (Gift Visualizations)
Reimagining the Student Information System
Explore our vision for building a next-gen SIS on Education Cloud.
Connected Education Report
Discover global insights from students and staff in our latest Connected Education Report.
What can you do with Salesforce Education Cloud?
Connect every touchpoint, predict key trends, and take action using AI-powered insights with Education Cloud modules for Recruitment and Admissions, Academic Operations, Student Success, Student Financials, and Advancement and Alumni Relations.
Recruitment and Admissions
Engage prospective students and deliver instant, personalized support throughout the enrollment journey with Agentforce. Answer prospective student questions 24/7, capture their academic interests, register them for campus tours, and even kickstart their application - giving recruiters time back to focus on high-value interactions.
Answer transfer credit questions, provide helpful transfer credit estimates, and kickstart student applications with Agentforce. And with Transfer Credit Applications, students can easily upload relevant transcripts, include work and military experience, and select key courses. Plus, staff can seamlessly review transcripts, verify documents, and select course equivalencies all in one place.
Drive application success with a dynamic, AI-powered admissions experience that adapts to each individual’s needs. Give applicants the ability to view, edit, and proofread their application before submitting, while admissions teams can unify admission processes across programs with modular, reusable components across programs to build dynamic application forms.
Seamlessly review applications and supporting information from any source – including third-party application data – all in one, cohesive view. Easily see and approve documents, and discover where applicants are getting stuck with clear visibility into each stage of the application process. Plus, keep track of how your applicants are engaging with your institution with one, comprehensive timeline that updates automatically.
Academic Operations
Empower learners to make more informed decisions with personalized course guidance throughout their education journey. Autonomously answer students’ questions 24/7 and provide detailed insights into class content aligned to their academic goals.
From degrees and certificates to badges and micro-credentials, create all types of learning programs aligned to any number of outcomes. Quickly define and structure program details throughout the learner lifecycle with prerequisites, corequisites, and recommended classes.
Connect your data and processes for a seamless registration experience. Manage course demand and optimize capacity with customizable waitlists that adapt to institutional enrollment policies. Enable learners to find best-fit classes, check availability, confirm eligibility, and complete registration, all in one place.
Effortlessly navigate degree planning for a seamless journey to graduation. Streamline degree progress, empower learners to make informed program decisions, and shape each unique academic journey with an intuitive interface.
Student Success
Generate comprehensive student summaries of key advising details. Obtain campus policy-based insights and identify best-fit resources to deliver proactive student support. And automate next steps like task or case creation.
Deliver next-gen student experiences that improve retention and satisfaction. Connect students to the right staff with streamlined appointment scheduling. Help learners reach their academic, career, and personal goals with customizable care and action plans. And give them one place to manage their learner journeys with a tailored portal.
Visualize learners’ progress faster by activating student data–academic, wellbeing, LMS engagement, and more. Get the early indicators required to identify students in need and quickly intervene with data-driven alerts.
Empower students to explore their strengths and interests, get AI-powered goals recommendations, and stay on track with actionable plans. Build a well-rounded skills portfolio for each learner, all while advisors gain a comprehensive view of their progress. Establish a regular cadence of pulse checks to proactively capture student wellbeing.
Advancement and Alumni Relations
Manage every aspect of fundraising in one unified system, from high-volume gift processing to major gift cultivation. Track designations with precision, organize multi-year campaigns with built-in hierarchy and segmentation, and build lasting donor relationships with tools that elevate every touchpoint.
Simplify philanthropic research for major gift success. Fundraisers can get a full picture of a prospect or donor with Agentforce in the flow of work, including Slack. With autonomous AI Agents, fundraisers can track and analyze wealth indicators, philanthropic events, research assessments, and key milestones allowing staff to redirect their time to fundraising for the mission.
Power complex philanthropy from intent to stewardship with a gift planning data model and structured giving lifecycles. Record gifts and designate funds with support for third-party payments in single and batch entries. Plus, model complex gifts, calculate projections, and visualize gift structures all in one place.
Prospect researchers can leverage the Education Cloud Research App to receive and prioritize requests, create research profiles, and perform their work in one place. Easily summarize research data and automate research classifications in bulk to save time.
Student Financials
Empower student accounts with efficient management, focusing on data accuracy and streamlined processes.
Provide staff with a robust framework to manage and analyze institutional fees, ensuring comprehensive revenue oversight.
Reduce financial stress for students with an AI agent that provides real-time transparency into balances and fees. Easily understand costs for any academic decision, empowering learners to efficiently plan their academic futures with confidence.
Extend the power of Education Cloud with these related products.
Agentforce
Build and customize autonomous AI agents to support your staff and students 24/7.
Marketing Cloud
Make every moment count with data-driven communications delivered throughout the learner lifecycle.
Tableau
Boost productivity and decision-making institution-wide with AI-powered analytics.
MuleSoft
Integrate all your data, systems, or AI models to transform your institution and drive lifelong value.
Data 360
Connect, harmonize, and activate data from any system into a complete view of every constituent.
Slack
Bring students, faculty, and staff together to collaborate and engage from anywhere.
Education Cloud Pricing
Select the right Education Cloud edition for your institution's needs.
Having everything, including access to data, all in Education Cloud has been valuable in making staffing decisions, having better communication, and ultimately making sure that our students have a great experience here at Walsh.
Thomas PetzMSIA, CISSP, Vice President, Chief Operating Officer, Walsh College
To maintain a culture focused on student success, technology must play a critical role. We needed a more modern system to support our work and meet students where they are in their journey. With Education Cloud , we’re creating a one-stop shop to connect our advisors, prospective and current students, alumni, and families.
Robin BryanAVP for Information Technology and CIO, James Madison University
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Education Cloud FAQ
Salesforce Education Cloud is a deeply unified platform that includes CRM for higher Education and next-gen student information system (SIS) capabilities. It uses the latest Salesforce innovations, such as agentic AI and analytics, to drive learner and institution success. Unlike point solutions, Education Cloud is a configurable platform designed to support multiple use cases across the Education journey.
Education Cloud does not run on the Education Data Architecture (EDA). Instead, it has its own Education Data foundation that is built within the core Salesforce platform. Education-specific objects for things like grades and courses live as native objects on the core Salesforce platform.
Salesforce Education Cloud includes purpose-built modules for each stage of the constituent journey, a common capabilities model, a data foundation for lifelong learning, agentic AI, and analytics–all in one platform. Modules support recruitment and managing the admissions funnel, academic operations, advising and student success, advancement and higher education email marketing.
Education Cloud is an industry cloud that delivers personalized experiences for students, staff, and alumni. Education Cloud’s common capability model for things like scheduling, case management, and application form-building helps reduce total cost of ownership and scale impact institution-wide.
Salesforce is embarking on a transformative journey to build a next-generation student information system (SIS) on Education Cloud. By building modular, learner-centric SIS capabilities and releasing them over time, Salesforce offers institutions a more flexible path to embracing a modern system. This initiative represents an important step forward in our commitment to empowering institutions to better activate data with AI, drive unprecedented efficiencies, and cultivate enhanced constituent experiences for years to come.
