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What is Salesforce Agentforce Education?

Agentforce Education is Salesforce’s AI-first education platform that brings together CRM functionality and next-generation student information system capabilities. Previously known as Education Cloud, it provides a unified foundation for managing the entire constituent journey. From recruitment and admissions to academic operations and alumni advancement, the platform connects every department with shared data and workflows. AI-powered agents deliver 24/7 support for prospective students, advisors, and fundraisers. Recruitment teams can automate personalized outreach and application support. Academic operations gain intelligent tools for course search, catalog management, and registration planning. Student success teams benefit from holistic advising summaries, predictive insights, and automated next steps. Advancement professionals can conduct philanthropic research and manage donor relationships more efficiently. Real-time analytics enable institutions to anticipate trends and respond proactively. The platform integrates seamlessly with Data 360, MuleSoft, Marketing Cloud, Slack, and Tableau for expanded functionality. Its flexible, configurable architecture supports diverse education models and lifelong learning initiatives. Agentforce Education enables institutions to create connected, data-driven experiences that improve engagement, retention, and institutional impact.

What is Agentforce 360 for Financial Services?

Agentforce 360 for Financial Services is Salesforce’s comprehensive AI CRM platform tailored for the financial industry. It helps institutions become agentic enterprises by embedding autonomous AI into everyday workflows. The platform unifies data across banking, insurance, lending, and wealth management operations. Financial Services Cloud centralizes customer profiles, financial goals, and life events into a single connected experience. AI-driven automation enhances productivity for advisors, bankers, producers, and service representatives. Real-time insights enable teams to proactively recommend products and services aligned with customer needs. The system streamlines onboarding, compliance, and digital lending processes. Industry-specific solutions support retail banking, commercial banking, credit unions, property and casualty insurance, life insurance, and asset management. Built-in analytics measure ROI and uncover performance improvements. Agentforce empowers employees to focus on relationship-building rather than administrative tasks. The platform integrates seamlessly with Salesforce’s broader ecosystem and partner network. Agentforce 360 enables financial institutions to deliver personalized, data-driven experiences while accelerating growth.

Media

Media

Integrations Supported

Salesforce
Collate
Copilot
Docusign
Formstack
GetFeedback
PatronManager CRM
TargetX CRM
Wufoo
Zapier

Integrations Supported

Salesforce
QuickBooks Online Advanced
Refold
SAP Concur
Sage Intacct
Slack
Workato
Xero

API Availability

API Availability

Pricing Information

$36 per month

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

www.salesforce.com/education/cloud/

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

www.salesforce.com/financial-services/

Categories and Features

Academic Advising

Not specified

Admissions and Enrollment

Application Management
Candidate Management
Financial Aid Management

Alumni Management

Fundraising Management
Mailing List Management
Member Portal
Membership Management

Higher Education

Admissions Management
Alumni Management
Assessment Management
Curriculum Management
Student Information / Records
Student Portal

Categories and Features

Financial CRM

Account Alerts
Asset Management
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments

Wealth Management

Not specified

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