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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 CustomViewbook?

CustomViewbook revolutionizes the admissions process by providing customized content that effectively engages prospective students from the outset. Within just a minute, potential candidates can become qualified inquiries by creating a personalized digital viewbook that caters to their unique interests and needs, while also delivering valuable data for your recruitment efforts. By seamlessly integrating with your CRM, CustomViewbook boosts engagement at crucial stages of the admissions process, from initial inquiries to final enrollment. The platform is designed for content flexibility, allowing you to address current challenges and quickly refresh information as program details change. With a strong emphasis on rich, engaging content, students and their families can easily explore relevant aspects of academic life and available support services, preparing them to make informed decisions during the admissions journey. Moreover, CustomViewbook serves to enhance communication channels, creating a more profound connection between prospective students and the institutions they are considering, thereby enriching the entire recruitment experience. This innovative approach not only streamlines the process but also empowers institutions to better meet the needs of today's students.

Media

Media

Integrations Supported

Attendance Tracker Pro
Collate
Copilot
Docusign
Formstack
GetFeedback
GoFundMe Pro
Informatica MDM
Inspire Planner
PatronManager CRM
Salesforce
TargetX CRM
Wufoo
Zapier

Integrations Supported

API Availability

API Availability

Pricing Information

$36 per month

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars

Training Options

Online Training

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

www.salesforce.com/education/cloud/

Company Facts

Organization Name

CustomViewbook

Date Founded

1993

Company Location

United States

Company Website

customviewbook.com

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

Higher Education

Admissions Management

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Popular Alternatives

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