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Get to Know Agentforce Education
Trail

Get to Know Agentforce Education

Explore how Agentforce Education enhances the entire student experience.

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+9,700 points
Intermediate
Administrator
~14 hrs 18 mins

Explore Agentforce Education Fundamentals

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Meet Agentforce Education and see how it supports the holistic learner journey.

+300 Points
~25 mins
Link

Learn more about Agentforce Education.

~10 mins •
Mark as Complete
Article

Learn about the objects and relationships within the Agentforce Education data model.

~10 mins •
Mark as Complete
Article

Learn how to migrate managed package data to the core version of Agentforce Education.

~10 mins •
Mark as Complete

Explore Recruitment and Admissions

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Simplify recruitment processes for both learners and staff to meet enrollment targets.

+500 Points
~50 mins
Link

Discover Agentforce Education recruitment and admissions solutions.

~5 mins •
Mark as Complete
video
Video
Request for Information Management

Use flows to help prospects request information, ask questions, and request to be contacted.

Vidyard
~2 mins •
Mark as Complete
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Video
Program and Campus Finder

View schools, learning programs, and support options in a list or map view.

Vidyard
~2 mins •
Mark as Complete
Article

Discover how Education Cloud supports your recruitment and admissions activities with an online portal and powerful collaboration tools.

~5 mins •
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Discover Academic Operations

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Simplify curriculum, policies, and registration for a better student experience.

+500 Points
~50 mins
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Centralize and manage your data to support academic operations.

+500 Points
~45 mins
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Create and configure learning courses, programs, and plans.

+300 Points
~45 mins
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Plan and manage K-12 school curriculum models in Education Cloud.

+300 Points
~30 mins
video
Video
Academic Score Calculations in Agentforce Education

Automate the calculation of academic performance metrics, such as the grade point average.

Vidyard
~2 mins •
Mark as Complete
video
Video
Learning Wizard for Agentforce Education

Manage learning programs and courses, requirements, and outcomes.

Vidyard
~2 mins •
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video
Video
Course Search and Registration in Agentforce Education

Enable students and staff to browse courses, and ensure seamless enrollment.

Vidyard
~2 mins •
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Explore Student Success

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Remove barriers and proactively support students in their learning journey.

+500 Points
~50 mins
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Help students overcome obstacles and reach their goals with support programs.

+1,500 Points
~1 hr 30 mins
video
Video
Actionable Student Lists in Agentforce Education

Filter consolidated student data to create customized advisee list views and take effective actions.

Vidyard
~2 mins •
Mark as Complete
video
Video
Student Insights for Agentforce Education

Get holistic student insights using aggregated data from CRM and external sources.

Vidyard
~2 mins •
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video
Video
Appointment Scheduling in Education

Simplify learner appointment booking on a single screen for seamless advisory continuity.

Vidyard
~2 mins •
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video
Video
Pulse Checks

Schedule wellbeing check-ins and track student sentiment over time.

Vidyard
~2 mins •
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Discover Advancement and Alumni Relations

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Nurture lifelong alumni relationships to support your institution’s mission.

+400 Points
~40 mins
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Learn how to manage alumni accounts, fundraising campaigns, and gift designations.

+300 Points
~55 mins
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Track gift commitments, designations, and transactions to streamline operations.

+400 Points
~30 mins
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Track the relationships that influence a donor’s decision to give.

+1,100 Points
~1 hr
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Manage campaigns, outreach source codes, segments, and appeals.

+400 Points
~45 mins
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Nurture complex relationships with major donors and other partners.

+300 Points
~30 mins
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Transform conversations into meaningful relationships with learners.

+700 Points
~40 mins

Extend Agentforce Education with Customer 360 Apps and Common Features

Article

Accomplish common education tasks with the features available for use in Agentforce Education.

~10 mins •
Mark as Complete
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Explore our powerful suite of products and start building your digital marketing strategy.

+300 Points
~20 mins
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Build digital-first experiences across different channels.

+300 Points
~15 mins
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Learn how to set up and use AI agents.

+300 Points
~30 mins
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Explore Flow Builder and learn when to use flows to automate your business processes.

+800 Points
~40 mins

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