Skip to main content
Featured group

Agentforce Education (Education Cloud)

This is a public group for discussion around the Agentforce Education (formerly called Education Cloud) product, announced in March 2023.

Hi, 

 

I am trying to add the Learning Program Summary component on the Learning Program Lightning Flexi page for Internal users. The problem that I am running into is that this component is always blank (only the header/title is rendered)  However, When I provide "View All" access in the permission set, It works! 

 

I also tried giving read/edit access to the Learning objects but still unsuccessful.Please let me know if there is anyway to fix the component without giving the View All data permission.  

 

 

Learning Program Summary Component for Internal Staff

 

 

3 answers
  1. Apr 27, 2:21 PM
    Realized that staff user needs access to Product to be able to see the Learning Program Summary component.
0/9000

Hello Education Cloud Community, 

 

I am currently working on setting up Education Cloud and have encountered an access and permission-related issue. Some users are unable to access the required features or resources, and I would appreciate guidance on troubleshooting the setup.

Could anyone share best practices for reviewing user permissions, permission sets, profiles, or any specific Education Cloud configurations that should be verified to resolve access issues?

Any recommendations, documentation references, or troubleshooting steps would be greatly appreciated. 

 

Thank you in advance for your support!

1 answer
  1. Aug 17, 5:17 PM

    Hi Saqib - happy to give you a systematic way to run this down. The single most common cause of 'some users can't access Education Cloud features' is a missing Permission Set License, so I'd start there and then work through the access layers in order. 

     

    1. Permission Set Licenses first. Education Cloud features are gated behind permission set licenses (PSLs) - the feature-specific permission set grants nothing until the matching PSL is assigned to the user. Check Setup > Users > [the user] > Permission Set License Assignments and confirm the Education Cloud PSL(s) are there. This is the step people miss most. 

     

    2. Then the permission sets / permission set groups. Confirm the user has the standard Education Cloud permission sets assigned (the product ships persona-based sets), and that they grant object CRUD, field-level security on the fields in question, and any system/feature permissions the feature needs. 

     

    3. Separate 'can't see the object/tab' from 'can't see the records'. If they can't open the object or tab at all, it's CRUD / tab visibility / PSL / app assignment. If they can open it but see no records, it's record access - org-wide defaults, sharing rules, role hierarchy, or sharing sets for Experience users. Treating those two symptoms differently saves a lot of time. 

     

    4. App + Lightning page. Make sure the right app and tabs are visible to their profile, and that the Lightning record/home page showing the feature is actually assigned to their app/profile - a component can silently disappear if the page assignment doesn't cover them. 

     

    5. Fastest diagnostic: Login As the affected user (if enabled) and reproduce - you'll see exactly what's missing far quicker than auditing config. 

     

    If you can share the specific feature/object they can't reach and whether they get 'insufficient privileges', a blank tab, or empty records, I can point you straight at the layer. The Salesforce Help 'Education Cloud' setup docs also list the exact PSLs and permission sets per feature. 

     

    Hope that helps you narrow it down!

0/9000

⛰️ 🔐 New Hands-on Workshop for Premier & Signature Admins: Secure the Org: Find and Fix Vulnerabilities (ADX012)

 

 Misconfigured security settings are one of the leading causes of data breaches. In this 90-minute instructor-led workshop, you'll step into the role of an internal security auditor to identify and fix real Salesforce vulnerabilities across the most common misconfiguration areas. 

 

This workshop was adapted from a fan-favorite capture-the-flag game that has been a hit at live Salesforce events — now available virtually so more admins can play! This practical workshop is for:

  • Newer admins — you'll find the challenges approachable and manageable. The hands-on format makes security feel less daunting and more actionable
  • Seasoned practitioners — you'll likely discover security settings you haven't previously been aware of
  • All learners — challenges are independent of each other, so you can move at your own pace, skip ahead, and circle back with no pressure

Sessions are live and available!

  • Fri Jul 31 — 9:00am ET [AMER]
  • Mon Aug 3 — 3:30pm ET [AMER]
  • Tue Aug 11 — 10:00am CET [EMEA]
  • Check the session listings for more workshops across regions 

➡️ Premier and Signature customersRegister today on Trailhead Academy — Course code: ADX012

 

#Security

12 comments
0/9000

We’re excited to share that Higher Ed Dreamin’ is officially back for another year! If you’ve joined us in the past, you know this is the community-led conference for Salesforce users in higher education — where innovation, collaboration, and inspiration come together to move our campuses forward. And, don't forget it is entirely VIRTUAL and FREE to attend.  

 

 📌 Here’s what you need to know: 

 

Registration is NOW OPEN 

 

Secure your spot for Higher Ed Dreamin’ 2026, a FREE VIRTUAL event happening on 12/9/2026. Join hundreds of peers from across higher ed to learn, connect, and dream bigger with Salesforce. Register here

https://lnkd.in/eM9iGbbj

 

 

Call for Proposals is NOW OPEN! 

 

Have a story, solution, or strategy to share? Our Call for Proposals form is now open and will close on September 7th. We’d love to hear your voice — and help you shine on our virtual stage! Remember that only employees of a higher education institution are eligible to present.

https://lnkd.in/eNHZtBfd

 

 

https://www.linkedin.com/feed/update/urn:li:activity:7490234189477224448

 

 

@AI for Education @Agentforce Education (Education Cloud) @Education at Dreamforce @Education Data Architecture

1 comment
0/9000

Hello,

Education Cloud schools....we currently have all of our applications developed in one Omniscript, which is hosted on an Experience Cloud site.  We would love to hear what other schools are doing.  What technology did you develop the application in (ex: Omnistudio, Salesforce Forms, FormAssembly)?  How many applications and sites/portals do you have?  For example, do you have one application that handles all student types or separate applications?

We would like to gauge how other schools are handling their applications, so any information would be helpful.

Thank you in advance!

7 answers
0/9000

Hi everyone, I’m looking to start learning Salesforce Education Cloud. Could you please recommend the best place to begin? 

 

I’d also like to understand the relationship between Education Cloud and OmniStudio. There don’t seem to be many training courses available, so I’d appreciate any resources or guidance. 

 

#Education Cloud #Higher Education

3 answers
  1. Jul 28, 10:11 AM

    Read the core concepts and documentation

0/9000

We are moving from EDA to Education Cloud and want to get some of my staff some early awareness around the tool so that they can help create training for our staff in the future. 

 

 

#Trailhead  #Education Cloud

6 answers
  1. Jul 21, 8:50 PM

    @Martha Fernandez much of the content on trailhead is EDA related but some has been updated.  That being said ED Cloud has heavy use of omnistudio so I always recommend making sure you get up to speed with that.  Beyond that you will really want to dig into the ERD to understand what all of the objects are and how to use them properly.

0/9000

How many hours needed for Agentforce Education implementation for a university?

2 answers
  1. Jul 19, 1:12 PM
    @Samira Asfour

    that’s too vague of a question to answer properly. Reach out to Jason Z to see if y’all can high level scope it and then t-shirt size it.

    A University like any business entity, has different needs and different requirements and differing levels of readiness to apply Salesforce into its techstack.

0/9000

Question

Hi everyone,

I'm configuring an Agentforce Service Agent with Enhanced Messaging (Web v2) in a Salesforce Developer Edition org.

The agent works perfectly in Agent Preview, but when I test using Test Enhanced Web Chat (from the Embedded Service Deployment), every message—including "Hello"—returns:

Configuration already verified

  •  Agent is Published and Active
  •  Agent Preview works correctly 
  •  Embedded Service Deployment is Published
  •  Messaging Channel configured 
  •  Routing Type = Omni-Flow
  •  Omni-Flow = NovaMart Chat Routing
  •  Route Work: 
    •  Service Channel = Messaging
    •  Route To = Agentforce Service Agent
    •  Agent = NovaMart FAQ Agent
    •  Fallback Queue configured 
  •  Presence Status = Available (Messaging channel selected) 
  •  Omni-Channel user is Available
  •  Service Cloud User enabled 
  •  Agent Access configured 
  •  Queue configured for Messaging 

Additional observation

The same error occurs in Salesforce's own Test Enhanced Web Chat, so it doesn't appear to be an issue with my website, JavaScript snippet, or embedded deployment code.

My questions

  1.  Has anyone seen this issue in a Developer Edition org? 
  2.  Is there any additional prerequisite for Agentforce + Enhanced Messaging that isn't obvious in Setup? 
  3.  Does the EinsteinServiceAgent User require any additional configuration? 
  4.  Is there any backend provisioning (Digital Engagement/Enhanced Messaging) that Salesforce must complete before Agentforce routing works? 

Any guidance or ideas would be greatly appreciated.

Thank you!

1 answer
  1. Jul 20, 3:50 AM

    @ANANTHARAMAIAH VENKATA POCHINCHARLA

     

    The fact that Agent Preview works while Enhanced Web Chat fails is the single most useful clue here. It tells us the agent itself, its topics, and its actions are fine. Agent Preview bypasses the routing layer entirely and talks to the agent directly. Enhanced Web Chat goes through Messaging, Omni-Channel routing, and then to the agent. So the break is somewhere in that routing chain, not in the agent. 

     

    That narrows it a lot, and it also points at your fourth question, which I think is closest to the real answer. 

     

    On Developer Edition and backend provisioning, this is where I'd look first. Messaging for In-App and Web with Enhanced Messaging requires Digital Engagement provisioning, and Developer Edition orgs frequently do not have the full Enhanced Messaging backend provisioned even when every Setup screen lets you configure it successfully. That's the trap: Setup will happily let you build the channel, the deployment, and the routing, and everything will look correct, but the underlying messaging infrastructure that actually delivers the conversation to the agent was never turned on. "Agents are not available" is the generic front-end message when that chain can't complete on the backend. This matches your symptom precisely, including the fact that Salesforce's own Test Enhanced Web Chat fails identically, which rules out your snippet and your site.

    On the EinsteinServiceAgent user, this is worth verifying carefully because it's the second most likely cause. The Agentforce Service Agent runs as its own dedicated user, and that user needs to be properly configured to receive work. Specifically, confirm the agent user has the Agentforce Service Agent permission set (or the relevant Agentforce permission set license) actually assigned, and confirm the agent user is enabled for Omni-Channel with a presence configuration that includes the Messaging service channel. A very common failure is that the human Omni-Channel user is set up perfectly (which you've done) while the agent user itself is missing the Omni presence configuration or the permission set license, so routing has nowhere valid to deliver the work. Your checklist covers your own user's availability, but the agent user is a separate identity with its own requirements.

     

    On non-obvious prerequisites, a few to verify:

    Confirm Omni-Channel itself is enabled and that a Service Channel record exists specifically for Messaging Session, not just Messaging. The routing has to resolve to a Service Channel tied to the MessagingSession object.

     

    Check that your Messaging Channel is actually associated with the Embedded Service Deployment you're testing from, and that the deployment is using the Enhanced (v2) messaging type rather than a legacy configuration. Mixing a legacy channel with an Enhanced deployment produces exactly this kind of silent routing failure.

    Verify the Omni-Flow is actually being invoked. Open your NovaMart Chat Routing flow and check whether it has any recent runs, or add a temporary debug element. If the flow never fires, the failure is upstream of routing entirely, which again points to provisioning. If it fires and then fails at Route Work, the problem is the agent user's ability to receive.

     

    My honest read on your four questions: yes, this is common in Developer Edition specifically; the non-obvious prerequisite is Digital Engagement / Enhanced Messaging backend provisioning; the EinsteinServiceAgent user does need its own permission set license and Omni presence configuration beyond what you'd set for a human user; and yes, there is backend provisioning that Salesforce must complete, and in a Developer Edition org that provisioning often simply isn't there and cannot be self-enabled from Setup.

    The fastest path to certainty: check whether your Omni-Flow is executing at all. If it never runs, you have your answer and it's provisioning. If it runs and fails at Route Work, focus on the agent user's permission set license and Omni presence configuration. Either way, if you can test the same configuration in a trial org or a sandbox of a fully provisioned org and it works there, that confirms Developer Edition provisioning as the culprit and saves you from chasing config that was never wrong.

     

    Given the effort you've clearly put into the setup, I'd also just log a case with Salesforce Support and ask directly whether Enhanced Messaging and Digital Engagement are provisioned on your Dev org. That's a question only they can answer definitively, and it takes them minutes to check.

0/9000

Hello Trailblazers! 

 

The Learning Data Model Fundamentals Trailhead badge is now live! Discover how Agentforce Education provides a flexible framework for centralizing and managing all of your academic data. Explore the key objects and tools that power curriculum management, student progress tracking, and degree planning for any type of academic institution. 

0/9000