Salesforce Agent for Education

Help schools, colleges, and universities streamline student engagement, enrollment processes, and academic support. With AI-driven Salesforce automation, educators can focus more on learning outcomes while routine tasks run automatically.

How Salesforce Agent works

Connect to Salesforce

Salesforce에 연결

Securely connect your Salesforce account to the agent.

Train your agent

에이전트 교육

Salesforce 문서, 링크, Q&A 및 기타 자료를 추가하여 정확한 답변을 얻으세요.

Let the agent work for you

에이전트가 당신을 위해 일하도록 하세요

에이전트가 리드, 사례, 업데이트 및 일일 Salesforce 작업을 관리합니다.

Empower student success with an AI-powered Salesforce Agent for education

Student enrollment and lead management

Automatically capture and qualify student inquiries from websites, chats, and campaigns. The agent syncs every inquiry into Salesforce for immediate follow-up by admissions teams. This ensures that no prospective student is overlooked and that admissions pipelines remain full.

Student enrollment and lead management

Academic support and case management

Provide instant answers to student questions with automated case creation and updates. The agent retrieves records and knowledge articles to provide students with accurate support 24/7. Staff can then focus on higher-value academic tasks instead of repetitive inquiries.

Academic support and case management

Records and compliance

Keep student records up to date automatically during every interaction. The agent reduces errors and ensures compliance by syncing all changes directly into Salesforce.

Records and compliance