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Financial Aid Agent for Agentforce Education
Use the Financial Aid Agent to assist prospective students, applicants, and current students with inquiries related to their financial aid. The agent provides immediate and accurate responses to help students understand their financial aid status, requirements, and awards.
| Available in: Lightning Experience |
Available in: Enterprise, Performance, Unlimited, and Developer Editions with with these enabled licenses and add-ons:
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- Financial Aid Agent Considerations
To use the Financial Aid Agent, consider supported functionality, usage, limitations, and security requirements. - Financial Aid Agent Topics and Actions
Use the Financial Aid Agent topic to answer questions from password-verified prospects and authenticated students about their financial aid. - Set Up the Financial Aid Agent
Configure the Financial Aid Agent to display personalized financial aid information to students and prospects using Data 360 and Agentforce.
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