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Agentforce Education
Staff Assisted Proxy Management and Access Delegation

Staff Assisted Proxy Management and Access Delegation

Student advisors can grant parents, guardians, and other proxies access to selected student information for a specified time period. Select the delegated access definitions that determine which categories of information the proxy can access.

Required Editions

Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed
To grant delegated access to proxy users:

Education Cloud Full Access permission set

AND

Manage Delegated Access and Related Objects

To grant delegated access to a proxy user:

  1. From the App Launcher, find and select Cases or Contacts.
  2. Open a student case or contact.
  3. In the My Proxies section, click New.
  4. Enter the proxy name details.
  5. Select a relationship.
  6. Enter an email address.
  7. Click Next.
  8. Turn on the delegated access definitions for the categories that the proxy can access. Proxies can access only data that the student has access to.
  9. Set the start and end dates for access.
  10. Save your changes.
 
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