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Agentforce Education
Manage Delegated Access

Manage Delegated Access

Data privacy regulations such as FERPA and GDPR require strict access delegation. Students need control over who accesses their data and the ability to revoke access at any time. Your institution also needs audit trails to support compliance. Manage delegated access efficiently, support compliance, build trust, and improve the experience for families.

Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
  • Create a Delegate Access Data Set
    Map the objects that students share with proxies, and define how they resolve to the student. Create separate datasets if proxies require access to different categories of information, such as billing statements or course schedules.
  • Create a Delegate Access Definition
    Combine a delegated access dataset and a permission set into an access option. Students see these definitions on the portal when delegating access to proxies.
 
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