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
Securely connect your Salesforce account to the agent.
Train your agent
Add Salesforce articles, links, Q&As, and more for accurate answers.
Let the agent work for you
The agent manages leads, cases, updates, and daily Salesforce tasks.
Supported Salesforce Clouds
Jotform Salesforce Agent works across the Salesforce Clouds your team relies on — so your workflows stay connected, consistent, and powerful.
Automate student inquiries, case handling, and enrollment support in Salesforce.
Enable students to access information, forms, and support through a self-service portal.
Manage student wellness or counseling cases securely when applicable to institutional use.
Regardless of which cloud you use, Jotform Salesforce Agent ensures that your internal processes remain connected and consistent.
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.
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.
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.
