Transform student CRM data into personalized AI mentoring experiences — without leaving your infrastructure.
Salesforce Education Cloud centralizes student relationships, enrollment data, and success workflows. When paired with ibl.ai MentorAI, that data becomes the foundation for intelligent, personalized AI tutoring and mentoring agents that engage students at every stage of their journey.
MentorAI agents are purpose-built for education — not generic chatbots. They understand course context, student history, and institutional goals. By syncing with Salesforce Education Cloud, MentorAI delivers timely, relevant guidance informed by real CRM signals like enrollment status, advising notes, and success milestones.
Your institution owns the agents, the data, and the infrastructure. The Salesforce + MentorAI integration is designed for zero vendor lock-in, full FERPA compliance, and seamless deployment alongside your existing Salesforce workflows and education technology stack.
The integration connects Salesforce Education Cloud to ibl.ai MentorAI via a secure middleware layer. Student records, enrollment events, and advising data flow from Salesforce into MentorAI's context engine, enabling agents to deliver personalized interactions. Engagement outcomes and learning signals are written back to Salesforce to enrich student success records.
Source of truth for student CRM data, enrollment records, and advising workflows
Salesforce CRM, Education Data Architecture (EDA)Secure data sync layer handling authentication, field mapping, and event routing between Salesforce and MentorAI
REST APIs, Salesforce Connected App, OAuth 2.0, webhooksHosts purpose-built AI mentoring agents that consume student context and deliver personalized tutoring interactions
ibl.ai Agentic OS, LLM orchestration, RAG pipelinesWrites MentorAI engagement outcomes and escalation signals back into Salesforce student success records
Salesforce REST API, custom objects, Flow automationIn your Salesforce org, create a Connected App with OAuth 2.0 scopes for API access. Generate client credentials and configure callback URLs to authorize ibl.ai's integration middleware to read and write student records securely.
In the ibl.ai admin console, enter your Salesforce Connected App credentials and map Salesforce Education Cloud objects — Contact, Program Enrollment, Success Plan — to MentorAI's student context schema.
Configure MentorAI agents with institution-specific roles — academic tutor, career mentor, onboarding guide. Assign each agent the Salesforce data fields it should use to personalize interactions, such as program of study or at-risk status.
Use Salesforce Flow or Platform Events to push enrollment milestones and at-risk alerts to MentorAI in real time. Configure which events should proactively activate a MentorAI agent session for the affected student.
Configure MentorAI to write session summaries, engagement scores, and escalation flags back to Salesforce custom objects on the student Contact record. Validate field mappings and test with sample session data.
Run end-to-end tests using sandbox student records. Verify data flows in both directions, confirm agent personalization accuracy, and review compliance settings. Promote to production and monitor via ibl.ai and Salesforce dashboards.
MentorAI agents read student program enrollment, academic history, and advising notes from Salesforce to deliver tutoring sessions tailored to each student's specific context and goals.
When Salesforce flags a student as at-risk or missing a success milestone, MentorAI automatically initiates a personalized mentoring interaction to re-engage the student before they disenroll.
MentorAI detects when a student's needs exceed AI support and writes escalation signals directly to the student's Salesforce record, alerting human advisors with full session context.
Session summaries, topic coverage, and engagement scores from MentorAI are written back to Salesforce, giving advisors and success teams a richer, AI-augmented view of each student.
MentorAI agents run on your infrastructure. Your Salesforce data never trains third-party models. You own the agent code, configuration, and all interaction data — full FERPA compliance by design.
Deploy specialized MentorAI agents for each student lifecycle stage tracked in Salesforce — prospective student, enrolled learner, alumni — ensuring relevant support at every relationship touchpoint.
MentorAI agents handle high-volume, routine advising questions — course selection, degree requirements, deadlines — using Salesforce enrollment data for accuracy, freeing human advisors for complex cases.
Salesforce at-risk flags trigger MentorAI to reach out to struggling students with personalized check-ins, study resources, and motivational support, reducing dropout rates through timely AI engagement.
When a new student enrollment is recorded in Salesforce, MentorAI launches a tailored onboarding agent that guides them through orientation tasks, campus resources, and first-semester planning.
MentorAI career agents use Salesforce program-of-study and success plan data to deliver personalized career pathway guidance, internship preparation, and skills gap analysis for each student.
For alumni and continuing education learners tracked in Salesforce, MentorAI delivers upskilling recommendations and learning nudges, extending the institution's value beyond initial enrollment.
See how ibl.ai deploys AI agents you own and control—on your infrastructure, integrated with your systems.