What is Salesforce Agentforce?

Agentforce is Salesforce's AI agent platform that enables autonomous agents to handle tasks across the CRM. On ibl.ai, Agentforce agents connect to your campus memory layer to handle enrollment inquiries, advancement outreach, student success interventions, and operational tasks—all within your existing Salesforce environment.

How does Agentforce differ from Salesforce Einstein?

Einstein provides AI features within Salesforce (predictions, recommendations). Agentforce creates autonomous agents that can execute multi-step workflows, access external data, and take actions. Think of Einstein as insights, Agentforce as action.

What higher education use cases work well with Agentforce?

Common use cases include: prospective student inquiry handling, application status updates, financial aid document collection, alumni giving outreach, event registration, and student support ticket triage. Any process currently handled by forms and manual follow-up is a candidate.

Does Agentforce work with Education Cloud?

Yes. Agentforce integrates natively with Salesforce Education Cloud, accessing student records, recruitment data, case management, and success plans. ibl.ai extends this with connections to your SIS, LMS, and other campus systems for complete context.

How do we maintain control over what agents can do?

Agents operate within defined guardrails—specific actions they can take, data they can access, and escalation paths when human intervention is needed. All agent actions are logged, and you control permissions through both Salesforce and ibl.ai policy layers.

Interested in an on-premise deployment or AI transformation? Call or text 📞 (571) 293-0242

Salesforce Agentforce

CRM-native AI agents for K-12—enrollment, family engagement, and student support, powered by your Salesforce data.

Sector:

Your Code. Your Data.Full ownership, zero vendor lock-in

Any LLM, Your ChoiceWorks with all major providers

85% Lower CostSignificantly cheaper at scale

AI TransformationPre-existing and custom agents

Salesforce Agentforce - CRM-Native AI for K-12 Education

Deploy Salesforce Agentforce—the most sophisticated CRM-embedded AI—on ibl.ai's AI Operating System. Build intelligent agents for enrollment management, family engagement, student support, and district operations that leverage your complete Salesforce data with full code ownership, COPPA/CIPA/FERPA compliance, and zero vendor lock-in.

What This Is

Salesforce Agentforce represents a paradigm shift: AI agents that don't just query your CRM but truly understand families, students, and district context. Built natively on the Salesforce platform with Einstein GPT, Agentforce agents have access to your complete constituent data—every interaction, every touchpoint, every relationship—enabling unprecedented personalization and automation. Combined with ibl.ai's AI Operating System, we help your district deploy Agentforce agents that transform enrollment, family communication, and student support operations—with age-appropriate safeguards and student privacy protections. All configurations, custom actions, and Apex logic belong entirely to your district. Export, modify, or migrate anytime.

Agentforce by District Function

Enrollment & RegistrationDeploy enrollment agents that guide families through registration, school choice, lottery, and transfer processes. AI that personalizes responses based on address, grade level, language preference, and program eligibility. Agents fluent in enrollment windows, waitlists, and capacity management.

Family & Parent EngagementBuild family communication agents that deliver multilingual, personalized updates on student progress, school events, and district announcements. AI that understands household structures, communication preferences, and engagement history in your Salesforce org.

Student Support & InterventionDeploy early warning agents that monitor attendance patterns, behavioral referrals, and academic indicators. AI that triggers intervention workflows, connects counselors with at-risk students, and tracks support plan progress—all with FERPA-compliant data handling.

Special Education & 504 ServicesCreate IEP/504 coordination agents that track meeting schedules, service delivery, compliance timelines, and parent communications. AI that helps case managers stay on top of federal and state special education requirements.

Transportation & OperationsBuild operations agents that handle bus route inquiries, schedule changes, facility requests, and meal program enrollment. AI grounded in your Salesforce operations data with role-appropriate access controls.

HR & Staff DevelopmentCreate staff-facing agents that manage professional development tracking, certification renewal reminders, and substitute placement. AI fluent in teacher licensure requirements, PD credit tracking, and evaluation cycles.

Community & Volunteer CoordinationDeploy community engagement agents that manage volunteer applications, background check status, event sign-ups, and partnership programs. AI that matches volunteers with school needs based on skills and availability.

Communications & MarketingBuild district communication agents that segment audiences by school, grade, program, and language. AI that optimizes message delivery and tracks engagement across Marketing Cloud campaigns.

Agentforce Platform Capabilities

Data Cloud FoundationAgents access unified family and student profiles from Data Cloud, combining CRM data with SIS feeds (PowerSchool, Infinite Campus) for complete views of every household.

Einstein GPT NativePowered by Einstein GPT with your Salesforce data automatically grounded in context. No separate embedding pipelines—your CRM is the knowledge base, with age-appropriate content filtering.

Agent ActionsDefine custom actions that agents can take: update enrollment records, send parent notifications, create referrals, trigger approval flows, or call Apex. Full CRM automation within agent conversations.

Topics & InstructionsConfigure agents with topic-specific instructions and age-appropriate guardrails. Different agents for families, staff, and students, all governed by your district policies.

Multi-Channel DeploymentDeploy agents in Experience Cloud parent portals, district websites, SMS, and mobile apps. Meet families where they are, in their preferred language.

Flow OrchestrationAgents can trigger and orchestrate complex Salesforce Flows. Combine AI intelligence with your existing enrollment, intervention, and communication workflows.

Salesforce Ecosystem Integration

Education Cloud (K-12)Deep integration with K-12 data architecture, enrollment management, and student success tracking. Agents that understand grade levels, schools, programs, and academic calendars.

Experience CloudDeploy agents in parent portals, student portals, and community sites. Self-service with AI escalation to school staff when needed.

Marketing CloudLeverage engagement history and journey data for multilingual family communications. AI that optimizes outreach based on language preference and engagement patterns.

Service CloudConnect agents with help desk and case management for parent inquiries, transportation issues, and operational requests. AI triage with escalation to human staff.

Slack IntegrationAgentforce in Slack channels for staff collaboration. Teachers and administrators can query student data and trigger actions without leaving Slack.

MuleSoft ConnectivityExtend agents to SIS (PowerSchool, Infinite Campus), rostering (Clever, ClassLink), and assessment platforms via MuleSoft to enrich agent context.

Complete Ownership (No Lock-In)

Agentforce agent configurations and topic definitions with age-appropriate guardrails

Custom Agent Actions with Apex code and Flow definitions

Einstein GPT prompt templates with COPPA/FERPA-compliant instruction sets

Data Cloud integration configurations for SIS and rostering feeds

Experience Cloud parent/student portal agent deployment templates

MuleSoft integration flows for PowerSchool, Clever, and assessment systems

All configurations in your Salesforce org—nothing in ibl.ai instances

Full deployment documentation and change management guides

Engagement Model

Salesforce Assessment (1-2 weeks):Review your Salesforce licensing, data model, SIS integrations, and COPPA/CIPA/FERPA requirements. Identify Agentforce opportunities across district operations.

Agent Design Workshop (2-3 weeks):Define agent personas, topics, actions, and age-appropriate guardrails with your district leadership, IT, and school teams.

Development Sprint (4-8 weeks):Build agents, configure Einstein GPT with content safety filters, develop custom actions, and integrate with parent/student portals.

Pilot & Refinement (2-4 weeks):Deploy to select schools, gather family and staff feedback, refine prompts, and tune agent behavior based on real interactions.

Training & Handoff:Comprehensive training for your Salesforce admins and district technology team to own ongoing agent development.

Trust & Compliance

Runs entirely within your Salesforce org with your security model

Einstein Trust Layer ensures student data never leaves Salesforce for model training

Profile and permission set enforcement with age-appropriate access controls

Field-level security respected in all agent responses—IEP, behavioral, and health data protected

Full audit trail of agent interactions in Salesforce

COPPA, CIPA, FERPA, and state student privacy law compliance via Salesforce certifications and district-configured guardrails

Example Agentforce Scenarios

Enrollment: 'How do I register my child for kindergarten?' → Eligibility check → Required documents → School options → Registration form → Confirmation and next steps

Family Engagement: 'Como esta mi hijo en matematicas?' → Multilingual response → Grade summary → Teacher comments → Upcoming assignments → Parent-teacher conference scheduling

Student Support: Attendance pattern detected → Counselor alert → Family outreach → Support plan creation → Resource referral → Follow-up scheduling

Transportation: 'My child's bus was late today' → Route status check → Delay explanation → Updated ETA → Alternative arrangements → Incident logging

Staff Development: 'When does my teaching license expire?' → Certification lookup → Renewal requirements → PD credit status → Course recommendations → Submission tracking

Why Agentforce + ibl.ai

CRM-Native Intelligence:Agentforce isn't bolted on—it's built into Salesforce. Your family data, your security, your workflows, all accessible to AI without complex integrations.

Einstein Trust Layer:Enterprise-grade data protection ensures student data never leaves Salesforce for AI model training. COPPA/FERPA privacy by architecture.

K-12 Expertise:ibl.ai brings deep experience with Salesforce for K-12, SIS integration, and the unique data models and compliance requirements of school districts.

Action-Oriented:Agentforce agents don't just answer questions—they take action. Enroll students, notify parents, trigger interventions, all from conversation.