US English (US)
ES Spanish

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Log in
English (US)
US English (US)
ES Spanish
  • Home
  • Help & Support
  • Support
  • Support FAQs
  • RIO Education FAQs

RIO Education Use Case for Agent

Make life easy for your Agents, all within one system

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • RIO Certification
    RIO Certification Program RIO Academy RIO Challenge RIO Recipe Training
  • Releases
    Release Notes
  • Help & Support
    Install RIO Education RIO Insights RIO Recipe Support
  • About Us
    Who is RIO Education? Start Your RIO Journey Housekeeping
  • Experience RIO in action
+ More

Use case

In many institutions, Agents play an important role in the channel sales model. In RIO Education, we can support the Agent use case by providing them a portal to access. An Agent can perform various functions as shown below.

Application on behalf of students

Agents can file an Application on behalf of a Student. 



Supply additional information

Record historical educational qualifications and upload proof of completion:



Track student application progress

Review each student's application progress and understand what is required at what stage:



Measure progress with Report/Dashboard

View overall performance using Salesforce Report/Dashboard function.

Partner Experience

This function will depend on Salesforce Partner Experience license.



Agent commission calculation

On top of all these, a custom Commission module can be built on top of RIO Education to calculate various methods:

  1. Fixed fee per successful application.
  2. Variable fee per number of successful applications.
  3. Percentage fee per successful application.



Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • Using Salesforce Flow to create an online application form
  • Dynamic Dashboard limit error
  • Faculty using Lightning Platform Starter & Cases
RIO Education

RIO Education, a WDCi Company. This information is proprietary, confidential and protected by copyright ©2024.

CONTACT

Get in touch

  • Privacy
  • Terms of service

Knowledge Base Software powered by Helpjuice

Definition by Author

0
0
Expand