Collect Recommendations

Save time and improve the experience for applicants, recommenders, and admissions staff. Recommender experience simplifies the recommendation process, from sending a survey invitation to populating the individual application task with recommendation details, and enabling recommendation reminders.

Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
Note
Note To test the recommendation experience, register on your Education Portal as an applicant, start an application, and then request a recommendation. This process creates the contact and recommender records that cause the flows to run.
Flow What it does
Admissions: Invite Recommender to Complete Recommendation Survey Sends an email inviting an applicant's recommender to complete a recommendation survey.
Admissions: Link Application Recommender to Survey Subject Adds a survey subject to the application recommender record.
Admissions: Update Application Recommender and Recommendation with Survey Response Updates the related application recommender status and links the survey response to a new application recommendation record.
Update IAT Status According to Recommendation Updates the individual application task status based on the application recommender status.
  • Feedback Management Configuration
    Recommender experience flows use Salesforce Feedback Management surveys to collect recommendation details and Omnistudio components show them on the Individual Application page.
  • Recommendation Form Configuration
    Use the Salesforce Feedback Management and Education Cloud features to send recommendation surveys to applicants' references.