Use the Salesforce Feedback Management and Education Cloud features to send recommendation surveys to applicants' references.
- Create a Recommendation Form
Create a survey for the Admissions: Invite Recommender to Complete Recommendation Survey flow to send to recommenders. - Prepare Recommender Omniscript and Flexcard
Clone and configure the Omniscript and Flexcard that are used to collect and show survey responses as part of the recommendation process. - Clone the Recommendation Survey Invitation Flow
Clone the Admissions: Invite Recommender to Complete Recommendation Survey flow that sends your survey to recommenders. - Create Tasks for Recommendations on Your Action Plan Template
To send surveys to recommenders, create a stage for each recommendation in your application form. For example, if you want a recommendation from a parent and one from a teacher, create a separate application stage for each recommendation. - Clone Additional Recommender Flows
Make a copy of the Education Cloud admissions flows that are used to connect recommenders to survey subjects and update admissions records with recommendation information before you use them, and then activate the flows.