Advisors can create goal assignments to help students set and manage career and life
goals, track campus activities, and build a comprehensive action plan for success. Students can
create their own goals based on their competencies and traits through the portal.
Required Editions
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education
Cloud |
| User Permissions Needed |
| To create goal assignments: |
Education Cloud Full Access permission set |
Before you begin:
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From the App Launcher, find and select Goal Assignments.
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Click New.
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Select the status of the assigned goal.
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Select an account for the parent record.
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Select dates when the goal is effective and by when the assigned goal is targeted to be
completed.
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Select the goal definition associated with the goal assignment.
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Select the assignee as contact and then select the corresponding student’s contact
value.
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Select the priority of the goal assignment.
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Enter a custom goal name for the goal assignment.
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Select the category as Career and Life Goals.
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Save your changes.
