Advisors create an involvement group member in Education Cloud to track membership or participation of students in the involvement groups on campus.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
| User Permissions Needed | |
|---|---|
| To create involvement group members: | Education Cloud Full Access permission set |
Before you begin:
- Set Up Your Org for Career Planning and Life Goals
- Define values for the Role picklist in the Involvement Group Member object using the Object Manager. By default, these picklists have no values.
- From the App Launcher, find and select Involvement Group Members.
- Click New.
- Select a contact related to the involvement group member. This must be a nonperson contact.
- Select an involvement group.
- Enter a description of the involvement group member.
- Select the date the member joined the involvement group.
- Select the role of the member in the involvement group.
- Select the member's level of involvement in the involvement group.
- Select whether the involvement group member is related to an academic term or an academic year and then select a corresponding value.
- Save your changes.