Advisors can tailor goals for students based on their individual interests, personalities, competencies, and traits.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
| User Permissions Needed | |
|---|---|
| To create personalized goals: | Education Cloud Full Access permission set |
Before you begin:
- From the App Launcher, find and select Cases.
- Select a case record for the student.
- Go to the Student Goals tab.
- Click New.
- Select the status of the goal.
- Select dates when the goal is effective and by when the goal is targeted to be completed.
- Enter a custom goal name.
- Enter the completion percentage and a goal description.
- Save your changes.