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Create Record Alerts and Post Student Progress

Configure flows to create student record alerts and send course offering participant insights directly to Slack.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed
To turn on Advanced Academic Operations: Education Cloud Full Access
To configure flows: Manage Flow

Before you start:

  1. Modify the EDU Course Operations: Create Record Alert flow.
    1. From Setup, find and select Flows.
    2. Select EDU Course Operations: Create Record Alert.
    3. Click Save as New Flow.
    4. For the Get Advising Case element, add a condition where the Record Type ID equals the ID of the advising case record type.
      To locate the record type ID, see Find the Salesforce ID of a Record Type.
    5. Save and activate the flow.
  2. Modify the EDU Course Operations: Post Student Progress to Slack Channel flow.
    1. From Setup, find and select Flows.
    2. Select EDU Course Operations: Post Student Progress to Slack Channel.
    3. Click Save as New Flow.
    4. To post student progress on a different schedule, in the Start element, edit the frequency.
    5. Save and activate the flow.