---
schema_version: "1"
id: de9b9b4506689260923f3864f2604254b396e49f96e6b3f2f23e57c601612b8c
title: Alumni Engagement Metrics Calculated Insights Definitions
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_education_cloud_calculated_insights_definitions.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_education_cloud_calculated_insights_definitions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a59da9c4488389db59f2344f5710c83e326b341cdd7cb11e369094dc0464be42
description: Use these sample calculated insights when you set up Alumni Engagement Metrics.
products:
  - Education
release: "264"
---
# Alumni Engagement Metrics Calculated Insights Definitions

Use these sample calculated insights when you set up Alumni Engagement Metrics.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Required Editions">
      <caption>Required Editions</caption>
      <colgroup>
        <col style="width:100%">
      </colgroup>
      <tbody>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>Available in: <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions
              with Education Cloud and the Agentforce for Education add-on license. Einstein
              generative AI is available in Lightning Experience.</p>
            <p style="margin-bottom:0;">To purchase the Agentforce for
              Education add-on, contact your Salesforce account executive.</p>
          </td>

        </tr>
      </tbody>
    </table>

## Example: Comprehensive Using Individual

```
SELECT ssot__Individual__dlm.ssot__Id__c as IndividualId__c,
SUM( CASE
    WHEN SubQuery1.EngagementType__c = 'Communications' THEN 1 
    WHEN SubQuery1.EngagementType__c = 'Experiential' THEN 1 
    WHEN SubQuery1.EngagementType__c = 'Philanthropic' THEN 1 
    WHEN SubQuery1.EngagementType__c = 'Volunteerism' THEN 1 
    ELSE 0
END) as EngagementActivities__c,
CASE WHEN
    SUM( CASE
        WHEN SubQuery1.EngagementType__c = 'Communications' THEN 1 
        WHEN SubQuery1.EngagementType__c = 'Experiential' THEN 1 
        WHEN SubQuery1.EngagementType__c = 'Philanthropic' THEN 1 
        WHEN SubQuery1.EngagementType__c = 'Volunteerism' THEN 1 
        ELSE 0
    END) > 0 THEN 'Engaged'
    ELSE 'Not Engaged' 
END as EngagementStatus__c,
SUM( CASE
    WHEN SubQuery1.EngagementType__c = 'Communications' THEN 1
    ELSE 0
END) as CommunicationActivities__c,
SUM( CASE
    WHEN SubQuery1.EngagementType__c = 'Experiential' THEN 1
    ELSE 0
END) as ExperientialActivities__c,
SUM( CASE
    WHEN SubQuery1.EngagementType__c = 'Philanthropic' THEN 1
    ELSE 0
END) as PhilanthropicActivities__c,
SUM( CASE
    WHEN SubQuery1.EngagementType__c = 'Volunteerism' THEN 1
    ELSE 0
END) as VolunteerismActivities__c,
CASE WHEN SUM( CASE
        WHEN SubQuery1.EngagementType__c = 'Communications' THEN 1
        ELSE 0
    END) > 2 THEN 'High'
    WHEN SUM( CASE 
        WHEN SubQuery1.EngagementType__c = 'Communications' THEN 1
        ELSE 0
    END) > 1 THEN 'Medium'
    WHEN SUM( CASE 
        WHEN SubQuery1.EngagementType__c = 'Communications' THEN 1
        ELSE 0
    END) > 0 THEN 'Low'
    ELSE 'Not Applicable' 
END as CommunicationStatus__c,
CASE WHEN SUM( CASE
        WHEN SubQuery1.EngagementType__c = 'Experiential' THEN 1
        ELSE 0
    END) > 2 THEN 'High'
    WHEN SUM( CASE 
        WHEN SubQuery1.EngagementType__c = 'Experiential' THEN 1
        ELSE 0
    END) > 1 THEN 'Medium'
    WHEN SUM( CASE 
        WHEN SubQuery1.EngagementType__c = 'Experiential' THEN 1
        ELSE 0
    END) > 0 THEN 'Low'
    ELSE 'Not Applicable' 
END as ExperientialStatus__c,
CASE WHEN SUM( CASE
        WHEN SubQuery1.EngagementType__c = 'Philanthropic' THEN 1
        ELSE 0
    END) > 2 THEN 'High'
    WHEN SUM( CASE 
        WHEN SubQuery1.EngagementType__c = 'Philanthropic' THEN 1
        ELSE 0
    END) > 1 THEN 'Medium'
    WHEN SUM( CASE 
        WHEN SubQuery1.EngagementType__c = 'Philanthropic' THEN 1
        ELSE 0
    END) > 0 THEN 'Low'
    ELSE 'Not Applicable' 
END as PhilanthropicStatus__c,
CASE WHEN SUM( CASE
        WHEN SubQuery1.EngagementType__c = 'Volunteerism' THEN 1
        ELSE 0
    END) > 2 THEN 'High'
    WHEN SUM( CASE 
        WHEN SubQuery1.EngagementType__c = 'Volunteerism' THEN 1
        ELSE 0
    END) > 1 THEN 'Medium'
    WHEN SUM( CASE 
        WHEN SubQuery1.EngagementType__c = 'Volunteerism' THEN 1
        ELSE 0
    END) > 0 THEN 'Low'
    ELSE 'Not Applicable' 
END as VolunteerismStatus__c
FROM (
    SELECT ssot__EngagementAction__dlm.ssot__IndividualId__c as IndividualId__c,
    ssot__EngagementAction__dlm.ssot__Id__c as RecordId__c,
    ssot__EngagementAction__dlm.ssot__EngagementCategory__c as EngagementType__c
    FROM ssot__EngagementAction__dlm
    UNION
    SELECT ssot__AccountContact__dlm.ssot__IndividualId__c as IndividualId__c,
    ssot__GiftTransaction__dlm.ssot__Id__c as RecordId__c,
    'Philanthropic' as EngagementType__c
    FROM ssot__GiftTransaction__dlm
    INNER JOIN ssot__AccountContact__dlm
        ON ssot__GiftTransaction__dlm.ssot__DonorId__c = ssot__AccountContact__dlm.ssot__AccountId__c
) as SubQuery1
INNER JOIN ssot__Individual__dlm
    ON SubQuery1.IndividualId__c = ssot__Individual__dlm.ssot__Id__c
GROUP BY ssot__Individual__dlm.ssot__Id__c

```

## Example: Comprehensive Using Unified Individual

```
SELECT UnifiedIndividual__dlm.ssot__Id__c as IndividualId__c,
SUM( CASE
    WHEN SubQuery1.EngagementType__c = 'Communications' THEN 1 
    WHEN SubQuery1.EngagementType__c = 'Experiential' THEN 1 
    WHEN SubQuery1.EngagementType__c = 'Philanthropic' THEN 1 
    WHEN SubQuery1.EngagementType__c = 'Volunteerism' THEN 1 
    ELSE 0
END) as EngagementActivities__c,
CASE WHEN
    SUM( CASE
        WHEN SubQuery1.EngagementType__c = 'Communications' THEN 1 
        WHEN SubQuery1.EngagementType__c = 'Experiential' THEN 1 
        WHEN SubQuery1.EngagementType__c = 'Philanthropic' THEN 1 
        WHEN SubQuery1.EngagementType__c = 'Volunteerism' THEN 1 
        ELSE 0
    END) > 0 THEN 'Engaged'
    ELSE 'Not Engaged' 
END as EngagementStatus__c,
SUM( CASE
    WHEN SubQuery1.EngagementType__c = 'Communications' THEN 1
    ELSE 0
END) as CommunicationActivities__c,
SUM( CASE
    WHEN SubQuery1.EngagementType__c = 'Experiential' THEN 1
    ELSE 0
END) as ExperientialActivities__c,
SUM( CASE
    WHEN SubQuery1.EngagementType__c = 'Philanthropic' THEN 1
    ELSE 0
END) as PhilanthropicActivities__c,
SUM( CASE
    WHEN SubQuery1.EngagementType__c = 'Volunteerism' THEN 1
    ELSE 0
END) as VolunteerismActivities__c,
CASE WHEN SUM( CASE
        WHEN SubQuery1.EngagementType__c = 'Communications' THEN 1
        ELSE 0
    END) > 2 THEN 'High'
    WHEN SUM( CASE 
        WHEN SubQuery1.EngagementType__c = 'Communications' THEN 1
        ELSE 0
    END) > 1 THEN 'Medium'
    WHEN SUM( CASE 
        WHEN SubQuery1.EngagementType__c = 'Communications' THEN 1
        ELSE 0
    END) > 0 THEN 'Low'
    ELSE 'Not Applicable' 
END as CommunicationStatus__c,
CASE WHEN SUM( CASE
        WHEN SubQuery1.EngagementType__c = 'Experiential' THEN 1
        ELSE 0
    END) > 2 THEN 'High'
    WHEN SUM( CASE 
        WHEN SubQuery1.EngagementType__c = 'Experiential' THEN 1
        ELSE 0
    END) > 1 THEN 'Medium'
    WHEN SUM( CASE 
        WHEN SubQuery1.EngagementType__c = 'Experiential' THEN 1
        ELSE 0
    END) > 0 THEN 'Low'
    ELSE 'Not Applicable' 
END as ExperientialStatus__c,
CASE WHEN SUM( CASE
        WHEN SubQuery1.EngagementType__c = 'Philanthropic' THEN 1
        ELSE 0
    END) > 2 THEN 'High'
    WHEN SUM( CASE 
        WHEN SubQuery1.EngagementType__c = 'Philanthropic' THEN 1
        ELSE 0
    END) > 1 THEN 'Medium'
    WHEN SUM( CASE 
        WHEN SubQuery1.EngagementType__c = 'Philanthropic' THEN 1
        ELSE 0
    END) > 0 THEN 'Low'
    ELSE 'Not Applicable' 
END as PhilanthropicStatus__c,
CASE WHEN SUM( CASE
        WHEN SubQuery1.EngagementType__c = 'Volunteerism' THEN 1
        ELSE 0
    END) > 2 THEN 'High'
    WHEN SUM( CASE 
        WHEN SubQuery1.EngagementType__c = 'Volunteerism' THEN 1
        ELSE 0
    END) > 1 THEN 'Medium'
    WHEN SUM( CASE 
        WHEN SubQuery1.EngagementType__c = 'Volunteerism' THEN 1
        ELSE 0
    END) > 0 THEN 'Low'
    ELSE 'Not Applicable' 
END as VolunteerismStatus__c
FROM (
    SELECT ssot__EngagementAction__dlm.ssot__IndividualId__c as IndividualId__c,
    ssot__EngagementAction__dlm.ssot__Id__c as RecordId__c,
    ssot__EngagementAction__dlm.ssot__EngagementCategory__c as EngagementType__c
    FROM ssot__EngagementAction__dlm
    UNION
    SELECT ssot__AccountContact__dlm.ssot__IndividualId__c as IndividualId__c,
    ssot__GiftTransaction__dlm.ssot__Id__c as RecordId__c,
    'Philanthropic' as EngagementType__c
    FROM ssot__GiftTransaction__dlm
    INNER JOIN ssot__AccountContact__dlm
        ON ssot__GiftTransaction__dlm.ssot__DonorId__c = ssot__AccountContact__dlm.ssot__AccountId__c
) as SubQuery1
INNER JOIN IndividualIdentityLink__dlm
    ON SubQuery1.IndividualId__c = IndividualIdentityLink__dlm.SourceRecordId__c
INNER JOIN UnifiedIndividual__dlm ON
    IndividualIdentityLink__dlm.UnifiedRecordId__c = UnifiedIndividual__dlm.ssot__Id__c
GROUP BY UnifiedIndividual__dlm.ssot__Id__c
```

## Example: Unified Individual Id on Engagement Action

```
SELECT UnifiedIndividual__dlm.ssot__Id__c  as UnifiedIndividualId__c,
COUNT( ssot__EngagementAction__dlm.ssot__Id__c ) as VolunteerismActivities__c,
CASE WHEN COUNT( ssot__EngagementAction__dlm.ssot__Id__c ) > 2 THEN 'High'
    WHEN COUNT( ssot__EngagementAction__dlm.ssot__Id__c ) > 1 THEN 'Medium'
    WHEN COUNT( ssot__EngagementAction__dlm.ssot__Id__c ) > 0 THEN 'Low'
    ELSE 'Not Applicable' 
END as VolunteerismStatus__c
FROM ssot__EngagementAction__dlm
INNER JOIN IndividualIdentityLink__dlm
    ON IndividualIdentityLink__dlm.SourceRecordId__c = ssot__EngagementAction__dlm.ssot__IndividualId__c
JOIN UnifiedIndividual__dlm
    ON UnifiedIndividual__dlm.ssot__Id__c = IndividualIdentityLink__dlm.UnifiedRecordId__c
WHERE ssot__EngagementAction__dlm.ssot__EngagementCategory__c = 'Volunteerism'
GROUP BY UnifiedIndividualId__c
```

## Example: Unified Individual Id on Gift Transaction

```
SELECT UnifiedIndividual__dlm.ssot__Id__c  as UnifiedIndividualId__c,
COUNT( ssot__GiftTransaction__dlm.ssot__Id__c ) as PhilanthropicActivities__c,
CASE WHEN COUNT( ssot__GiftTransaction__dlm.ssot__Id__c ) > 2 THEN 'High'
    WHEN COUNT( ssot__GiftTransaction__dlm.ssot__Id__c ) > 1 THEN 'Medium'
    WHEN COUNT( ssot__GiftTransaction__dlm.ssot__Id__c ) > 0 THEN 'Low'
    ELSE 'Not Applicable' 
END as PhilanthropicStatus__c
FROM ssot__GiftTransaction__dlm
INNER JOIN ssot__AccountContact__dlm
    ON ssot__GiftTransaction__dlm.ssot__DonorId__c = ssot__AccountContact__dlm.ssot__AccountId__c
INNER JOIN IndividualIdentityLink__dlm
    ON IndividualIdentityLink__dlm.SourceRecordId__c = ssot__AccountContact__dlm.ssot__IndividualId__c
JOIN UnifiedIndividual__dlm
    ON UnifiedIndividual__dlm.ssot__Id__c = IndividualIdentityLink__dlm.UnifiedRecordId__c
GROUP BY UnifiedIndividualId__c
```

## Example: Individual ID

```
SELECT  
    COUNT( VolunteeringActivity_dlm.Id_c ) as count__c,
    ssot_Individual_dlm.ssot_Id_c  as indvid__c
FROM
    VolunteeringActivity__dlm
LEFT JOIN
    ssot_Individual_dlm
ON
    ssot_Individual_dlm.ssot_Id_c= VolunteeringActivity_dlm.Individual_c
GROUP BY
    indvid__c
```

## Example: Gift Transaction and Unified Individual

```
SELECT
    UnifiedIndividual__dlm.ssot__Id__c AS unified_individual_id__c,
    CASE
        WHEN COUNT(ssot__GiftTransaction__dlm.ssot__DonorId__c) > 5 THEN 'high'
        ELSE 'low'
    END AS status_of_giving__c,
    (
        COUNT(ssot__GiftTransaction__dlm.ssot__DonorId__c)
    ) AS field_for_count__c
FROM
    ssot__GiftTransaction__dlm
    LEFT OUTER JOIN ssot__AccountContact__dlm ON (
        ssot__GiftTransaction__dlm.ssot__DonorId__c = ssot__AccountContact__dlm.ssot__AccountId__c
    )
    LEFT OUTER JOIN IndividualIdentityLink__dlm ON (
        ssot__AccountContact__dlm.ssot__IndividualId__c = IndividualIdentityLink__dlm.SourceRecordId__c
        AND ssot__AccountContact__dlm.KQ_IndividualId__c = IndividualIdentityLink__dlm.KQ_SourceRecordId__c
    )
    JOIN UnifiedIndividual__dlm ON (
        IndividualIdentityLink__dlm.UnifiedRecordId__c = UnifiedIndividual__dlm.ssot__Id__c
    )
GROUP BY
    unified_individual_id__c
```