Education Cloud's Engagement Visualization Lightning web component shows the Data 360 calculated insights related to an individual and Einstein generative AI prompt responses grounded in CRM and Data 360 data. You can configure the component to show only calculated insights, only prompt responses, or a combination of both.
| Available in: Lightning Experience |
|
Available in: Performance, Unlimited, and Developer Editions with Education Cloud and the Agentforce for Education add-on license. Einstein generative AI is available in Lightning Experience. To purchase the Agentforce for Education add-on, contact your Salesforce account executive. |
You can use the Engagement Visualization component for any data stream, data model object (DMO), or calculated insight related to an individual DMO, unified individual, or unified individual link. The prompt response is equally flexible. You can configure the Engagement Visualization prompt template type to query virtually any record that you want from Data 360 or your Education Cloud CRM.
To use calculated insights that contain the unified individual DMO in the Engagement Visualization component, create a Contact data stream and map it for the identity resolution process. See Individual Object Data Modeling Requirements.
Add the Engagement Visualization Panel to Record Pages
Add and configure the Engagement Visualization Panel Lightning web component to the Person Account and Contact record pages.
| Available in: Lightning Experience |
|
Available in: Performance, Unlimited, and Developer Editions with Education Cloud and the Agentforce for Education add-on license. Einstein generative AI is available in Lightning Experience. To purchase the Agentforce for Education add-on, contact your Salesforce account executive. |
| User Permissions Needed | |
|---|---|
| To add the Engagement Visualization Panel: |
Education Cloud Full Access AND Use Einstein Engagement Visualization AND Manage Prompt Templates |
- In the Alumni app, in the App Launcher, find and select Accounts.
- Open a person account record page.
- Click Setup, and then select Edit Page.
- Click Engagement Details.
- Drag the Engagement Panel component to the Engagement Details section.
- Enter a title for the component.
- In Explainer Text, enter a description of the component.
- Select a data space.
- Select a calculated insight.
- Select UnifiedIndividual_dtm as the individual object reference.
- Select Unified Link Individual as the unified individual link.
- Select Show count.
- Select VolunteerismActivities_c as the count field.
- Select Show status.
- Select VolunteerismStatus_c as the status field.
- Select Use prompt response.
- Select the prompt template that you want to use.
- Select Show prompt response button.
-
Enter the label text for the
button.
For example, enter Run my prompts.
- Save your changes.