---
schema_version: "1"
id: 02bd8971b0543fea7ef418603b918920296706b26e540ee5b8abfdcf30df2c42
title: "Example: First-Generation Student Exploring Career Planning and Life Goals"
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_example_student_exploring_career_planning_life_goals.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_example_student_exploring_career_planning_life_goals.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d2d7962565f435a3eca3db889f50ba9a066c7d9affe01f6a2ddec61bbb61186d
description: This example walks you through how to set up a career planning and life goals experience on a student portal. First, the administrator configures an org for learners to define and achieve career and life goals based on their profile, preferences, and assessment insights. They configure the advisor's profile permissions to manage student’s career and life goals. The Student advisors create the foundational assessments, involvement groups, and competencies. Then, students log in to take assessments, explore campus groups, and set their first life goals.
products:
  - Education
release: "264"
---
# Example: First-Generation Student Exploring Career Planning and Life Goals

This example walks you through how to set up a career planning and life goals experience on a student portal. First, the administrator configures an org for learners to define and achieve career and life goals based on their profile, preferences, and assessment insights. They configure the advisor's profile permissions to manage student’s career and life goals. The Student advisors create the foundational assessments, involvement groups, and competencies. Then, students log in to take assessments, explore campus groups, and set their first life goals.

<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;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_note.png)

Note This example uses common portal configurations and field values. Customize these settings to meet your institution's needs.

Sophia is a first-generation student at Connected University. Sophia wants to become a successful entrepreneur, but isn’t sure which competencies to build, which clubs to join, or how to turn that dream into a real plan.

John, the Connected University admin, sets up the org for career planning and life goals, adds and configures the career planning and life goals components to the learner portal, and gives advisors the tools to manage student progress.

Charlie, the Connected University advisor, sets up the career planning and life goals infrastructure; assessments, involvement groups, and competencies students can earn.

Sophia logs in to the student portal to take an assessment, explore campus involvement groups, add competencies to earn, and sets the first life goal.

![Set up a career planning and life goals experience.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/education_cloud/images/ec_goals_example.png)

- **[Set Up the Org and Learner Portal for Career Planning and Life Goals](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_org_learner_portal_career_planning_life_goals.htm&release=264.0.0&type=5)**  
    John, the Connected University admin, sets up the org for career planning and life goals, adds and configures the career planning and life goals components to the learner portal, and gives advisors the tools to manage student progress.
- **[Set Up Career Planning and Life Goals Infrastructure](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_career_planning_life_goals_infrastructure.htm&release=264.0.0&type=5)**  
    To provide the career planning and life goals experience for students on the portal, Charlie, the Connected University advisor, creates assessments, involvement groups, and competencies. These records serve as the foundation for what students see and interact with.
- **[Manage Career Planning and Life Goals Experience on the Portal](https://help.salesforce.com/s/articleView?id=sfdo.ec_manage_career_planning_life_goals_experience_portal.htm&release=264.0.0&type=5)**  
    After Charlie saves the configuration, the career planning and life goals experience for students appear on the portal. Sophia logs in to Connected University's student portal and goes to the Career Planning and Life Goals page to manage her goals and plans.