---
schema_version: "1"
id: 8a761713a2e0050613381c7f7cb1ab684b9b4c7e309c5067eace9fd865cdcda6
title: Follow Your Constituents' Journey
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_follow_your_learners_journey.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_follow_your_learners_journey.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 40cb5e49ddf148be9cb3cea9ef26b7a10a1da2026996d4d4700c74ee1d0a33f4
description: Use timeline and life events to get a 360-degree view of a constituent from your institution.
products:
  - Education
release: "264"
---
# Follow Your Constituents' Journey

Use timeline and life events to get a 360-degree view of a constituent from your institution.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Editions Needed"><caption>Editions Needed</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>

Timeline

Bring in multiple objects into one list so that staff can reference a chronological view of the engagement of applicants or students to evaluate the progress and take action.

Timelines enable you to:

- Create records directly from the timeline view.
- Select the most relevant engagements for display.
- Add multiple timelines to a page.

Use cases for timelines include:

- A Student Activities timeline that references cases, service appointments, record alerts, or care plans.
- An Enrollment History timeline that references academic term enrollments, learner programs, or course offering participants.

Life Events

Capture and visualize important life events in a learner's journey. Your team can deepen learner relationships by using details to identify opportunities and devise personalized offers and engagement.

Life Events enable you to:

- Add personalized events to enrich engagement.
- Support institution-specific event types.
- Create and configure contextual actions.

Life milestones that you can track include:

- Graduation
- New job
- Marriage
- Business recognitions
- Awards

Interaction Summary

Capture structured, searchable notes that use smart search and filters. Add tags for discussed topics to create appropriate action items all in one place.

Interaction Summary enable you to:

- Share notes easily.
- Support multiple attendees, both internal and external.
- Create reports on notes.

Use cases for interaction summary include:

- Meeting notes
- Advising notes
- Contact reports for prospect management
- Notes associated with learners and business accounts

Record Alerts

Alert your advisors and staff to the changes in records that require action so that staff can take proactive steps and leverage care plans for a learner.

Record Alerts enable you to:

- Use flows to automate and mass apply alerts.
- Customize record alert cards by using Omnistudio.
- Customize schedules.
- Track the origin of an alert when triggered using integration with an external system.

See Also:

- [Timeline](https://help.salesforce.com/s/articleview?id=ind.timeline.htm&type=5)
- [Work with Events and Milestones](https://help.salesforce.com/s/articleview?id=ind.fsc_admin_work_with_life_events_business_milestones.htm&type=5)
- [Interaction Summaries](https://help.salesforce.com/s/articleview?id=ind.fsc_interaction_summaries.htm&type=5)
- [Record Alerts](https://help.salesforce.com/s/articleview?id=ind.record_alerts.htm&type=5)
- [Monitor Learner Performance with Alerts](https://help.salesforce.com/s/articleview?id=sfdo.ec_monitor_learner_performance_with_alerts.htm)