Collect student data using the EDU Cloud: Get Learner Details flow to ground agent recommendations, ensuring they are personalized and context-aware. More available information generally improves agent performance.
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud and the applicable Agentforce add-on license. |
This flow collects information to ensure the agent’s responses are relevant, data-driven, and context-aware.
| Data Type | Description |
|---|---|
| Person Traits | Unique student characteristics or attributes, such as Leader or Detail-Oriented. See Create Person Traits. |
| Person Competencies | The student’s skills and proficiencies, such as Python or Public Speaking. See Create Person Competencies |
| Person Affinities | Maps the student’s preferences and interests, such as Sustainability or Mobile App Development. See Create Person Affinities. |
| Involvement Groups | Empowers students to explore new interests and to hone their talents. See Create Involvement Groups. |
| First-Generation Status | Flags first-generation students to tailor recommendations and support. |
| Academic Profile | Gets the program of study and GPA from the student’s active term enrollment and learner program. See Learning Management. |
| Assessments | Includes the student’s results from any submitted career or interest assessments for career and life goals. See Career and Interest Assessment Library Management. |
The flow collects this data and sends it to the agent’s prompt, grounding the Large Language Model (LLM) in student-specific context before generating recommendations.
You must customize this flow to match the specific data your institution values and collects.
- Add unique data, such as tracking student volunteer hours, mentorship program participation, or portfolio submissions in a custom entity.
- Streamline process flow steps to use only the data relevant to your institution.
- Modify flow logic to include data that meets certain criteria, such as club memberships where the student holds a leadership position.