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Set Up Inquiry Flows

Configure the Education Cloud inquiry management flows.

Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed  
To set up inquiry flows: Education Cloud Full Access

Because some inquiries are relatively general and some require more personalized attention, inquiry management screen flows cover a variety of scenarios.

  • The EDU Cloud: Inquiry: Sign Up for Information flow processes a student or prospect's request to receive regular updates and communications from your institution. Use the data collected in this flow to enroll a prospect in a Marketing Cloud journey, using Marketing Cloud Connect.

  • The EDU Cloud: Inquiry: Connect With Us flow connects prospects and students with your staff by creating a contact request record.

  • The EDU Cloud: Inquiry: Submit an Inquiry Form flow creates a case record and associates it with an educational info request when a student completes the form.

These subflows help consolidate the processes related to the screen flows.

  • EDU Admissions: Process Person Account

  • EDU Cloud: Inquiry: Academic Interest Processing

Clone and Configure Inquiry Subflows

  1. From Setup, in the Quick Find box, enter Flows, and then select Flows.

  2. Find and select EDU Admissions: Process Person Account.

  3. Click Save as New Flow.

  4. Enter a name and API name for the new flow.

  5. Click Show Advanced.

  6. In How to Run the Flow, select System Context Without Sharing–Access All Data.

    Note
    Note Updating sharing to System Context Without Sharing–Access All Data is required to make the flows function for guest users. However, make this update only if it aligns with your institution's security model.

  7. Save and activate the flow.

  8. Similarly, clone and configure the EDU Cloud: Inquiry: Academic Interest Processing subflow.

Clone and Configure the Inquiry Screen Flows

  1. From Setup, in the Quick Find box, enter Flows, and then select Flows.

  2. Select EDU Cloud: Inquiry: Connect With Us.

  3. Click Save as New Flow.

  4. Enter a name and API name for the flow.

  5. Click Show Advanced.

  6. In How to Run the Flow, select System Context Without Sharing–Access All Data.

    Note
    Note To make the flows function for guest users, you must update sharing to System Context Without Sharing–Access All Data. However, make this update only if it aligns to your institution's security model. See Change the Flow Run Context.

  7. Save your changes.

  8. Add a subflow element after the original EDU Admissions: Process Person Account subflow element.

  9. Select your cloned version of the EDU Admissions: Process Person Account subflow.

  10. Enter a label and API name.

  11. Update the variables to match the original version.

    1. Turn on incomingPersonAccount to include the input value, and enter personAccountInfo.

    2. Select Manually assign variables.

    3. Enter {!personAccountInfo} as the incomingPersonAccount output value.

    4. Enter {!isNewPersonAccount} as the isNewPersonAccount output value.

  12. Delete the original EDU Admissions: Process Person Account subflow element.

  13. Similarly, replace the EDU Cloud: Inquiry: Academic Interest Processing subflow and update these variables.

    1. Enter academicInterestTemplate as the academicInterestTemplate input value.

    2. Enter personAccountInfo as the incomingPersonAccount input value.

    3. Enter isNewPersonAccount as the isNewPersonAccount input value.

    4. Enter selectedLearningProgramIds as the selectedLearningProgramIds input value.

  14. Save and activate the flow.

  15. Similarly, repeat the process for the EDU Cloud: Inquiry: Sign Up for Information and EDU Cloud: Inquiry: Submit an Inquiry Form flows.