--- schema_version: "1" id: d4e8cc30e0e06f72a0a5226d40a8cb15b48fac12bbeb9ac8c7f57d32d751b266 title: Intake Assessments for Support Programs collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_intake_assessments_for_support_programs.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_intake_assessments_for_support_programs.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 99f4c7f04fde7ffb449a59ede629e2b8d4c529496209986db382a090e59de2ad description: Administer intake assessments during program enrollment to understand the learner's requirements and determine how best to support them. products: - Education release: "264" --- # Intake Assessments for Support Programs Administer intake assessments during program enrollment to understand the learner's requirements and determine how best to support them.
Editions Needed
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
Understanding every enrolled learner's challenges, goals, and aspirations is critical to providing a rewarding learning experience. With the Education Cloud Student Success and Mentoring apps, you can model a variety of programs and track the allocation of benefits across the institution, helping you to more effectively meet learner requirements. You can even publish the programs that you offer on your learner portal, so learners can view details and self-enroll. In Student Success and Mentoring, you can add an assessment with predefined questions to a program. The assessment questionnaire appears in the portal when a learner enrolls in the program. Automation saves the submitted responses as records related to the program enrollment. Advisors and mentorship facilitators can review the responses to clearly understand the learner's requirements and determine if the program meets their needs and how best to support them. Advising and mentoring programs offer benefits where the category of the benefit type is advising or mentoring, respectively. When a learner enrolls in a program, they're automatically enrolled in the respective advising or mentoring benefit, and a benefit assignment record is created. Learners participating in advising programs can then schedule an appointment with an assigned success team member for the program, which automatically creates a benefit disbursement. The status of the benefit disbursement is updated based on the appointment. For a mentoring program, mentors can register as a provider of the benefit in the mentor portal Experience Cloud site. Mentoring facilitators can then use the assessments to connect a mentee with a mentor on the benefit assignment record. Education Cloud includes these integration procedures, flows, and invocable actions that automate the processes in program enrollment.
Resource API Name Type Description
EDUProgramMgmt_EnrollInProgram Integration Procedure

Enrolls the learner in the support program and:

  • Creates a program enrollment record.
  • Creates a benefit assignment record.
  • Creates a task for the learner to schedule an appointment with the advisor.
    Note
    Note To provide access to tasks, enable the Edit Tasks and Access Activities in the learner's profile permissions.
  • Creates a case with related records if the program has a success team and no open case of the specific record type exists for the account.
  • Associates the assessment record with the program enrollment, if applicable.
createBenefitDisbursementForServiceAppointment Invocable Action Creates a benefit disbursement record for every service appointment ID.
CreateBnftDisbForAppt Flow Invokes the createBenefitDisbursementForServiceAppointment invocable action.
UpdateBnftDisbByAppt Flow Updates the status of the existing benefit disbursement, or creates a new one.
BatchGenBenefitDisb Flow Runs daily batch jobs that invoke the CreateBnftDisbForAppt flow.
CreateMentorEnrollmentRec Flow Creates a constituent role record of Mentor for benefit providers upon the creation of a benefit provider record.
CreateMenteeEnrollmentRec Flow Creates a benefit assignment record and a constituent role record of Mentee for a contact upon the creation of a program enrollment record.
ShareMentoringRecords Flow

Shares records between the mentor and mentee for Experience Cloud site access.

Note
Note This flow automatically shares records. Internal Public Read access on Program Enrollment causes the flow to fail.
CreaUpdtCtctCtctRelaRec Flow Creates or updates contact contact relationship records for benefit providers that represent the relationship between mentors and mentees.
UpdateMentorCstnRoleRec Flow Updates a constituent role record to inactive when the associated provider offering record is marked as inactive.
DeactvMenteeCstnRoleRec Flow Deactivates the constituent role record for a mentee when the program enrollment ends.
![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 A program enrollment record can be created irrespective of the status of the program. We recommend that you implement restrictions as required in your org. - **[Create an Intake Assessment Question](https://help.salesforce.com/s/articleView?id=sfdo.ec_create_an_intake_assessment_question.htm&release=264.0.0&type=5)** Create assessment questions to understand the learner's requirements and determine how best to support them. - **[Intelligent Question Generation](https://help.salesforce.com/s/articleView?id=sfdo.ec_intelligent_question_generation.htm&release=264.0.0&type=5)** Intake assessments help you understand the learner's requirements and determine how best to support them. Use Intelligent Question Generation with Einstein generative AI to easily draft questions for intake assessments. - **[Create Intake Assessment Questions with Einstein](https://help.salesforce.com/s/articleView?id=sfdo.ec_create_intake_assessment_questions_with_einstein.htm&release=264.0.0&type=5)** Create intake assessment questions using Intelligent Question Generation with Einstein generative AI. - **[Create an Intake Assessment for a Support Program](https://help.salesforce.com/s/articleView?id=sfdo.ec_create_an_intake_assessment_for_a_support_program.htm&release=264.0.0&type=5)** Create an Omni Process that shows assessment questions and captures responses when learners enroll in a program.