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.
| Available in: Lightning Experience |
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Available in: Performance, Unlimited, and Developer Editions with Education Cloud and the Agentforce for Education add-on license. To purchase the Agentforce for Education add-on, contact your Salesforce account executive. |
As a director or advisor, creating assessments for enrollment into various support programs can be a tedious process.
Intelligent Question Generation uses Einstein generative AI to instantly generate relevant questions. A predefined prompt template determines the context for question generation. Use the Support Program Intake Questions prompt template from Education Cloud to generate intake assessment questions for support programs. If required, provide additional instructions to specify your requirement. Einstein generates draft questions that you can modify and use to create an assessment.
Set Up Your Org for Intelligent Question Generation
Configure your org to enable Intelligent Question Generation for Education Cloud.
| USER PERMISSIONS NEEDED | |
|---|---|
| To set up your org: | Education Cloud Full Access |
Prerequisites:
- Student Success is enabled in your org. See Set Up the Student Success App.
- Program and Benefit Management is enabled in your org. See Set Up Common Features That Extend Education Cloud.
- Einstein is enabled in your org. See Set Up Common Features That Extend Education Cloud.
- Discovery Framework is enabled in your org. See Set Up Common Features That Extend Education Cloud.
- Enable Intelligent Question Generation in your org. See Set Up Common Features That Extend Education Cloud.
- Provide the required permissions to users:
- From Setup, in the Quick Find box, enter Users, and then select Users.
- From the list, select the user that requires access to Intelligent Question Generation.
- Under Permission Set Assignments, click Edit Assignments.
- Add these permission sets:
- Education Cloud Full Access
- Intelligent Question Generation Access
- Prompt Template User
- Omnistudio Admin
- Save your changes.
- Provide the required object permissions to the Standard User profile for creating
assessment questions:
- From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
- From the list, select Standard User.
- Click Edit, and then under Standard Object Permissions,
provide read, create, edit, and delete access to these objects:
- Assessment Question Config
- Assessment Question Set Config
- Save your changes.
- Provide the required permissions to the Standard User profile for creating and editing assessments. See Create a Permission Set for an Omnistudio Standard User.