---
schema_version: "1"
id: 516da00974f62be9ad7ef2254cf587befc500646cd9982496cc0666616a00f4b
title: Learner Profiles for Advisors
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_learner_profile_for_advisors.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_learner_profile_for_advisors.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: bd2a6dcb818957e59c630bb626b6b6fad59515c79228eeaf4ed2b9856706413d
description: The Learner Profile object stores student data aggregated from multiple objects. Therefore, the learner profile record page in Education Cloud provides a unified, actionable view of students. Find all the relevant details in one location where you can search, filter, and sort through learner profiles to create criteria-based list views. Then use the list views to take bulk actions.
products:
  - Education
release: "264"
---
# Learner Profiles for Advisors

The Learner Profile object stores student data aggregated from multiple objects. Therefore, the learner profile record page in Education Cloud provides a unified, actionable view of students. Find all the relevant details in one location where you can search, filter, and sort through learner profiles to create criteria-based list views. Then use the list views to take bulk actions.

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

The Learner Profile object stores consolidated data from these objects:

- Academic Term
- Academic Term Enrollment
- Case
- Case Team Member
- Contact
- Contact Profile
- Course Offering Participant Result
- Learner Program
- Learning Program
- Learning Program Plan
- Program
- Program Enrollment
- Success Team
- User

## Update Learner Profile Records

Run the Data Processing Engine (DPE) definition from Education Cloud, Update Learner Profiles with CRM Data, to update your learner profile records with the latest data from related objects. You can include additional fields by modifying the definition.

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d119296e201">USER PERMISSIONS NEEDED</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d119296e204">&nbsp;</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="USER PERMISSIONS NEEDED" class="slds-cell-wrap" style="vertical-align:top;" headers="d119296e201 ">To run a Data Processing Engine definition:</td>

                <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d119296e204 ">
                  <p style="margin-bottom:0;">Education Cloud Full Access</p>
                </td>

              </tr>
            </tbody>
          </table>

Configure the [object and field permissions](https://help.salesforce.com/s/articleView?id=platform.perm_sets_objects_and_fields.htm&type=5&language=en_US) of the writeback user for the DPE job as shown:

| Object or Field | Required Access |
| --- | --- |
| Academic Term | Read |
| Academic Term Enrollment | Read |
| Case | Read |
| Case Team Member | Read |
| Contact | Read |
| Contact Profile | Read |
| Course Offering Participant Result | Read |
| Learner Profile | Read and Edit |
| Learning Plan | Read |
| Learning Program Plan | Read |
| Program | Read |
| Program Enrollment | Read |

With Flow Builder, you can [create a flow](https://help.salesforce.com/s/articleView?id=ind.task_data_processing_engine_run.htm&language=en_US) that runs a scheduled DPE job to automatically and regularly update your records.

Review these considerations for data integrity before running the DPE using the Update Learner Profiles with CRM Data definition:

- Unique learner profile records are created only for unique student contact records.
- If there are multiple academic term enrollments that are active and current, the related learner profile is updated with any one of those academic term enrollments. This also applies to the Major, Expected Graduation Date, Primary Advisor, and Secondary Advisor fields.

See Also:

- [Run Data Processing Engine Definitions](https://help.salesforce.com/s/articleView?id=ind.dpe_run_definitions.htm&language=en_US)

### Sample Data Population Logic

Understand the steps involved in populating learner profile records for typical scenarios. Customize the logic to suit your requirements.

#### Example: Students Enrolled in Study Abroad Program

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_example.png)

Example

1. [Add a data source node to the Data Processing Engine definition](https://help.salesforce.com/s/articleView?id=ind.dpe_create_a_node.htm&language=en_US), Update Learner Profiles with CRM Data.
2. [Configure the node](https://help.salesforce.com/s/articleView?id=ind.dpe_salesforce_object_as_data_source.htm&language=en_US) for the Program Enrollment object.
3. Add and configure a filter node for active program enrollment.
4. Add a filter node for the program name, Study Abroad.
5. Add and configure additional nodes as needed.
6. Save your changes.
7. Run the DPE to populate the learner profile records.

#### Example: Students with Primary and Secondary Majors

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_example.png)

Example

1. [Add a custom picklist field](https://help.salesforce.com/s/articleView?id=platform.adding_fields.htm&language=en_US) on the Learner Program object, for example, Major Type.
2. [Add picklist values](https://help.salesforce.com/s/articleView?id=platform.fields_creating_picklists.htm&language=en_US) Primary and Secondary to Major Type.
3. Modify the Data Processing Engine Definition, Update Learner Profiles with CRM Data:
    1. Add and configure a data source node for the Learner Program object.
    2. Add and configure a filter node for primary learner programs.
    3. Add and configure a filter node for secondary learner programs.
    4. Add a join node to combine the outputs of the filter nodes.
    5. Add and configure additional nodes as needed.
    6. Save your changes.
    7. Run the DPE to populate the learner profile records.