Learner Progress for Learners and Advisors

Include the Learner Progress component from Education Cloud on your Experience Cloud site so that learners can track their academic advancement. Advisors see Learner Progress as a tab on a learner’s case record page in Student Success.

Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud

With Learner Progress, learners and advisors can:

  • View enrolled learning programs.
  • View the details of planned, enrolled, and completed requirements for each learning program, such as grade, result, total, and completed duration.
  • View the details of unplanned requirements for each learning program, such as unplanned duration.
  • View repeated courses and the term in which they were last attempted.
  • View messages about unplanned or failed learning requirements that require attention.

Consider these aspects when referring to courses and programs in Learner Progress:

  • Learner Progress shows courses and programs that are included in any one of a learner’s degree plans, regardless of the plan status (draft or approved).
  • For repeated courses, the course list is sorted by the start date. If the start date isn’t available for a course, the date on which it was created is considered.

Set Up Your Org for Learner Progress

Configure your org to ensure that learners can use Learner Progress.

Editions Needed
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
USER PERMISSIONS NEEDED  
To set up your org: Education Cloud Full Access

Prerequisites:

  1. Enable access to the required objects:
    1. From Setup, in the Quick Find box, enter Sharing Settings, and then select Sharing Settings.
    2. Under Default Sharing Settings, click Edit.
    3. Provide these access permissions for the objects:
      OBJECT DEFAULT INTERNAL ACCESS DEFAULT EXTERNAL ACCESS
      Academic Session Public Read Only Public Read Only
      Academic Term Public Read Only Public Read Only
      Academic Term Enrollment Public Read Only Public Read Only
      Academic Year Public Read Only Public Read Only
      Course Offering Participant Result Public Read Only Private
      Learning Public Read Only Public Read Only
      Learning Achievement Public Read Only Public Read Only
  2. Use sharing sets to provide access to these objects. See Create a Sharing Set for Experience Cloud Site Users.
    • Course Offering Participant
    • Learner Pathway
    • Learner Program
    • Learner Program Requirement Progress
  3. To provide access to learner portal users, assign the Education Cloud for Experience Cloud Access permission set. See Manage Permission Set Assignments.

Set Up Your Learner Portal with Learner Progress

Use Experience Builder to add the Learner Progress component to your learner portal.

USER PERMISSIONS NEEDED  
To set up your learner portal with the Learner Progress component:

Education Cloud Full Access

AND

Create and Set Up Experiences

Note
Note To create an Experience Cloud site, first enable Digital Experiences for your org and register the domain. See Enable Digital Experiences. Also make sure that you're a member of the site, either as a Salesforce admin, or an Experience admin, publisher, or builder.
  1. From Setup, in the Quick Find box, enter All Sites, and then select All Sites under Digital Experiences.
  2. Create or select a site. See Set Up an Education Portal.
  3. Create a new page for Learner Progress:
    1. Click the Page Properties icon, and select + New Page.
    2. Select Standard Page, and then choose a preferred layout for the page.
    3. Enter a name for the page. For example, My Progress.
    4. Enter the necessary details, and then click Create.
  4. Click Components, and then drag the Learner Progress component to your preferred location on the new page.
  5. Apply additional customizations as necessary, then preview and publish the site. See Customize Sites with Experience Builder.