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Learning Summary for Learners and Staff

With Learning Summary, learners can view details of learning programs and courses on the learner portal.

Required Editions

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

Use the Learning Program Summary and Learning Course Summary components from Education Cloud on your Experience site so learners can view the details of programs, courses, and the associated learning requirements.

Learning Summary is also available as a tab on the updated learning program and learning course record pages for easy access to the staff.

Set Up Your Org for Learning Summary

Configure your org so learners can use Learning Program Summary and Learning Course Summary.

User Permissions Needed
To set up your org: Education Cloud Full Access
  1. Enable Academic Operations. See Set Up the Academic Operations App.
  2. 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
      Learning Public Read Only Public Read Only
      Learning Achievement Public Read Only Public Read Only

Set Up Your Learner Portal with Learning Summary

Use Experience Builder to add the Learning Program Summary and Learning Course Summary components 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 an object page for the learning program object. See Create Custom Pages with Experience Builder.
  4. On the Learning Program Detail page, remove the components that you don’t need.
  5. Click Components, and then drag the Learning Program Summary component to your preferred location.
  6. Similarly, create an object page for the learning course object, and then add the Learning Course Summary component to the Learning Course Detail page.
  7. Apply additional customizations as necessary, and then preview and publish the site. See Customize Sites with Experience Builder.