--- schema_version: "1" id: 97272f40210892ac0460d835f2902aa58a09c290b06bab56f0e9f70f37a945a5 title: Overall Alumni Engagements Summarization collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_overall_alumni_engagements_summarization.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_overall_alumni_engagements_summarization.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 023f8338c5a28a340dbd720ef367b8925e0e8327371e787162ff2f2724d91d7d description: Use Flow Builder to create summaries for Alumni Engagement Metrics that describe the involvement of an alumnus in alumni events, the level of communication with your institution, their volunteerism roles, and their philanthropic contributions. products: - Education release: "264" --- # Overall Alumni Engagements Summarization Use Flow Builder to create summaries for Alumni Engagement Metrics that describe the involvement of an alumnus in alumni events, the level of communication with your institution, their volunteerism roles, and their philanthropic contributions.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed  
To configure Alumni Engagement Metrics:

Education Cloud Full Access

AND

Einstein for Education Cloud Access

AND

Data Cloud Architect

AND

Prompt Template Manager

Create a template-triggered prompt flow and add and configure these elements. See [Build a Flow](https://help.salesforce.com/s/articleView?id=platform.flow_build.htm&language=en_US).

Element

 Configuration
Start

  1. Select Automatic Inputs as the input type.

  2. Select Engagement Visualization Template Capability as the prompt template type.
Get Records

  1. In Label, enter Get Contact, and then press Tab to automatically populate the API name.

  2. Select Salesforce Object as the data source.

  3. Select Contact as the object.

  4. Select All Conditions Are Met (AND) as the condition requirement.

  5. In Field, find and select Id.

  6. Select Equals as the operator.

  7. In Value, select $Input > ContextRecord > Contact ID.

  8. Select Only the first record.

  9. Select Automatically store all fields.
Add Prompt Instructions

  1. In Label, enter Add Contact Name to the Prompt, and then press Tab to automatically populate the API name.

  2. In Prompt Instructions, enter { "Name" : "{!Get_Contact.Name}", "Details": [.
Get Records

  1. In Label, enter Get Engagement Actions, and then press Tab to automatically populate the API name.

  2. Select Data Cloud Object as the data source.

  3. Select default as the data space.

  4. Select Engagement Action as the object.

  5. Enter 1 AND (2 OR 3 OR 4) AND 5 as the condition logic.

  6. Set these conditions.

    • ssot__IndividualId__c Equals

    • ssot__EngagementCategory__c Equals CommunicationsCategory ssot__EngagementCategory__c Equals ExperientialCategory

    • ssot__EngagementCategory__c Equals VolunteerismCategory

    • ssot__EngagementDateTime__c Greater Than or Equal CurrentYear

  7. Select All Records.

  8. Select Automatically store all fields.
Loop

  1. In Label, enter Loop Through Engagement Actions, and then press Tab to automatically populate the API name.

  2. Select Get Engagement Actions as the collection variable.

  3. Select First item to last item as the direction.
Assignment

  1. In Label, enter Set Channel Engagement Ids, and then press Tab to automatically populate the API name.

  2. Select ChannelEngagementIds as the variable.

  3. Select Add as the operator.

  4. In Value, select Engagement Actions > Channel Engagement.
Get Records

  1. In Label, enter Get Channel Engagements, and then press Tab to automatically populate the API name.

  2. Select Data Cloud Object as the data source.

  3. Select Default as the data space.

  4. Select Channel Engagement as the object.

  5. Select All Conditions Are Met (AND) as the condition requirement.

  6. In Field, find and select ssot__Id__c.

  7. Select In as the operator.

  8. In Value, find and select ChannelEngagementIds.

  9. Select Not Sorted as the sort order.

  10. Select All Records.

  11. Select Automatically store all fields.
Loop

  1. In Label, enter Loop Through Engagement Action, and then press Tab to automatically populate the API name.

  2. Select Get Engagement Actions as the collection variable.

  3. Select First item to last item as the direction.
Loop

  1. In Label, enter Loop Through Channel Engagements, and then press Tab to automatically populate the API name.

  2. Select Get Channel Engagements as the collection variable.

  3. Select First item to last item as the direction.
Decision

  1. In Label, enter Match Channel Engagement, and then press Tab to automatically populate the API name.

  2. Select Match and enter these details.

    1. In Label and Outcome API name, enter Match.

    2. Select All Conditions Are Met (AND) as the outcome.

    3. Select Engagement Action > Channel Engagement as the resource.

    4. Select Equals as the operator.

    5. Select Channel Engagements > Channel Engagement Id as the value.
Add Prompt Instructions

  1. In Label, enter Add Channel Engagement to Prompt, and then press Tab to automatically populate the API name.

  2. In Prompt Instructions, enter { "Date" "{!Loop_through_Each_Engagement_Action.ssot__EngagementDateTime__c}", "Subject" : "{!Loop_through_Channel_Engagements.ssot__Subject__c}" },.

Get Records

  1. In Label, enter Get Account Contact, and then press Tab to automatically populate the API name.

  2. Select Data Cloud Object as the data source.

  3. Select Default as the data space.

  4. Select Account Contact as the object.

  5. Select All Conditions Are Met (AND) as the condition requirements.

  6. In Field, find and select ssot__IndividualId__c.

  7. Select Equals as the operator.

  8. Select Not Sorted as the sort order.

  9. Select Only the first record.

  10. Select Automatically store all fields.
Get Records

  1. In Label, enter Get Gift Transactions, and then press Tab to automatically populate the API name.

  2. Select Data Cloud Object as the data source.

  3. Select Default as the data space.

  4. Select GiftTransaction as the object.

  5. Select All Conditions Are Met (AND) as the condition requirements.

  6. In Field, find and select ssot__DonorId__c.

  7. Select Equals as the operator.

  8. In Value, select Account Contact from Get_Account_Contact > ssot__AccountId__c.

  9. Click Add Condition.

  10. In Field, find and select ssot__TransactionDate__c.

  11. Select Greater Than or Equal as the operator.

  12. In Value, select CurrentYear.

  13. Select Not Sorted as the sort order.

  14. Select All records.

  15. Select Automatically store all fields.
Loop

  1. In Label, enter Loop through Gift Transactions, and then press Tab to automatically populate the API name.

  2. Select Get Gift Transactions as the collection variable.

  3. Select First item to last item.
Add Prompt Instructions

  1. In Label, enter Add Gift Transaction to the Prompt, and then press Tab to automatically populate the API name.

  2. In Prompt Instructions, enter { "Description" : "{!Loop_through_Gift_Transactions.ssot__Description__c}", "Current Amount" : "{!Loop_through_Gift_Transactions.ssot__CurrentAmount__c}", "Gift Type": "{!Loop_through_Gift_Transactions.ssot__GiftType__c}", "Transaction Date": "{!Loop_through_Gift_Transactions.ssot__TransactionDate__c}" },.

Add Prompt Instructions

  1. In Label, enter Add Ending Prompt, and then press Tab to automatically populate the API name.

  2. In Prompt Instructions, enter ]}..
![Overall Alumni Engagements Summarization flow](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/education_cloud/images/ec_overall_alumni_engagements.png)