Use Flow Builder to create a summary for Alumni Engagement Metrics that describes interactive, meaningful, and informative communication with an alumnus that deepens alumni relationships with the institution.
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.
|
Element
|
Configuration |
| Start |
-
Select Automatic Inputs as the input type.
-
Select Engagement Visualization Template Capability as the prompt template type.
|
| Get Records |
-
Enter Get Contact as the label, and then press Tab to automatically populate the API name.
-
Select Salesforce Object as the data source.
-
Select Contact as the object.
-
Select All Conditions Are Met (AND) as the condition requirement.
-
In Field, find and select Id.
-
Select Equals as the operator.
-
In Value, select $Input > ContextRecord > Contact ID.
-
Select Only the first record.
-
Select Automatically store all fields.
|
| Add Prompt Instructions |
-
Enter Add Contact Name to the Prompt as the label, and then press Tab to automatically populate the API name.
-
In Prompt Instructions, enter { "Name" : "{!Get_Contact.Name}", "Details": [.
|
| Get Records |
-
Enter Get Engagement Actions as the label, and then press Tab to automatically populate the API name.
-
Select Data Cloud Object as the data source.
-
Select default as the data space.
-
Select Engagement Action as the object.
-
Enter 1 AND 2 AND 3 as the condition logic.
-
Set these conditions.
-
ssot__IndividualId__c Equals $Input > ContextRecord > Contact ID
-
ssot__EngagementCategory__c Equals CommunicationsCategory
-
ssot__EngagementDateTime__c Greater Than or Equal CurrentYear
-
Select All Records.
-
Select Automatically store all fields.
|
| Loop |
-
Enter Loop Through Engagement Actions as the label, and then press Tab to automatically populate the API name.
-
Select Get Engagement Actions as the collection variable.
-
Select First item to last item as the direction.
|
| Assignment |
-
Enter Set Channel Engagement Ids as the label, and then press Tab to automatically populate the API name.
-
Select ChannelEngagementIds as the variable.
-
Select Add as the operator.
-
Select Engagement Actions > Channel Engagement as the value.
|
| Get Records |
-
Enter Get Channel Engagements as the label, and then press Tab to automatically populate the API name.
-
Select Data Cloud Object as the data source.
-
Select Default as the data space.
-
Select Channel Engagement as the object.
-
Select All Conditions Are Met (AND) as the condition requirement.
-
In Field, find and select ssot__Id__c.
-
Select In as the operator.
-
In Value, find and select ChannelEngagementIds.
-
Select Not Sorted as the sort order.
-
Select All Records.
-
Select Automatically store all fields.
|
| Loop |
-
Enter Loop Through Engagement Action as the label, and then press Tab to automatically populate the API name.
-
Select Get Engagement Actions as the collection variable.
-
Select First item to last item as the direction.
|
| Loop |
-
Enter Loop Through Channel Engagements as the label, and then press Tab to automatically populate the API name.
-
Select Get Channel Engagements as the collection variable.
-
Select First item to last item as the direction.
|
| Decision |
-
Enter Match Channel Engagement as the label, and then press Tab to automatically populate the API name.
-
Select Match and enter details.
-
In Label and Outcome API name, enter Match.
-
Select All Conditions Are Met (AND) as the outcome.
-
Select Engagement Action > Channel Engagement as the resource.
-
Select Equals as the operator.
-
Select Channel Engagements > Channel Engagement Id as the value.
|
| Add Prompt Instructions |
-
Enter Add Channel Engagement to Prompt as the label, and then press Tab to automatically populate the API name.
-
In Prompt Instructions, enter { "Date" "{!Loop_through_Each_Engagement_Action.ssot__EngagementDateTime__c}", "Subject" : "{!Loop_through_Channel_Engagements.ssot__Subject__c}" },.
|
| Add Prompt Instructions |
-
Enter Add Ending Prompt as the label, and then press Tab to automatically populate the API name.
-
In Prompt Instructions, enter ]}..
|
