--- schema_version: "1" id: f1224ecb178cdcc105b93ee559dc53667cbbf80b8425e26735f7ea8e47fc528c title: Personal Engagement Summarization collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_personal_engagement_summarization.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_personal_engagement_summarization.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 3250b9711fce4b925bf05b45e9bfda958d133b0a29a5483993c9f81b548534c4 description: 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. products: - Education release: "264" --- # Personal Engagement Summarization 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](https://help.salesforce.com/s/articleview?id=platform.flow_build.htm&type=5).

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. Enter Get Contact as the label, 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. Enter Add Contact Name to the Prompt as the label, and then press Tab to automatically populate the API name.

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

  1. Enter Get Engagement Actions as the label, 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 AND 3 as the condition logic.

  6. Set these conditions.

    • ssot__IndividualId__c Equals $Input > ContextRecord > Contact ID

    • ssot__EngagementCategory__c Equals CommunicationsCategory

    • ssot__EngagementDateTime__c Greater Than or Equal CurrentYear

  7. Select All Records.

  8. Select Automatically store all fields.
Loop

  1. Enter Loop Through Engagement Actions as the label, 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. Enter Set Channel Engagement Ids as the label, and then press Tab to automatically populate the API name.

  2. Select ChannelEngagementIds as the variable.

  3. Select Add as the operator.

  4. Select Engagement Actions > Channel Engagement as the value.
Get Records

  1. Enter Get Channel Engagements as the label, 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. Enter Loop Through Engagement Action as the label, 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. Enter Loop Through Channel Engagements as the label, 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. Enter Match Channel Engagement as the label, and then press Tab to automatically populate the API name.

  2. Select Match and enter 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. Enter Add Channel Engagement to Prompt as the label, 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}" },.

Add Prompt Instructions

  1. Enter Add Ending Prompt as the label, and then press Tab to automatically populate the API name.

  2. In Prompt Instructions, enter ]}..
![Personal Engagement 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_personal_engagement.png)