Use Flow Builder to create a summary for Alumni Engagement Metrics that describes the
philanthropic contributions of an alumnus that are aligned with your institution's mission
and goals.
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 |
-
In Label, enter Get Contact, 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 |
-
In Label, enter Add Contact Name to the
Prompt, and then press Tab to automatically
populate the API name.
-
In Prompt Instructions, enter { "Name" :
"{!Get_Contact.Name}", "Details": [.
|
| Get Records |
-
In Label, enter Get Account Contact,
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 Account Contact as the object.
-
Select All Conditions Are Met (AND) as
the condition requirements.
-
In Field, find and select
ssot__IndividualId__c.
-
Select Equals as the operator.
-
Select Not Sorted as the sort order.
-
Select Only the first record.
-
Select Automatically store all
fields.
|
| Get Records |
-
In Label, enter Get Gift Transactions,
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 GiftTransaction as the object.
-
Select All Conditions Are Met (AND) as
the condition requirements.
-
In Field, find and select
ssot__DonorId__c.
-
Select Equals as the operator.
-
In Value, select Account Contact from
Get_Account_Contact > ssot__AccountId__c.
-
Click Add Condition.
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In Field, find and select
ssot__TransactionDate__c.
-
Select Greater Than or Equal as the
operator.
-
In Value, select CurrentYear.
-
Select Not Sorted as the sort order.
-
Select All records.
-
Select Automatically store all
fields.
|
| Loop |
-
In Label, enter Loop through Gift
Transactions.
Press Tab to automatically populate the API name.
-
Select Get Gift Transactions as the
collection variable.
-
Select First item to last item.
|
| Add Prompt Instructions |
-
In Label, enter Add Gift Transaction to the
Prompt, and then press Tab to automatically
create the API name.
-
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 |
-
In Label, enter Add Ending Prompt, and
then press Tab to automatically populate the API name.
-
In Prompt Instructions, enter ]}..
|
