Create Advising Programs for Learners

Use an updated workflow in Student Success to create programs with advising benefits, and associate success teams. Show programs on the learner portal, allowing learners to view details and self-enroll. Use provided flows to automatically create and update benefit disbursements when a learner schedules an appointment. Add assessments to programs to capture learner requirements during enrollment.

Note
Note

This release is in preview. Features described in this document don't become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can't guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features. Linked documentation might not include the new features or the links in these release notes might not work yet.

Where: This change applies to Lightning Experience in Performance, Enterprise, Unlimited, and Developer editions where the Education Cloud license is enabled.

Who: Only users with the Education Cloud Full Access permission can access this feature. Only users with the Education Cloud for Experience Cloud Access permission set can access the learner portal.

How: In Student Success, from the app navigation menu, select Programs , and then click New Advising Program.