---
schema_version: "1"
id: a20585927b962a45f950f9788093915e371404453d9e45d39992a9c7afd54d3b
title: Set Up Career Planning and Life Goals Infrastructure
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_set_up_career_planning_life_goals_infrastructure.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_career_planning_life_goals_infrastructure.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ffd3ec8fef3ff33b4606d6bc08b4f89fb3552a33edf4b8b1e2a6426b3ecf328f
description: To provide the career planning and life goals experience for students on the portal, Charlie, the Connected University advisor, creates assessments, involvement groups, and competencies. These records serve as the foundation for what students see and interact with.
products:
  - Education
release: "264"
---
# Set Up Career Planning and Life Goals Infrastructure

To provide the career planning and life goals experience for students on the portal, Charlie, the Connected University advisor, creates assessments, involvement groups, and competencies. These records serve as the foundation for what students see and interact with.

![The connected university advisor, creates assessments, involvement groups, and competencies.](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_goals_admin_flow.png)

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_note.png)

Note This example uses common portal configurations and field values. Customize these settings to meet your institution's needs.

1. Create assessment questions to use in career or preference assessments. See [Create an Intake Assessment Question](https://help.salesforce.com/s/articleView?id=sfdo.ec_create_an_intake_assessment_question.htm&language=en_US&type=5).
    
    | Field | Value |
    | --- | --- |
    | Name | Learning Patterns |
    | Question Text | What’s your go-to way to learn something new? |
    | Category | Preference |
    
    To make this question the active version, select **Active**.
    
    Similarly, create assessment questions for these questions:
    
    - Which words would your friends use to describe you?
    - How do you prefer to learn a complex topic?
    - How do you prefer to work?
2. Create an Omniscript assessment form for career and interest assessments. See [Create a Career and Interest Assessment Library](https://help.salesforce.com/s/articleView?id=sfdo.ec_create_career_interest_assessment_library.htm&language=en_US).
    
    | Field | Value |
    | --- | --- |
    | Discovery Framework Usage Type | Career and Life Goals |
    
    Omniscript Details
    
    | Field | Value |
    | --- | --- |
    | Discovery Framework Usage Type | Career and Life Goals |
    | Name | Strengths Snapshot |
    | Language | English |
    | Type | StudentAffinity |
    | Subtype | StudentAffinity |
    | Step Name | Strengths Snapshot |
    
    To find the questions, search by Preference category, and then drag selected questions to the appropriate step.
3. Build the Omniscript for the assessment that students can attempt on the portal and activate the assessment to publish it to the student portal. See [Create a Career and Interest Assessment Library](https://help.salesforce.com/s/articleView?id=sfdo.ec_create_career_interest_assessment_library.htm&language=en_US).
4. Create an involvement group to represent a campus club or organization. See [Create Involvement Groups](https://help.salesforce.com/s/articleView?id=sfdo.ec_create_involvement_groups.htm&language=en_US).
    
    To set up a campus club named The Ink Society and link it to learning competencies at Connected University, create the involvement group for The Ink Society.
    
    | Field | Value |
    | --- | --- |
    | Record Type | CRM originated |
    | Name | The Ink Society |
    | Description | For students who love creative writing, spoken word, and storytelling |
    | Founding Date | 05/01/2024 |
    | Type | Club |
    | Category | Recreational |
    | Activity Season | All Seasons |
    | Mode | Hybrid |
    | Status | Active |
    | Self-Enrollment | True |
    | Student Leader | Jenny John |
    | Student Leader Role | President |
5. Create competency records to represent competencies students can earn. See [Create Competencies](https://help.salesforce.com/s/articleView?id=sfdo.ec_create_competencies.htm&language=en_US).
    
    Competency 1
    
    | Field | Value |
    | --- | --- |
    | Record Type | CRM originated |
    | Name | Creative Thinking |
    | Type | Interpersonal Skill |
    
    Competency 2
    
    | Field | Value |
    | --- | --- |
    | Record Type | CRM originated |
    | Name | Written Communication |
    | Type | Interpersonal Skill |
6. Associate the first competency with the involvement group by creating a Competency Related record.
    
    | Field | Value |
    | --- | --- |
    | Involvement Group | The Ink Society |
    | Competency | Creative Thinking |
7. Associate a second competency by creating another Competency Related record.
    
    | Field | Value |
    | --- | --- |
    | Involvement Group | The Ink Society |
    | Competency | Written Communication |