Set Up Flows for Opportunity Management

Clone and configure Education Cloud flows to create opportunities and convert leads based on academic interests.

Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed  
To configure flows: Education Cloud Full Access
  1. In Setup, find and select Flows.
  2. Click New Flow.
  3. Select Use a Template.
  4. Select EDU Cloud: Generate Opportunities from an Academic Interest.
  5. Click Create.
  6. In Toolbox Manager, click ErrorEmailAddess.
  7. In Value, enter your Salesforce admin's email address, and then click Done.
  8. Save your changes.
  9. Enter a flow label. Press Tab to automatically populate the API name.
  10. Save and activate your flow.
  11. Similarly, clone and update the EDU Cloud: Lead Conversion Academic Interest Updates flow.