---
schema_version: "1"
id: 54889b84717e2fbb2c02b017b23e70e0def334aa491b8a4ef922c69831a5b73d
title: Set Up Pulse Checks
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_set_up_pulse_checks.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_pulse_checks.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 690d0ecf9cd41791b9fe2f7620fd723098c8331bd221a0bd5eed2649e3a902e3
description: Configure your org preferences and object sharing settings to enable pulse checks.
products:
  - Education
release: "264"
---
# Set Up Pulse Checks

Configure your org preferences and object sharing settings to enable pulse checks.

- Student Success is enabled in your org. See [Set Up the Student Success App](https://help.salesforce.com/s/articleview?id=sfdo.ec_set_up_the_student_success_app.htm).
- Discovery Framework is enabled in your org. See [Set Up Common Features That Extend Education Cloud](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_common_features.htm&release=264.0.0&type=5 "Turn on features that support the capabilities your institution needs to streamline workflows, personalize engagement, and drive better outcomes.").

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Required Editions"><caption>Required Editions</caption> <colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

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            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d77632e100">USER PERMISSIONS NEEDED</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d77632e103">&nbsp;</th>
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            <td data-label="USER PERMISSIONS NEEDED" class="slds-cell-wrap" style="vertical-align:top;" headers="d77632e100 ">To set up Pulse Checks:</td>

            <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d77632e103 ">
              <p>Education Cloud Full Access</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Create and Set Up Experiences</p>
            </td>

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1. Enable Pulse Checks in your org:
    1. From Setup, in the Quick Find box, enter Set Up Education Cloud and select it.
    2. Turn on Pulse Checks.
2. Provide access to the assessment question object:
    1. From Setup, in the Quick Find box, enter Sharing Settings and select it.
    2. Under Default Sharing Settings, click **Edit**.
    3. Configure the access:
        
          
        | Object | Default Internal Access | Default External Access |
        | --- | --- | --- |
        | Assessment Question | Public Read Only | Public Read Only |
3. Use sharing sets to provide your Experience site users access to these objects:
    
     
    | Object | Access Level |
    | --- | --- |
    | Assessment Envelope | Read/Write |
    | Program Enrollment | Read Only |
    
    See [Create a Sharing Set for Experience Cloud Site Users](https://help.salesforce.com/s/articleview?id=platform.networks_setting_light_users.htm).
4. To enable recurring pulse checks, use the Orchestration Flow for Recurrence Scheduler flow template to create a flow, and then activate it. See [Activate the Recurrence Schedule Flow](https://help.salesforce.com/s/articleview?id=ind.fsc_action_plans_admin_activate_recurring_schedule_flow.htm).
5. Designate the default workflow user:
    1. From Setup, in the Quick Find box, enter Process Automation Settings and select it.
    2. Select the default workflow user.
    3. Save your changes.
6. Create a permission set for your portal users so they can access the pulse checks and submit their responses:
    1. From Setup, in the Quick Find box, enter Permission Sets and select it.
    2. Click **Clone** next to Education Cloud for Experience Cloud Access.
    3. Enter a label and an API name for the permission set.
    4. Save your changes.
    5. Click your permission set.
    6. Click **Object Settings**.
    7. Click **Omni Processes**, and then click **Edit**.
    8. Enable read access for these fields: Active, Language, SubType, Type, and Web Component Enabled.
    9. Save your changes.
    10. Assign the new permissions set to your portal user group. See [Manage Permission Set Assignments](https://help.salesforce.com/s/articleview?id=platform.perm_sets_manage_assignments.htm).
7. Add pulse checks to your learner portal, so learners can view the pulse checks assigned to them and submit their responses.
    1. From Setup, in the Quick Find box, enter All Sites and select it.
    2. Select a site, or click **New** to create one. See [Set Up an Education Portal](https://help.salesforce.com/s/articleview?id=sfdo.ec_set_up_an_education_portal.htm).
    3. Click on the Action Center component to select it.
    4. On the Action Center dropdown menu, select **Pulse Checks** if it’s not enabled.
    5. Apply additional customizations as required, then preview and publish the site. See [Customize Sites with Experience Builder](https://help.salesforce.com/s/articleview?id=experience.community_designer_overview.htm).