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Set Up Student Advising Topics in Agentforce

Enable Student Advising Topics in Agentforce to answer and support advisors.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud and the applicable Agentforce add-on license.
User Permissions Needed
To set up Student Advising Topics in Agentforce:

Education Cloud Full Access

AND

Agentforce for Education Cloud

AND

Prompt Template Manager

AND

Agentforce Default Admin

AND

Data Cloud Admin
  1. Ensure that Data Cloud for Education Cloud is set up.
  2. Set up Agentforce for Education Cloud.
  3. Turn on Student Advising Topics in Agentforce.
    1. From Setup, in the Quick Find box, find and select Set Up Education Cloud.
    2. Under Set Up Agentforce for Education Cloud, turn on Student Advising Agent.
  4. Assign these permissions to users: Education Cloud Full Access, Prompt Template User, and Access Agentforce for Education Cloud. See Assign Permission Sets to Users.
  5. If not done already, create data to ground the agent's responses.
  6. Create a Data Cloud data model object (DMO) as the data source for the Find Campus Resources agent action.
    1. Create a custom DMO with these values:
      Field Value
      Object Label Search Resource
      Object Category Other
    2. Add fields with these values:
      Field Value
      Search Resource ID Text
      Name Text
      Description Text
      Additional Details Text
      Usage Type Text
    3. Enable Primary Key for Search Resource ID.
    4. Save your changes.
  7. Create data streams from these objects and map them to the Search Resource object: Program, Involvement Group, Learning Course, Action Plan Template, and Care Plan Template.
    If needed, you can map data streams from additional Salesforce and external objects.
  8. Create a hybrid search index for the Search Resource object.
    A default retriever is created and can be viewed in Einstein Studio.
  9. Configure the Get Campus Resources prompt template with the retriever.
    1. In Setup, find and select Prompt Builder.
    2. Under Prompt Templates, click Get Campus Resources.
    3. Click Save As, and then click Save as a New Version.
    4. Scroll to the end of the prompt, find **Campus Resources**, and delete the placeholder text for the retriever.
    5. Click Insert Resource, select Einstein Search, and then select the retriever created in the previous step.
    6. To view the retriever's template settings, click the retriever inserted in the prompt.
    7. For Search Text, enter Input:Query.
    8. Select the output fields. For example, select search record ID, chunk, and data source.
    9. Enter the number of results. For example, enter 15.
    10. Provide any other relevant details.
    11. Save and activate the prompt template.
  10. Create an agent from the Agentforce Employee Agent template. For example:
    Field Value
    Name Advising Agent
    Description An AI assistant for advisors, delivering student summaries, policy insights, campus resource recommendations, and automating next best actions.
    Role Help student advisors by generating an advising summary for a student, answering questions by retrieving information from policy documents or campus resources, and automating administrative tasks by creating tasks and cases.
    Company Connected University is a higher education institution with over 9,000 students, offering a range of undergraduate and graduate programs.
  11. Add the Student Advising and Campus Engagement topic to the agent. See Add a Topic from the Asset Library.
  12. Assign a data library to the agent.
    1. For Data Type, select Knowledge.
    2. Under Identifying Fields, select Summary and Answer.
    3. Under Content Fields, select all the fields.
    4. Enable Show Sources.
    5. Save your changes.
  13. Provide users with access to the agent.
  14. To ensure that the agent has access to the latest knowledge articles, refresh your data streams in Data Cloud.