---
schema_version: "1"
id: 26b2134b9b28df04a1b76f29c62e883827b39b616267562d1540f8b87155850b
title: Set Up Student Advising Topics in Agentforce
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_set_up_student_advising_topics_in_agentforce.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_student_advising_topics_in_agentforce.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 804ca2b3dfcb8c9f6a7d0240e38ad48e9831c401a5c7994308af50969a7b1bff
description: Enable Student Advising Topics in Agentforce to answer and support advisors.
products:
  - Education
release: "264"
---
# Set Up Student Advising Topics in Agentforce

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

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col></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 and the applicable Agentforce add-on license.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d170306e72">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d170306e72 ">To set up Student Advising Topics in Agentforce:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d170306e72 ">
              <p>Education Cloud Full Access</p>
              <p>AND</p>
              <p>Agentforce for Education Cloud</p>
              <p>AND</p>
              <p>Prompt Template Manager</p>
              <p>AND</p>
              <p>Agentforce Default Admin</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Data Cloud Admin</p>
            </td>

          </tr>
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      </table>

1. Ensure that [Data Cloud for Education Cloud](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_data_cloud_for_education_cloud.htm&language=en_US) is set up.
2. [Set up Agentforce for Education Cloud](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_agentforce_for_education_cloud.htm&language=en_US).
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](https://help.salesforce.com/s/articleView?id=sfdo.ec_education_cloud_permission_sets.htm&language=en_US).
5. If not done already, [create data to ground the agent's responses](https://help.salesforce.com/s/articleView?id=sfdo.ec_grounding_data_for_student_advising_topics.htm&release=264.0.0&type=5 "Create data and knowledge articles that align with the student advising subagents to ground agent responses. The more information available to the agent, the better it performs.").
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](https://help.salesforce.com/s/articleView?id=data.c360_a_create_custom_data_model_object.htm&language=en_US) 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](https://help.salesforce.com/s/articleView?id=data.c360_a_create_crm_data_stream.htm&language=en_US) 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](https://help.salesforce.com/s/articleView?id=data.c360_a_search_index_easy_setup_search_index.htm&language=en_US) 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.](https://help.salesforce.com/s/articleView?id=ai.agent_employee_agent_setup.htm&language=en_US) 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](https://help.salesforce.com/s/articleView?id=ai.copilot_topics_add_standard.htm&language=en_US).
12. [Assign a data library to the agent](https://help.salesforce.com/s/articleView?id=ai.agent_setup_data_sources.htm&language=en_US).
    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.](https://help.salesforce.com/s/articleView?id=ai.agent_manage_aea_access.htm&language=en_US)
14. To ensure that the agent has access to the latest knowledge articles, [refresh your data streams in Data Cloud](https://help.salesforce.com/s/articleView?id=data.c360_a_data_stream_schedule.htm&language=en_US).

See Also:

- [Ground with Knowledge Using Retrieval Augmented Generation](https://help.salesforce.com/s/articleView?id=ai.prompt_builder_ground_rag.htm&language=en_US)