Salesforce Docs Portal

Set Up Student Recruitment Agent Flows

Clone and configure the Student Recruitment Agent flows for unauthenticated users.

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

There are two templates for creating the Student Recruitment Agent. All flows in the Student Recruitment - Authenticated template function without any configuration. To use the Student Recruitment - Unauthenticated template, clone and modify these flows.

Clone Campaign, Person Account Processing, and Academic Interest Flows

For unauthenticated users to access the Student Recruitment Agent, clone the EDU Admissions: Get Planned Campaigns, EDU Admissions: Process Person Account, and EDU Cloud: Inquiry: Academic Interest Processing flows.

  1. From Setup, in the Quick Find box, find and select Flows.
  2. Select EDU Admissions: Get Planned Campaigns.
  3. Click Save As New Flow.
  4. Enter a label and API name.
  5. Click Show Advanced.
  6. From How to Run the Flow, select System Context Without Sharing - Access All Data.
  7. Save and activate your flow.
  8. Repeat this process for these flows.
    • EDU Admissions: Process Person Account
    • EDU Cloud: Inquiry: Academic Interest Processing

Clone and Modify Create Campus Tour Registration Flow

For unauthenticated users to access the Student Recruitment Agent, clone the EDU Admissions: Create Campus Tour Registration flow and replace the Process Account subflow element.

  1. From Setup, in the Quick Find box, find and select Flows.
  2. Select EDU Admissions: Create Campus Tour Registration.
  3. Click Save As New Flow.
  4. Enter a label and API name.
  5. Click Show Advanced.
  6. From How to Run the Flow, select System Context Without Sharing - Access All Data.
  7. Save your changes.
  8. From the toolbox, select DefaultUserOwnerId.
  9. In Value, enter the system admin user ID.
  10. Click Done.
  11. Replace the Process Person Account subflow element.
    1. After the Process Person Account element, click Add element, and then select Subflow.
    2. Select your new version of the EDU Admissions: Process Person Account subflow.
    3. Enter a label and API name.
    4. Turn on incomingPersonAccount, and then enter {!PersonAccountDetails}.
    5. Update the remaining elements in your flow to reference the new subflow element.
    6. Delete the original Process Person Account subflow element.
  12. Save and activate the flow.

Clone and Modify Academic Interest and Create Inquiry Flows

For unauthenticated users to access the Student Recruitment Agent, clone the EDU Admissions: Process Academic Interest and EDU Admissions: Create Inquiry flows and replace subflow elements.

  1. From Setup, in the Quick Find box, find and select Flows.
  2. Select EDU Admissions: Process Academic Interest.
  3. Click Save As New Flow.
  4. Enter a label and API name.
  5. Click Show Advanced.
  6. From How to Run the Flow, select System Context Without Sharing - Access All Data.
  7. Save your changes.
  8. From the toolbox, select DefaultUserOwnerId.
  9. In Value, enter the system admin user ID.
  10. Click Done.
  11. Replace the Process Person Account subflow element.
    1. After the Process Person Account element, click Add element, and then select Subflow.
    2. Select your new version of the EDU Admissions: Process Person Account subflow.
    3. Enter a label and API name.
    4. Turn on incomingPersonAccount, and then enter {!PersonAccountDetails}.
    5. Update the remaining elements in your flow to reference the new subflow element.
    6. Delete the original Process Person Account subflow element.
  12. Replace the Process Academic Interest subflow element.
    1. After the Process Academic Interest subflow element, click Add element, and then select Subflow.
    2. Select your new version of the EDU Admissions: Process Academic Interest subflow.
    3. Enter a label and API name.
    4. Turn on academicTermId, and then enter {!AcademicInterestDetails}
    5. Turn on incomingPersonAccount, and then enter {!ProcessPersonAccount.incomingPersonAccount}.
      Change the API name to match your new version of the subflow.
    6. Turn on isNewPersonAccount, and then enter {!ProcessPersonAccount.isNewPersonAccount}.
      Change the API name to match your new version of the subflow.
    7. Turn on selectedLearningProgramIds, and then enter {!learningProgramIds}.
    8. Select Manually assign variables (advanced).
    9. For newAcademicInterestIds, enter {!academicInterestIds}.
    10. Delete the original Create Academic Interest subflow element.
  13. Save and activate your flow.
  14. Repeat this process for the EDU Admissions: Create Inquiry flow.