---
schema_version: "1"
id: ad98ef4603fc29d27e9c2aa1d9921a63b91591e0a5df608ba8bbd8e9825b061e
title: Set Up the Student Goals Agent for Advisors
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_set_up_the_student_goals_agent.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_the_student_goals_agent.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5a67999476f40628d0f264f3cc496895418a1180e71f45c2be3e37977b81fa54
description: Configure the assistive Student Goals Agent for advisors to help advisors support students in setting well-defined, actionable goals in Education Cloud.
products:
  - Education
release: "264"
---
# Set Up the Student Goals Agent for Advisors

Configure the assistive Student Goals Agent for advisors to help advisors support students in setting well-defined, actionable goals in Education Cloud.

### 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, Agentforce for Education Cloud, and Flex Credits Metering add-on licenses.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d104870e72">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d104870e72 ">To set up and create an AI agent for Education Cloud:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d104870e72 ">Education Cloud Full Access permission set</td>

          </tr>
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1. [Set up Agentforce for Education Cloud](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_agentforce_for_education_cloud.htm&release=264.0.0&type=5 "Enable Agentforce in Education Cloud to create AI-powered virtual agents to help students, parents, and staff get the information they need, when they need it. Einstein Generative AI for Education Cloud powers the virtual agents that can answer questions about admissions, enrollment, financial aid, and other relevant areas.").
2. Assign these permission sets to the advisor user:
    - Education Cloud Full Access
    - Agentforce for Education Cloud Access
    - Prompt Template User
    - Data Cloud User
3. Set these object permissions in your Education Cloud Full Access permission set.
    - Involvement Group Members: Read
    - Person Competencies: Read
    - Person Traits: Read
    - Person Affinities: Read
    - Contact Profile: Read
    - Academic Term Enrollment: Read
    - Learner Program: Read
    - Goal Assignment: Create
    - Omni Process: Read
    - Assessment: Read
    - Assessment Question Response: Read
4. In App Permissions for your Education Cloud Full Access permission set, turn on Run Flows.
5. The EDU Cloud: Get Learner Details flow supports involvement groups, Discovery Framework-based assessments, learner programs, and student details (affinities, competencies, and traits). Configure the flow and its related features to meet your needs. See [Collect Data to Ground Agent Recommendations for Student Goals](https://help.salesforce.com/s/articleView?id=sfdo.ec_ground_agent_recommendations_for_student_goals.htm&release=264.0.0&type=5 "Collect student data using the EDU Cloud: Get Learner Details flow to ground agent recommendations, ensuring they are personalized and context-aware. More available information generally improves agent performance.").
6. Turn on student goals.
    1. From Setup, in the Quick Find box, find and select **Setup Education Cloud**.
    2. Turn on Set Up Student Goals.
7. Turn on the Student Goals Agent.
    1. From Setup, in the Quick Find box, find and select **Set Up Education Cloud**.
    2. ExpandSet Up Agentforce for Education Cloud.
    3. Turn on **Student Goals Agent**.
8. If not done, create data to ground the agent's responses.
    1. [Turn on Data 360](https://help.salesforce.com/s/articleView?id=data.c360_a_setup_provision.htm&language=en_US)
    2. Create a Data 360 data model object (DMO) as the data source for the Find Campus Resources agent action.
        
        [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:
        
        <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
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                <thead class="slds-text-title_caps ">
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                    <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d104870e295">Field</th>
                    <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d104870e298">Value</th>
                  </tr>
                </thead>
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                    <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d104870e295 ">Object Label</td>

                    <td data-label="Value" class="slds-cell-wrap" style="vertical-align:top;" headers="d104870e298 ">Search Resource</td>

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                    <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d104870e295 ">Object Category</td>

                    <td data-label="Value" class="slds-cell-wrap" style="vertical-align:top;" headers="d104870e298 ">
                      <p style="margin-bottom:0;">Other</p>
                    </td>

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        Add fields with these values:
        
         
        | Field | Value |
        | --- | --- |
        | Search Resource ID | Text |
        | Name | Text |
        | Description | Text |
        | Additional Details | Text |
        | Usage Type | Text |
        
        Turn on Primary Key for Search Resource ID.
        
        Save your changes.
    3. [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 other Salesforce and external objects.
    4. [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 AI Models, formerly Einstein Studio.
    5. Configure the Get Campus Resources prompt template with the retriever.
        
        In Setup, find and select **Prompt Builder**.
        
        Under Prompt Templates, click **Get Campus Resources**.
        
        Click **Save As**, and then click **Save as a New Version**.
        
        Scroll to the end of the prompt, find \*\*Campus Resources\*\*, and delete the placeholder text for the retriever.
        
        Click **Insert Resource**, select **Einstein Search**, and then select the retriever created in the previous step.
        
        To view the retriever's template settings, click the retriever inserted in the prompt.
        
        For Search Text, enter Input:Query.
        
        Select the output fields. For example, select search record ID, source record id, chunk, and data source.
        
        Enter the number of results. For example, enter 15.
        
        Provide any other relevant details.
        
        Save and activate the prompt template.
9. Create an assistive Student Goals agent for advisors from an [Agentforce Employee Agent template](https://help.salesforce.com/s/articleView?id=ai.agent_employee_agent_setup.htm&language=en_US).
    
    As part of the setup process, add the Advising Assist Student Goals topic to your agent.
10. Complete your setup and customize the Student Goals Agent.
    1. From Setup, in the Quick Find box, find and select **Agentforce Agents**.
    2. Open your Student Goals Agent.
    3. Use the tabs to access more configuration options. See [Manage Agent Settings](https://help.salesforce.com/s/articleView?id=sf.copilot_setup_settings.htm&language=en_US).
11. Control user access to individual Agentforce Employee agents (AEAs) by using permission sets or profiles. See [Manage Employee Agent Access](https://help.salesforce.com/s/articleView?id=ai.agent_manage_aea_access.htm&language=en_US).

See Also:

- [Education Cloud Editions and Permissions](https://help.salesforce.com/s/articleView?id=sfdo.ec_education_cloud_permission_sets.htm&release=264.0.0&type=5 "Review the supported editions for Education Cloud. Then learn about permissions and how to assign them.")
- [Configure Permissions and Access in Permission Sets](https://help.salesforce.com/s/articleView?id=platform.perm_sets_permissions_access.htm&language=en_US)
- [Set Your Internal Organization-Wide Sharing Settings](https://help.salesforce.com/s/articleView?id=platform.admin_sharing.htm&language=en_US)