---
schema_version: "1"
id: 086703d8b0ae5f902fd3b2ee191e572a041a7c0aaf091c7229f986fa1390c4b5
title: Set Up the Student Recruitment Agent
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_recruitment_agent.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_the_student_recruitment_agent.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ab662feaaf5678f03758a3de5f5644dd7f2bc135d31367d38a54d5f29f17fcc4
description: Configure the Student Recruitment Agent to answer questions about your school’s learning programs, support programs, application process, and campus information.
products:
  - Education
release: "264"
---
# Set Up the Student Recruitment Agent

Configure the Student Recruitment Agent to answer questions about your school’s learning programs, support programs, application process, and campus information.

### 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>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d166779e72">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e72 ">To set up and create an AI agent for Education Cloud:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e72 ">
              <p>Education Cloud Full Access</p>
              <p>AND</p>
              <p>Manage Agentforce Service
                Agents</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Manage AI Agents</p>
            </td>

          </tr>
        </tbody>
      </table>

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. Clone, customize, and assign the Education Cloud AI Agent Access permission set to internal AI agent users.
    1. Set these object and field permissions.
        
        <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
                <colgroup>
                  <col style="width:33.33333333333333%">
                  <col style="width:33.33333333333333%">
                  <col style="width:33.33333333333333%">
                </colgroup>
                <thead class="slds-text-title_caps ">
                  <tr class="">
                    <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d166779e141">Object</th>
                    <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d166779e144">Object Permissions</th>
                    <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d166779e147">Field Permissions</th>
                  </tr>
                </thead>
                <tbody>
                  <tr class="">
                    <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e141 ">Academic Interest</td>

                    <td data-label="Object Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e144 ">Create, Read</td>

                    <td data-label="Field Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e147 ">
                      <ul>
                        <li>Academic Term: Read, Edit</li>

                        <li>Account: Read, Edit</li>

                        <li>Contact: Read, Edit</li>

                        <li>Contact Request: Read, Edit</li>

                        <li>Educational Info Request: Read, Edit</li>

                        <li>Learning Program: Read, Edit</li>

                        <li>Received Date: Read, Edit</li>

                        <li>Subscription: Read, Edit</li>

                      </ul>
                    </td>

                  </tr>
                  <tr class="">
                    <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e141 ">Academic Term</td>

                    <td data-label="Object Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e144 ">Read</td>

                    <td data-label="Field Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e147 ">
                      <ul>
                        <li>Active: Read</li>

                        <li>Start Date: Read</li>

                      </ul>
                    </td>

                  </tr>
                  <tr class="">
                    <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e141 ">Account</td>

                    <td data-label="Object Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e144 ">Create, Read</td>

                    <td data-label="Field Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e147 ">Use default selections.</td>

                  </tr>
                  <tr class="">
                    <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e141 ">Action Plan</td>

                    <td data-label="Object Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e144 ">Read</td>

                    <td data-label="Field Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e147 ">Use default selections.</td>

                  </tr>
                  <tr class="">
                    <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e141 ">Action Plan Template</td>

                    <td data-label="Object Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e144 ">Read</td>

                    <td data-label="Field Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e147 ">Use default selections.</td>

                  </tr>
                  <tr class="">
                    <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e141 ">Application Stage Definition</td>

                    <td data-label="Object Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e144 ">Read</td>

                    <td data-label="Field Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e147 ">Use default selections.</td>

                  </tr>
                  <tr class="">
                    <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e141 ">Application Timeline</td>

                    <td data-label="Object Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e144 ">Read</td>

                    <td data-label="Field Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e147 ">
                      <ul>
                        <li>Application Category: Read</li>

                        <li>Application Close Date: Read</li>

                        <li>Application Close Date Time: Read</li>

                        <li>Application Open Date: Read</li>

                      </ul>
                    </td>

                  </tr>
                  <tr class="">
                    <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e141 ">Campaign</td>

                    <td data-label="Object Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e144 ">Read</td>

                    <td data-label="Field Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e147 ">Use default selections.</td>

                  </tr>
                  <tr class="">
                    <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e141 ">Contact</td>

                    <td data-label="Object Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e144 ">Read</td>

                    <td data-label="Field Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e147 ">Account: Read</td>

                  </tr>
                  <tr class="">
                    <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e141 ">Contact Request</td>

                    <td data-label="Object Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e144 ">Read</td>

                    <td data-label="Field Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e147 ">Use default selections.</td>

                  </tr>
                  <tr class="">
                    <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e141 ">Educational Info Request</td>

                    <td data-label="Object Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e144 ">Read</td>

                    <td data-label="Field Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e147 ">Use default selections.</td>

                  </tr>
                  <tr class="">
                    <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e141 ">Individual Application Task</td>

                    <td data-label="Object Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e144 ">Read</td>

                    <td data-label="Field Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e147 ">Application Stage Definition: Read</td>

                  </tr>
                  <tr class="">
                    <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e141 ">Learning</td>

                    <td data-label="Object Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e144 ">Read</td>

                    <td data-label="Field Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e147 ">Academic Level: Read</td>

                  </tr>
                  <tr class="">
                    <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e141 ">Learning Program</td>

                    <td data-label="Object Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e144 ">Read</td>

                    <td data-label="Field Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e147 ">
                      <ul>
                        <li>Academic Level: Read</li>

                        <li>Active: Read</li>

                      </ul>
                    </td>

                  </tr>
                  <tr class="">
                    <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e141 ">Preliminary Application Reference</td>

                    <td data-label="Object Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e144 ">Read</td>

                    <td data-label="Field Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e147 ">Use default selections.</td>

                  </tr>
                  <tr class="">
                    <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e141 ">Program Term Application Timeline</td>

                    <td data-label="Object Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e144 ">Read</td>

                    <td data-label="Field Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166779e147 ">
                      <ul>
                        <li>Academic Term: Read</li>

                        <li>Action Plan Template Version: Read</li>

                        <li>Application Timeline: Read</li>

                        <li>Learning Program: Read</li>

                      </ul>
                    </td>

                  </tr>
                </tbody>
              </table>
    2. Select these system permissions:
        
        - Access Education Cloud Components
        - Access Education Cloud Objects
        - Permission to access the Action Plans feature
3. For internal sharing, give Public Read Only access to these objects:
    - Academic Interest
    - Academic Term
    - Action Plan Template
    - Application Timeline
    - Learning
    - Program Term Application Timeline
4. For the Campus, Tours, Visits, and Events Registration topic, add Recruitment Event as a picklist value for the Type field on the Campaign object.
5. Define campaign sharing rules for campus tours.
    1. From Setup, in the Quick Find box, find and select **Sharing Settings**.
    2. From Manage sharing settings for:, select **Campaigns**.
    3. In the Campaign Sharing Rules related list, click **New**.
    4. Enter Campus Tours as the label.
        
        Press tab to automatically create the rule name.
    5. Select **Based on criteria** as the rule type.
    6. Select the records to share:
        
        - Field: **Type**.
        - Operator: **Equals**
        - Value: Recruitment Event
    7. In the Select the users to share with section, select **Portal Roles** and a portal account.
    8. Select **Read Only** as the campaign access.
6. For the Create Admissions Application topic, create and configure record types for the Individual Application object.
    1. [Create an Individual Application record type](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_individual_application_in_education_cloud.htm&release=264.0.0&type=5 "To store the preferences of an applicant during enrollment, set up the individual application object in Education Cloud.").
        
        Assign this record type to the Customer Community Plus, Einstein Agent User, and System Administrator profiles.
    2. [Configure an application record type](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_application_record_type_configuration_in_education_cloud.htm&release=264.0.0&type=5 "To use applications with Education Cloud, configure an application record type for the individual application object.").
7. For the Create Admissions Application topic, create a filter and assign it to the **Create Admissions Application** action.
    1. From Setup, in the Quick Find box, find and select **Agentforce Agents**.
    2. Open your Student Recruitment Agent, and click the **Topics** tab.
    3. Select the **Create Admissions Application** topic, and then click the **This Topic's Actions** tab.
    4. Select the **Create Admissions Application** action, and then click **Edit**.
    5. In the Filter section, click **New Filter**.
    6. Enter a name.
    7. Set the filter condition.
        
        | Resources | Operator |
        | --- | --- |
        | Contact Id | Is Not Empty |
    8. Save your changes.
8. [Create data streams](https://help.salesforce.com/s/articleView?id=data.c360_a_create_crm_data_stream.htm&language=en_US) for the Learning Program object to get CRM data into Data Cloud.
9. [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 Learning Program data stream.
10. To include the application close time in the agent's deadline responses, add the **Application Close Date Time** field to the Application Timeline data artifacts.
    
    The agent returns the close time in UTC rather than the applicant's local timezone.
    
    1. Add the field to the Application Timeline [data stream](https://help.salesforce.com/s/articleView?id=data.c360_a_add_new_source_fields.htm&language=en_US) and [hybrid search index](https://help.salesforce.com/s/articleView?id=data.c360_a_search_index_easy_setup_search_index.htm&language=en_US).
    2. Add the field to the Application Timeline [data retriever](https://help.salesforce.com/s/articleView?id=data.c360_a_ai_retriever_create.htm&language=en_US&type=5).
    3. [Clone the standard prompt template](https://help.salesforce.com/s/articleView?id=ai.prompt_builder_build_template.htm&language=en_US) so that it uses the updated data retriever.
11. [Create knowledge articles](https://help.salesforce.com/s/articleView?id=sfdo.ec_student_recruitment_agent_knowledge_requirements.htm&release=264.0.0&type=5 "Create knowledge articles to ground the Student Recruitment Agent’s responses. The Student Recruitment Agent includes a topic, Admissions And Enrollments FAQ, that uses the Answer Questions with Knowledge action.") to ground the responses.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_note.png)
    
    Note When you create your agent in a later step, you set up a data library for the agent to reference your knowledge articles.
12. Turn on the Student Recruitment Agent.
    1. From Setup, in the Quick Find box, find and select **Set Up Education Cloud**.
    2. Expand **Set Up Einstein for Education Cloud**.
    3. Turn on Enable Student Recruitment Agent.
13. [Create an agent](https://help.salesforce.com/s/articleView?id=ai.agent_setup_create.htm&language=en_US) for prospects, students, and parents.
    1. For authenticated users, create an agent from an Agentforce employee agent template.
    2. For unauthenticated users, create an agent from an Agentforce service agent template.
    3. Add the [Student Recruitment Agent topics](https://help.salesforce.com/s/articleView?id=sfdo.ec_student_recruitment_agent_topics.htm&release=264.0.0&type=5 "Use Student Recruitment Agent (Beta) subagents to answer questions, create Academic Interest records, and start applications. You can also provide information about campus tours, visits, and events. These subagents ensure prospective students receive the information they need. This leads to a smoother and more informed enrollment process.") from the asset library to your agent.
14. Complete your setup and customize the Student Recruitment Agent.
    1. From Setup, in the Quick Find box, find and select **Agentforce Agents**.
    2. Open your Student Recruitment Agent.
    3. Use the tabs to access more configuration options.
15. Manage access to agents.
    1. For authenticated users, see [Manage Employee Agent Access](https://help.salesforce.com/s/articleView?id=ai.agent_manage_aea_access.htm&language=en_US).
    2. For unauthenticated users, see [Best Practices for Agent User Permissions](https://help.salesforce.com/s/articleView?id=ai.agent_user.htm&language=en_US).
16. Add your agent to your Experience Cloud site portal.
    
    - For authenticated users, see [Connect an Employee Agent to Employee Channels](https://help.salesforce.com/s/articleView?id=ai.agent_deploy_emp.htm&language=en_US).
    - For unauthenticated users, see [Connect a Service Agent to Messaging](https://help.salesforce.com/s/articleView?id=ai.service_agent_messaging.htm&language=en_US).
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_note.png)
    
    Note You can connect an inbound channel, such as an Experience Cloud site, to only one agent at a time. Create one Experience Cloud site for authenticated users and another for unauthenticated users.
17. The Student Recruitment Agent shows users the JSON output from actions. Customize your Experience Cloud site to improve the user experience and control what the agent shows.
    1. [Add markup to the page `<head>`](https://help.salesforce.com/s/articleView?id=experience.community_builder_page_head.htm&type=5&language=en_US) by entering this script.
        
        ```
        
        <script type='text/javascript'>
           window.addEventListener("onEmbeddedMessagingReady", () => {
                // Embedded Messaging app ready
                embeddedservice_bootstrap.settings.disableStreamingResponses = true;
            });
        </script>
        ```
    2. In Security & Privacy, [select a security level](https://help.salesforce.com/s/articleView?id=experience.networks_security_csp_scriptlevel.htm&type=5&language=en_US).
        
        For Security Level, select **Relaxed CSP: Permit Access to Inline Scripts and Allowed Hosts**.
    3. Add your Experience Cloud site as a trusted site for scripts. See [Where to Allow Hosts of Script Resources](https://help.salesforce.com/s/articleView?id=experience.networks_security_csp_allow.htm&type=5&language=en_US).
        
        To locate the URL of your site, from Setup, find and select **Digital Experiences**, and then click **All Sites**. Find the URL of your site in the All Sites list view.
    4. Publish your site.

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)