Salesforce Docs Portal

Support Students with Personalized Insights

To turn data into personalized support for individual students, add metrics and visualizations to a student's contact record page.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with Education Cloud, Data 360, and Tableau Next
User Permissions Needed
To embed Tableau Next components in a record page:

Education Cloud Full Access

AND

Tableau Unmetered Admin or Tableau Next Admin
  1. Embed visualizations in each student's contact record page.
  2. Embed the metrics in each student's contact record page.
    Select the semantic data model that's in use in your workspace.
  3. To receive personalized insights for each student, filter these values for embedded visualizations and metrics.
    Visualization Field Record Value
    Academic Standing Contact on Learner Profile Contact Id
    Courses and Grades Participant Contact on Course Offering Participant Contact Id
    Credits per Term Participant Contact on Course Offering Participant Contact Id
    GPA per Term Learner Contact on Academic Term Enrollment Contact Id
    Metric Dimension Record Value
    Cumulative GPA Contact on Learner Profile Contact Id