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Student Success
Advisors and support staff need a holistic view to build deeper connections and engagement, streamline services and increase student success. Visualise data quickly and access AI-powered insights on a single platform.
Advisors and support staff need a holistic view to build deeper connections and engagement, streamline services and increase student success. Visualise data quickly and access AI-powered insights on a single platform.
Simplify support programme management and increase staff productivity by using AI to generate intake questions for advising, extracurricular and other student support programmes.
Object Referenced
Programme
Benefit
Data Sources
CRM
Template Type
Flex
How to use
1. Navigate to Assessment Questions List view.
2. Click "Draught with Einstein using Instructions".
3. Select "Support Programme Intake Questions" prompt template.
4. Select "Programme" as the object and choose the relevant programme name in record field of the combobox selection.
5. Hit "Next", provide any additional instructions if needed for the question generation or leave blank and hit "Draught Questions".
6. Refine & Add more questions as needed and hit "Create".
Availability
GA Now
Scale personalised student support faster with AI-generated summaries of key advising details like alerts and pulse check responses.
Object Referenced
Case
Interaction Summary
Record Alert
Pulse Check
Programme Enrolment
Assessment
Academic Term Enrolment
Data Sources
CRM
Template Type
Field Generation
How to use
1. Navigate to Edit Page for "Case" record.
2. Drag the "Einstein Summary Component" on the page. Add the "Summary Header" & "Summary Button" labels.
3. For the prompt template type, choose "Field Generation".
4. Choose "Summarise Advising Case" as the prompt template name. Save the config and activate the page.
5. Use the "Summary Button" to generate the summary. Edit and Save the summary as needed.
Availability
GA Oct. '24
Disclaimer: Salesforce pre-built Al solutions are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.
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