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Found 5 Skills
Use this skill to configure Education Cloud domains (Student Success, Recruitment & Admissions, Academic Operations, Alumni Relations, Student Management, or Mentoring) through conversational setup. Triggers when a user wants to enable or configure Education Cloud features. Guides step-by-step: enables Person Accounts prerequisite, activates target domain, then configures domain sub-features. Covers support processes, case record types, success teams, care plans, applications, admissions, course catalog, alumni engagement, fundraising, enrollment, programs, and mentoring. Explains each feature, confirms before proceeding, verifies every change took effect, and warns that domain and feature toggles are IRREVERSIBLE. DO NOT TRIGGER for metadata generation, custom objects, or package deployment — this configures existing platform features via org settings, not metadata files.
Use this skill to set up, create, or generate an academic calendar for Education Cloud orgs. Creates Academic Year, Academic Terms (semester/quarter/trimester), Academic Sessions, registration windows, and add/drop deadlines from natural language or documents. Validates date ranges and handles overlapping sessions, linking terms to the year and sessions to their term. TRIGGER when: user asks to "create an academic calendar", "set up semester dates", "generate the academic year", "add terms and sessions", "configure registration windows", or "add/drop deadlines" — or uploads a calendar document (PDF, CSV, XLSX) containing term or session dates. DO NOT TRIGGER for querying or updating existing calendar records, scheduling courses, or configuring course offerings.
Use this skill when a Salesforce Administrator needs to create OR maintain an institutional hierarchy for Education Cloud by parsing organizational structure from a PDF, URL, text, or CSV. On a first run it creates System, Campus, College, and Department Account records linked via ParentId plus 1:1 Business Profile records. On later runs it reconciles the org's existing hierarchy against the desired structure and applies only the delta — adding new units, renaming, or moving a node under a different parent — never recreating what exists. TRIGGER when the user wants to set up, configure, build, update, restructure, or reorganize a multi-campus structure, institutional hierarchy, or account hierarchy with business profiles; or add, rename, or move a campus, college, or department. DO NOT TRIGGER for single-campus flat setups without hierarchy levels, one-off manual account creation, or non-Education-Cloud account management.
Use this skill to set up and configure the Education Cloud Student Recruitment Agent (SRA) — the packaged Agentforce agent (namespace sturecruitment) that answers admissions FAQs, captures inquiries, registers campus tours, and files applications for prospective students. TRIGGER when the user wants to: create or configure an admissions, recruitment, or enrollment agent, set up the Student Recruitment Agent, deploy SRA to an Experience Cloud site, clone the SRA flows or permission sets, add the SRA subagents (Admissions and Enrollments FAQ; Admissions Application; Campus Tours, Visits, and Events Registration; Request for Information), wire Learning Program grounding, or build the escalation subagent. Guides platform enablement, permissions, grounding, agent creation, and channel deployment — API-first with UI fallback. DO NOT TRIGGER for the Transfer Credit Agent, generic Agentforce authoring (use agentforce-generate), or base Education Cloud domain enablement.
Use this skill to migrate course catalog data from external sources (CSV, PDF, website) and bulk-create Learning and LearningCourse records in Education Cloud. Triggers when a user wants to import courses, parse course catalog documents, or set up a course catalog for an academic term. Handles multi-source data ingestion, intelligent interpretation of course structures (lecture+lab linked courses via IsLinkedOnly flag, credit hours, course types), batch creation via sObject REST API, data quality validation, conflict resolution for existing courses, and gap identification. Explains what's missing (descriptions, types) and requests additional sources. Pauses for clarification on multi-component courses and conflicting data. DO NOT TRIGGER for creating individual Learning Course records manually, for creating Learning Programs (different workflow), or for enrollment/registration workflows.