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#Admissions Connect0 discussing

Format A

 

  - Header: "[Bot Name] from [Workspace] invited you to work in Slack" 

  - "Invited by" field shows: botuser-{TEAM_ID}-{BOT_ID}@

slack-bots.com

 

  - Shows "X unread messages" 

  - CTA Button: "JOIN THE CONVERSATION" 

 

Format B (what we receive):

 

  - Header: "The team at [Workspace] wants to work together" 

  - "You were invited by" shows: "The team at [Workspace]" 

  - No bot email address visible 

  - CTA Button: "Get Started" 

 

Questions:

 

  1. What determines which email template Slack uses when sending invitations via the `conversations.inviteShared` API? 

 

  2. Are there any API parameters (e.g., `external_limited`, token type) that affect the email format? 

 

  3. Does the bot's display name in Slack App settings affect the "Invited by" field in the email? 

 

  4. Do workspace admin settings or Slack Connect permissions affect which email template is sent? 

 

  5. Is there documentation explaining the different email templates and how to control them? 

 

Format A:How can I change Slack connect email invite formats?

Format B: 

 

Screenshot 2026-01-09 at 14.17.23.png

 

#Slack Developers

 

 

#Admissions Connect

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Hello, 

 

Every time I go to view a page for an Action Plan or Action Plan Template, I have to refresh the page multiple times in order to see the related Action Plan Items and Document Check List Items. Sometimes, I'll refresh and ones that appeared previously all of sudden don't appear anymore. I have to refresh at least 3-5 times to get everything to appear.

 

Is anyone else experiencing this issue? Is this some delay or caching problem? How do I get this to stop?

 

 

#Financial Services Cloud #Admissions Connect

7 answers
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I see that can students can upload files for Document Checklist Items that appear in their applicant portal, but I also want some items to contain an existing file that student can download and complete. Is this possible? If yes, how do I implement this? 

 

Thank you.

 

#Admissions Connect

#Higher Education

#Education Data Architecture

1 answer
  1. Sep 20, 2024, 2:33 PM

    You can include a hyperlink to where the file is hosted using the Application Material Mapping record's Applicant Instruction Message field or the Applicant Instructions Message field, but not the actual file.

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Hi all - I have deployed an org's published Action Plan Templates, and am running into the issue of not being able to utilize them in a flow to assign Action Plans to an Application because they're not found. When deployed, they're not in a Published state and don't appear to be able to be published (the Action Plan Template Status is "ReadOnly"). The flow error I'm getting as a result is below. Does anyone have any advice on how to correct this, or will I need to clone and publish all templates after deploying? #Admissions Connect@Jace Bryan

 

An Apex error occurred: randa.ApplicationService_API.ApplicationServiceException: An action failed because the Action Plan Templates it uses don’t exist or are inactive. Verify the Action Plan Templates used are correct. For reference, the following Action Plan Template(s) failed. {[All Action Plan Template names]}
11 answers
  1. Jun 9, 2022, 1:06 PM

    @Jaclyn Jimison - Based on this article: The default status values are Draft, Obsolete, and Published. If your org has action plans migrated from another org, then those migrated action plan templates show a ReadOnly status.

     

    Based on this article (as well as the article referenced by @Tom Bassett):  After you install action plan templates through a package, clone the templates and use the copies.

     

    Let me know if this does the trick!

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Hi All - I am trying to Install the "Admissions Connect with Applicant Portal" in Sandbox, I was getting an Error while Installing the Package. But when I check the Installed Applications list the Application only the "Admissions Connect" was available. Anyone faced similar Issue, Please help us to resolve the Issue. #Admissions Connect

 

Thanks,

Subash

Issue in Admissions Connect with Applicant Portal Installation

6 answers
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Winter '23 Release Announcement

 

We are thrilled to announce the Winter ‘23 release of Education Cloud! In this release we are enhancing appointment scheduling in Student Success Hub and making available more generally, features that were only available with EDA or Admissions Connect in the prior release. 

 

The following are key highlights of the release:

 

Appointment Booking Enhancements in Student Success Hub

 

We’ve provided enhanced appointment scheduling in Student Success Hub, including the ability for Students to add notes on why they are booking the appointment. This helps bring even more personalized support for Students and increases productivity for faculty and advising staff.

 

Guidance Center for Student Success Hub

 

The Guidance Center is designed to provide Student Success Hub admins with helpful guidance to assist with setting up and enhancing their Salesforce orgs. This onboarding support provides admins with step by step instructions to get up and running quickly.

 

Data Mover is now Generally Available

 

After a successful launch for Recruiting & Admissions use cases, Data Mover is now generally available for all Education Cloud Customers. Data Mover is an intuitive tool that lets you easily bring external data into Salesforce. It helps prevent duplicates and distributes data across multiple objects.

 For more details on our new product features, please see our Release Notes

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Education Cloud Winter '22 Release

 

We are thrilled to share with you how we have focused on innovation for Education Cloud to provide much-needed, integrated and scalable solutions to improve access for all -- in the largest and most impactful release of Education Cloud to date. Whether that’s meeting students where they are, providing greater flexibility or ensuring that they don’t get lost along their journey, our goal is to drive the success of every learner, from anywhere. 

 

Student Success Hub for Higher Education and K-12

 

This Winter ‘22 Release brings the exciting evolution of Advisor Link to Student Success Hub, and with that comes a deepened focus on persistence with the launch of new Retention Tools. We know most institutions already know a lot about which students will face additional challenges - first generation students, transfer students, those in their first term, for example. And with Student Success Hub, Higher Ed and K-12 staff can create success plans to support any population segment with appropriate interventions that they know will work best. Those plans can then be tracked by higher ed students with an integrated chatbot that proactively nudges students to complete tasks or ask for help when they need it. 

 

With pre-built reports and Tableau dashboards to capture data-driven insights, staff can ensure that no student falls through the cracks. Whether they need help with academics or, increasingly, broader issues related to health and wellbeing, students require flexible options for advising appointments. For this reason, Student Success Hub supports every model of engagement - online, hybrid or in person appointments, group sessions, self-serve scheduling and more. And as part of the Winter ‘22 release, we added a new student-facing scheduling wizard. Now higher ed students can also schedule appointments based on location, timing, and topic - and they can do it all from their mobile phone. 

 

 

Admissions Connect  - Mobile Responsive Applicant Portal

 

With our latest enhancements to Admissions Connect, prospective students can apply to a college or university directly from their phone. They can view the status and content of their application and upload any required documents using the Applicant Experience Portal. And then they can check on the status of their application 24/7 using the pre-configured chatbot that integrates with Admissions Connect, accessing updates via text, Whatsapp, Facebook or Slack. These mobile-first experiences are an important step toward ensuring the success of every applicant, including those who may not have access to a laptop or computer at home.

 

We are also excited to announce the launch of a closed pilot for our newest integration tool, Data Mover. From purchased lists, to common flat file uploads, this tool is designed to help you stage, map, and identify potential duplicates when importing Leads and Contacts with all of their related information into Admissions Connect and the Education Data Architecture.  We’ve heard from so many of you how much time you spend on these activities, and are looking forward to seeing how Data Mover can help to simplify this task with reusable mapping templates. If you’re interested in participating in this pilot program, please reach out to your account executive.

 

 

Education Data Architecture (EDA) Enhancements  

The Winter ‘22 release of EDA introduces support for 14 different achievements and learning experiences to its data model, empowering users to display this information within the context of a comprehensive learner record. In addition, the new Release Management tab within EDA Settings provides a central location for system administrators to manage Education Cloud releases, providing more time to test new features in your sandbox before activating them in production based on a timeline that works for your institution.  Finally, we’re thrilled to deliver our highest voted idea on the IdeaExchange - the ability to mark addresses inactive.

 

 

Interested in seeing the full list of Winter ‘22 enhancements? Check out our Release Readiness Live for Winter ‘22

6 comments
  1. Sep 22, 2022, 11:38 AM

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Hi all! Question for those of you that have stumbled onto this functionality (as well as SFDO).

 

I'm noticing at times that applicants have the ability to edit fields through the Applicant Application Viewer Component in a portal. This is something the institution I'm working with would love to have, however I haven't found any Power of Us or Trailblazer documentation that specifies a) if this is in fact a known feature and if it can be enabled, and b) if so, what the criteria are to enable editability of fields in the Application Viewer component. I've gone through some initial testing and can't seem to determine what the qualifying criteria could be.

 

Any feedback or similar experiences would be very helpful! Thanks all.

#Admissions Connect

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Hello! Looking for some help.

 

1) How can we get the checklist to update for the student when they upload a required document, but before the document has been approved? Ex: When the student uploads a required copy of their unofficial transcript, their checklist percentage should automatically update. The checklist visible to internal users does not update until that document has been approved. 

 

2) Can I decide who is assigned a document checklist item? I see the ability to assign a task checklist item. Is it possible for a document?

 

Thank you in advance!    #Admissions Connect @Education Hub

4 answers
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Thanks to all who attended or very first Get Started with #Admissions Connect Webinar! 

 

We have a few follow resources for those who missed and those who'd like to revisit the content!

Interested in building your #Education Cloud admin skills? Join our final session of our Admin Fundamentals for Education Webinar Series: Automation with Flow.

 

Happy Learning!

1 comment
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