@salesforce/afv-skills 1.47.0 → 1.48.0

package/skills/education-cloud-domain-configure/references/domain-features/mentoring.md

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+# 6. Mentoring
+
+**Purpose**: Facilitate mentoring programs, match mentors with mentees, track sessions.
+
+**Prerequisites**:
+- All Foundation prerequisites (Section 0)
+- Experience Cloud (Experience Builder) — for Mentoring Portal
+- OmniStudio — for assessments and matching experiences
+
+**Core features**:
+- Mentor and mentee profiles (Person Accounts)
+- Program management
+- Matching rules and algorithms
+- Session tracking
+- Goal setting and progress
+
+### Sub-Feature Configuration
+
+#### Step 1 — Create Mentoring Programs
+
+**What it does**: Creates Mentoring Program records.
+
+**Setup path**:
+1. Navigate to Mentoring app (or Education Cloud app) → Mentoring Programs
+2. Click New
+3. Create Mentoring Program record:
+   - Program Name: "Alumni-Student Mentoring"
+   - Program Type: Peer Mentoring / Alumni-Student / Professional Mentoring
+   - Start Date: 2025-09-01
+   - End Date: 2026-05-31
+   - Capacity: 100 mentor-mentee pairs
+   - Status: Active
+4. Define program goals and benefits
+5. Save
+6. Repeat for additional programs
+
+**Verification** (read back by the Id captured at creation — a SOQL `SELECT Id FROM <Object> WHERE ...` via `queryParams` also works if you need to re-find the record later):
+```http
+GET /services/data/v68.0/sobjects/MentoringProgram__c/<id-captured-from-create-response>
+```
+
+---
+
+#### Step 2 — Set Up Mentoring Programs (Program and Benefit Management Settings)
+
+**What it does**: Set Up Mentoring Programs — define and manage mentoring support programs with related benefits. Under Setup, the single Mentoring sub-feature link ("Set Up Mentoring Programs") leads to **Program and Benefit Management Settings**, the SAME 4 toggles used by Student Success. Mentoring shares this setting group, so if you configured Student Success first these are already on.
+
+The 4 toggles:
+
+- **Program and Benefit Management** — Create and manage your programs, benefits, and goals.
+- **Benefit Assignment and Goal Assignment Sharing** — Allow users to access all benefit assignment and goal assignment records when the user has access to the record's parent records.
+- **Allow benefit assignments with inactive program enrollments** — Allow benefit assignments even when the related program enrollment is inactive.
+- **Program Cohorts** — Create and manage program cohorts.
+
+**Setup UI path (for reference)**:
+1. From Setup → Set Up Education Cloud → Mentoring → **Set Up Mentoring Programs**.
+2. Open **Program and Benefit Management Settings** and confirm all 4 toggles are on.
+
+**Idempotent behavior**: These may already be enabled from Student Success. Cold-verify FIRST; only write the toggles that read `false`; then re-verify. Skipping already-on toggles is expected — report them as already enabled.
+
+**Before enabling any that are off — confirm with customer.** UPDATE operation on org metadata. Present for approve / reject / modify before executing.
+
+**API call (technical)** — metadata elements on `IndustriesSettings`, `fullName = Industries`:
+
+| Setup toggle | Metadata element | Flat read field |
+|---|---|---|
+| Program and Benefit Management | `enableBenefitManagementPreference` | `IsBenefitManagementPreferenceEnabled` |
+| Benefit Assignment and Goal Assignment Sharing | `enableBenefitAndGoalSharingPref` | `IsBenefitAndGoalSharingPrefEnabled` |
+| Allow benefit assignments with inactive program enrollments | `allowBenefitAssignmentWithInactiveProgramEnrollment` | `AllowBenefitAssignmentWithInactiveProgramEnrollment` |
+| Program Cohorts | `enableProgramCohorts` | `IsProgramCohortsEnabled` |
+
+Enable any that are off (include only the off ones in the xmlRep, or send all four true — safe/idempotent):
+
+```http
+PUT /services/data/v68.0/headless/metadata
+```
+```json
+{
+  "type": "IndustriesSettings",
+  "fullName": "Industries",
+  "xmlRep": "<?xml version=\"1.0\" encoding=\"UTF-8\"?><IndustriesSettings xmlns=\"http://soap.sforce.com/2006/04/metadata\"><enableBenefitManagementPreference>true</enableBenefitManagementPreference><enableBenefitAndGoalSharingPref>true</enableBenefitAndGoalSharingPref><allowBenefitAssignmentWithInactiveProgramEnrollment>true</allowBenefitAssignmentWithInactiveProgramEnrollment><enableProgramCohorts>true</enableProgramCohorts></IndustriesSettings>"
+}
+```
+
+**Cold verification (mandatory)**:
+```http
+GET /services/data/v68.0/tooling/sobjects/IndustriesSettings/bWRjLzBIRS9JbmR1c3RyaWVzU2V0dGluZ3M=
+```
+Confirm all four `.Metadata.*` elements AND their flat `Is*Enabled` reads are `true`.
+
+---
+
+#### Step 3 — Configure Mentor and Mentee Profiles
+
+**What it does**: Defines profile fields for Mentors and Mentees.
+
+**Setup path**:
+1. Navigate to Mentoring app → Program Members
+2. Define profile fields for Mentors:
+   - Industry
+   - Expertise
+   - Graduation year
+   - Availability
+   - Preferred communication style
+3. Define profile fields for Mentees:
+   - Academic goals
+   - Career interests
+   - Preferred communication style
+   - Availability
+4. Configure matching assessment questions
+5. Save
+
+**Verification**: Check Program Members show mentor and mentee profile fields.
+
+---
+
+#### Step 4 — Set Up Mentor-Mentee Matching via Assessments
+
+**What it does**: Activates Mentoring Assessment OmniScript and configures matching criteria.
+
+**Setup path**:
+1. Navigate to Setup → OmniStudio → OmniScripts
+2. Activate Mentoring Assessment OmniScript
+3. Configure matching criteria:
+   - Skills alignment
+   - Availability overlap
+   - Goal compatibility
+4. Set matching mode:
+   - Manual (admin reviews and matches)
+   - Algorithmic (automatic based on criteria)
+   - Hybrid (admin-assisted with algorithm suggestions)
+5. Create mentor-mentee pair records upon match confirmation
+6. Save
+
+**Verification**: Check Mentoring Portal shows matched pairs.
+
+---
+
+#### Step 5 — Set Up the Mentoring Portal (Experience Cloud)
+
+**What it does**: Deploys Mentoring Portal with profile browsing, match requests, meeting log, messaging.
+
+**Setup path**:
+1. Navigate to Setup → Digital Experiences → All Sites
+2. Create new Experience Cloud site or configure existing site
+3. Add Mentoring Portal components:
+   - Mentor profile browsing
+   - Match request submission
+   - Meeting log and milestone tracker
+   - Messaging between mentor/mentee
+4. Configure access for authenticated mentors and mentees
+5. Publish and activate the portal
+
+**Verification**: Navigate to portal URL and verify components load for mentor/mentee users.
+
+---
+
+#### Step 6 — Configure Mentoring Benefits Management
+
+**What it does**: Defines benefit types and assigns benefits to active mentor-mentee pairs.
+
+**Setup path**:
+1. Navigate to Mentoring app → Benefits
+2. Define benefit types:
+   - Career resources (resume review, interview prep)
+   - Event invites (networking events, workshops)
+   - Recognition (awards, certificates)
+3. Assign benefits to active mentor-mentee pairs
+4. Configure benefit expiration and renewal rules
+5. Save
+
+**Verification**: Check Benefits tab shows assigned benefits.
+
+---
+
+#### Step 7 — Configure Notifications and Milestone Tracking
+
+**What it does**: Sets up automated notifications and milestone completion criteria.
+
+**Setup path**:
+1. Navigate to Setup → Flows → Create new Flow
+2. Set up automated notifications for:
+   - New match confirmations
+   - Meeting reminders
+   - Milestone completions
+   - Program end dates
+3. Configure milestone record types:
+   - First meeting completed
+   - 3-month check-in
+   - Program completion
+4. Configure milestone completion criteria
+5. Link milestones to mentor-mentee pair record
+6. Activate flows
+
+**Verification**: Test with test mentor-mentee pair to confirm notifications send.
+
+---
+

package/skills/education-cloud-domain-configure/references/domain-features/recruitment-admissions.md

@@ -0,0 +1,315 @@
+# 2. Recruitment & Admissions
+
+**Purpose**: Manage student recruitment, application processing, and admission decisions.
+
+**Prerequisites**:
+- All Foundation prerequisites (Section 0)
+- Experience Cloud license — for applicant portal
+- Salesforce Scheduler — for campus tour and appointment booking
+- OmniStudio — for Application Stages (FlexCards + OmniScripts)
+- Marketing Cloud Engagement for Education (optional) — for prospect nurture campaigns
+
+**Core features**:
+- Applicant tracking (Person Accounts)
+- Application forms and portals
+- Admission processes and workflows
+- Communication templates
+- Digital engagement channels
+
+### Enablement & Toggles
+
+> **No domain master toggle.** This domain has no single on/off switch. It is configured through two independent sub-feature settings under Setup → Set Up Education Cloud → Recruitment & Admissions. Configure each on its own; there is no "enable Recruitment & Admissions" step.
+>
+> Both are individual settings on the `IndustriesSettings` metadata object (`fullName = Industries`), toggled via the headless metadata endpoint and cold-verified against the Tooling API read. These are UPDATE ops that toggle both ways (`true`↔`false`) — unlike the one-way domain toggles.
+
+#### Sub-feature 1 — Turn Off Automatic Decision Sharing
+
+**What this controls (customer-facing)**: Prevent automatic sharing of application decision data with portal users.
+
+- **ON** → automatic decision sharing is turned OFF. Application decision records are NOT automatically shared with portal users.
+- **OFF** → application decision records are automatically shared on the date defined on the application timeline.
+
+Enable this when you do NOT want application decisions to surface to portal users automatically on the timeline date — for example, when decisions are released manually or through a controlled communication.
+
+**Setup UI path (for reference)**:
+1. From Setup, in Quick Find enter `Set Up Education Cloud`, then select **Set Up Education Cloud**.
+2. Under Recruitment & Admissions, find **Turn Off Automatic Decision Sharing** and turn on **Turn Off Application Decision Sharing**.
+
+**Before changing — confirm with customer.** UPDATE operation on org metadata. Present for approve / reject / modify before executing.
+
+**API call (technical)** — metadata element `enableApplnDecStdSharing` (flat read `IsApplnDecStdSharingEnabled`). Turn OFF automatic decision sharing (enable the "turn off sharing" setting):
+```http
+PUT /services/data/v68.0/headless/metadata
+```
+```json
+{
+  "type": "IndustriesSettings",
+  "fullName": "Industries",
+  "xmlRep": "<?xml version=\"1.0\" encoding=\"UTF-8\"?><IndustriesSettings xmlns=\"http://soap.sforce.com/2006/04/metadata\"><enableApplnDecStdSharing>true</enableApplnDecStdSharing></IndustriesSettings>"
+}
+```
+Send `false` to allow automatic sharing again.
+
+#### Sub-feature 2 — Application Materials Protection
+
+**What this controls (customer-facing)**: Control post-submission edit protection for admissions application materials. When ON, application materials are protected from edits after submission.
+
+**Setup UI path (for reference)**:
+1. From Setup → Set Up Education Cloud → Recruitment & Admissions.
+2. Find **Application Materials Protection** and turn it on.
+
+**Before changing — confirm with customer.** UPDATE operation on org metadata. Present for approve / reject / modify before executing.
+
+**API call (technical)** — metadata element `enableAppMaterialsProtection` (flat read `IsAppMaterialsProtectionEnabled`):
+```http
+PUT /services/data/v68.0/headless/metadata
+```
+```json
+{
+  "type": "IndustriesSettings",
+  "fullName": "Industries",
+  "xmlRep": "<?xml version=\"1.0\" encoding=\"UTF-8\"?><IndustriesSettings xmlns=\"http://soap.sforce.com/2006/04/metadata\"><enableAppMaterialsProtection>true</enableAppMaterialsProtection></IndustriesSettings>"
+}
+```
+Send `false` to remove post-submission edit protection.
+
+#### Cold verification (mandatory — both sub-features)
+
+`success:true` on the write is necessary but NOT sufficient. Always cold-verify against the Tooling API record:
+```http
+GET /services/data/v68.0/tooling/sobjects/IndustriesSettings/bWRjLzBIRS9JbmR1c3RyaWVzU2V0dGluZ3M=
+```
+(Raw trailing `=`, NOT URL-encoded `%3D`.) Confirm each element AND its flat read match intended state:
+- `.Metadata.enableApplnDecStdSharing` ↔ `.IsApplnDecStdSharingEnabled`
+- `.Metadata.enableAppMaterialsProtection` ↔ `.IsAppMaterialsProtectionEnabled`
+
+Only report a setting as changed after both the metadata element and its flat `Is*Enabled` field read the intended value.
+
+### Sub-Feature Configuration
+
+#### Step 1 — Run the Guided Setup Wizard
+
+**What it does**: Runs the Education Cloud Guided Setup wizard to apply foundation settings.
+
+**Setup path**:
+1. Navigate to Setup → Feature Settings → Set Up Education Cloud
+2. Click "Run Guided Setup" or "Get Started"
+3. Follow wizard steps to completion
+4. Confirm all foundation settings are applied
+
+**Verification**: Check Setup → Set Up Education Cloud shows wizard completed.
+
+---
+
+#### Step 2 — Set Up the Admissions Console
+
+**What it does**: Configures Admissions Console app for admissions officers.
+
+**Setup path**:
+1. Navigate to Setup → App Manager → Find "Admissions Console"
+2. Click Edit
+3. Assign to admissions officer profiles
+4. Configure page layouts for Application, Inquiry, and Opportunity objects
+5. Add components:
+   - Application pipeline
+   - Inquiry management
+   - Document review
+6. Save
+
+**Verification**: Check App Launcher shows Admissions Console for admissions users.
+
+---
+
+#### Step 3 — Set Up the Recruiter Console
+
+**What it does**: Configures Recruiter Console for recruiter profiles.
+
+**Setup path**:
+1. Navigate to Setup → App Manager → Find "Recruiter Console"
+2. Click Edit
+3. Assign to recruiter profiles
+4. Add components:
+   - Prospect list
+   - Inquiry management
+   - Communication log
+   - Event registration
+5. Save
+
+**Verification**: Check App Launcher shows Recruiter Console for recruiter users.
+
+---
+
+#### Step 4 — Set Up the Reviewer Console
+
+**What it does**: Configures Reviewer Console for application reviewers.
+
+**Setup path**:
+1. Navigate to Setup → App Manager → Find "Reviewer Console"
+2. Click Edit
+3. Assign to application reviewer profiles
+4. Configure Application Review and Scoring components:
+   - Rubric scoring
+   - Reviewer assignments
+   - Decision workflow
+5. Save
+
+**Verification**: Check App Launcher shows Reviewer Console for reviewer users.
+
+---
+
+#### Step 5 — Set Up the Director Console (Admissions)
+
+**What it does**: Configures Director Console with KPI and pipeline visibility for admissions directors.
+
+**Setup path**:
+1. Navigate to Setup → App Manager → Find "Director Console"
+2. Click Edit
+3. Configure KPI and pipeline visibility components:
+   - Application pipeline metrics
+   - Reviewer performance
+   - Admission funnel
+4. Save and assign to director user profiles
+
+**Verification**: Check App Launcher shows Director Console for director users.
+
+---
+
+#### Step 6 — Configure Application Stages
+
+**What it does**: Activates Application Stage OmniScripts and FlexCards, maps stages to OmniScripts.
+
+**Setup path**:
+1. Navigate to Setup → OmniStudio → OmniScripts
+2. Activate Application Stage OmniScripts (e.g., "Application Submission", "Application Review", "Decision")
+3. Navigate to Setup → OmniStudio → FlexCards
+4. Activate Application Stage FlexCards
+5. Map each Application Stage to the appropriate OmniScript:
+   - Submission Stage → Application Submission OmniScript
+   - Review Stage → Application Review OmniScript
+   - Decision Stage → Decision OmniScript
+6. Configure stage transitions and required fields per stage
+
+**Verification**: Check Application object has Stage picklist values and OmniScript assignments.
+
+---
+
+#### Step 7 — Configure Inquiry and Opportunity Management
+
+**What it does**: Sets up Lead/Inquiry record types for prospective students and Opportunity record types for application pipeline.
+
+**Setup path**:
+1. Navigate to Setup → Object Manager → Lead
+2. Create Lead/Inquiry record types:
+   - Prospective Student
+   - Transfer Inquiries
+   - Graduate Inquiries
+3. Navigate to Setup → Object Manager → Opportunity
+4. Create Opportunity record types for application pipeline:
+   - Undergraduate Application
+   - Graduate Application
+   - Transfer Application
+5. Map inquiry sources (web form, event, direct) to record creation flows
+
+**Verification**: `GET /services/data/v68.0/tooling/query` with `queryParams: {"q": "SELECT Id, Name, SobjectType FROM RecordType WHERE SobjectType IN ('Lead','Opportunity')"}` — confirm each created record type by Name. Or describe the object (`GET /services/data/v68.0/sobjects/Lead/describe` or `Opportunity/describe`) to confirm via `recordTypeInfos`.
+
+---
+
+#### Step 8 — Set Up Campus and Program Finder
+
+**What it does**: Configures Campus Finder component in Experience Cloud and links to Learning Program and Business Account data.
+
+**Setup path**:
+1. Navigate to Experience Builder for the applicant portal
+2. Add Campus Finder component to the portal
+3. Link to Learning Program records
+4. Link to Business Account records (Campus level)
+5. Publish to the applicant-facing portal
+
+**Verification**: Navigate to portal URL and verify Campus Finder component loads.
+
+---
+
+#### Step 9 — Set Up Application Permissions and Sharing
+
+**What it does**: Configures OWD (Org-Wide Defaults) for Application object and sets up sharing rules.
+
+**Setup path**:
+1. Navigate to Setup → Sharing Settings → Application
+2. Set OWD to Private or Public Read Only
+3. Create sharing rules to ensure applicants can only see their own records
+4. Assign permission sets to admissions staff with broader access
+
+**Verification**: Test with applicant user profile to confirm they see only their own application.
+
+---
+
+#### Step 10 — Configure Recommendation Collection
+
+**What it does**: Sets up recommendation request flows and email templates for recommender outreach.
+
+**Setup path**:
+1. Navigate to Setup → Flows → Create new Flow
+2. Configure Recommendation Request flow:
+   - Trigger: Application reaches "Submitted" stage
+   - Action: Send email to recommenders
+3. Configure email templates for recommender outreach
+4. Link recommendations to the Application record
+5. Activate flow
+
+**Verification**: Test with test application to confirm recommendation request email is sent.
+
+---
+
+#### Step 11 — Configure Application Review Process and Scoring
+
+**What it does**: Configures rubric templates for application scoring and assigns reviewer pools.
+
+**Setup path**:
+1. Navigate to Admissions Console → Rubric Templates
+2. Create rubric templates for application scoring:
+   - Academic Achievement (GPA, test scores)
+   - Extracurricular Involvement
+   - Essays and Personal Statement
+   - Recommendations
+3. Assign reviewer pools per program or application type
+4. Set up automated assignment rules for reviewer distribution
+5. Save
+
+**Verification**: Check Reviewer Console shows rubric templates and assigned applications.
+
+---
+
+#### Step 12 — Configure the Applicant Portal (Experience Cloud)
+
+**What it does**: Deploys applicant-facing portal with application form, status tracker, document upload, recommendation status.
+
+**Setup path**:
+1. Navigate to Setup → Digital Experiences → All Sites
+2. Create new Experience Cloud site or configure existing site
+3. Add components:
+   - Application form
+   - Status tracker
+   - Document upload
+   - Recommendation status
+4. Set up unauthenticated and authenticated access paths
+5. Publish and activate the portal
+
+**Verification**: Navigate to portal URL and verify components load for applicant users.
+
+---
+
+#### Step 13 — (Optional) Import Common App Data
+
+**What it does**: Configures Common App integration connector and maps fields to Education Cloud Application fields.
+
+**Setup path**:
+1. Navigate to Setup → Integrations → Common App Connector
+2. Configure connector settings (API credentials)
+3. Map Common App fields to Education Cloud Application fields
+4. Run initial data import
+5. Validate imported data
+
+**Verification**: Check Application records populated with Common App data.
+
+---
+

package/skills/education-cloud-domain-configure/references/domain-features/student-management.md

@@ -0,0 +1,155 @@
+# 5. Student Management
+
+**Purpose**: Centralized student information, enrollment tracking, and records management.
+
+**Prerequisites**:
+- All Foundation prerequisites (Section 0)
+- Person Accounts enabled (students are stored as Person Account records)
+- Academic Operations set up (courses, programs, calendar must exist before enrollment records)
+- OmniStudio — for portal-based student management components
+- Experience Cloud — for student-facing access
+- SIS Integration (optional) — for syncing student records from external Student Information System
+
+**Core features**:
+- Student records (Person Accounts)
+- Enrollment status and history
+- Attendance tracking
+- Academic standing
+- Degree progress
+
+### Sub-Feature Configuration
+
+#### Step 1 — Configure Student Record Types
+
+**What it does**: Confirms Student record type exists and configures student-specific page layout.
+
+**Setup path**:
+1. Navigate to Setup → Object Manager → Account (Person Account)
+2. Confirm Student record type exists and is active
+3. Edit Student record type page layout
+4. Add student-specific fields:
+   - Enrollment status
+   - Academic standing
+   - GPA
+   - Advisor assignment
+   - Major/program
+5. Save
+
+**Verification**: `GET /services/data/v68.0/tooling/query` with `queryParams: {"q": "SELECT Id, Name, SobjectType FROM RecordType WHERE SobjectType='Account' AND Name='Student'"}` — confirm the Student record type exists. Or describe the object (`GET /services/data/v68.0/sobjects/Account/describe`) to confirm via `recordTypeInfos`.
+
+---
+
+#### Step 2 — Configure Enrollment Records
+
+**What it does**: Sets up enrollment record types per term and configures enrollment status picklist values.
+
+**Setup path**:
+1. Navigate to Student Management App → Enrollment
+2. Set up enrollment record types per term
+3. Configure enrollment status picklist values:
+   - Enrolled
+   - Withdrawn
+   - Completed
+   - Pending
+4. Link enrollment records to Academic Term and Learning Course
+5. Save
+
+**Verification**: `GET /services/data/v68.0/query` with `queryParams: {"q": "SELECT Id, Name FROM Enrollment__c"}` (add a `WHERE` filter on the term/course lookup once confirmed via describe — no need to ask the user for a raw Id). Describe the object (`GET /services/data/v68.0/sobjects/Enrollment__c/describe`) first to confirm field names/record types.
+
+---
+
+#### Step 3 — Set Up Student Academic Records
+
+**What it does**: Configures grade record types and academic standing calculation rules.
+
+**Setup path**:
+1. Configure Grade record types:
+   - Midterm Grade
+   - Final Grade
+   - Transfer Credit Grade
+2. Configure page layouts for grade records
+3. Set up academic standing calculation rules:
+   - GPA ≥ 3.0 = Good Standing
+   - 2.0 ≤ GPA < 3.0 = Probation
+   - GPA < 2.0 = Academic Suspension
+4. Link grade records to Course Offering and Enrollment
+5. Save
+
+**Verification**: `GET /services/data/v68.0/tooling/query` with `queryParams: {"q": "SELECT Id, Name, SobjectType FROM RecordType WHERE SobjectType='Account' AND Name IN ('Midterm Grade','Final Grade','Transfer Credit Grade')"}` — no need to ask the user for a raw Id. Describe the object (`GET /services/data/v68.0/sobjects/Account/describe`) as a fallback to confirm via `recordTypeInfos`.
+
+---
+
+#### Step 4 — Configure Advisor Assignments
+
+**What it does**: Sets up advisor-to-student assignment rules.
+
+**Setup path**:
+1. Navigate to Student Management App → Advisor Assignments
+2. Set up advisor-to-student assignment rules:
+   - By major
+   - By department
+   - By caseload (max students per advisor)
+3. Link advisor assignments to Advisor Console (Student Success)
+4. Save
+
+**Verification**: `GET /services/data/v68.0/query` with `queryParams: {"q": "SELECT Id, Name FROM AdvisorAssignment__c"}` (add a `WHERE` filter on the advisor/student lookup once confirmed via describe — no need to ask the user for a raw Id). Describe the object (`GET /services/data/v68.0/sobjects/AdvisorAssignment__c/describe`) first to confirm field names/record types.
+
+---
+
+#### Step 5 — Set Up Student Holds (Centralized View)
+
+**What it does**: Links holds from Academic Operations to Student Management record.
+
+**Setup path**:
+1. Navigate to Student Management App → Student record page
+2. Add Holds component to page layout
+3. Link holds from Academic Operations
+4. Configure holds view on student profile page
+5. Set up hold notification flows for students and staff
+6. Save
+
+**Verification**: Check Student record page shows Holds component.
+
+---
+
+#### Step 6 — Configure the Student 360 View
+
+**What it does**: Adds comprehensive components to Student record page.
+
+**Setup path**:
+1. Navigate to Setup → Object Manager → Account (Person Account)
+2. Edit Student record type page layout
+3. Add components:
+   - Enrollment history
+   - Academic plan / Degree plan
+   - Advising history and care plans
+   - Financial account summary
+   - Holds and alerts
+   - Involvement and extracurriculars
+4. Publish updated page layout to relevant profiles
+5. Save
+
+**Verification**: Check Student record page shows all 360 view components.
+
+---
+
+#### Step 7 — (Optional) Configure SIS Integration
+
+**What it does**: Sets up SIS connector or middleware integration and configures sync schedule.
+
+**Setup path**:
+1. Navigate to Setup → Integrations → SIS Connector
+2. Configure SIS connector settings (API credentials)
+3. Map SIS fields to Education Cloud object fields:
+   - Student ID → External ID
+   - Name → Account Name
+   - Enrollment status → Enrollment Status
+   - Grades → Grade records
+4. Configure sync schedule (real-time or batch)
+5. Test bidirectional sync for student records, enrollment, and grades
+6. Activate sync
+
+**Verification**: Check Student records populated with SIS data.
+
+---
+