@salesforce/afv-skills 1.47.0 → 1.49.0

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

@@ -0,0 +1,386 @@
+# 3. Academic Operations
+
+**Purpose**: Manage course catalog, section scheduling, enrollment, and academic calendar.
+
+**Prerequisites**:
+- All Foundation prerequisites (Section 0)
+- OmniStudio — for course search and registration portal components
+- Experience Cloud — for student-facing course registration portal
+- Business Rules Engine — for Policy Rules Framework (enrollment eligibility, holds/blocks)
+- Data Processing Engine — for academic data transformations
+- SIS/LMS Integration (optional) — for external system sync
+
+**Core features**:
+- Course catalog management
+- Section scheduling and capacity
+- Enrollment tracking
+- Prerequisites and corequisites
+- Waitlist management
+
+### Enablement & Toggles (executed order)
+
+**Org context**: On `IndustriesSettings` metadata object, `fullName = Industries`. All feature toggles are `enableXXX` metadata elements (camelCase) with a matching flat read field `Is<X>Enabled`.
+
+**Working method (this org)**:
+
+- **Toggle write** (headless metadata):
+  ```http
+  PUT /services/data/v68.0/headless/metadata
+  {"type":"IndustriesSettings","fullName":"Industries","xmlRep":"<?xml version=\"1.0\" encoding=\"UTF-8\"?><IndustriesSettings xmlns=\"http://soap.sforce.com/2006/04/metadata\"><ELEMENT>true</ELEMENT></IndustriesSettings>"}
+  ```
+- **Cold verify** (mandatory — `success:true` alone unreliable):
+  ```http
+  GET /services/data/v68.0/tooling/sobjects/IndustriesSettings/bWRjLzBIRS9JbmR1c3RyaWVzU2V0dGluZ3M=
+  ```
+  Check `.Metadata.<element>` == true AND flat `Is<X>Enabled` == true. Durable Id ends in raw `=` (not `%3D`). Result is large (~25 KB) — grep, don't full-read.
+- Query endpoints (`/query`, `/tooling/query`) work via this router — pass the query through `queryParams: {"q": "SELECT ..."}`, NOT inlined as `?q=` in the URL (that 404s). On sObject GET, no `?fields=` param (router treats it as external-id path) — use `/describe` for field lists instead.
+
+Order: Turn On Academic Operations → Automatically Validate Pathway Selections → Create Learning Achievement Record Types → Set Up Learning Achievement Configuration → Turn On Advanced Academic Operations → Enforce Time Conflicts → Configure Course Waitlists. `IndustriesSettings` toggles are IRREVERSIBLE; Course Waitlists (Step 7) is a separate, reversible CRUD object — see that step for its own write path. Try API first; fall back to manual UI on failure.
+
+#### Step 1 — Turn On Academic Operations
+
+**What it does**: Academic Operations — manage learner pathways, course catalog, learning achievements.
+
+**Metadata element**: `enableAcademicOperations` (flat read: `IsAcademicOperationsEnabled`)
+
+**API call**:
+```http
+PUT /services/data/v68.0/headless/metadata
+{"type":"IndustriesSettings","fullName":"Industries","xmlRep":"<?xml version=\"1.0\" encoding=\"UTF-8\"?><IndustriesSettings xmlns=\"http://soap.sforce.com/2006/04/metadata\"><enableAcademicOperations>true</enableAcademicOperations></IndustriesSettings>"}
+```
+
+**Verification** (cold): GET IndustriesSettings → `.Metadata.enableAcademicOperations` == true AND `IsAcademicOperationsEnabled` == true.
+
+**Sub-features** (enumerate + confirm with customer before proceeding): Automatically Validate Pathway Selections, Learning Achievement Record Types + Configuration, Advanced Academic Operations, Enforce Time Conflicts, Configure Course Waitlists.
+
+---
+
+#### Step 2 — Automatically Validate Pathway Selections
+
+**What it does**: Automatically Validate Pathway Selections — validates prerequisite and corequisite requirements automatically when a learner drops a course in the pathway canvas. Off by default.
+
+**Metadata element**: `enablePathwayPlannerRealTimeValidation` (flat read: `IsPathwayPlannerRealTimeValidationEnabled`)
+
+**API call**:
+```http
+PUT /services/data/v68.0/headless/metadata
+{"type":"IndustriesSettings","fullName":"Industries","xmlRep":"<?xml version=\"1.0\" encoding=\"UTF-8\"?><IndustriesSettings xmlns=\"http://soap.sforce.com/2006/04/metadata\"><enablePathwayPlannerRealTimeValidation>true</enablePathwayPlannerRealTimeValidation></IndustriesSettings>"}
+```
+
+**Verification** (cold): GET IndustriesSettings → `.Metadata.enablePathwayPlannerRealTimeValidation` == true AND `IsPathwayPlannerRealTimeValidationEnabled` == true.
+
+**Note**: When ON, the "Verify Program Requirements" button does NOT appear in the Learner Pathway Builder — validation runs automatically.
+
+---
+
+#### Step 3 — Create Learning Achievement Record Types (CREATE)
+
+**What it does**: Learning Achievement Record Types — the record types backing learning objects (courses, programs, achievement groups, skills, and custom types like degrees/diplomas).
+
+**Announce every create** (approve / reject / modify) before executing.
+
+**Object**: `RecordType` (Tooling API). SObjectType = `LearningAchievement`.
+
+**API call** (per record type):
+```http
+POST /services/data/v68.0/tooling/sobjects/RecordType
+{"FullName":"LearningAchievement.<DeveloperName>","Metadata":{"label":"<Label>","active":true,"description":"..."}}
+```
+- `active:true` = UI "Select Active" step.
+- Picklists inherited from Master automatically.
+- Profile permissions NOT settable via this shape — assign separately via perm sets/profiles.
+- Returns record Id.
+
+**Minimum**: create at least 3 (Learning Course, Learning Program, Achievement Group). This org created 6 (Skill skipped — `enableEDCSkillsGenerator` = false):
+
+| Label | DeveloperName | RecordType Id (example — this org) |
+|-------|---------------|--------------------------|
+| Learning Course | Learning_Course | 012SB00000BRNBuYAP |
+| Learning Program | Learning_Program | 012SB00000BRNYTYA5 |
+| Achievement Group | Achievement_Group | 012SB00000BRNa5YAH |
+| Achievement Group All | Achievement_Group_All | 012SB00000BRNbhYAH |
+| Degree | Degree | 012SB00000BRNdJYAX |
+| Diploma | Diploma | 012SB00000BRNevYAH |
+
+Skipped: Skill (only needed if Einstein Skills Generator / `enableEDCSkillsGenerator` is on).
+
+**Verification** (cold, per Id): GET `/services/data/v68.0/tooling/sobjects/RecordType/<Id>` → confirm `IsActive` == true, `SobjectType` == LearningAchievement, `Name`, `FullName` match.
+
+---
+
+#### Step 4 — Set Up Learning Achievement Configuration (CREATE)
+
+**What it does**: Learning Achievement Configuration (Set Up Learning Achievement Types) — maps each Learning Achievement type to a Learning Achievement record type. Every learning achievement type requires ≥1 config record. Learning Course, Learning Program, and Achievement Group config records CAN'T be deleted.
+
+**Prerequisite**: Learning Achievement record types created first (Step 3). Capture their Ids.
+
+**Announce every create** (approve / reject / modify) before executing.
+
+**Object**: `LearningAchievementConfig` (Data API + Tooling API). Key prefix `14y`.
+
+**Create fields**:
+- `MasterLabel` — Name (label)
+- `DeveloperName` — API Name (unique, no spaces)
+- `LearningAchievementType` — picklist. Values: `LearningCourse`, `LearningProgram`, `AchievementGroup`, `AchievementGroupAll`, `Skill`, `Custom`
+- `LearningAchvRecordTypeId` — reference to RecordType (UNIQUE — one config per record type)
+- Optional: `Description`, `IconName`
+
+**API call** (per record):
+```http
+POST /services/data/v68.0/sobjects/LearningAchievementConfig
+{"MasterLabel":"Learning Course","DeveloperName":"LearningCourse","LearningAchievementType":"LearningCourse","LearningAchvRecordTypeId":"<RecordTypeId>"}
+```
+Returns record Id (`14y...`).
+
+**Standard mappings** (this org created 6; Skill skipped):
+
+| Name (MasterLabel) | API Name (DeveloperName) | LearningAchievementType | Record Type | Config Id (example — this org) |
+|--------------------|--------------------------|-------------------------|-------------|----------------------|
+| Learning Course | LearningCourse | `LearningCourse` | Learning_Course | 14ySB0000001WvVYAU |
+| Learning Program | LearningProgram | `LearningProgram` | Learning_Program | 14ySB0000001Wx7YAE |
+| Achievement Group | AchievementGroup | `AchievementGroup` | Achievement_Group | 14ySB0000001WyjYAE |
+| Achievement Group All | Achievement_Group_All | `AchievementGroupAll` | Achievement_Group_All | 14ySB0000001X0LYAU |
+| Degree | Degree | `Custom` | Degree | 14ySB0000001X1xYAE |
+| Diploma | Diploma | `Custom` | Diploma | 14ySB0000001X3ZYAU |
+
+Notes:
+- Rows 1-3 mandatory + non-deletable.
+- Custom configs (Degree, Diploma) use type `Custom` — no dedicated picklist value.
+- Skill config only if Einstein Skills Generator (`enableEDCSkillsGenerator`) is on.
+
+**Verification** (cold, per Id): GET `/services/data/v68.0/sobjects/LearningAchievementConfig/<Id>` → confirm `LearningAchievementType` + `LearningAchvRecordTypeId` match intended mapping.
+
+---
+
+#### Step 5 — Turn On Advanced Academic Operations
+
+**What it does**: Advanced Academic Operations — course search + registration for students. Includes SIS features: course registration, holds management, GPA calculation, and enrollment policy enforcement. Turning it on in Education Cloud lets you manage licenses/access, enable features per-student, monitor usage, and manage billing centrally.
+
+**Prerequisites / dependencies**:
+- Assign the **Education Cloud Advanced Academic Operations for Experience Cloud** permission set license to students → enables course registration, waitlists, and student portal features.
+- Includes access to the **Business Rules Engine (BRE)** and **Expression Sets**, plus the quotas required to run them. EVERY feature in the Advanced Academic Operations feature set requires BRE and quota capacity.
+- (These PSL assignment + BRE/quota provisioning steps are manual/admin work, outside this toggle.)
+
+**Metadata element**: `enableEduAdvncdAcadOper` (flat read: `IsEduAdvncdAcadOperEnabled`)
+
+**API call**:
+```http
+PUT /services/data/v68.0/headless/metadata
+{"type":"IndustriesSettings","fullName":"Industries","xmlRep":"<?xml version=\"1.0\" encoding=\"UTF-8\"?><IndustriesSettings xmlns=\"http://soap.sforce.com/2006/04/metadata\"><enableEduAdvncdAcadOper>true</enableEduAdvncdAcadOper></IndustriesSettings>"}
+```
+
+**Verification** (cold): GET IndustriesSettings → `.Metadata.enableEduAdvncdAcadOper` == true AND `IsEduAdvncdAcadOperEnabled` == true.
+
+**Note**: Related agent toggles (`enableCourseSearchAgent`, `enableCourseOpsAgent`) are separate Agentforce features, NOT part of this switch.
+
+---
+
+#### Step 6 — Enforce Time Conflicts
+
+**What it does**: Enforce Time Conflicts — enforces time-conflict validation to prevent learners from registering for course offerings that have conflicting schedules.
+
+**Metadata element**: `enableCosConflicts` (flat read: `IsCosConflictsEnabled`) (COS = Course Offering Schedule.)
+
+**API call**:
+```http
+PUT /services/data/v68.0/headless/metadata
+{"type":"IndustriesSettings","fullName":"Industries","xmlRep":"<?xml version=\"1.0\" encoding=\"UTF-8\"?><IndustriesSettings xmlns=\"http://soap.sforce.com/2006/04/metadata\"><enableCosConflicts>true</enableCosConflicts></IndustriesSettings>"}
+```
+
+**Verification** (cold): GET IndustriesSettings → `.Metadata.enableCosConflicts` == true AND `IsCosConflictsEnabled` == true.
+
+---
+
+#### Step 7 — Configure Course Waitlists
+
+**What it does**: Course Waitlists — configures waitlist ranking rules (`WaitlistPosition`) and the enrollment-offer acceptance window (`EnrollmentOfferExpiration`) that drive course-waitlist behavior org-wide.
+
+**Object**: `CourseWaitlistConfig` — NOT an `IndustriesSettings` toggle; its own setup object with a dedicated Aura-backed API (confirmed live on this org — `GET` below returned `200`). **AURA-IS-CANONICAL**: the controller maintains the `WaitlistPositionFieldOrder` sibling cascade server-side (insert shifts higher rows +1, update reorders the affected window, delete compacts to a contiguous `1..N`) — a raw Tooling Insert/Update/Delete or Metadata XML deploy lands the row but breaks that invariant. Use the endpoints below, not a generic sObject/Tooling write.
+
+**Read existing configs first** (ordered by `WaitlistPositionFieldOrder` ASC):
+```http
+GET /headless/invoke/platform/course-waitlist-config
+```
+Returns `[]` when no rows exist yet. Each row: `Id`, `DeveloperName`, `MasterLabel`, `Type` (`WaitlistPosition` | `EnrollmentOfferExpiration`), `Value`, `WaitlistPositionFieldOrder`, `SortOrder`.
+
+**Create**:
+```http
+PATCH /headless/invoke/platform/course-waitlist-config/create-course-waitlist-config
+{"developerName": "<name>", "masterLabel": "<label>", "type": "WaitlistPosition", "value": "<value>", "waitlistPositionFieldOrder": <int>, "sortOrder": "Ascending"}
+```
+Returns `{"success": true, "recordId": "<id>"}`. When `type = WaitlistPosition` and `waitlistPositionFieldOrder` is set, the controller shifts every sibling row at-or-above the new position by +1 before inserting.
+
+**Update** (by `recordId` from the read step; `developerName`/`type` are immutable post-create):
+```http
+PATCH /headless/invoke/platform/course-waitlist-config/update-course-waitlist-config
+{"recordId": "<id>", "masterLabel": "<label>", "value": "<value>", "waitlistPositionFieldOrder": <int>, "sortOrder": "Ascending"}
+```
+Changing `waitlistPositionFieldOrder` reorders every sibling row in the affected window server-side.
+
+**Delete** (by `recordId`):
+```http
+DELETE /headless/invoke/platform/course-waitlist-config/delete-course-waitlist-config
+```
+`queryParams: {"recordId": "<id>"}`. If the deleted row was `Type = WaitlistPosition`, remaining `WaitlistPosition` rows are compacted to a contiguous `1..N` sequence.
+
+**Verification** (cold, after any write): re-run the GET above and confirm the row is present/absent/updated as expected — for `WaitlistPosition` changes, also confirm sibling `WaitlistPositionFieldOrder` values reflect the cascade (no gaps, no duplicates).
+
+**Preconditions**: Academic Operations enabled (Step 1 of this section) + `AccessEducationCloud` user permission; create/update/delete additionally require admin access (edit/create/delete all require `isAdminUser`).
+
+---
+
+### Sub-Feature Configuration
+
+#### Step 1 — Create Learning Programs
+
+**What it does**: Creates Learning Program records for each degree/certificate/program.
+
+**Setup path**:
+1. Navigate to Academic Operations App → Learning Programs
+2. Click New
+3. Create Learning Program record:
+   - Program Name: "Bachelor of Science in Computer Science"
+   - Academic Level: Bachelor's
+   - Credit Hours Required: 120
+   - Link to Business Account (Department or College)
+4. Configure program prerequisites and requirements
+5. Save
+6. Repeat for each degree/certificate/program
+
+**API approach** (try first):
+```http
+POST /services/data/v68.0/sobjects/LearningProgram__c
+{"Name": "Bachelor of Science in Computer Science", "AcademicLevel__c": "Bachelors", "CreditHours__c": 120, "BusinessAccount__c": "<Dept_Account_ID>"}
+```
+
+**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/LearningProgram__c/<id-captured-from-create-response>
+```
+
+---
+
+#### Step 2 — Configure Course Search and Registration
+
+**What it does**: Activates Course Search OmniScript and FlexCards, configures search filters.
+
+**Setup path**:
+1. Navigate to Setup → OmniStudio → OmniScripts
+2. Activate Course Search OmniScript
+3. Navigate to Setup → OmniStudio → FlexCards
+4. Activate Course Search FlexCards
+5. Configure search filters:
+   - Term
+   - Department
+   - Level (100, 200, 300, 400)
+   - Availability (open seats)
+6. Add Course Search component to the student-facing portal (Experience Cloud)
+
+**Verification**: Navigate to portal URL and verify Course Search component loads.
+
+---
+
+#### Step 3 — Configure Enrollment Eligibility (Policy Rules Framework)
+
+**What it does**: Creates enrollment eligibility rules using Business Rules Engine.
+
+**Setup path**:
+1. Navigate to Setup → Business Rules Engine
+2. Create enrollment eligibility rules:
+   - Credit hour minimum/maximum (e.g., full-time = 12-18 credits)
+   - Academic standing requirements (e.g., GPA ≥ 2.0 for enrollment)
+   - Prerequisite completion checks
+3. Activate rules
+4. Link to enrollment workflow
+
+**Verification**: Test enrollment with test student to confirm rules enforce.
+
+---
+
+#### Step 4 — Configure Holds and Blocks
+
+**What it does**: Defines hold types and configures which holds block enrollment.
+
+**Setup path**:
+1. Navigate to Academic Operations App → Holds and Blocks
+2. Define hold types:
+   - Financial hold (unpaid balance)
+   - Academic hold (probation/suspension)
+   - Administrative hold (missing documents)
+3. Configure which holds block enrollment
+4. Assign roles that can place/remove holds
+5. Save
+
+**Verification**: `GET /services/data/v68.0/query` with `queryParams: {"q": "SELECT Id, Name FROM Hold__c"}` (add a `WHERE Name = '...'` filter once the exact hold-type field name is confirmed via describe — no need to ask the user for a raw Id). Describe the object (`GET /services/data/v68.0/sobjects/Hold__c/describe`) first to confirm the actual field names/record types.
+
+---
+
+#### Step 5 — Configure Course Waitlists
+
+**What it does**: Enables waitlist functionality per course offering and sets automatic promotion rules.
+
+**Setup path**:
+1. Navigate to Academic Operations App → Course Offerings
+2. Edit course offering record
+3. Enable waitlist functionality
+4. Set waitlist capacity (e.g., max 10 students on waitlist)
+5. Set automatic promotion rules (e.g., promote next student when seat opens)
+6. Save
+
+**Verification**: Check Course Offering record has waitlist enabled.
+
+---
+
+#### Step 6 — Set Up Petitions and Waivers
+
+**What it does**: Configures petition record types and assigns review/approval workflows.
+
+**Setup path**:
+1. Navigate to Setup → Object Manager → Petition__c
+2. Create petition record types:
+   - Course waiver
+   - Prerequisite waiver
+   - Enrollment exception
+3. Assign review and approval workflows per record type
+4. Link to student academic record
+5. Save
+
+**Verification**: `GET /services/data/v68.0/tooling/query` with `queryParams: {"q": "SELECT Id, Name, SobjectType FROM RecordType WHERE SobjectType='Petition__c'"}` — confirm each created record type by Name. Or describe the object (`GET /services/data/v68.0/sobjects/Petition__c/describe`) to confirm via `recordTypeInfos`.
+
+---
+
+#### Step 7 — Configure Transfer Credit Management
+
+**What it does**: Defines transfer credit equivalency rules and configures review workflow.
+
+**Setup path**:
+1. Navigate to Academic Operations App → Transfer Credits
+2. Define transfer credit equivalency rules (e.g., CS-101 at Community College = CS-101 at University)
+3. Configure transfer credit review workflow
+4. Link approved transfer credits to student's degree plan
+5. Save
+
+**Verification**: `GET /services/data/v68.0/query` with `queryParams: {"q": "SELECT Id, Name FROM TransferCredit__c"}` (add a `WHERE` filter on the relevant lookup/field once confirmed via describe — no need to ask the user for a raw Id). Describe the object (`GET /services/data/v68.0/sobjects/TransferCredit__c/describe`) first to confirm field names/record types.
+
+---
+
+#### Step 8 — Set Up Intelligent Degree Planning
+
+**What it does**: Enables Degree Planning feature and configures degree plan templates per Learning Program.
+
+**Setup path**:
+1. Navigate to Setup → Education Cloud Settings
+2. Enable Degree Planning feature toggle
+3. Navigate to Academic Operations App → Degree Plan Templates
+4. Configure degree plan templates per Learning Program:
+   - Link to Learning Program
+   - Add required courses
+   - Add elective requirements
+5. Link to Course Catalog and Academic Calendar
+6. Add Degree Planning component to Learner Portal (Experience Cloud)
+7. Save
+
+**Verification**: Navigate to Learner Portal and verify Degree Planning component loads for student users.
+
+---
+

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

@@ -0,0 +1,155 @@
+# 4. Alumni Relations
+
+**Purpose**: Track alumni engagement, giving campaigns, events, and networking.
+
+**Prerequisites**:
+- All Foundation prerequisites (Section 0)
+- Experience Cloud — for alumni-facing portal and profile components
+- Fundraising license — for gift management features (optional)
+- Marketing Cloud Engagement for Education (optional) — for alumni email campaigns
+- Donor Support Agent / Philanthropic Research Agent (optional) — requires Agentforce add-on license + Einstein GenAI
+
+**Core features**:
+- Alumni records (Person Accounts)
+- Engagement tracking
+- Giving campaigns and donations
+- Event management
+- Volunteer opportunities
+
+### Sub-Feature Configuration
+
+#### Step 1 — Configure Alumni Profiles and Data
+
+**What it does**: Converts or tags existing Contact records with alumni record type and configures alumni-specific fields.
+
+**Setup path**:
+1. Navigate to Setup → Object Manager → Account (Person Account)
+2. Create Alumni record type if not exists
+3. Assign Alumni record type to existing Contact records or create new
+4. Configure alumni-specific fields:
+   - Graduation year
+   - Degree
+   - Department
+   - Employer
+   - Industry
+5. Set up RFM (Recency, Frequency, Monetary) scoring for donor segmentation
+
+**Verification**: `GET /services/data/v68.0/query` with `queryParams: {"q": "SELECT Id, Name FROM Account WHERE RecordType.Name='Alumni'"}` — 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 fields/record types.
+
+---
+
+#### Step 2 — Set Up Alumni Engagement Tracking
+
+**What it does**: Configures interaction/engagement record types and engagement scoring rules.
+
+**Setup path**:
+1. Navigate to Alumni Relations Console → Engagement tab
+2. Configure interaction/engagement record types:
+   - Event attendance
+   - Donation
+   - Volunteer activity
+   - Mentoring participation
+3. Set up engagement scoring rules (e.g., event attendance = 10 points, donation = 50 points)
+4. Link engagements to alumni Contact records
+5. Save
+
+**Verification**: `GET /services/data/v68.0/tooling/query` with `queryParams: {"q": "SELECT Id, Name, SobjectType FROM RecordType WHERE SobjectType='Engagement__c'"}` to confirm the configured record types, plus `GET /services/data/v68.0/query` with `queryParams: {"q": "SELECT Id, Name FROM Engagement__c"}` to spot-check records — no need to ask the user for a raw Id. Describe the object (`GET /services/data/v68.0/sobjects/Engagement__c/describe`) as a fallback to confirm fields/record types.
+
+---
+
+#### Step 3 — Set Up the Alumni Portal (Experience Cloud)
+
+**What it does**: Deploys alumni-facing portal with profile components, event registration, mentoring sign-up, giving forms.
+
+**Setup path**:
+1. Navigate to Setup → Digital Experiences → All Sites
+2. Create new Experience Cloud site or configure existing site
+3. Add alumni profile components:
+   - Bio
+   - Career info
+   - Giving history
+   - Engagement score
+4. Add engagement features:
+   - Event registration
+   - Mentoring sign-up
+   - Giving forms
+   - Volunteer opportunities
+5. Publish and activate the portal
+
+**Verification**: Navigate to portal URL and verify components load for alumni users.
+
+---
+
+#### Step 4 — Configure Fundraising (if licensed)
+
+**What it does**: Sets up Gift Commitment, Gift Transaction, and Gift Entry workflows.
+
+**Setup path**:
+1. Navigate to Alumni Relations Console → Fundraising tab
+2. Set up Gift Commitment record types
+3. Configure Gift Transaction workflows
+4. Configure Gift Entry workflows
+5. Set up Gift Processing rules and approvals
+6. Link giving data to Donor Profiles
+7. Save
+
+**Verification**: `GET /services/data/v68.0/tooling/query` with `queryParams: {"q": "SELECT Id, Name, SobjectType FROM RecordType WHERE SobjectType='GiftCommitment__c'"}` to confirm the configured record types, plus `GET /services/data/v68.0/query` with `queryParams: {"q": "SELECT Id, Name FROM GiftCommitment__c"}` to spot-check records — no need to ask the user for a raw Id. Describe the object (`GET /services/data/v68.0/sobjects/GiftCommitment__c/describe`) as a fallback to confirm fields/record types.
+
+---
+
+#### Step 5 — Set Up Donor Profiles and Briefs
+
+**What it does**: Configures Donor Profile page layout with giving history, engagement scores, and relationship data.
+
+**Setup path**:
+1. Navigate to Setup → Object Manager → Account (Person Account)
+2. Edit Alumni record type page layout
+3. Add Donor Profile section with:
+   - Giving history
+   - Engagement scores
+   - Relationship data
+   - Philanthropic interests
+4. Enable Philanthropic Research data integration if available
+5. Configure Donor Briefs for major gift officers
+6. Save
+
+**Verification**: Check Alumni record page shows Donor Profile section.
+
+---
+
+#### Step 6 — Configure Reporting and Insights
+
+**What it does**: Activates Education Analytics dashboards for Advancement and configures alumni engagement KPIs.
+
+**Setup path**:
+1. Navigate to Setup → Analytics → Education Analytics
+2. Activate dashboards for Advancement:
+   - Alumni Engagement KPIs
+   - Fundraising pipeline reports
+   - Donor retention metrics
+3. Link to CRM Analytics for Advisor-style insights on donor behavior
+4. Save
+
+**Verification**: Check Analytics Studio shows Education Analytics dashboards.
+
+---
+
+#### Step 7 — (Optional) Set Up Marketing Cloud Engagement for Alumni
+
+**What it does**: Connects Marketing Cloud Engagement to Salesforce org and configures alumni email journeys.
+
+**Setup path**:
+1. Navigate to Setup → Integrations → Marketing Cloud Engagement
+2. Configure Marketing Cloud connection (API credentials)
+3. Configure alumni email journeys:
+   - Event invites
+   - Giving campaigns
+   - Newsletters
+   - Reunion reminders
+4. Sync alumni segments from Education Cloud to Marketing Cloud
+5. Activate journeys
+
+**Verification**: Check Marketing Cloud shows synced alumni segments.
+
+---
+

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

@@ -0,0 +1,18 @@
+# Cross-Domain Dependencies
+
+| Dependency | Required By |
+|-----------|-------------|
+| Person Accounts | All domains (student data model) |
+| OmniStudio (FlexCards, OmniScripts) | Student Success, Recruitment & Admissions, Academic Operations, Mentoring |
+| Experience Cloud | All student/alumni/applicant portals |
+| Business Rules Engine | Academic Operations (enrollment eligibility) |
+| Data Processing Engine | Academic Operations (data transforms) |
+| Salesforce Scheduler | Student Success (advising), Recruitment & Admissions (campus tours) |
+| CRM Analytics | Student Success (Advisor Insights), Alumni Relations (engagement dashboards) |
+| Einstein Generative AI | Advising Summary, Agentforce agents |
+| Agentforce + add-on license | Student Recruitment Agent, Student Advising Agent, Course Search Agent, Donor Support Agent |
+| Fundraising license | Alumni Relations (gift management) |
+| Marketing Cloud Engagement | Recruitment & Admissions (prospect nurture), Alumni Relations (campaigns) |
+
+---
+

package/skills/education-cloud-domain-configure/references/domain-features/industriessettings-toggle-reference.md

@@ -0,0 +1,43 @@
+# IndustriesSettings Toggle Fields — Quick Reference
+
+All EDU toggles are `enableXXX` fields inside the `IndustriesSettings` settings file (NOT ORG_PREFERENCES). Write via `PUT /services/data/v68.0/headless/metadata` (see SKILL.md **Domain & Feature Toggle Write Path**). All are one-way (`false → true` only).
+
+| Feature | `IndustriesSettings` field |
+|---------|----------------------------|
+| Education Cloud (Foundation) | `enableEducationCloud` |
+| Student Success | `enableStudentSuccess` |
+| Academic Operations | `enableAcademicOperations` |
+| Mentoring | `enableMentoring` |
+| Alumni Relations | `enableAlumniRelations` |
+| Recruitment & Admissions | `enableRNADynamicApplications` |
+| Student Management | `enableStudentManagement` |
+| Financial Aid | `enableFinancialAid` |
+| Fundraising | `enableFundraising` |
+| Corporate Relations | `enableCorporateRelations` |
+| Outcomes | `enableOutcomes` |
+| Program Cohorts | `enableProgramCohorts` |
+| Student Goals | `enableStudentGoals` |
+| Care Plans | `enableCarePlansPreference` (NOT `enableCarePlans` → `FIELD_INTEGRITY_EXCEPTION`); verify `IsCarePlansPreferenceEnabled` |
+| Support Programs — Benefit Management | `enableBenefitManagementPreference` |
+| Support Programs — Benefit/Goal Sharing | `enableBenefitAndGoalSharingPref` |
+| Support Programs — Assign w/ inactive enrollment | `allowBenefitAssignmentWithInactiveProgramEnrollment` |
+| Scheduler — Event Management | `enableEventManagementOrgPref` |
+| Scheduler — Share SA with AR | `enableShareSaWithArOrgPref` |
+| Academic Operations | `enableAcademicOperations`; verify `IsAcademicOperationsEnabled` |
+| Validate Pathway Selections | `enablePathwayPlannerRealTimeValidation`; verify `IsPathwayPlannerRealTimeValidationEnabled` |
+| Advanced Academic Operations | `enableEduAdvncdAcadOper`; verify `IsEduAdvncdAcadOperEnabled` (needs Adv Acad Ops PSL + BRE/quota — see Step 5) |
+| Enforce Time Conflicts | `enableCosConflicts`; verify `IsCosConflictsEnabled` |
+
+(~28 `enableXXX` fields total on `IndustriesSettings`.)
+
+**Records (not toggles) — created via sObject/Tooling POST:**
+
+| Record | Endpoint / shape | Gotcha |
+|--------|------------------|--------|
+| Support Process | `POST sobjects/BusinessProcess {Name, TableEnumOrId:"Case", Description}` | Do NOT send `IsActive` (INVALID_FIELD_FOR_INSERT_UPDATE); active by default |
+| Case Record Type | `POST tooling/sobjects/RecordType {FullName:"Case.X", Metadata:{label,active,businessProcess,description}}` | `businessProcess` = BP **Name**; profile perms NOT applied via API |
+| Case Team Template | `POST sobjects/CaseTeamTemplate {Name, Description}` | Prereq for SuccessTeam; reference by **Name** |
+| Success Team | `POST sobjects/SuccessTeam {Name, CaseRecordTypeId, DefaultUnassignedCaseTeam, IsActive}` | `IsActive` IS writable; `DefaultUnassignedCaseTeam` = CaseTeamTemplate Name |
+
+---
+