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            Identify Faculty Slack Users for Agent Actions

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            Identify Faculty Slack Users for Agent Actions

            Several Slack for Education flows reference the EDU Course Operations: Get Faculty Slack User in a subflow element. Modify this flow to make sure that related agent actions accurately identify a faculty Slack user based on their employee record.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions with Education Cloud
            User Permissions Needed
            To turn on Advanced Academic Operations: Education Cloud Full Access
            To configure flows:

            Manage Flow

            Before you start:

            To make sure that the flow maps a faculty Slack user to their employee record accurately, modify the Get Employee Record element. Based on your business needs, you can determine the fields and logic that the element uses to locate the correct employee record.

            1. From Setup, find and select Flows.
            2. Click Save as New Flow.
            3. For the Get Employee Record element, apply filters that meet your criteria for identifying the correct faculty employee record.
              The example shows a custom condition logic, which presents one approach to configure the condition requirements.
            4. Save and activate the flow.
            Example
            Example

            Apply a custom condition logic to make sure that the flow finds the correct employee record.

            1. Click Get Employee Record.
            2. Under Filter Employee Records, for Condition Requirements, select Custom Condition Logic is Met.
            3. For Condition Logic, enter (1 AND 8) OR (1 AND 2 AND 3 AND 4 AND 5 AND 6 AND 7).
              CONDITION FIELD OPERATOR VALUE
              1 Contact ID Equals contactId
              2 Employee Status Equals employeeStatus
              3 Employee Type Equals employeeType
              4 Employment Type Equals employmentType
              5 Employee Number Equals employeeNumber
              6 Status Start Date Equals statusStartDate
              7 Status End Date Equals statusEndDate
              8 Status End Date Is Null statusEndDate
             
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