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            Inquiry and Opportunity Management in Education Cloud

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            Inquiry and Opportunity Management in Education Cloud

            Use Education Cloud's inquiry management flows to help learners sign up for communications, ask questions, and request to be contacted. Use Education Cloud objects and automation to forecast and track opportunities, and maintain a robust and profitable enrollment for your institution.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
            • Set Up Inquiry Flows
              Configure the Education Cloud inquiry management flows.
            • Flexcards for Inquiry Flows
              Provide a variety of ways for prospects, applicants, and students to engage with your institution by adding inquiry management flows to your Education Portal. Clone and update the inquiry Flexcards before you add them to your Education Portal. You can customize the display labels and text to suit the purpose of each flow.
            • Embed Inquiry Flows Into a Third-Party Website
              If you don't use Experience Cloud for your admissions portal, use Lightning Out to add inquiry flows to your third-party website.
            • Create and Assign an Opportunity Management Permission Set
              Create and assign a permission set to give users access to the Opportunity Management features.
            • Set Up Flows for Opportunity Management
              Clone and configure Education Cloud flows to create opportunities and convert leads based on academic interests.
            • Update Records for Opportunity Management Flow
              Add fields to the Learning Program record for the EDU Cloud: Create Opportunities from an Academic Interest flow. Also make sure that Academic Term records have a close date. The flow references Learning Program and Academic Term records to create an Opportunity record based on an academic interest.
            • Predict Prospects Conversion with Scoring Framework
              Use Scoring Framework to get predictions about the likelihood of a prospective learner enrolling into your educational institution. The predictions are based on a prospective learner's current level of engagement with your institution. By knowing which prospective learners are most likely to be interested, the admissions team can focus on those learners and improve your rate of admissions.
             
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