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Prepare Recommender Omniscript and Flexcard
Clone and configure the Omniscript and Flexcard that are used to collect and show survey responses as part of the recommendation process.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
- Clone and Update Recommender Omniscript
Configure the EDUAdmissions/RequestRecommender Omniscript that's used to collect survey responses from recommenders on your Experience Cloud site. - Clone the Recommender Flexcard
Make a copy of the EDUAdmissionsRecommenderRecommendationWrapper flexcard that shows the survey responses to reviewers in Salesforce.
Clone and Update Recommender Omniscript
Configure the EDUAdmissions/RequestRecommender Omniscript that's used to collect survey responses from recommenders on your Experience Cloud site.
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
| User Permissions Needed | |
|---|---|
| To configure Omniscripts: | Education Cloud Full Access AND OmniStudio Admin |
- From the App Launcher, find and select Omniscripts.
- Expand EDUAdmissions/RequestRecommender, and click RequestRecommender.
- Click New Version.
- Click PresetValues.
- Click SurveyDeveloperName.
- In Value, enter the developer name for your recommender survey.
- Save your changes.
- Activate your Omniscript.
Clone the Recommender Flexcard
Make a copy of the EDUAdmissionsRecommenderRecommendationWrapper flexcard that shows the survey responses to reviewers in Salesforce.
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
| User Permissions Needed | |
|---|---|
| To configure Flexcards: | Education Cloud Full Access AND OmniStudio Admin |
- From the App Launcher, find and select Omnistudio Flexcards.
- Expand EDUAdmissionsRecommenderRecommendationWrapper, and click EDUAdmissionsRecommenderRecommendationWrapper.
- Click Clone.
- Change the name of the Flexcard, and then click Clone.
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