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Set Up Data 360 for Education: Financial Aid

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Set Up Data 360 for Education: Financial Aid

Set up the Data 360 and Agentforce for Education elements required to ingest and map your external financial aid management system data. Your data grounds the Financial Aid agent and powers the financial aid Lightning web components, ensuring that both can provide personalized, accurate information about a student's financial aid package.

Required Editions

Required Editions
Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with with these enabled licenses and add-ons:

  • Education Cloud license
  • Agentforce for Education add-on license
  • Data 360 as part of an Agentforce add-on or as a standalone license
User Permissions Needed
To configure Data 360 for Financial Aid:

Education Cloud Full Access

AND

Data Cloud Admin

AND

Data Cloud Architect

Before you begin, review the field values that the financial aid components require. The components and agent display data correctly only when your source data uses the expected values. If your system uses different values, you must remap them before you map your data to the DMOs. See Financial Aid Components.

  1. Update the Data 360 Salesforce Connector Permission Set.
    1. In Setup, find and select Permission Sets.
    2. Click Data Cloud Salesforce Connector Permission Set.
    3. Click System Permissions, and then click Edit.
    4. Select Access Education Cloud Objects.
    5. Save your changes.
    6. Click Object Settings.
    7. Ensure that the permission set includes Read Access and View All Records for the required financial aid objects.
    8. Save your changes.
  2. Create data streams to ingest financial aid data from your external financial aid management system.
    For detailed instructions, see Create a Salesforce CRM Data Stream.
  3. Map the Data Model Objects (DMOs) that support Person Account creation in this order:
    Important
    Important Populate the Individual DMO first because other DMOs link to it.
    IndividualDmo Represents the student.
    ContactPointEmailDmo

    Stores the student's email address. Set PrimaryFlag to true for the primary email.
    ContactPointPhoneDmo Stores the student's phone number.
    ContactPointAddressDmo Stores the mailing address for residency determination and tuition calculation.
    Salesforce uses these DMOs to authenticate users.
  4. Map the Financial Aid DMOs to your financial aid system in this specific order:
    • BenefitDmo
    • LearnerFinancialAidApplicationDmo
    • ApplicationDmo
    • BenefitAssignmentDmo
    • RequiredDocumentDmo
    • BenefitDisbursementPeriodDmo
    • LearnerCostSummaryDmo
    • LearnerCostItemDmo
    • LearnerFinancialAidStandingDmo
    • BenefitDisbursementDmo
    • BenefitDisbursementHoldDmo
    For more information, see Financial Aid Data Model Objects.
    Tip
    Tip If your financial aid management system uses different values than the Data Model Objects expect, such as different status codes or type names, create formula fields on your Data Streams to transform the values during ingestion. In your Data Stream, click New Formula Field, write a transformation formula, such as a CASE statement, and map the formula field to the DMO instead of the original source field. This approach preserves your original source values while ensuring compatibility with Financial Aid components.
  5. Activate your configured data streams to begin data ingestion.
  6. Create an Identity Resolution ruleset to match records from your financial aid system to Salesforce Person Accounts.
    Create the ruleset on the Individual object, and use FINA as the Ruleset ID. Configure match rules to use Fuzzy Name (first name: Fuzzy - Medium Precision, last name: Exact) and Normalized Email (Exact Normalized). After publishing and running the ruleset, confirm a non-zero data consolidation rate.
  7. Create a data governance policy that grants Financial Aid data access to Experience Cloud portal users.
    1. In Setup, find and select Data Cloud, and then select Data Governance.
    2. Click Policies, and then click New.
    3. Create an object-level security (OLS) permit policy using the ExternalData.Visibility.Portal tag.
      This out-of-the-box tag belongs to the Portal access level classification. The policy grants authenticated portal users access to tagged data while restricting each user to data associated with their verified contact record.
    4. In Data Cloud, go to Data Models, and for each Financial Aid DMO, click Manage Tags and attach the ExternalData.Visibility.Portal tag to the object and its fields.
      Tag the following DMOs:
      • Unified Individual FINA
      • Unified Link Individual FINA
      • Individual
      • Benefit
      • Benefit Assignment
      • Benefit Disbursement
      • Benefit Disbursement Hold
      • Benefit Disbursement Period
      • Application
      • Learner Financial Aid Application
      • Learner Financial Aid Standing
      • Learner Cost Summary
      • Learner Cost Item
      • Required Document
    Authenticated Experience Cloud portal users can query Financial Aid data from Data Cloud. Each user sees only data associated with their verified contact record.
  8. Optionally, validate that the data graph contains the expected financial aid data.
    1. In Data Cloud, open Data Explorer. In the Select an Object Type dropdown, select Data Graphs, and then select your Financial Aid data graph from the Select an Object dropdown.
    2. Search for a specific student record and confirm that a Contact Id is present as one of the unified individual IDs.
  • Financial Aid Data Model Objects
    Map your external financial aid management system data to the Salesforce financial aid Data Model Objects (DMOs) to model the financial aid lifecycle from application to disbursement.
 
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