Set Up Engagement Channel Types in Education Cloud

Engagement channel types store the channels that the staff use to meet learners. If you're migrating data from Student Success Hub, to use appointments with Education Cloud, create engagement channel types.

1. From Setup, click Developer Console.
2. Click Debug, and then click Open Execute Anonymous Window.
3. Enter and run this code for the video engagement channel type:

   EngagementChannelType newType1 = new EngagementChannelType();
   newType1.Name = 'Video';
   newType1.IsActive = true;
   newType1.ContactPointType = 'Video';
   newType1.UsageType = 'Salesforce Scheduler';
   insert newType1;
   

4. Enter and run this code for the phone engagement channel type:

   EngagementChannelType newType2 = new EngagementChannelType();
   newType2.Name = 'Phone';
   newType2.IsActive = true;
   newType2.ContactPointType = 'Phone';
   newType2.UsageType = 'Salesforce Scheduler';
   insert newType2;
   

5. Enter and run this code for the in-person engagement channel type:

   EngagementChannelType newType3 = new EngagementChannelType();
   newType3.Name = 'In Person';
   newType3.IsActive = true;
   newType3.ContactPointType = 'InPerson';
   newType3.UsageType = 'Salesforce Scheduler';
   insert newType3;