--- schema_version: "1" id: 4cabced15d036f90eed8827c2d7a041235bdc5412af6c9418aed58f8c0b12793 title: Alumni Portal Setup collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/es_ap_set_up.md canonical_url: https://help.salesforce.com/s/articleView?id=service.es_ap_set_up.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: ac71c6d148f392f49dd15ce4ad01d95e9cf5f8e2e2d7a4acf06c89825949f7f9 description: "Assign permissions to your alumni to access the Alumni Portal site. Create and configure Alumni Portal to meet your organization's needs. To allow your alumni to search for knowledge articles and contact support, set up knowledge articles, configure Email-to-Case and Web-to-Case, and set up these Service channels: voice, email, and messaging. To support alumni networking, set up Alumni Directory." products: - Service Cloud release: "264" --- # Alumni Portal Setup Assign permissions to your alumni to access the Alumni Portal site. Create and configure Alumni Portal to meet your organization's needs. To allow your alumni to search for knowledge articles and contact support, set up knowledge articles, configure Email-to-Case and Web-to-Case, and set up these Service channels: voice, email, and messaging. To support alumni networking, set up Alumni Directory. ### Required Editions
View supported editions.
- **[Review and Assign Alumni Portal Permissions](https://help.salesforce.com/s/articleView?id=service.es_ap_review_and_assign_permissions.htm&release=264.0.0&type=5)** Users access Alumni Portal through supported editions, add-ons, and permissions. - **[Create an Alumni Profile](https://help.salesforce.com/s/articleView?id=service.es_ap_create_alumni_profile.htm&release=264.0.0&type=5)** Create a profile for alumni users. - **[Provision Alumni with Required Profiles and Auto-Create User Records](https://help.salesforce.com/s/articleView?id=service.es_ap_provision_alumni_and_auto_create_user_records.htm&release=264.0.0&type=5)** Bulk provision alumni by assigning them the required profiles and permissions. Automatically create user records for new alumni entries in Salesforce. - **[Digital Experiences Setup](https://help.salesforce.com/s/articleView?id=service.es_ap_enable_digital_experiences.htm&release=264.0.0&type=5)** Before creating your Alumni Portal site, you must enable Digital Experiences. - **[Alumni Portal Site Creation](https://help.salesforce.com/s/articleView?id=service.es_ap_site_creation.htm&release=264.0.0&type=5)** Employee Service uses the Alumni Portal template to package pages and components for the Alumni Portal site. The Alumni Portal template streamlines the setup and implementation of your site. - **[Create an Alumni Sharing Set](https://help.salesforce.com/s/articleView?id=service.es_ap_create_an_alumni_sharing_set.htm&release=264.0.0&type=5)** Create a sharing set for alumni users. - **[Assign Members to Alumni Portal](https://help.salesforce.com/s/articleView?id=service.es_ap_assign_members_to_alumni_portal.htm&release=264.0.0&type=5)** Give users who are assigned your alumni profile access to Alumni Portal. - **[Activate Alumni Portal](https://help.salesforce.com/s/articleView?id=service.es_ap_activate_alumni_portal.htm&release=264.0.0&type=5)** Complete the Alumni Portal setup by activating it. - **[Configure the Employee Portal Service Catalog Component](https://help.salesforce.com/s/articleView?id=service.es_ap_configure_service_catalog_component.htm&release=264.0.0&type=5)** On the Alumni Portal site, customize the Service Catalog page by configuring the Employee Portal Service Catalog component. Alumni use this component to submit service requests. - **[Configure the Navigation Tiles Component](https://help.salesforce.com/s/articleView?id=service.es_ap_configure_the_navigation_tiles_component.htm&release=264.0.0&type=5)** The Home page in Alumni Portal contains the Navigation Tiles component. The component enhances the navigation experience in Alumni Portal by presenting the available actions in a user-friendly and visually engaging manner. - **[CMS Collection Setup](https://help.salesforce.com/s/articleView?id=service.es_ap_cms_collection_set_up.htm&release=264.0.0&type=5)** Keep your alumni up to date by highlighting important content by creating a carousel. The CMS Collection carousel component cycles through multiple collection items. Your alumni can click an item to learn more about it. - **[Salesforce Knowledge Enablement](https://help.salesforce.com/s/articleView?id=service.es_ap_salesforce_knowledge_enablement.htm&release=264.0.0&type=5)** Employee Service uses Salesforce Knowledge to help alumni access knowledge articles in Alumni Portal. Your alumni can read the articles to find answers and solutions to their issues. - **[Setting Sharing Defaults](https://help.salesforce.com/s/articleView?id=service.es_ap_set_sharing_defaults.htm&release=264.0.0&type=5)** Set the baseline record access for your alumni users. - **[Alumni Directory Setup](https://help.salesforce.com/s/articleView?id=service.es_ap_alumni_directory_set_up.htm&release=264.0.0&type=5)** Set up Alumni Directory to enable your alumni to view the profiles of other alumni and connect with them. Alumni can choose to not share contact details. - **[Create a Role for Alumni User Registration](https://help.salesforce.com/s/articleView?id=service.es_ap_create_role_alumni_user_registration.htm&release=264.0.0&type=5)** Create a role and assign it to the admin user. With the role assigned, you can add the Customer Community Plus Add-On license to the org. - **[Set Up an Account Contact Relationship](https://help.salesforce.com/s/articleView?id=service.es_ap_set_up_account_contact_relationship.htm&release=264.0.0&type=5)** The account contact relationship associates an alumni record with the original employee record. The relationship helps you easily access the alumni record's parent record to see the employee details. - **[Alumni Profile Setup](https://help.salesforce.com/s/articleView?id=service.es_ap_alumni_profile_set_up.htm&release=264.0.0&type=5)** Set up the Alumni Profile component to enable your alumni to view and edit their own profile. - **[Email-to-Case Setup](https://help.salesforce.com/s/articleView?id=service.es_ap_email_to_case_set_up.htm&release=264.0.0&type=5)** Enable your alumni to submit cases through emails. Email-to-case automatically creates cases from emails. Alumni can seek support without logging in to the Alumni Portal site. - **[Web-to-Case Setup](https://help.salesforce.com/s/articleView?id=service.es_ap_web_to_case_set_up.htm&release=264.0.0&type=5)** Let your alumni submit cases through a form on your company's website. Web-to-Case automatically creates cases from the information submitted through the form. With Web-to-Case, alumni can seek support without logging in to the Alumni Portal site. - **[Embedded Messaging Set Up](https://help.salesforce.com/s/articleView?id=service.es_ap_embedded_messaging_set_up.htm&release=264.0.0&type=5)** Configure Embedded Messaging in the Alumni Portal site to help your alumni get instant help and case statuses by chatting with a bot or a service representative. - **[Notifications Setup](https://help.salesforce.com/s/articleView?id=service.es_ap_notifications_set_up.htm&release=264.0.0&type=5)** Keep alumni informed about important updates through notifications. Timely notifications enable alumni to quickly act on urgent issues.