---
schema_version: "1"
id: dce5f28397d7166b2b9b69771bf212abe793e33dbfd5ba0026e1e708de480e6f
title: Configure the Mentor Comparison Screen Flow
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_configure_the_mentor_comparison_screen_flow.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_configure_the_mentor_comparison_screen_flow.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e50fcf188a78b59832d2cf421c8e12325513d8acd141832b9b8e7de3131228fc
description: Clone the Mentor Comparison screen flow, and then identify the fields on the participants' mentoring profiles that you want to use to select and compare potential mentors.
products:
  - Education
release: "264"
---
# Configure the Mentor Comparison Screen Flow

Clone the Mentor Comparison screen flow, and then identify the fields on the participants' mentoring profiles that you want to use to select and compare potential mentors.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Editions Needed"><caption>Editions Needed</caption> <colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
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      <thead class="slds-text-title_caps ">
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          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d134648e74">User Permissions Needed</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d134648e77">&nbsp;</th>
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          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d134648e74 ">To clone and configure the screen flow:</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d134648e77 ">
            <p>Education Cloud Full Access</p>
            <p>AND</p>
            <p>Compare Using Einstein</p>
            <p>AND</p>
            <p style="margin-bottom:0;">Manage Prompt Templates</p>
          </td>

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    </table>

## Clone the Screen Flow

Clone the Mentoring: Match Mentor and Mentee screen flow so that you can configure it for your Mentoring program.

1. From Setup, in the Quick Find box, enter Flows, and select **Flows**.
2. Click **Mentoring: Match Mentor and Mentee**.
3. Click **Save As**, enter a label and name, and save your changes.

## Configure the Selection View

Identify the fields from the mentoring profile record that you want to use to select potential mentors.

![Selection view of the screen flow for comparing possible mentors](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/education_cloud/images/ec_mentor_selection_view.png)

1. In your version of the Mentoring: Match Mentor and Mentee screen flow, click **Display Select Mentors for Comparison**, and then click **Edit Element**.
    
    ![Display Select Mentors for Comparison screen element](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/education_cloud/images/ec_select_mentors.png)
2. Click **Select Mentors for Comparison**.
3. In Select Fields to Display, select the fields that you want to show when you select possible mentors, and then click **Done**.

## Configure the Comparison View

Identify the fields from the mentoring profile record that you want to use to compare mentors and to indicate a match with the mentee.

![Comparison view of the screen flow for comparing possible mentors](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/education_cloud/images/ec_comparison_view.png)

1. Click **Display Compare and Assign Mentor**, and then click **Edit Element**.
    
    ![Display Compare and Assign Mentor screen element](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/education_cloud/images/ec_compare_assign_mentors.png)
2. Click **Compare and Assign Mentor**.
3. From Select Fields to Display, select the fields that you want to show when you compare mentors with the mentee.
4. From Select Fields for Matching, select the fields that you want to use to indicate a match.
    
    Fields that match are marked with a checkmark.
5. To use Einstein Mentoring Summaries, complete these steps.
    
    1. Select **Enable Similarity Score**.
    2. From Select fields to use for similarity score, select the fields that you want to use to generate the similarity score for the record.
    3. Select **Enable prompt response**.
    4. From Prompt Template, select your mentoring summaries prompt template.
        
        See [Create a Prompt Template for Einstein Mentoring Summaries](https://help.salesforce.com/s/articleView?id=sfdo.ec_create_a_prompt_template_for_einstein_mentoring_summaries.htm&release=264.0.0&type=5 "Use Prompt Builder to set up a prompt that generates mentoring summaries.").
    5. Enter a label for the prompt response.
    6. Enter help text for the prompt response.
    7. Enter a label for the prompt response button.
6. Click **Done**.

## Configure the Preview Screen

Identify the fields from the mentoring profile record that you want to use to compare the selected mentor with the mentee.

![Preview screen comparing the mentee with the selected mentor](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/education_cloud/images/ec_mentor_preview.png)

1. Click **Display Mentor Assignment Preview**, and then click **Edit Element**.
    
    ![Display Mentor Assignment Preview screen element](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/education_cloud/images/ec_mentor_assign_preview.png)
2. Click **Compare and Assign Mentor**.
3. From Select Fields to Display, select the fields that you want to show when you compare the selected mentor with the mentee.
4. From Select Fields for Matching, select the fields that you want to use to indicate a match.
5. Click **Done**.

## Save and Activate Your Flow

After you configure the flow, save your changes and then activate the flow. See [Activate or Deactivate a Flow Version](https://help.salesforce.com/s/articleview?id=platform.flow_distribute_activate.htm&type=5).