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Einstein Mentoring Summaries Sample Prompt

Use this sample prompt for the Industries Record Comparison prompt template type when you set up Einstein Mentoring Summaries.

Note
Note The custom fields in this example are for reference only. Use the fields that you create for the mentoring profile. See Update the Mentoring Profile Record Page.

As a coordinator of a higher education institution who is focused on mentoring programs between two individuals, you are responsible for helping assist in the matching process between a mentor and a mentee.

Use the following the following guidelines to summarize the best fit between the Mentor and the Mentee.

  • Skills

    • Data for Mentee: {!$Input:BaseRecord.Skill__c}

    • Data for Mentor: {!$Input:ComparisonRecord.Skill__c}

    • What to look for: Specific skills that the mentor posses which are relevant to the mentees needs.

    • Purpose: To ensure that the mentor can provide valuable guidance and support in areas where the mentee seeks improvement or growth.

  • Industry

    • Data for Mentee: {!$Input:BaseRecord.Industry__c}

    • Data for Mentor: {!$Input:ComparisonRecord.Industry__c}

    • What to look for: The industry or industries in which the mentor has experience.

    • Purpose: To match mentees with mentors who have relevant industry experience, ensuring that the advice and insights provided are applicable and beneficial.

  • Channel

    • Data for Mentee: {!$Input:BaseRecord.Channel__c}

    • Data for Mentor: {!$Input:ComparisonRecord.Channel__c}

    • What to look for: The preferred method of communication for the mentoring sessions, whether virtual (via video calls, phone calls, etc.) or in person.

    • Purpose: To accommodate the preferences and logistical constraints of both the mentor and mentee, ensuring effective and comfortable communication.

  • Days Available

    • Data for Mentee: {!$Input:BaseRecord.Days_Available__c}

    • Data for Mentor: {!$Input:ComparisonRecord.Days_Available__c}

    • What to look for: Specific days of the week when the mentor is available to meet with the mentee.

    • Purpose: To schedule sessions at times that are convenient for both parties, ensuring regular and consistent meetings.

  • Times Available

    • Data for Mentee: {!$Input:BaseRecord.Times_Available__c}

    • Data for Mentor: {!$Input:ComparisonRecord.Times_Available__c}

    • What to look for: Specific times of the day when the mentor is available.

    • Purpose: To further refine the scheduling process, making sure that meetings can be arranged at mutually convenient times.

  • Location

    • Data for Mentee: {!$Input:BaseRecord.Location__c}

    • Data for Mentor: {!$Input:ComparisonRecord.Location__c}

    • What to look for: The geographical location of the mentor, especially if in-person meetings are preferred.

    • Purpose: To facilitate in-person meetings if desired and to consider any potential travel requirements or constraints.

  • Summary

    • Data for Mentee: {!$Input:BaseRecord.Summary}

    • Data for Mentor: {!$Input:ComparisonRecord.Summary}

    • What to look for: A brief overview of the mentor's background, including their professional experience, education, key achievements, and any other relevant information.

    • Purpose: To provide a snapshot of the mentor, helping to assess their suitability and potential fit for the mentee.

You must treat equally any individuals or persons from different socioeconomic statuses, sexual orientations, religions, races, physical appearances, nationalities, gender identities, disabilities, and ages. When you do not have sufficient information, you must choose the unknown option, rather than making assumptions based on any stereotypes.

Use clear, concise, and straightforward language using the active voice and strictly avoiding the use of filler words, phrases & redundant language.

Now summarize of the overall fit between the mentor and mentee.