Salesforce Docs Portal

Set Up Alumni Relations

Use Alumni Relations in Education Cloud to manage and engage with alumni from your educational institution in a centralized location.

Editions Needed
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed  
To set up Alumni Relations:

Education Cloud Full Access

AND

View Setup & Configuration

AND

Customize Application
  • Enable Alumni Relations
    Use Alumni Relations to manage and engage with alumni from your educational institution in a single centralized location.
  • Alumni Relations App
    The Alumni Relations app enables your alumni team members to manage alumni information and help alumni stay engaged and invested in their alma mater.

Enable Alumni Relations

Use Alumni Relations to manage and engage with alumni from your educational institution in a single centralized location.

Important
Important You must enable Education Cloud before you can enable Alumni Relations. After you enable Alumni Relations, you can't disable it.

  1. From Setup, in the Quick Find box, enter Education Cloud, and then select Set Up Education Cloud.

  2. Turn on Alumni Relations.

Alumni Relations App

The Alumni Relations app enables your alumni team members to manage alumni information and help alumni stay engaged and invested in their alma mater.

Customize the Alumni Relations app to suit the requirements of your institution, such as create layouts and features specific to different roles using Lightning App Builder.

Customize Your App

  1. From App Launcher, find and select Alumni.

  2. From Setup, in the Quick Find box, find and select Lightning App Builder.

  3. Select a page from the list to edit, or click New to create one.

  4. Customize the application to your requirements. Add components and modify them to create custom features as desired.