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Set Up Your Alumni Community

Use Experience Builder to brand your alumni community in Education Cloud, add ready-to-use or custom Lightning components, layouts, and themes to provide an enhanced alumni experience.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed
To set up your alumni community:

Education Cloud Full Access

AND

Create and Set Up Experiences

AND

View Setup and Configuration

AND

Be a member of the site AND View Setup and Configuration AND an experience admin, publisher, or builder in that site

Create an Alumni Experience Cloud Site

Create an Experience Cloud site for alumni profile pages and your alumni directory.

  1. Make sure that Digital Experiences is enabled.

  2. From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.

  3. Click New.

  4. Select Customer Service and then click Get Started.

  5. For Name, enter Alumni, and for URL, enter alumni.

  6. Click Create.

Assign Members to the Alumni Experience Cloud Site

Give users who are assigned your alumni profile access to your Experience Cloud site.

  1. From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.

  2. Next to your Alumni community site, click Workspaces, and then select Administration.

  3. Click Members.

  4. Under Select Profiles, for Search, select Customer.

  5. Add your alumni profile to the Selected Profiles column.

  6. Save your changes.

Create an Alumni Profile Page

Add a page to your Experience Cloud site for your alumni directory.

  1. From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.

  2. Click Builder for your Experience Cloud site.

  3. Click Experience Cloud Page Properties, and then click New Page.

  4. Select Standard Page.

  5. Select 1 full-width column, and then click Next.

  6. For Name, enter My Alumni Profile. The URL field fills automatically.

  7. Click Create.

Set Up the Alumni Profile Page

Add the Alumni Profile component to your Experience Cloud site and set up navigation.

Important
Important The Alumni Profile component contains information from the Person Education and Person Employment objects. To make sure that the user sees the necessary fields from those objects, create new default page layouts for each object and assign them to your alumni users. See Create Page Layouts.

  1. In Experience Builder, on the My Alumni Profile page, click Experience Cloud Components.

  2. Drag the Alumni Profile component to the Content area.

  3. Preview and publish your changes.

Create an Alumni Directory

Add a page to your Experience Cloud site for your alumni directory.

  1. In Experience Builder for your site, click Experience Cloud Page Properties, and then click New Page.

  2. Select Object Pages.

  3. Select Person Public Profile.

  4. Click Create and then click Create again.

Set Up the Alumni Directory Page

Add the Person Public Profile component to your Experience Cloud site and set up navigation.

  1. In Experience Builder for your site, on the Person Public Profile page, delete the components in the Content area.

  2. Click Experience Cloud Components, and then drag the Alumni Person Public Profile component to the Content area.

  3. For the Person Public Profile record Id field, enter {!recordId}.

  4. Edit the Global Search component to include Person Public Profile records in search results. See Global Search Box.

  5. Preview and publish your changes.

Directory Search Considerations

  • If you delete the Person Public Profile record for an alumni user whose profile is set to Public, users who try to access the profile from a saved link or bookmark see an Invalid Page error message. To customize this error page for your institution, see Assigning Salesforce Site Error Pages.

  • If you make changes to a user's Person Public Profile record, the user's profile can't be searched until the system indexes the new or changed records.

  • You can't search list views in Experience Cloud on a mobile device. See Considerations for List Views and Related Lists.

Set Up Site Navigation

Create the default navigation for your alumni Experience Cloud site.

  1. In Experience Builder for your site, on the My Alumni Profile page, select the Navigation Menu component, and in the property editor, click Edit Default Navigation.

  2. Click Add Menu Item, and then specify these values.

    1. For Name, enter My Alumni Profile.

    2. For Type, select Site Page.

    3. For Page, select My Alumni Profile.

  3. Save your changes.

  4. From the Pages menu, select the Person Public Profile page. Then, select the Navigation Menu component, and in the property editor, click Edit Default Navigation.

  5. Click Add Menu Item, and then specify these values.

    1. For Name, enter Alumni Directory.

    2. For Type, select Salesforce Object.

    3. For Object Type, select Person Public Profile.

  6. Save your changes.

Activate Your Alumni Experience Cloud Site

Complete your alumni community setup by activating your Experience Cloud site.

Important
Important Preview and test your site before you activate it.
  1. From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
  2. Next to your alumni Experience Cloud site, click Workspaces, and then select Administration.
  3. Click Settings.
  4. Click Activate, and then click OK.

Set Up and Maintain Person Public Profile Records

Use Data Processing Engine (DPE) and flows to set up and manage person public profile records for alumni users. This DPE process also resolves duplicate person public profile and person public profile preference set records.

Before You Begin

Before you start creating and managing Person Public Profile records, make sure that:

  • Education Cloud is enabled in your org.

  • The admin user has the Data Pipelines Base User Permission Set assigned to them.

  • The Alumni Relations app is enabled.

Create a DPE Definition

  1. From Setup, in the Quick Find box, enter Data Processing Engine, and then select Data Processing Engine.

  2. Click Update Public Profile Records with Latest CRM Data.

  3. Click Actions menu , and then select Save As.

  4. Leave the default field entries, and then save your work.

  5. Click Activate.

  6. To run your DPE definition, click Run Definition, or set up a schedule-triggered flow.

Note
Note After the flow runs, users see updates to their person public profiles. By default, the flow runs weekly, but you can set it to run daily.

Configure a Default Workflow User

Designate an active user who has the Data Pipelines Base User permission set as the default workflow user.

  1. From Setup, in the Quick Find box, enter Process Automation, and then select Process Automation Settings.

  2. For Default Workflow User, search for and select a user who has the Data Pipelines Base User permission set assigned to them.

  3. Save your changes.

Create a Schedule-Triggered Flow from a Template

  1. From Setup, in the Quick Find box, enter Flows, and then select Flows.

  2. Click Education Cloud: Run Alumni Profile Management Job.

  3. Click Save As, and then enter a name for your flow.

  4. Save and activate the flow.

Customize the DPE Process

After you clone the DPE template, if you want to customize the logic or mappings, you can optionally set up a separate schedule-triggered flow.

  1. Create a manual flow from a template.

    1. Click Education Cloud: Run Profile Management Job.

    2. Click Save As, and then enter a name for your flow.

    3. Save and activate the flow.

  2. Create a schedule triggered flow that invokes your manual flow as a subflow.

See Also: