---
schema_version: "1"
id: 29c57d3d9e724fb5eefc0fa417a95f74ffb7ab3b53bcebc65bed3ed236799b7c
title: Set Up Your Alumni Community
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_set_up_your_alumni_community.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_your_alumni_community.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a30d8052cc73edcd3d8c10eba2a031711c8b98d84a7541825d3d40177aacfa45
description: 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.
products:
  - Education
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></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>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>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d90949e74">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d90949e74 ">To set up your alumni community:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d90949e74 ">
              <p>Education Cloud Full Access</p>
              <p>AND</p>
              <p>Create and Set Up Experiences</p>
              <p>AND</p>
              <p>View Setup and Configuration</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Be a member of the site AND View Setup and Configuration AND an experience admin,
                publisher, or builder in that site</p>
            </td>

          </tr>
        </tbody>
      </table>

- **[Before You Begin: Give Access to Related Objects](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_your_alumni_community.htm&release=264.0.0&type=5)**  
    For users to be able to see the public profiles of other alumni, give alumni users access to required objects.
- **[Create an Alumni Experience Cloud Site](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_your_alumni_community.htm&release=264.0.0&type=5)**  
    Create an Experience Cloud site for alumni profile pages and your alumni directory.
- **[Assign Members to the Alumni Experience Cloud Site](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_your_alumni_community.htm&release=264.0.0&type=5)**  
    Give users who are assigned your alumni profile access to your Experience Cloud site.
- **[Create an Alumni Profile Page](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_your_alumni_community.htm&release=264.0.0&type=5)**  
    Add a page to your Experience Cloud site for your alumni directory.
- **[Set Up the Alumni Profile Page](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_your_alumni_community.htm&release=264.0.0&type=5)**  
    Add the Alumni Profile component to your Experience Cloud site and set up navigation.
- **[Create an Alumni Directory](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_your_alumni_community.htm&release=264.0.0&type=5)**  
    Add a page to your Experience Cloud site for your alumni directory.
- **[Set Up the Alumni Directory Page](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_your_alumni_community.htm&release=264.0.0&type=5)**  
    Add the Person Public Profile component to your Experience Cloud site and set up navigation.
- **[Set Up Site Navigation](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_your_alumni_community.htm&release=264.0.0&type=5)**  
    Create the default navigation for your alumni Experience Cloud site.
- **[Activate Your Alumni Experience Cloud Site](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_your_alumni_community.htm&release=264.0.0&type=5)**  
    Complete your alumni community setup by activating your Experience Cloud site.
- **[Set Up and Maintain Person Public Profile Records](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_your_alumni_community.htm&release=264.0.0&type=5)**  
    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: Give Access to Related Objects

For users to be able to see the public profiles of other alumni, give alumni users access to required objects.

Make sure that alumni users have access to these objects.

 
| Object | What does it store? |
| --- | --- |
| Contact Profile | Demographic details for an account. |
| Person Academic Credential | Credentials related to the alumni user, such as degrees, certificates, or badges. |
| Person Education | Information about professional education for a person. |
| Person Employment | Information about a person's employment. |
| Person Public Profile | Information about an alumni user that's shown on their public profile. |
| Person Public Profile Preference Set | Information about an alumni user that's shown on their public profile. |
| User | Represents the person who can log in to the community. |

## 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](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_expcloudgear.png), 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_important.png)

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](https://help.salesforce.com/s/articleview?id=platform.customize_layoutcreate.htm).

1. In Experience Builder, on the My Alumni Profile page, click ![Experience Cloud Components](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_expcloud_components.png).
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](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_expcloudgear.png), 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](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_expcloud_components.png), 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](https://help.salesforce.com/s/articleview?id=experience.rss_search_global_no_publisher.htm).
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](https://help.salesforce.com/s/articleview?id=platform.sites_error_pages.htm).
- 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](https://help.salesforce.com/s/articleview?id=xcloud.basics_list_views_lex_considerations.htm).

## 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_important.png)

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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/education_cloud/images/actionsmenu.png) , 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_note.png)

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:

- [Use a Schedule-Triggered Flow to Schedule a Data Processing Engine Definition](https://help.salesforce.com/s/articleview?id=sfdo.npc_pm_use_a_schedule-triggered_flow_to_schedule_a_data_processing_engine_definition.htm)
- [Flow Element: Subflow](https://help.salesforce.com/s/articleview?id=platform.flow_ref_elements_subflow.htm)