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Alumni Portal Setup
Assign permissions to your alumni to access the Alumni Portal site. Create and configure Alumni Portal to meet your organization's needs. To allow your alumni to search for knowledge articles and contact support, set up knowledge articles, configure Email-to-Case and Web-to-Case, and set up these Service channels: voice, email, and messaging. To support alumni networking, set up Alumni Directory.
Required Editions
| View supported editions. |
- Review and Assign Alumni Portal Permissions
Users access Alumni Portal through supported editions, add-ons, and permissions. - Create an Alumni Profile
Create a profile for alumni users. - Provision Alumni with Required Profiles and Auto-Create User Records
Bulk provision alumni by assigning them the required profiles and permissions. Automatically create user records for new alumni entries in Salesforce. - Digital Experiences Setup
Before creating your Alumni Portal site, you must enable Digital Experiences. - Alumni Portal Site Creation
Employee Service uses the Alumni Portal template to package pages and components for the Alumni Portal site. The Alumni Portal template streamlines the setup and implementation of your site. - Create an Alumni Sharing Set
Create a sharing set for alumni users. - Assign Members to Alumni Portal
Give users who are assigned your alumni profile access to Alumni Portal. - Activate Alumni Portal
Complete the Alumni Portal setup by activating it. - Configure the Employee Portal Service Catalog Component
On the Alumni Portal site, customize the Service Catalog page by configuring the Employee Portal Service Catalog component. Alumni use this component to submit service requests. - Configure the Navigation Tiles Component
The Home page in Alumni Portal contains the Navigation Tiles component. The component enhances the navigation experience in Alumni Portal by presenting the available actions in a user-friendly and visually engaging manner. - CMS Collection Setup
Keep your alumni up to date by highlighting important content by creating a carousel. The CMS Collection carousel component cycles through multiple collection items. Your alumni can click an item to learn more about it. - Salesforce Knowledge Enablement
Employee Service uses Salesforce Knowledge to help alumni access knowledge articles in Alumni Portal. Your alumni can read the articles to find answers and solutions to their issues. - Setting Sharing Defaults
Set the baseline record access for your alumni users. - Alumni Directory Setup
Set up Alumni Directory to enable your alumni to view the profiles of other alumni and connect with them. Alumni can choose to not share contact details. - Create a Role for Alumni User Registration
Create a role and assign it to the admin user. With the role assigned, you can add the Customer Community Plus Add-On license to the org. - Set Up an Account Contact Relationship
The account contact relationship associates an alumni record with the original employee record. The relationship helps you easily access the alumni record's parent record to see the employee details. - Alumni Profile Setup
Set up the Alumni Profile component to enable your alumni to view and edit their own profile. - Email-to-Case Setup
Enable your alumni to submit cases through emails. Email-to-case automatically creates cases from emails. Alumni can seek support without logging in to the Alumni Portal site. - Web-to-Case Setup
Let your alumni submit cases through a form on your company's website. Web-to-Case automatically creates cases from the information submitted through the form. With Web-to-Case, alumni can seek support without logging in to the Alumni Portal site. - Embedded Messaging Set Up
Configure Embedded Messaging in the Alumni Portal site to help your alumni get instant help and case statuses by chatting with a bot or a service representative. - Notifications Setup
Keep alumni informed about important updates through notifications. Timely notifications enable alumni to quickly act on urgent issues.
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