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Update the Mentoring Profile Record Page
Create and add fields to the mentoring profile record page that you want to use to compare and match mentors with a mentee.
| User Permissions Needed | |
|---|---|
| To update the mentoring profile record page: | Education Cloud Full Access AND View Setup & Configuration AND Customize Application |
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
Here are examples of fields that you can use to match a mentor with a mentee.
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Industry or field of study
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Channel (virtual or in person)
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Days Available
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Times Available
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Skills
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Location
Note Mentoring profile doesn't support Lookup Relationship, Master-Detail Relationship, and System fields to compare Mentoring participants.
Create a Flow to Create Mentoring Profile Records
Build a record-triggered flow to automatically create Mentoring Profile records when mentors and mentees complete an assessment.
Flow Element Details
See Also:
| Flow Element | What Does It Do? |
|---|---|
| Start | Flow is initiated when assessment question responses are created. |
| Get Records: Get Assessment Question Responses Records | Finds the assessment question response records where the ParentAssessmentId lookup field is equal to the ID of the parent assessment record. |
| Loop: For each Assessment Question Response | Loop through child assessment question responses. |
| Assignment: Set Common Fields | Sets the fields to be mapped to the mentoring profile record. |
| Get Records: Get Program Enrollment | Gets the program enrollment record associated with the assessment to determine if a mentoring profile for a mentee is needed. |
| Get Records: Get Provider Offering | Gets the provider offering record associated with the assessment to determine if a mentoring profile for a mentor is needed. |
| Decision: Mentor or Mentee Mentoring Profile? | Determines whether the mentoring profile record to create is for a mentor or mentee. |
| Assignment: Set Mentor Fields | Sets the fields on the mentoring profile record for a mentor. |
| Assignment: Set Mentee Fields | Sets the fields on the mentoring profile record for a mentee. |
| Get Records: Get Existing Mentoring Profile | Gets the existing mentoring records associated with the program enrollment and provider offering records. |
| Decision: Create or Update Mentoring Profile | Determines if there are mentoring profile records associated with the program enrollment or provider offering records associated with the assessment record that launched the flow. |
| Create Records: Create Mentoring Profile | Creates the mentoring profile records in the collection with field values assigned from the assessment question response records mapped fields. |
| Assignment: Assign Mentoring Profile ID | Assigns the mentoring profile ID, if it exists, to prepare the record for update. |
| Update Records: Update Mentoring Profile | Updates the mentoring profile records in the collection with field values assigned from the assessment question response records mapped fields. |
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