Page Comparison

Guide contents 

Note: Do this after installing the latest package.  

Enable Communities

Enable the Experience Cloud Communities

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1. Person Account (PosiEd Contact Page)

2. Department (Department Record Page)

3. House (House Record Page)

4. Grade (Grade Record Page)

5. Billing (Billing Record Page)

Accounts Compact Layout 

Update the compact layout to all Account record types 

• Person Account  

  • Setup > Person Account > Compact Layout > New > Choose the fields (Account Name, Title, Phone, Email) > Compact Layout Assignment > Assigned 

• House/Department/Education Institution 

  • Setup > Account > Compact Layout > New > Choose the fields (Account Name, Phone, Parent Account) > Compact Layout Assignment > Assigned

Object Lightning Record Pages (Manual Activation) 

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• Timetable Structure 

• Timetable Period 

• Timetable Term 

• Cohort

• Cohort Schedule 

• Cohort Session 

• Cohort Member

  • Check Profile access (assigned record types) 

• Cohort Schedule Connection 

• Absence Submissions

• Employee Role

• PosiEd Logs 

  • All PosiEd Logs Fields to Display:

    • Posi Ed ID, Created date, Source, Description, Details

• Assets 

  • Check Profile access (assigned record types)

• Subject 

  • All Subjects Fields to Display:

    • Subject name, Subject code, Grade levels, Mark roll, Department, Educational institution

• Subject Offering 

  • All Subjects Offering Fields to Display:

    • Subject offering name, Subject code, Grade levels, Department, Educational institution, Timetable structure, Timetable term, Mark roll

• Sessions

  • Set the Session Compact Layout as the Primary

    • Object Manager > Sessions > Compact Layout > Compact Layout Assignment

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Resource: Maximize Your Productivity with Calendar Enhancements 

Events Compact Layout

Create a Compact layout and add the following fields:

• Subject, Name, Location, Start, End

Assign each of the record types to it.  

Setup Custom Settings 

PosiEd Settings 

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