Guide contents
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Summer ‘23: enable OAuth Username by going to Setup > OAth and OpenID Connect Settings > AllowAuth Username-Password Flows > toggle On |
Note: Do this after installing the latest package.
Enable Communities
Enable the Experience Cloud Communities
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Educational Institution (School Record Page)
Manually create the School Record Page (Account record type = Educational Institution). Follow the SS below.
Details Tab
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Timetable Tab
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External System Tab
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Related Tab
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Activate the Account object
Go to Setup > Object Manager > search for the Object > Lightning Record Page > click the School Record Page > Clone/Edit > click Save > click Activate > click Assign as Org Default button > choose Desktop > click Next > click Save.
Go to App Launcher > Search Account > click New > create Educational Institution record and put a School Code (Display School Code in the layout if it’s not yet there)
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(Optional)
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If the Mark Roll Defaults field is set to Cohort- then the Cohort object Mark Roll Default is used to set the Mark Roll status on any Sessions; otherwise it comes from the Bell Times object
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The PosiEd State field should have a value (this is for the Student Record- Form and Current Grade Level fields population)
PosiEd State = Subscriber
Other Record Pages
Activate the records pages below.
(PosiEd EDC package)
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