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Danica Ceballos

Danica Ceballos

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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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  1. Activate the Account object

    1. 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.App, Record Type, and Profile tab > Click Assign to Apps, Record Type, and Profiles > choose the Lightning App where you want the record page to be visible/accessible > Next > choose the School record type > choose the Profile (System Administrator) > Next > Save

  2. Go to App Launcher > Search Account > click New > create School record and put a School Code (Display School Code in the layout if it’s not yet there) 

  3. The PosiEd State field should have a value (this is for the Student Record- Form and Current Grade Level fields population)

    1. PosiEd State = Subscriber

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  1. Person Account (PosiEd Contact Page)

    1. Manually display the Person Account fields in the layout.

    2. Manually display the PosiEd Calendar Component under the Calendar tab

      1. Go to Setup > Object Manager > search for the Object > Lightning Record Page > click the PosiEd Contact Page > Clone/Edit > click Save > click Activate > click Assign as Org Default button > choose Desktop > click Next > click Save.

  2. Department (Department Record Page)

    1. Go to App, Record Type, and Profile tab > Click Assign to Apps, Record Type, and Profiles > choose the Lightning App where you want the record page to be visible/accessible > Next > choose the Department record type > choose the Profile (System Administrator) > Next > Save

  3. House (House Record Page)

    1. Go to App, Record Type, and Profile tab > Click Assign to Apps, Record Type, and Profiles > choose the Lightning App where you want the record page to be visible/accessible > Next > choose the House record type > choose the Profile (System Administrator) > Next > Save

  4. Grade (Grade Record Page)

    1. Manually create the record page.

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