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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Related Tab
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Activate the Account objectRecord Page
Look for the School Record Page > click Edit > click Activation > 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 School record type > choose the Profile (System Administrator) > Next > Save
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)
The PosiEd State field should have a value (this is for the Student Record- Form and Current Grade Level fields population)
PosiEd State = Subscriber
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Person Account (PosiEd Contact Page)
Manually display the Person Account fields in the layout. Please check the link below for the final layout.
Manually display the PosiEd Calendar Component under the Calendar tab
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.
Department (Department Record Page)
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
House (House Record Page)
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
Grade (Grade Record Page)
Manually create the record page.
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