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Note: When trying to log in with the user above, you will see the message below.    

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  1. Create the Permission Set first.

    1. Label: Edval

    2. API Name: (auto-populated)

    3. Description: Permission set for objects and fields used for Edval processes

    4. License: Salesforce API Integration

    5. Give access to the following objects and fields

OBJECT
READ
CREATE
EDIT
 VIEW ALL
MODIFY ALL
Account
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Asset
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Bell Time
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Cohort
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Cohort Member
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Cohort Schedule
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Cohort Schedule Connection
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Cohort Session
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Employee Role
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Event
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PosiEd Log
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Session
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Student Record
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Subject 
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Subject Offering
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Timetable Structure
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  1. Go to the user record and assign the EDVAL permission set. The EDVAL permission set provides access to the objects and fields needed for the sync process.

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  1. Update the Posimente sync config in Edval using the new Salesforce user's username and password. Save and click Test connection

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If the test is successful, you can proceed with the publish methods.

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