Guide contents
| Table of Contents | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
| Panel | ||||||
|---|---|---|---|---|---|---|
| ||||||
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
...
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.
...
Person Account
Setup > Person Account > Compact Layout > New > Choose the fields (Account Name, Primary Educational Institution, Current Grade Level, Student ID > Compact Layout Assignment > Person Account > Assigned
House/Department/Education Institution
Setup > Account > Compact Layout > New > Choose the fields (Account Name, Phone, Website) > Compact Layout Assignment > Account compact layout > Assigned
Accounts
...
' Buttons Setup
Account - Add to New Cohort button
Set up > Account > List View Button Layout > Click Edit > Add the Add to New Cohort button > Save
Account - Create ACARA Student Background Report button
Account > Edit Page > Add the button to the layout
...
Object Lightning Record Pages (Manual Activation)
...
Display the fields in the Person Account layout based on the link below.
Wellbeing Involvement
Add the fields to the record page.
...