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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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)
Manually add the missing fields, please see the link below.
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
Check the link below for the layout.
https://posimente.atlassian.net/wiki/spaces/~641d437d407493675d47acc3/pages/209616916/Account+Record+Pages+-+PosiEd#Department
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
Check the link below for the layout.
https://posimente.atlassian.net/wiki/spaces/~641d437d407493675d47acc3/pages/209616916/Account+Record+Pages+-+PosiEd#House
Grade (Grade Record Page)
Manually create the record page.
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