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  1. Publish Bell times

    1. Before publishing the Bell Time, we need to add the complete period values.

    2. Make sure TTStructure records are set correctly. (Check how many TTStructure is linked to the School account).

      1. If the TTStructure is not set up correctly, the PPublish Bell time will be affected. There will be missing bell time records after synching.

  2. Publish Rooms/Assets

  3. Publish Student

    1. Before doing the Publish Student synching, make sure to set up the PosiEd Value Mapping (custom settings) for the LISS Grade Level values and Gender field automation. See the file below for your reference.

      1. Value Mapping - PosiEd

    2. Make sure the Student Records’ Start Date and End Date fields are populated.

    3. Make sure that the Student Record and the Contact objects have the same Current Grade Level values.

  4. Publish Teachers

    1. Before doing the Publish Teacher, make sure the etz file for Teachers from Edval has the Email and Staff IDs field populated. These two should be unique. These are the criteria for the creation and the linking of the Users to the Employee Role records.

      1. Workaround: If the Teacher records don’t have email and usernames, you can turn off the Employee Role triggered flow before publishing, and then turn it On again after publishing.

        1. You also need to have the Users created (if not yet existing) before doing the Publish Teacher

          1. Turn On the Employee Role Triggerd Flow and then manually link the Users to the Employee Role records (If the trigger is turned on, this will automatically create the Person Account for the Employee Role)

        2. Note that the Employee Role triggered flow includes the creation of the Users and will automatically link to the Employee Role records. The User will have a Profile of Chatter Freeentered and specified in the Default Profile ID field of the custom settings.

          1. The Staff users should have a correct profile license for the Calendar access. The Chatter Free license is a non-calendar license.

  5. Publish Classes (Cohort)

    1. Import the PosiEd Value Mapping for the Primary Grade Level population before doing the Publish Classes

  6. Publish Class lists/Cohort Member

    1. Start Date and End Date in the Student Records should be set up properly before publishing the class list

  7. Publish Cyclical Timetable/Cohort Schedule

    1. Issues workaround (Edval sample file only)

      1. Before publishing the Cyclical Timetable (CS) for the first time, make sure to update Janice Young's Staff ID for YOUJSYS.

      2. If you will republish the Publish Teacher or the Publish Daily Timetable, make sure you update the Staff ID of Janice Young to 34567.

  8. Publish Daily Timetable/Daily Data (Session)

    1. Before publishing, ensure the following values for the Session records are in your Salesforce Org. If the records are not yet there, republish the following.

      1. Bell Time

      2. Primary Staff Member

      3. Primary Location

    2. Make sure to set the From and To fields correctly. Set it based on your preferred dates for the Session creation.

    3. You may encounter this system validation error if you generate records with a 2-month range.

      image (14).png

      This is because Salesforce only allows a size of 6MB or approximately 6000000 bytes of characters. If ever you encounter this issue, lessen the date range for lesser results so you won’t hit the limit. You may try to sync a 2-3-week range of data.

  9. Publish Daily changes (Delta)

    1. This will update your changes in the Daily Timetable (Session details).

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