Page Comparison

...

1. Install the PosiEd package into the SF Org.

2. Configure the Org

3. Connect Edval to PosiEd/SF Org

4. CSV Files should be imported into your SF Org in this order:

• Import Accounts

  • Account records will be based on the Edval file

    • Educational Institutions – with School Code

    • Houses

    • and Departments

• Import Timetable Structure

  • Linked to the Educational Institution record

• Import Timetable Term

  • Linked to the Timetable Structure

• Import Users (Staff)

  • With the correct Profile License (ex. Salesforce Platform)

• Import Date Maps

  • Linked to the Timetable Structure

• Import Subjects

  • The Subject Code will be based on the Edval etz file

  • Linked to the Educational Institution

  • Linked to the Department

  • Active= TRUE

• Import Subject Offerings

  • Linked to the Subject, Educational Institution, Department, Timetable Structure and Term)

  • Grade Level - must be populated

  • Active = TRUE

• Import Timetable Period

  • Linked to the Timetable Structure

...