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Install the PosiEd package into the SF Org. Configure the Org
CSV Files should be imported into your SF Org in this order:
Import Accounts
Account records should 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 (e.g. 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
Sample CSV Files
Review the data imported in the SF Org.
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