Guide contents
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Person Account Activation
Note: Do this before installing a new package.
Before syncing the Publish Students, ensure Person Account is activated in the Org
Reference: Enabling Person Accounts in Salesforce
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Note: Do this after installing the latest package.
Enable Communities
Enable the Experience Cloud Communities
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Setup > Profile > System Administrator > Object Settings > Assets > Edit Edit
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Contacts
Add picklist values into the Current Grade Level field under the Student Record object if they have not already been added.
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Add the picklist value to the Period field before doing the Publish Bell Times
JLE
Update the Action buttons in the Page Layouts. Show the Edit and Delete buttons only.
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Sessions
Add the Sessions tab in the Posi System app. Add a filter called
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Start equals TODAY
Primary Staff Member equals Michael Aitken = (Staff Member)
Tomorrow’s Sessions, with a filter
Start equals TOMORROW
Primary Staff Member = (Staff Member equals Michael Aitken )
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In the Session object, add the Cohort Session under the Related tab (Also display the related list fields columns: Cohort and Cohort Schedule
In the Contact object, add the fields in the Field Sets and review it in the Session layout (Session > Mark Roll tab- Profile section)
Mark Roll Accordion fieldset (remove the Email, Phone, and Last Name fields)
Academic Summary
Medical Summary
Pastoral Summary
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After submitting the submission, it should create an Absence Submission record.
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