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The CI/CD process currently performs the following actions.

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 doing the Pre-Config Steps and the Installation of the latest package.  

Cohort Member

  • Check Profile access (assigned record types) 

  • Employee Role

    • Create the field below and display it on the layout (repo capture only unmanaged package)

      • 1. Field Name: Employee Account

        • Data Type: Lookup (Account)

  • Sessions

    • Add the markRollMobile and markRoll components to the Session record page under the Mark Roll tab and put a filter based on the screenshot below. 

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Check the picklist values below are added in the Current Grade Level field under the Contact object and Student Record objects if they have not already been added.

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  • Cohort object layout- Generate Calendar button 

  • Session object layout- Generate Attendance and Edit Session buttons 

Cohort layout

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Session layout

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Event Records Creation 

Config Steps before doing the Generate Calendar 

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These items are unmanaged packages and are part of the CI/CD baseline script. You can ask someone from the Dev team to push this into your Org for an easier process. See the link below.

Unmanaged Items Deployment/wiki/spaces/~641d437d407493675d47acc3/pages/50823181

Person Account Layout 

Provide access to all the fields if it’s not displaying in the Org. Go to Profile > System Administrator > Object Settings > Contacts/Account 

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