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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. 

...

  • Action: Batch Class Caller 

  • Label: GenerateDayAttendanceBatch 

  • API Name: (automatic population) 

  • Include: Toggle (far right) 

  • Batch Class: DayAttendanceGenerationBatch

...

Save and Activate.

...

Go to Setup > Process Automation Settings > setup the Default Workflow User.

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Generate Attendance Batch

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  • Action: Batch Class Caller 

  • Label: Generate Attendance Batch 

  • API Name: (automatic population) 

  • Include: Toggle (far right) 

  • Batch Class: GenerateAttendanceBatch

...

Save and Activate.

Go to Setup > Process Automation Settings > setup the Default Workflow User.

...

Objects Unmanaged Package Setup

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