Page Comparison

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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 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)

  • Reference: https://www.salesforceben.com/insert-users-with-data-loader-in-salesforce-tutorial/?utm_medium=email&_hsmi=78414901&_hsenc=p2ANqtz-8n8CBEN5etewZolTOPOMHeckNjIGJIwXoS1jyfFa-scoKa_rE-2MJeo2j__VCy5rMxnK177StdP6kS4BZOiLkay6_Ytw&utm_content=78414901&utm_source=hs_email

• 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

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After importing the Demo Data (CSV Files), you can now start the Publish process.

1. Connect Edval App to PosiEd/SF Org

2. Connect Edval Daily to PosiEd/SF Org

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