Content 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

  • Please ensure that all grade levels of the school are set up correctly to prevent any data issues during the publishing process, particularly regarding the other grade levels, such as Meetings.

• 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

Updating Subject Offerings for the New School Year

Before importing Subject Offerings for the new school year, you must update the previous year's Subject Offerings to inactive.

• 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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