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  1. Go back to the App Manager and click Manage beside the LISS/Edval app. 

  2. Click Edit Policies and update the IP Relaxation to Relax IP restrictions and save.

  3. Go to Setup > OAuth and OpenID Connect Settings > enable Allow OAuth Username-Password Flows

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Sharing Settings

Note: If this has already been configured in the Org during the Edval Daily setup, there's no need to repeat it.

OBJECT

READ

CREATE

EDIT

Default Internal Access

Default External Access

Account

  •  

  •  

  •  

Private

Private

Asset

  •  

  •  

  •  

Private

Private

Bell Time

  •  

  •  

  •  

Controlled by Parent

Controlled by Parent

Cohort

  •  

  •  

  •  

Private

Private

Cohort Member

  •  

  •  

  •  

Controlled by Parent

Controlled by Parent

Cohort Schedule

  •  

  •  

  •  

Controlled by Parent

Controlled by Parent

Cohort Schedule Connection

  •  

  •  

  •  

Controlled by Parent

Controlled by Parent

Cohort Session

  •  

  •  

  •  

Controlled by Parent

Controlled by Parent

Employee Role

  •  

  •  

  •  

Controlled by Parent

Controlled by Parent

Calendar

  •  

  •  

  •  

Show Details and Add Events

Show Details and Add Events

PosiEd Log

  •  

  •  

  •  

Private

Private

PosiEd Settings (custom)

  •  

  •  

  •  

--

--

PosiEd Value Mapping (custom)

  •  

  •  

  •  

--

--

Session

  •  

  •  

  •  

Private

Private

Student Record

  •  

  •  

  •  

Controlled by Parent

Controlled by Parent

Subject 

  •  

  •  

  •  

Private

Private

Subject Offering

  •  

  •  

  •  

Private

Private

Timetable Structure

  •  

  •  

  •  

Controlled by Parent

Controlled by Parent

User

  •  

  •  

  •  

Public Read Only

Public Read Only

User Setup for Integration

Note: If this has already been configured in the Org during the Edval Daily setup, there's no need to repeat it.

  1. Create a user with the following details:

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Note: When trying to log in with the user above, you will see the message below.    

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  1. Create the Permission Set first.

    1. Label: Edval

    2. API Name: (auto-populated)

    3. Description: Permission set for objects and fields used for Edval processes

    4. License: Salesforce API Integration

    5. Give access to the following objects and fields

OBJECT
READ
CREATE
EDIT
 VIEW ALL
MODIFY ALL
Account
  •  

  •  

  •  

 
 
Asset
  •  

  •  

  •  

 
  •  

Bell Time
  •  

  •  

  •  

 
 
Cohort
  •  

  •  

  •  

 
 
Cohort Member
  •  

  •  

  •  

 
 
Cohort Schedule
  •  

  •  

  •  

 
 
Cohort Schedule Connection
  •  

  •  

  •  

 
 
Cohort Session
  •  

  •  

  •  

 
 
Employee Role
  •  

  •  

  •  

 
  •  

Event
  •  

  •  

  •  

 
 
PosiEd Log
  •  

  •  

  •  

 
 
Session
  •  

  •  

  •  

  •  

 
Student Record
  •  

  •  

  •  

 
 
Subject 
  •  

  •  

  •  

 
 
Subject Offering
  •  

  •  

  •  

 
 
Timetable Structure
  •  

  •  

  •  

 
 
  1. Go to the user record and assign the EDVAL permission set. The EDVAL permission set provides access to the objects and fields needed for the sync process.

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Edval Syncing Process

After creating the Edval app, connect your Org and the Edval file.

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You can now start the Publish process.

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These records must be imported into the Org before the Publish process. Please refer to the instructions in the link below.

Data Loading Process - PosiEd

After importing the necessary records into the Org, you can begin the publishing process.

Publish the data sets in the order shown on the pagebelow. Publish each item separately and allow a few minutes before publishing the next item. This is to ensure that the processing of the data that was transferred is complete before the next set of data is sent.

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