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Go back to the App Manager and click Manage beside the LISS/Edval app.
Click Edit Policies and update the IP Relaxation to Relax IP restrictions and save.
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.
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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Create the Permission Set first.
Label: Edval
API Name: (auto-populated)
Description: Permission set for objects and fields used for Edval processes
License: Salesforce API Integration
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 |
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.
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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