Installation Links and Instructions

Installation Links

Important:
Always be sure to install and test in a sandbox before upgrading your production environment.

Version 1.49, released June 12, 2024

Installation Instructions

Refer to the Introduction & Setup section for installation instructions.

Post-Installation Instructions

After package installation, users with Education Cloud will need to set up the below data for the Individual Application Object in your org.

  • Go to Salesforce Classic (in your Salesforce account, click your avatar and select "Switch to Salesforce Classic" from the drop-down menu)
  • Add the individual application related list to Person Account
  • Try to create one individual application. You may see an error: "Field not visible license type issue."
  • Switch back to Lightning Experience and go to Setup > Object Manager
  • Search “Individual Application”
  • Go to “Record Types”
  • Create a new Record type and name it "Admissions"
  • Go to Setup, Build > Customize > Application > Application RecordType Config
  • Create one record type named “Admissions” and click Save