RIO Bookings object vs SF standard EVENT object

Published July 28th, 2021 by Deborah Brook

RIO Bookings object vs SF standard EVENT object RIO uses bookings to manage the scheduling of Classes (Sessions), and also (optionally) Appointments. We use bookings rather than events, as we can expose bookings to regular community users, while Events need Customer Community Plus as a minimum. Additionally, we have more control over Bookings. The b

The Student Experience

Published May 5th, 2022 by Deborah Brook

Using Salesforce Flow to create an online application form

Published July 28th, 2021 by Deborah Brook

Integrating to Netsuite

Published July 27th, 2021 by Deborah Brook

This video explains a typical example of RIO Education integrating with Netsuite. Video link:  https://wdcigroup.wistia.com/medias/jqsl4dbt72

Integrating with Learning Management Systems

Published August 12th, 2021 by Deborah Brook

Most universities may have legacy Learning Management Systems (LMS) to manage student enrollment and grading.  With RIO Connect, information between legacy LMS and RIO Education Student Management System can be synced.  What sort of information is typically shared between an SIS such as RIO Education and an LMS like Moodle, Canvas, Brightspace, Blac

The Faculty/Teacher Experience

Published May 5th, 2022 by Deborah Brook

Integrating to Canvas with RIO Connect (Overview)

Published July 26th, 2021 by Deborah Brook

Overview RIO Connect is used to connect RIO Education, a Student Management System, with Canvas, a Learning Management System.   The following video showcases student, Course (enrollment and unenrollment), and final grade sync. Video link: https://wdcigroup.wistia.com/medias/09tiu662nn RIO Connect high level flow The flow of information is typically

Donor Management, GEM, EDA, NPSP & RIO

Published July 27th, 2021 by Deborah Brook

NPSP &  EDA  are NOT compatible. GEM is not the same as NPSP, it provides only a subset of the NPSP functionality. Best practice is to run NPSP and EDA in separate Salesforce Orgs, so if you are implementing RIO this applies. You cannot install GEM into an org with NPSP.

Implementing RIO in different languages

Published July 27th, 2021 by Deborah Brook

Communities translation Communities can be translated into other languages. Salesforce help has some good information on how to set up languages in the Community. Read more here. The Lightning components that we develop for the Community also are translatable. Translatable labels We typically use Custom Labels for most of the user-facing fields in c

Integration: RIO Connect

Published July 23rd, 2021 by Deborah Brook

RIO Connect is a lightweight integration solution that utilizes the Cyclr.com iPaaS solution. RIO Connect pre-built integrations are available, plus it can be rapidly deployed to many SaaS platforms. A full list of existing connectors can be found here . Check out our articles for some sample integrations we have built to an array of LMS, Finance, H

Dynamic Dashboard limit error

Published July 27th, 2021 by Deborah Brook

Description You encountered the message "You have reached the limit for Dashboards run as the logged-in user" when creating or updating Dynamic Dashboards. Resolution Salesforce only allows 5 Dynamic Dashboards for Enterprise edition, and 10 for Performance and Unlimited editions. You will need to reduce the usage of Dynamic Dashboards. You can foll

Integrating to XERO Finance System

Published July 26th, 2021 by Deborah Brook

Overview This document outlines the proposed high level design and custom process flows for a typical RIO Education student fee billing process. The process flows will cover the sync between RIO Education’s Student Fees to/from Xero.   A short video that covers a standard RIO Connect integration between RIO Education and Xero can be found here. Vide

RIO Education Glossary

Published July 22nd, 2021 by Deborah Brook

This is a auto-generated Article of all your definitions within the glossary. Glossary This is a auto-generated Article of all your definitions within the glossary. All A C E F G H I L O R S T U V AVETMISS A required reporting for Vocational College in Australia. CE An abbreviation for Course Enrollment. CMS Content Management System https://develop

How do I grant Login Access to the RIO Team

Published July 27th, 2021 by Deborah Brook

Description How do I grant the RIO Education support team the login access to my Salesforce Org / instance for troubleshooting assistance? Resolution Note: It's best to nominate system administrator to grant us (RIO team) the access and share your Salesforce Org Id . To enable us to login into your Salesforce Org, we will need you to grant us login

Faculty using Lightning Platform Starter & Cases

Published July 27th, 2021 by Deborah Brook

Let's say in your scenario you need Faculty/Teachers to assist or resolve Student's Cases. If your RIO Faculty Users are utilising a Salesforce Platform Starter license, they will not have access to Case. In order to give them access to Case, you need to implement a permission set defined in this article.  Note that you require an additional Salesfo

What is a Faculty Award?

Published July 28th, 2021 by Deborah Brook

RIO Education uses the Awards feature to track Faculty remuneration or wage rate. You can find the Award Tab on the Faculty Contact record. To set it up check out this video: See also: Staff Award ‍.

What US Financial Aid solutions work with RIO?

Published July 27th, 2021 by Deborah Brook

Any FA software with an API will work. We are currently implementing Campus Ivy for a US customer - that integration will use RIO Connect but it doesn't have to, it could use any integration platform (i.e. Mulesoft).

RIO Education Features Detail

Published July 26th, 2021 by Deborah Brook

  RIO Education – Student Information Management and more Lifelong Learning Continuing Education capabilities with support for: Self-service registration and payments Course and Bundle Catalogues Employer and bulk registration Shopping cart and credit card payments Support for CE and non-credit programs Education Cloud &  EDA RIO now supports bo

What is USA SEVIS & SEVIP?

Published July 27th, 2021 by Deborah Brook

SEVIS is a web-based system for maintaining information on nonimmigrant students and exchange visitors in the United States. It is the core technology for the DHS in this critical mission. SEVIS implements Section 641 of the Illegal Immigration Reform and Immigrant Responsibility Act of 1996, which requires DHS to collect current information from no

Missing Salesforce Identity Feature

Published July 27th, 2021 by Deborah Brook

Description You encountered an error: "Your org doesn't have access to the component salesforceIdentity: forgotPassword2". Resolution Your Salesforce org may not have Salesforce Identity enabled yet. Please contact Salesforce support so they can enable this feature in your org.

RIO Reporting (AU)

Published July 26th, 2021 by Deborah Brook

This video provides more information on how RIO handles AVETMISS reporting for Australia:           See here for the Objects and Fields to take note of: RIO Reporting (AU) - EDA vs RIO Reporting Objects and Fields to note .    

Deployment Checklist

Published July 23rd, 2021 by Deborah Brook

Item Remarks Check Sharing Settings Consider the external sharing settings - e.g. ensure that Account is not set to public for external users. Check Sharing Rules Review custom sharing rules to ensure we do not open access unnecessarily to external users. Deactivate Email Deliverability Ensure that this is turn off if you are deploying community - t

RIO Education Data Model

Published July 22nd, 2021 by Deborah Brook

(Tip: Open this image in a new tab to get a larger and clearer view) For the list of RIO Education objects and fields, see here .

Credit Card Payments with Payments2Us

Published July 23rd, 2021 by Deborah Brook

The Payments2Us application is the perfect solution for capturing of credit card payments from students. This is configured for payment capture in the student community and is typically used for tuition, ad-hoc fees, deposits, and housing payments by students all around the world. For more information on Payments2Us components and setup in RIO Educa