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RIO Education Financial Aid Package Installation

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Prerequisites

RIO Education is installed in Salesforce.

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Step 1: Install RIO Education Reporting (US) / Financial Aid package

Please install the financial aid package using the Installation URL: 

Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5g000000lTFI (version 1.5)

Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t5g000000lTFI (version 1.5)

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Step 2: Assign Permission Set

Select either one of the following permission sets to the designated user.

  • REDU - Financial Aid Admin: This permission set provides all the read and write accesses to the related objects and fields in this package.

  • REDU - Financial Aid Non Admin: This permission set provides read-only access to the related objects and fields in this package.
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Step 3: Update Page Layouts

Go to the following objects and update the page layout to expose the fields for financial aid.

  • Contact.
  • Funding‍.
  • Program Enrollment‍.
  • Funding Allocation‍.
  • Disbursement.
  • Payments‍.
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Step 4: Configure Custom Setting

Set the values to the parameters in Financial Aid Configuration custom setting.

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