RIO Education Financial Aid Package Installation
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RIO Education is installed in Salesforce.Delete
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)Delete
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.
Step 3: Update Page Layouts
Go to the following objects and update the page layout to expose the fields for financial aid.
- Program Enrollment.
- Funding Allocation.
Step 4: Configure Custom Setting
Set the values to the parameters in Financial Aid Configuration custom setting.Delete