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Overview
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‘Install Regent Award for Salesforce by Regent Education’ will open. Select a group of users to access the Regent Award for Salesforce app. Recommend ‘Installing App for Admins Only,’ and later grant broader access to the app through configuration using permission sets.
Select ‘Install’. NOTE: ‘Social Accounts, Contacts, and Leads Settings’ must be enabled for successful deployment.
To install: Append this path to your Salesforce URL:
/packaging/installPackage.apexp?p0=04t1U000007U4P7
Example: xxx.mysalesforce.com/packaging/installPackage.apexp?p0=04t1U000007U4P7
For more information on installation see https://help.salesforce.com/s/articleView?id=sf.distribution_installing_packages.htm&type=5
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Release Date | Version | Package Install Link | Changes | Compatible Regent Version |
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9/21/2022 | 2.22 | packaging/installPackage.apexp?p0=04t1U000007U4VU |
| 6.1.1.0*** |
7/17/2022 | 2.20 | packaging/installPackage.apexp?p0=04t1U000007U4P7 |
| 6.0.0.0 |
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Display Academic Year 0 = If "Yes" is selected here and an Academic Year 0 is present in the award information for the student, the Academic Year 0 information is displayed on the Award Information object in Salesforce. If "No" is selected here and an Academic Year 0 is present in the award information for the student, no Academic Year 0 information is displayed on the Award Information object in Salesforce.
Academic Years to Display = If "Current AY and one Future AY" is selected here, only the current academic year, or the next future academic year is displayed on the Award Information object in Salesforce. If "All AYs" is selected here, all academic years will be displayed on the Award Information object in Salesforce.
Display External Resources = If this box is checked, external resources are displayed on the Academic Information object in Salesforce.
Best Practices
Creating triggers on any Salesforce objects updated by the Regent Award for Salesforce sync may significantly impact sync times, and even cause syncs to fail. This is not a recommended or supported configuration.
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6 = Sync Regent Data button (previously named 'Synchronize Data') syncs an individual student record on demand. A page refresh is required to see the most recent data.
7 = Regent Students - Tracks sync date
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PLEASE NOTE: In order to display the Regent Award for Salesforce specific objects at the Contact level (as shown below), the administrator must add the specific objects to the Contact page layout.
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Data Dictionary
RegentAwardforSalesforce_DataDictionary_v3.docx
Academic Year Object Model
Permission Sets
Regent Award for Salesforce Profile_Permissions Configuration v3.xlsx
For more information: https://help.salesforce.com/s/articleView?id=sf.users_tab_visibility.htm&type=5
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