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Table of Contents

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Salesforce Installation Instructions

 To install the current version of RAFSF, append this path to your Salesforce URL:  /packaging/installPackage.apexp?p0=04t1U000007PoKI

  • Example installation URL: xxx.mysalesforce.com/packaging/installPackage.apexp?p0=04t1U000007PoKI

  • ‘Install Regent Award for Salesforce by Regent Education’ will open. Select a group of users to access the Regent Award for Salesforce application. Regent recommends selecting ‘Installing App for Admins Only,’ and to later grant broader access to the application through configuration, using permission sets.

  • Select ‘Install’.  NOTE: ‘Social Accounts, Contacts, and Leads Settings’ must be enabled for successful deployment.

  • For more information on installation, see SalesForce Help

Package Versions

Release Date

Version

Package Install Link

Changes

Compatible Regent Version

10/21/2022

2.25

/packaging/installPackage.apexp?p0=04t1U000007PoKI

  • Improved full sync Jobs history screen to allow for better navigation through the sync history.

  • Improved full sync process to optimize the run time for syncing records between Regent Award and the Salesforce application.

6.2.0.0

9/21/2022

2.22

packaging/installPackage.apexp?p0=04t1U000007U4VU

  • Full scheduled sync logging and status

6.1.1.0

***

7/17/2022

2.20

packaging/installPackage.apexp?p0=04t1U000007U4P7

  • Add 'Office Use Only' display option for documents

  • New ‘Update Contact’ configuration setting

  • RAFSF package was updated to accept awards with the same Award ID values across different AYs. A new Page Layout for Awards was created to accommodate changes to the Regent Award ID field.

6.0.0.0***

*** required upgrade

Regent Award Configuration

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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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