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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 appapplication. Recommend Regent recommends selecting ‘Installing App for Admins Only,’ and to later grant broader access to the app application 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
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For more information on installation see https://help.salesforce.com/s/articleView?id=sf.distribution_installing_packages.htm&type=5, 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 |
| 6.2.0.0 |
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*** |
*** required upgrade
Regent Award Configuration
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Select ‘All’ or ‘Blocking’ to populate the statuses of tasks that will display in Salesforce in the ‘Task Availability’ field. NOTE: If ‘All’ is selected, you may still display only Blocking tasks to a role using permission sets in Salesforce
Display 'Office Use Only' Documents = Determines if documents marked as 'Office Use Only' are displayed in the Salesforce application
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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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Regent Award for Salesforce
Config Regent Award for Salesforce
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Configuration Tab (Config Regent Award for Salesforce)
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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
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