Set Up Admissions Connect App Basics

Assign Lightning Record Pages as the App Default

Admissions Connect provides Lightning record pages that get assigned to the Admissions Connect app during installation. We provide Lightning pages for the Application, Application Review, Application Material Type, and Document Checklist Item objects.

For full details about these Lightning pages, see Admissions Connect Default Page Configurations.

Verify that the default Lightning pages are assigned to the Admissions Connect app. To see which Lightning pages are assigned to the Admissions Connect app, complete these steps. 

1. From Setup, search for and then select App Manager.

2. Click Edit in the action menu dropdown for the Admissions Connect app. 

3. Click Pages in the top banner.

   A menu shows with a list of the Lightning pages assigned to the app.

4. Optionally, click Open Page to see the list of Lightning pages in a table view. 

5. Click Cancel or the back button to return to Setup.

To assign a Lightning page to the app, complete these steps.

1. From Setup, search for and then select Lightning App Builder. 

2. Click the Lightning page you want to assign. 

3. Click Edit. 

4. Click Activation. 

5. Click App Default and then click Assign as App Default. 

6. Select the Admissions Connect app, then click Next.

7. Save your changes and use the back button to return to Setup.

Add Items to the App Navigation Menu

By default, the Admissions Connect app includes Applications, Application Reviews, Accounts, Contacts, and Document Checklist Items navigation menu items. You can add other items to the navigation menu.

We recommend you give only select members of your admissions staff access to the Action Plan Template, Application Material Mapping, and Application Material Type objects. Typically, only administrative staff, such as an Admissions Director, work with these objects. 

First, add an item to the app navigation menu.

1. From Setup, search for and then select App Manager.

2. On the row for Admissions Connect, click the dropdown menu and click Edit.

3. Click Navigation Items, then add the item you want, like Action Plan Templates, to the Selected Items list.

4. Save your changes.

Next, set tab visibility for the new items in a permission set or profile. The default Admissions Connect permission sets already include some basic tab visibility. For more information, see Admissions Connect Permission Set Details.

Note For some objects you can only set tab visibility on the profile. This applies to these objects: Accounts, Action Plans, Action Plan Templates, and Document Checklist Items. 

To update tab visibility in a permission set:

1. From Setup, search for and select Permission Sets. 

2. Click the name of the permissions set you want to edit.

3. Click Object Settings. 

4. Click an object name, then click Edit. 

5. In the Tab Settings, select the Visible checkbox. 

6. Save your changes.

To update tab visibility in a profile:

1. From Setup, search for and select Profiles. 

2. Click Edit next to the profile name.

3. In the Tab Settings section, update the tab settings to include the new objects. 

4. Save your changes.

See Also:

Tab Settings in Salesforce Help