Install the Admissions Connect Package

Install Admissions Connect for your institution.

After you complete the installation prerequisites and import your school's data into EDA, you're ready to install Admissions Connect. The installation includes the managed package, which delivers many of the features, and the unmanaged extension package, which delivers additional features and metadata.

If you have questions about whether you meet the installation criteria, check with your Salesforce account executive.

1. Go to the Admissions Connect installer.
2. Select an option:
   1. Use Install Admissions Connect if you don't plan to use the Applicant Portal.
   2. Use Install Admissions Connect with Applicant Portal to install Admissions Connect and the Applicant portal, or to add the Applicant Portal to your existing Admissions Connect org.
3. Click Log In to Start Pre-Install Validation and select an org type.

If you install Admissions Connect with Applicant Portal, you get the Applicant Portal Template, which helps you start building your applicant experience. It also includes the quick start Action Plans and related assets. To ensure that Admissions Connect works as expected, we recommend that you leave the optional installer steps selected.