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Set Up Education Cloud
Use the guided setup to enable Education Cloud for your org, and then configure apps and features. Make sure that you assign the Education Cloud Full Access permission set to yourself, as the admin.
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
| User Permissions Needed | |
|---|---|
| To use the guided setup: | Education Cloud Full Access |
Step 1: Enable Education Cloud
Enable and use Education Cloud to support the entire learner experience, including managing applications, scheduling, courses, facilities, and more. See Enable Education Cloud.
Step 2: Enable Person Accounts
Set up person accounts to manage users in Education Cloud. See Enable Person Accounts.
Step 3: Set Up Student Success
Configure Student Success to provide proactive and personalized support to learners for academics, financial aid, careers, and more. See Set Up the Student Success App.
Step 4: Set Up Alumni Relations
Use Alumni Relations to manage and engage with alumni from your educational institution in a single centralized location. See Set Up Alumni Relations.
Step 5: Set Up Fundraising
Set up your Education Cloud org to use all the powerful objects, tools, and features that are available with Fundraising. See Support Advancement in Education Cloud.
Step 6: Set Up Academic Operations
Configure Academic Operations to create academic courses and programs, define learning outcomes, manage academic schedules, configure rules, and more. See Set Up the Academic Operations App.
Step 7: Set Up Mentoring
Get your institution set up to provide and manage mentoring benefits and programs. See Set Up Mentoring.
Step 8: Set Up Education Analytics
Configure Education Analytics to monitor institutional health, and get insights from dashboards and key performance indicators. See Set Up the Education Analytics App.
Step 9: Set Up Dependent Features
Turn on required features to use Education Cloud. See Set Up Dependent Features.
Step 10: Set Up Optional Features
Turn on optional features to make the most of Education Cloud. See Set Up Optional Features.
Step 11: Create User Profiles
Create standard profiles for Education Cloud users based on their roles. See Create and Configure Standard Profiles.
Step 12: Manage Users
Add users to Education Cloud and give them the access that they need. See Manage Education Cloud Users.
Step 13: Set Up App Home Pages
Create home pages for the different roles in your institution. See Set Up Education Cloud Consoles.
Step 14: Set Up Record Pages
Follow our suggested layouts to create record pages for these Education Cloud objects. See Set Up Education Cloud Record Pages.
Step 15: Set Up an Experience Cloud Site
Provide a tailored self-service site for a variety of learners with Experience Builder. Brand your portal and add ready-to-use or custom Lightning components, layouts, and themes. See Set Up an Education Portal.
- Advanced Academic Operations
Extend the power of Education Cloud with AI-powered student information system (SIS) capabilities. Improve the student and staff experience by streamlining and automating processes, from course registration to curriculum management. - Manage Education Cloud Users
Add users to Education Cloud and give them the access that they need. - Set Up Education Cloud Consoles
Create home pages for the different roles in your institution. - Set Up Education Cloud Record Pages
Follow our suggested layouts to create record pages for these Education Cloud objects. - Institutional Data for Regional Reporting and Intelligence
Configure your data structure to meet region-specific reporting standards and institutional requirements across global regulatory frameworks. Region-specific data structures bring reporting alignment into your existing Education Cloud org without data-mapping exercises, data duplication, and custom processes. - Set Up an Education Portal
Provide a tailored self-service site for a variety of learners with Experience Builder. Brand your portal and add ready-to-use or custom Lightning components, layouts, and themes. - Automate Academic Processes
Use flows to automate your academic processes such as creating and assigning cases, or automate the application review process. - Student Information System and Learning Management Systems Integration
MuleSoft Anypoint and Flow connectors synchronize data between your student information system (SIS) and learning management systems (LMS). Out-of-the-box Anypoint connectors integrate with Canvas, Moodle, Blackboard, and D2L Brightspace. For simpler use cases with fewer transformations, use a Flow-based Canvas connector.
