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            Set Up Your Learner Portal with Student Financials

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            Set Up Your Learner Portal with Student Financials

            Use Experience Builder to add the student financials components to your learner portal, and then configure them.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
            User Permissions Needed
            To set up your learner portal with student financials components:

            Education Cloud Full Access permission set

            AND

            Create and Set Up Experiences

            AND

            View Setup and Configuration

            Before you begin:

            • To create an Experience Cloud site, first turn on Digital Experiences for your org and register the domain. See Enable Digital Experiences.
            • Be a member of the site, either as a Salesforce admin, or an experience admin, publisher, or builder.
            • To configure pages and components, and control access to them, set up a learner portal. See Set Up an Education Portal.
            1. Assign the required permissions to the student.
              1. From Setup, in the Quick Find box, enter Users, and then select Users.
              2. Click the student’s name.
              3. Make sure that the user license is Customer Community Plus and the profile is Customer Community Login User.
              4. In the Permission Set License Assignments related list, click Edit Assignments.
              5. Select these permission set licenses.

                - Education Cloud Advanced Academic Operations for Experience Cloud

                - Education Cloud for Experience Cloud User

                - Billing Advanced Experience Cloud User

                - Education Cloud Student Financials for Experience Cloud User

                - Omnistudio

                - Omnistudio Runtime for Communities

              6. Save your changes.
              7. In the Permission Set Assignments related list, click Edit Assignments.
              8. Select these permission sets.

                Education Cloud Advanced Academic Operations for Experience Cloud Access

                - Education Cloud for Experience Cloud Access

                - Education Cloud Student Financials for Experience Cloud Access

                - Billing Experience Cloud User

                - Billing Einstein Experience Cloud User

                - Omnistudio User

                - Omnistudio Experience Cloud User

              9. Save your changes.
            2. Enable access to the required objects.
              1. From Setup, in the Quick Find box, enter Sharing Settings, and then select Sharing Settings.
              2. Under Default Sharing Settings, click Edit.
              3. Modify access for objects as shown:
                Object Default Internal Access Default External Access
                Invoice Public Read/Write Private
                Academic Year Public Read/Write Public Read
                Academic Term Public Read/Write Public Read
                Academic Session Public Read/Write Public Read
                Product Public Read/Write Public Read
                Billing Schedule Group Public Read Public Read
              4. Save your changes.
            3. Apply Public Read only permission to any other Education Cloud objects needed to execute the forms.
            4. Create a sharing set for students to access their invoice records. See Create a Sharing Set for Experience Cloud Site Users.
            5. Configure a merchant account and add payment methods to that account. See Salesforce Payments Merchant Accounts and Payment Methods.
            6. From Setup, in the Quick Find box, enter All Sites, and then select All Sites under Digital Experiences.
            7. Do one of these actions:
              1. To create an Experience Cloud site, see Create an Education Portal.
              2. To use an existing Experience Cloud site, click Workspaces for the site.
            8. Under My Workspaces, click Builder.
            9. Remove unnecessary components.
            10. If you are using an existing Experience Cloud site, add and configure a student financials page.
              1. Do one of these actions:

                - To create a student financials page, click the Page Properties icon on top, and select + New Page, select Standard Page, select a preferred layout, and then click Next. Enter Student Financials as the name, enter a URL, and click Create.

                - To use an existing page, open the page from Page Properties.

              2. Click Components on the top left, find and select the Financial Status at a Glance component and drag it to the page.
              3. Click Components on the top left, find and select the Tab Layout component and drag it to the page. Use the properties pane to add the custom tabs: Accounts Overview, Academic Year Charges, and Billing and Payments.

                We recommend these custom tabs, but you can change the names to suit your organization's needs.

              4. On the Accounts Overview tab, click Components on the top left, find and select the Accounts Overview component and drag it to the Accounts Overview tab.
              5. On the Academic Year Charges tab, click Components on the top left, find and select the Academic Year Charges component and drag it to the Academic Year Charges tab.
              6. On the Billing and Payments tab, click Components on the top left, find and select the runtime_revenue_foundation:postedInvoices component and drag it to the Billing and Payments tab.
              7. Publish the page.
            11. Configure the Payment Checkout page.
              1. Open the Payment Checkout page from the page properties.
              2. In Merchant Account ID, enter the merchant account ID that you created.
              3. Publish the page.
            12. To enable student payments, set up a channel for payment data to flow from the payment gateway to Salesforce Payments. See Set Up a Channel Manually for Payment Data.
            13. Apply additional customizations as required, then preview and publish the site. See Customize Sites with Experience Builder.
             
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