Configure EDA

Configurations and customizations for EDA.

• Configure EDA Basics
  Assign record types to profiles, and page layouts to record types, so that users have access to the records that they need.
• Enable EDA Apex Class Access
  Verify access to EDA Apex classes for all profiles and permission sets that need them.
• Education Cloud Settings
  Access and manage EDA Settings, activate the latest EDA release, and find helpful resources.
• Configure Account Model Settings
  In EDA Settings, configure the settings that control your primary account model, including the Account record types used for Administrative and Household Accounts.
• Customize Administrative and Household Account Names
  Learn about, manage, and update Account names in EDA.
• Configure Contacts' Email Addresses and Phone Numbers
  Manage email and phone settings for Contacts in EDA.
• Understand Addresses in EDA
  Learn how addresses are tracked and stored in EDA.
• Configure Address Settings
  Manage and edit addresses for Contacts and Accounts in EDA.
• State and Country Picklists for EDA
  Understand how EDA uses State and Country Picklists.
• Configure Affiliations Settings
  In EDA Settings, click Affiliations and configure the Contact fields mapped to Primary Affiliations.
• Configure Relationships Settings
  Learn how to track important relationships between people and learn about optional configuration settings.
• Configure Leads Settings
  Customize the Lead object for use in your educational institution.
• Configure Error Handling in EDA
  Set up how EDA handles and tracks errors.
• EDA and Translation
  Learn how EDA is localized and how to manage translations.