Install EDA

Install in Your Org

Learn which products you can install Education Data Architecture) for.

Education Data Architecture can be installed in Enterprise and Unlimited Edition Lightning Platform orgs with licenses for these Cloud services:

• Service Cloud—Manage student enrollment, counseling, or case management.
• Sales Cloud—Draft quotes and invoices for students.
• Marketing Cloud and Experience Cloud, as needed to support your organization's business requirements. Set up an online portal for applicants to apply, check on application status, add supporting documents, and more.

The best way to get started with Education Data Architecture is with a trial, which provides the app preconfigured in a new Salesforce org. If you'd rather install Education Data Architecture in an existing org, make sure that you meet the installation prerequisites.

Install Salesforce in an Existing Org

If you prefer to install Education Data Architecture in an existing org rather than starting with the trial, use the installer.

1. Make sure you're logged out of all other Salesforce orgs. Consider using an incognito window to log in to the desired org.
2. Go to the EDA installer page.
3. Click Log In to Start Pre-Install Validation.
4. Choose Production or Developer Org, Sandbox or Scratch Org, or Use Custom Domain.

5. Acknowledge the product terms of use and click Confirm.

6. Click Install.

If the installation succeeds, a confirmation page appears. If you encounter errors, get help resolving them by following the instructions in Reporting Issues.