Installation & Configuration Guide

Audience

This document is intended for System Administrators and Developers to successfully implement Interactions for Student Recruitment. Review the list of basic administrator skills needed to install and configure the package. If you are unsure of some of the tasks, consider completing the Admin Beginner trail in Trailhead and reviewing Salesforce’s other documentation.

List of skills needed:

• Install packages
• Manage applications
• Manage object fields and relationships
• Manage record types
• Understanding of Salesforce Duplicate Management

Table of Contents

• About the Lightning Experience Interface
• Overview of Interactions for Student Recruitment
  • Custom Fields on Standard Objects
    • Leads and Contacts
    • Opportunities
    • Campaigns and Campaign Members
  • The EDA Component
  • How Interactions Function - The Interaction Models
  • Apex Classes and Other Metadata
• Requirements Before Installing
  • Salesforce Edition
  • Install the Education Data Architecture (EDA)
  • Installer Permissions for Interactions
  • Field Limits
  • Multiple Lookups to the Same Objects
  • Add Contact Role Value
  • Creating Opportunity Record Types, Stages, and Sales Processes (recommended)
    • Add Opportunity Stage Values
    • Add Opportunity Inquiry Sales Process
    • Add Applicant Sales Process
    • Add Opportunity Inquiry Record Type
    • Add Opportunity Applicant Record Type
    • Create an Opportunity Workflow Rule
• Installation Steps
  • Downloading the Unmanaged Package
  • Using the GitHub Open-Source Code
• Requirements After Installing
  • Load Interaction Mappings
  • Create New Fields and Mappings
    • Interaction Mapping Errors
  • Configure Interaction Mapping Features
  • Update Picklist Values
  • Create Duplicate and Matching Rules
    • Create or Update Matching Rules
      • Create Lead Matching Rule
      • Create Contact Matching Rule
    • Create or Update Duplicate Rules
      • Create Lead Duplicate Rule
      • Create Contact Duplicate Rule
  • Update Lead to Contact Standard Field Mapping
  • Activate Workflow Rules
  • Update Object Page Layouts
    • Update Lead Layouts
    • Update Contact Layouts
    • Update Campaign Layouts
    • Update Campaign Member Layouts
• Navigating the Interactions App
  • Using a Different App
    • Add the Custom Global Action
• Best Practices - Creating Interactions via Integrations
  • Interaction Sources
    • Using Interaction Source with Lead Source and Campaigns
    • Using Interaction Source with Interaction Mappings
    • Adding Interaction Source Values
  • Loading with an Integration Tool
• Best Practices - Creating Interactions Manually
  • Overview of Custom Actions
  • Lead Interaction Action
  • Contact Interaction Action
  • Opportunity Interaction Action
  • Campaign Interaction Action
  • Global Interaction Action
  • Customizing Action Layouts
• The Affiliation Key
  • The Affiliation Key Out-of-the-Box
    • Affiliation Key Formula Field and Workflow Rule
    • Updating Affiliation Key and Workflow
• The Opportunity Key
  • The Opportunity Key Out-of-the-Box
    • Opportunity Key Formula Field on Interactions
    • Activating Opportunity Key Update Workflow
    • Updating Opportunity Key and Workflow
• Connect an Additional Object
• User Permissions and Security Models
  • Delivered Permission Set
  • How Interactions Handles Your Security Models
• Reports and Dashboards
  • Recruiter Dashboard
  • Administrator Dashboard
• Test Your Configuration
  • Create a New Contact Using an Interaction
  • Update a Contact Using an Interaction
  • Create an Opportunity Using an Interaction
  • Update an Opportunity Using an Interaction
  • Create an Affiliation Using an Interaction
  • Update an Affiliation Using an Interaction
  • Add a Campaign Member Using an Interaction
• Appendix
  • Interactions for Student Recruitment ERD
  • Interaction Model - Flow Chart
  • Interaction Model - Swim Lane Diagram
  • Interactions Data Dictionary
  • Interactions for Student Recruitment Unmanaged Package
  • Interactions for Student Recruitment GitHub repository
  • Other Resources