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Education Data Architecture

This is a public group for questions around Education Data Architecture.
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Brian Karcinski (Solution Architect en University of Florida - Enterprise) ha publicado en Education Hub
Ayer, 13:23

We’re excited to share that Higher Ed Dreamin’ is officially back for another year! If you’ve joined us in the past, you know this is the community-led conference for Salesforce users in higher education — where innovation, collaboration, and inspiration come together to move our campuses forward. And, don't forget it is entirely VIRTUAL and FREE to attend.  

 

 📌 Here’s what you need to know: 

 

Registration is NOW OPEN 

 

Secure your spot for Higher Ed Dreamin’ 2026, a FREE VIRTUAL event happening on 12/9/2026. Join hundreds of peers from across higher ed to learn, connect, and dream bigger with Salesforce. Register here

https://lnkd.in/eM9iGbbj

 

 

Call for Proposals is NOW OPEN! 

 

Have a story, solution, or strategy to share? Our Call for Proposals form is now open and will close on September 7th. We’d love to hear your voice — and help you shine on our virtual stage! Remember that only employees of a higher education institution are eligible to present.

https://lnkd.in/eNHZtBfd

 

 

https://www.linkedin.com/feed/update/urn:li:activity:7490234189477224448

 

 

@AI for Education @Agentforce Education (Education Cloud) @Education at Dreamforce @Education Data Architecture

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Krishna Madolli (Solution Architect en Blue Ocean CRM Inc) ha preguntado en #Nonprofit
16 feb 2023, 12:54
EDA - Case Behavior Record Types: Could not process MDAPI response: Update of BusinessProcess Case.Behavior Management: Error on line 3, col 24: Picklist value: New not found

Hi Team,

 

I am installing EDA package in sandbox with Service cloud. Getting following error:

 

EDA - Case Behavior Record Types: Could not process MDAPI response: Update of BusinessProcess Case.Behavior Management: Error on line 3, col 24: Picklist value: New not found

 

Any guidance to solve this error would be helpful. FYI @Harsha Gadag

4 respuestas
  1. Sivanand Jothy (KPMG)
    30 jun, 4:03

    CaseStatus picklist value should match exactly to "New" or "Closed". The error occurs, if there are any emoji characters in the values. 

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Carissa Hansen (Salesforce Administrator en Macomb Community College) ha preguntado en #Salesforce Admin
27 feb, 0:16
Question on EDA setup

I am a relatively new admin and am confused on what to do in this scenario. I inherited a bit of a mess of an EDA org supporting a community college's Workforce & Continuing Education Department about a month ago. They don't have record types defined. My initial thought was to have 2 for leads--students and businesses, because they are the 2 audiences the users are dealing with. Well, in a sandbox I started creating picklist values and assigning them to the record types to create the lead process. It ended up dumping all my active picklist values into one long lead process on the "old" data that hadn't been defined. I'm a little scared to do any sort of mass updates at this point because I'm so new. The new record types of student or business popped up when I clicked New Lead, which was what I wanted to happen. So...what do I do? Do I implement record types specifically to manage different lead stages? (Also need to do this with opportunities). Or, should I just use 2 different path components with visibility filters to keep my legacy data "clean" from a mass update? 

 

#Salesforce Admin

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Tarun Jain (Senior Salesforce Analyst en Edith Cowan University)
2 dic 2025, 2:03
Getting an error when updating contacts linked to case.

Hello All, 

 

We are getting an error when we are trying to create a case "We can't find the email specified in Preferred Email. Make sure that you're entering the field label of an existing custom email field." We have a process (using rollup helper) to update the number of cases on the linked contact. However, we are getting the above mentioned error. 

We have also relabelled the University Email Field using translation bench override and have updated the Preferred Email field with the correct values for both Label & API Name. 

Any help around this is much appreciated. 

 

Update:

 

Executing the following code in the Dev Console also returns the correct value: 

Schema.DescribeFieldResult fieldResult = Schema.Contact.SObjectType.getDescribe().fields.getMap().get('hed__UniversityEmail__c').getDescribe(); 

System.debug(fieldResult.getLabel()); 

 

Update 2:

 

I just went through the debug logs, and it appears that the EDA code is not picking up the translated label. The default field label is still being retrieved in TDTM Trigger Handler.

Getting an error when updating contacts linked to case.

 

 

 

6 respuestas
  1. Taz B (Dev)
    3 dic 2025, 10:19

    Yeah, Translation Workbench only affects UI labels, it won’t change what the code or triggers look up internally. The EDA TDTM handlers are probably still matching on the original label, so you’d need to either update the Preferred Email setting in the EDA Admin app to point to your field directly, or change the label in the metadata itself instead of just translating it.

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Rafael Zapatero Martín (Telepizza MOA en RZM)
10 oct 2025, 13:11

Hello, the EDA installation has experienced the error shown in the image. I'm sharing it to see if anyone can help me figure out what happened and continue. Thanks in advance. 

 

https://install.salesforce.org/products/eda/1.122/install/jobs/Lp2ZyBm

 

Hello, the EDA installation has experienced the error shown in the image. I'm sharing it to see if anyone can help me figure out what happened and continue. Thanks in advance.

 

 

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Bridget Samuel (Sr. Salesforce Developer en Babson College) ha preguntado en #Education Data Architecture
16 abr 2020, 18:46
Using ETL to import historical SAL Appointment data

We are looking to import historical advisor appointment data into our SAL implementation. I know that using the UI to create an Appointment also creates two related Appointment Attendee records and two related Event records. If I am bringing the data in using an ETL tool, is it safe to assume I need to create the four related records as part of the load? Are there any trigger handlers I should turn off while the ETL is running?

Thanks!

8 respuestas
  1. Lora Huginson (Cyberwave)
    6 sept 2025, 16:33

    When you load via ETL, Salesforce won’t auto-generate those related records, you’ll need to create the Appointment plus the related Attendees and Events yourself. Skyvia (or any ETL) can handle that with proper mapping. I’d also test in a sandbox first and decide if you need to disable automation to avoid duplicate logic firing.

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Hanane Louzguiti
27 sept 2024, 10:59
install a package Org to Org - EDA Migration DPE Definitions

Hello, I would like to install an Org to Org package - EDA Migration DPE Definitions, but I get an error message “This package can't be installed”. 

Has anyone ever had this type of error message?

install a package Org to Org - EDA Migration DPE Definitions

1 respuesta
  1. Keiji Otsubo
    27 sept 2024, 20:54

    Hi @Hanane Louzguiti ,

     

    also checked in my organization, on a new Playground, and received a similar error. So, indeed, it is necessary to submit a support ticket here to have them address this issue.

    Please raise a ticket to the trailhead team using this link:

     

     https://trailhead.salesforce.com/help?support=home&category=Trailhead&casereason=Trailhead%20Technical%20Issue&questiondetail=Other%20Trailhead%20Technical%20Issue#cfPanel

     

    https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007ifk27

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Michele Rouhana (Senior Product Manager en Publicis Sapient)
14 abr 2023, 7:51
Error on Event Creation, suggestions

hed.TDTM_Event: execution of BeforeInsert caused by: sfal.RecordTypeMapper.RecordTypeNotFoundException: No RecordType found named AdvisingTime (System Code)

2 respuestas
  1. Chris Hernandez (BIC)
    8 abr 2025, 20:59

    Hey Michele, 

     

    I know this is two years old but I ran into the same issue as I am working in the K-12 Kit. It is an issue with the Record Type on the Event Object. I solved my issue by creating "AdvisingTime" as a record type.  

     

    I am sure in the past two years you have solved this issue but if anyone stumbles on this thread, hopefully they will find it helpful. 

     

    Cheers.

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Rob Leighton (Leighton en Rob)
11 mar 2025, 17:00

Hi, I'm looking to connect with folks who have been utiizing Recruitment and Adminission in EDU.  Specifically,  is anyone using a console app for recruiters?  Less from the dashboard perspective, and more akin to a Sales Console.   

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Emily Reynolds (CRM Administrator/Business Analyst en UW-Madison)
28 jun 2024, 19:07
File storage solutions?

Hi all, I was wondering what others use in their EDA orgs for storage solutions? We have users who need to store things like email attachments and PDFs of applications/forms/waivers to Contact and Case records -- some things that might have student data on them. We're cognizant there's a storage limit in our org and while we're years away from hitting it, we'd like to future-proof if we can. Has anyone used Box for storage at an enterprise level? Thanks!

4 respuestas
  1. Savita Paudel (XfilesPro Labs Pvt Ltd)
    19 feb 2025, 5:52

    Hi Emily, 

     

    Many third-party applications on AppExchange can help you integrate Salesforce with any external cloud storage like SharePoint, or S3. This automatically moves incoming email attachments and PDFs to external storage & you'll never hit the Salesforce storage limit. I highly recommend the XfilesPro application. You can find that on AppExchange. 

     

    Thanks

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