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Education Data Architecture

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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 answers
  1. Jun 30, 4:03 AM

    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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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

5 answers
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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 answers
  1. Dec 3, 2025, 10:19 AM

    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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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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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 answers
  1. Sep 6, 2025, 4:33 PM

    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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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 answer
  1. Sep 27, 2024, 8:54 PM

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

2 answers
  1. Apr 8, 2025, 8:59 PM

    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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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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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 answers
  1. Feb 19, 2025, 5:52 AM

    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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I'd love to hear your thoughts on the Pros and Cons of using Student Success Hub with EDA at a University?

2 answers
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