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#Education Data Architecture1 discussing

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. Yesterday, 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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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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We are looking to integrate Salesforce with moodle, powerFAIDS and jenzabar. Has anyone done any of these integrations? Which third party tools have you used? Need inputs/suggestions on the integration process.
4 answers
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Hello Community/Group Members,

I hope this message finds you well. My name is Bharat Sharma, and I have over 10 years of experience in data analytics, including 2+ years specializing in Salesforce CRM Analytics. I am currently aspiring to become a Salesforce Certified Data Architect and am eager to deepen my knowledge in this field.

I am looking for guidance and resources to:

  1. Understand the core concepts and responsibilities of a Salesforce Data Architect.
  2. Gain hands-on experience with data modeling, data governance, and large-scale data management in Salesforce.
  3. Prepare for the Salesforce Certified Data Architect certification exam with practical projects or learning paths.

If you have recommendations for training programs, mentorship opportunities, or best practices to follow, I would greatly appreciate your insights. I am also open to collaborating with others who are on a similar journey to share knowledge and experiences.

Thank you in advance for your support and guidance.

Best regards,

Bharat Sharma

 

#Education Data Architecture

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Hello everyone,

 

We are trying to load data to the personEducation object, which has a field lookup to account.

Now, once the accounts (person accounts ) are loaded, trying to load their respective person education records.

 

Tried using the workbench, Dataloader.Io, we don't see the accountId field to map, Checked for access also, the field has got edit,read and all required access.

Am I missing anything?

 

Thanks in advance,

 

#Developer Forums #Education Cloud #Education Data Architecture

 

Thanks in adavnce.

3 answers
  1. Dec 24, 2024, 5:40 AM

    Hello @Sreekar Roy Akula 

    The issue you're facing with the missing AccountId field on the PersonEducation object while data loading is likely due to field accessibility or API visibility restrictions.

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I see that can students can upload files for Document Checklist Items that appear in their applicant portal, but I also want some items to contain an existing file that student can download and complete. Is this possible? If yes, how do I implement this? 

 

Thank you.

 

#Admissions Connect

#Higher Education

#Education Data Architecture

1 answer
  1. Sep 20, 2024, 2:33 PM

    You can include a hyperlink to where the file is hosted using the Application Material Mapping record's Applicant Instruction Message field or the Applicant Instructions Message field, but not the actual file.

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Slate just replaced Hobsons at our university and we will need to see it if there is a viable option to integrate with Salesforce.
13 answers
  1. Aug 19, 2024, 5:31 PM

    @Madhankumar viswakumar, has anyone successfully connected Slate to Salesforce using Salesforce Connect? Our goal at Purdue University is to virtualize the data using Slate Web Services. We are exploring this option now. 

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Hello everyone! I am new to Salesforce and Power of Us so bear with me if this is too easy of a question or if I need to provide more info. I am trying to send out a mass email to students who are currently enrolled into a few specific classes. Our org uses HEDA and I believe the information about what classes the contact is enrolled in is stored in the Course Connections object. Does anyone have tips on how to create a report of Contacts that have certain Course Connections?

4 answers
  1. Dec 6, 2018, 6:17 PM
    I'd recommend starting with a report on the Course Connection object. With that you can filter on the lookup to the specific Course Offering and use the lookup to the contact record to find the email.
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We are adding a Business Unit to Marketing Cloud to support communications from our Student Engagement and Communications team - these are emails that go out to the current student population.  We are working through the strategy of how to manage consent - as students we plan to send all emails as transactional/operational to override unsubscribes - as applicants or prospects a number of current students might have unsubscribed from comms which is reflected on Salesforce.   Wondering if anyone has any resources that cover best practices around using MC to communicate to current students?  #Marketing Cloud #Higher Education #Education Data Architecture #Education Cloud

2 answers
  1. Apr 30, 2024, 4:25 PM

    Thanks @Robert Wynter that is certainly what we use to inform how we communicate from a marketing/recruitment perspective - the difference is that these are existing students and these are not commercial emails so trying to get into more nuanced approaches to communicating student information using MC...

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2 answers
  1. Apr 29, 2024, 2:46 PM

    John, did you ever integrate with ORCID? I realize this post is a few years old.  Looking for information on how schools are integrating and the use cases around them.  

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