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  4. Institution and Department

Institution and Department

 

“An institution provides undergraduate and postgraduate education. A department is a division of a University or School faculty devoted to a particular academic discipline “

 

Once RIO Education have been properly installed, the first thing to configured will be the Institution and department setup

Education InsitutionDepartment Setup
Education Insitution Setup
RIO University has just purchased RIO Education and is ready to setup their main campus and in Salesforce

RIO Education is tracking Education Institution and Departments as Salesforce Accounts. Follow the steps below to set up an Education Institution, ie: RIO University

Steps

1. Go to the Account tab in the RIO Education app

2. Click New

3. Select Record Type Education Institution, then click Next

4. Enter Account Name, ie: RIO University

 

5. Enter the rest of the information where necessary

6. Click Save

Department Setup
RIO University has currently has 5 departments. One of these deparments include the Department of Business and Leadership. This requires setup in Salesforce

Now it’s time to create the University Departments using a similar flow to the Education Insitution Setup. Set the Parent Account to RIO University

Steps

1. Go to the Account tab in the RIO Education app

2. Click New

3. Select Record Type as University Department and click Next

4. Enter Account Name, ie: Department of Business and Leadership, and set the RIO University institution as the parent account

5. Enter all required information where necessary

6. Click Save

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