Appendix I: EDA Compatibility

ERX Core is compatible with the Education Data Architecture (EDA) developed by Salesforce.org.

In order to make full use of EDA, make the following modifications:

  1. On the ERX Configuration Admin Panel:
    • Turn off the feature called "Automatic Creation of Account Record," to allow EDA to create Account records for new Contacts.
  2. On the Contact object, remove the following fields from all layouts and click their Set Field-Level Security button and make them invisible to all profiles:
    • Gender (EnrollmentrxRx__Gender__c)
    • High School Employer (EnrollmentrxRx__High_School_Employer__c)
    • High School Name (EnrollmentrxRx__High_School__c)
    • Secondary Email (EnrollmentrxRx__Secondary_Email__c)
  3. On the ERX Application object:
    • Remove the following fields from all layouts and click their Set Field-Level Security button and make them invisible to all profiles:
      • Actual Start Term (EnrollmentrxRx__Actual_Start_Date__c)
      • Military Status (EnrollmentrxRx__Military_Status__c)
      • Program (EnrollmentrxRx__Program_of_Interest__c)
      • Term Start Date (EnrollmentrxRx__Term_Start_Date__c)
      • Term (EnrollmentrxRx__Term_Intended_to_Start__c)
    • Create these fields on the ERX Application object and put them on the page layout:
      • Term (Lookup to EDA Term object)
      • Program (Lookup to Account object)
  4. On the ERX Education History object (EnrollmentrxRx__Education_History__c):
    • Remove the following field from all layouts and click its Set Field-Level Security button to make it invisible to all profiles:
      • Institution/Organization (EnrollmentrxRx__Institution_Organization__c)
    • Create this field and put it on the page layout:
      • Educational Institution (lookup to Account)
  5. Edit all profiles in use and make the following objects inaccessible and their tabs hidden:
    • Campus (EnrollmentrxRx__Campus__c)
    • Program Catalog (EnrollmentrxRx__Program_Catalog__c)
    • Program Offered (EnrollmentrxRx__Program_Offered__c)
    • Recruitment School/Organization (EnrollmentrxRx__High_School__c)
    • Relationship (EnrollmentrxRx__Relationships__c)
    • Term (EnrollmentrxRx__Term__c)