---
schema_version: "1"
id: a23fcab60cf55aa9b99d5fe06d07e911e98418ffed9fa4654783fcf50d0624ba
title: Get Ready to Install Admissions Connect
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ac_prereq.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ac_prereq.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6c6a55127fa9fa14eea59356b85f971eca2ba0b420468d0634489be43d62c1e5
description: Review the data requirements and considerations, and complete the prerequisites before you install Admissions Connect.
products:
  - Education
release: "264"
---
# Get Ready to Install Admissions Connect

Review the data requirements and considerations, and complete the prerequisites before you install Admissions Connect.

- **[Review Data Requirements and Considerations](https://help.salesforce.com/s/articleView?id=sfdo.ac_prereq.htm&release=264.0.0&type=5)**  
    Your institution is responsible for coming up with and implementing a strategy to get applicant and Application data into Salesforce. As part of this process, most institutions use a third-party tool to import data and documents, including application documents (such as PDFs, images, or other attachments), Application records, and Contact records.
- **[Operational Requirements](https://help.salesforce.com/s/articleView?id=sfdo.ac_prereq.htm&release=264.0.0&type=5)**  
    Review the operational requirements for installing Admissions Connect.
- **[Consider Your Starting Point](https://help.salesforce.com/s/articleView?id=sfdo.ac_prereq.htm&release=264.0.0&type=5)**  
    Admissions Connect runs on top of Education Data Architecture (EDA). You must have the latest version of EDA installed, configured, and populated with data before you configure Admissions Connect.
- **[Installation Prerequisites](https://help.salesforce.com/s/articleView?id=sfdo.ac_prereq.htm&release=264.0.0&type=5)**  
    Before you install Admissions Connect, complete the prerequisites for the package that you want to install.

## Review Data Requirements and Considerations

Your institution is responsible for coming up with and implementing a strategy to get applicant and Application data into Salesforce. As part of this process, most institutions use a third-party tool to import data and documents, including application documents (such as PDFs, images, or other attachments), Application records, and Contact records.

Review [Import Your Data into Admissions Connect](https://help.salesforce.com/s/articleView?id=sfdo.ac_data_import.htm&release=264.0.0&type=5 "Admissions Connect gives you a complete view into your institution’s recruiting and admissions experience—from information about prospects and applicants, like their education history, to information about your institution, like degree programs and terms.") for detailed considerations.

If you’re already using Salesforce for recruiting and admissions and want to install Admissions Connect, know that Admissions Connect doesn't have any functionality built around Leads or Opportunities. If you’re using Opportunities, consider adding a lookup on the Application object to the Opportunity object. Also review the [Lead](https://help.salesforce.com/s/articleview?id=sfdo.eda_lead.htm) object reference for detailed considerations on how to configure and use Leads in EDA.

For details about the types of documents supported in the Admissions Connect components, see [Considerations for Document Management](https://help.salesforce.com/s/articleView?id=sfdo.ac_management_docs.htm&release=264.0.0&type=5 "Review some considerations before starting to work with documents in Admissions Connect.").

## Operational Requirements

Review the operational requirements for installing Admissions Connect.

To use Admissions Connect, you need an Enterprise, Unlimited, or Developer Edition org with:

- Lightning Experience enabled
- Service Cloud Lightning Console enabled
- Full access to Contact, Account, and other standard objects

## Consider Your Starting Point

Admissions Connect runs on top of Education Data Architecture (EDA). You must have the latest version of EDA installed, configured, and populated with data before you configure Admissions Connect.

- If your org doesn't already have EDA, it's automatically installed when you install Admissions Connect.
- If your org already has EDA installed, verify that you have the current version. See [Keep Up with Salesforce.org Releases](https://help.salesforce.com/s/articleview?id=sfdo.sfdo_keep_up_w_rels.htm) and [Find the Release Version](https://help.salesforce.com/s/articleview?id=sfdo.eda_find_the_release_version.htm) in the EDA documentation. Your org is updated to the latest version of EDA when Admissions Connect is installed, but we recommend that you upgrade EDA before installation.

Your installation sequence depends on the starting point for your implementation.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
          <colgroup>
            <col style="width:50%">
            <col style="width:50%">
          </colgroup>
          <thead class="slds-text-title_caps ">
            <tr class="">
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d25348e221">Starting With</th>
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d25348e224">Installation Sequence</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="Starting With" class="slds-cell-wrap" style="vertical-align:top;" headers="d25348e221 ">New or existing Salesforce org without EDA</td>

              <td data-label="Installation Sequence" class="slds-cell-wrap" style="vertical-align:top;" headers="d25348e224 ">
                <ol>
                  <li>
                    <p>Take care of Admissions Connect prerequisites.&nbsp;</p>
                  </li>

                  <li>
                    <p>Install Admissions Connect.&nbsp;</p>
                  </li>

                  <li>
                    <p>
                      <a href="https://help.salesforce.com/s/articleview?id=sfdo.eda_configure_basics.htm" target="_blank">Configure EDA</a>.&nbsp;
                    </p>
                  </li>

                  <li>
                    <p>
                      <a href="https://help.salesforce.com/s/articleview?id=sfdo.eda_data-import-sequence.htm" target="_blank">Import data into EDA</a>.&nbsp;
                    </p>
                  </li>

                  <li>
                    <p>Configure Admissions Connect.</p>
                  </li>

                </ol>
              </td>

            </tr>
            <tr class="">
              <td data-label="Starting With" class="slds-cell-wrap" style="vertical-align:top;" headers="d25348e221 ">Existing Salesforce org with EDA installed and configured</td>

              <td data-label="Installation Sequence" class="slds-cell-wrap" style="vertical-align:top;" headers="d25348e224 ">
                <ol>
                  <li>
                    <p>Complete Admissions Connect prerequisites.</p>
                  </li>

                  <li>
                    <p>Install Admissions Connect.&nbsp;</p>
                  </li>

                  <li>
                    <p>Configure Admissions Connect.&nbsp;</p>
                  </li>

                </ol>
              </td>

            </tr>
          </tbody>
        </table>

## Installation Prerequisites

Before you install Admissions Connect, complete the prerequisites for the package that you want to install.

### Prerequisites for Admissions Connect Only

1. Register and deploy a My Domain (if you haven't already). My Domain is required for Lightning Components.
    
    From Setup, search for then select **My Domain**. For registration and deployment details, see My Domain in Salesforce Help.
2. Enable Notes.
    
    From Setup, search for then select **Notes Settings**. For setup details, see [Set Up Notes](https://help.salesforce.com/articleview?id=notes_admin_setup.htm) in Salesforce Help.
3. Enable Chatter.
    
    From Setup, search for then select **Chatter Settings**. For setup details, see [Chatter Settings](https://help.salesforce.com/articleview?id=collab_enable.htm) in Salesforce Help.
4. Optionally, enable Translation Workbench if you plan to use Admissions Connect in a non-English language.
    
    From Setup, search for then select **Translation Language Settings**. For setup details, see [Enable or Disable Translation Workbench](https://help.salesforce.com/articleview?id=customize_wbench.htm) in Salesforce Help.

### Prerequisites for Admissions Connect with Applicant Portal

Choose this option if you're new to Admissions Connect and plan to use the Applicant Portal, or if you want to add Applicant Portal to your existing org.

1. Enable Digital Experiences.
    
    For setup details, see [Enable Digital Experiences](https://help.salesforce.com/s/articleview?id=experience.networks_enable.htm&type=5) in Salesforce Help.
2. Enable ExperienceBundle Metadata API.
    
    1. From Setup, search for Digital Experiences then select **Settings**.
    2. Select **Enable ExperienceBundle Metadata API** then save your changes.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-admissions_connect-264-0-0-production-enus/00d22f0a-1ca4-4493-a967-a738a2defcb1/images/icon_note.png)

Note If you previously enabled Lightning Knowledge and you get an error when installing Admissions Connect, check that the Knowledge object hasn't been renamed. If it has a different name, change the Label, Plural Label, and Object Name to Knowledge. For details, see [Rename Object, Tab, and Field Labels](https://help.salesforce.com/s/articleview?id=platform.customize_rename.htm&type=5) in Salesforce Help.