Map the objects that students share with proxies, and define how they resolve to the student. Create separate datasets if proxies require access to different categories of information, such as billing statements or course schedules.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
| User Permissions Needed | |
|---|---|
| To create a delegate access data set: |
Education Cloud Full Access permission set AND View Setup and Configuration permission set AND Manage Delegated Access and Related Objects permission set |
Tip Check
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To create a delegate access data set:
- From Setup, in the Quick Find box, enter Education Cloud, and then select Delegated Access Management.
- Under Delegate Access Data Sets, click New.
- Enter the data set name and description. For example, enter Student academic data as the name and Data for student academic performance as the description.
-
Select Active.
You can’t modify an active data set.
- Under Data Set Object Details, click Add Destination Object.
- Select a destination object. For example, Academic Term Enrollment.
- Select the destination path to the student's contact, account, or user.
- Select the field type and access level. For example, select Contact as the destination field type and Read as the access level.
- Save your changes.