Salesforce Docs Portal

Permission Set Details

Education Cloud offers features from multiple products, and some components require additional licenses. Identify the recommended permission sets for some basic roles in your institution.

Role Recommended Permission Sets
Admin User
  • Access Accounting Subledger Growth
  • CRM Analytics for Education Admin
  • CRM Analytics for Education User
  • Data Pipelines Base User
    Important
    Important You can assign the Data Pipelines Base User permission to only three users, so assign it to specific admin users.
  • DocGen Designer
  • DocGen User
  • Education Cloud Full Access
  • Manage Accounting Subledger
  • OmniStudio Admin
  • OmniStudio User

  • Query for Datapipelines User

  • Run Accounting Subledger Job
Application Reviewer
  • Education Cloud Limited Access
  • Omnistudio Admin
  • Omnistudio User
Experience Cloud User
  • Education Cloud for Experience Cloud Access
  • DocGen Runtime Community User
Note
Note Education Cloud for Experience Cloud Access includes all required Omnistudio permissions.