Prepare Your Org for Student Financials

Enable student financial account management options and configure the necessary permissions for students and staff.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud, Revenue Cloud Advanced, and the Revenue Cloud Billing licenses.

User Permissions Needed
To set up student financial account management:	Education Cloud Full Access

Before you begin:

Turn on Education Cloud

From Setup, in the Quick Find box, enter Set Up Education Cloud, and then select Set Up Education Cloud.
Turn on Set Up Student Financial Account Management.
If prompted to confirm, click Turn On.
To manage order creation settings for your organization, click Configure Orders.
For more information, see Enable Order Settings.
To manage pricing settings such as price book options for your organization, click Configure Pricing.
For more information, see Salesforce Pricing Basic Setup.
To manage billing and payments settings for your organization, click Configure Billing and Payments.

For more information, see Set Up Billing.
Update the sharing settings on objects required for student financial account management:
1. From Setup, in the Quick Find box, enter Sharing Settings, and then select Sharing Settings.
2. Under Default Sharing Settings, click Edit.
3. Modify the default internal access for these objects to Public Read Only.
  - Academic Term Enrollment
  - Order
  - Order Product
  - Academic Order
  - Contact Profile
  - Account
4. Modify the default internal access for these objects to Public Read/Write.
  - Academic Year
  - Academic Term
  - Academic Session
  - Product
  - Billing Schedule Group
  - Payment Schedule Distribution Method
  - Payment Schedule Policy
  - Payment Schedule Treatment
  - Pending Service Routing
  - Price Adjustment Schedule
5. Modify the default external access for these objects to Public Read.
  - Academic Year
  - Academic Term
  - Academic Session
  - Product
  - Billing Schedule Group
You can also control this access with Sharing Rules. Anyone who creates program plans needs sharing and edit access to the relevant learning objects.
Set the field-level security for the Order Details Identifier field on the Academic Order object to Visible.
1. From the Object Manager settings for Academic Order, go to Fields & Relationships, and then click Order Details Identifier.
2. Click Set Field-Level Security, and then select Visible for all the profiles that use student financial account management.
3. Save your changes.
Provide users the necessary permissions to run flows:
1. From Setup, in the Quick Find box, enter Permission Sets and select it.
2. Click Clone next to Education Cloud Full Access.
3. Enter a label and an API name for the permission set.
4. Save your changes.
5. Click on your permission set.
6. Click App Permissions.
7. Click Edit, select Run Flows, and then save your changes.
8. Assign the new permission set to your staff users. See Manage Permission Set Assignments.
Clone the Order To Billing Schedule Flow record-triggered flow to configure it for students and advisors to use.
1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
2. Click Order To Billing Schedule Flow.
3. Click Save As New Flow.
4. Enter a flow label and an API name.
5. Save your changes.
6. Activate the flow. See Activate or Deactivate a Flow.
To use document templates to generate invoices as PDFs:
1. From Setup, in the Quick Find box, enter Billing Settings, and then select Billing Settings.
2. Turn on Document Generation.
3. Select a default template to generate PDFs of invoices.
4. Select a default template to generate PDFs of invoice previews.
Set up the default mechanism for document generation. See Create the Document Generation Setting.