---
schema_version: "1"
id: 61258372be368f6bd5eedcceac9de3abbaf818c96e0c0a6e0a7456d8e7b7ef79
title: Set Up Corporate Relations
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_set_up_corporate_relations.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_corporate_relations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9900390b81186ddf20e4550b8b67308735928db2d0f63459a27711a60c9235bc
description: Give admins and advancement officers access to Corporate Relations features and objects. Create active versions of the flows to update partnership placement records and update outcome counts.
products:
  - Education
release: "264"
---
# Set Up Corporate Relations

Give admins and advancement officers access to Corporate Relations features and objects. Create active versions of the flows to update partnership placement records and update outcome counts.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d103475e71">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d103475e71 ">To set up Corporate Relations:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d103475e71 ">
              <p>Corporate Relations Admin </p>
              <p>OR</p>
              <p style="margin-bottom:0;">Education Cloud Full Access</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d103475e71 ">To configure flows:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d103475e71 ">Manage Flow</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d103475e71 ">To run flows:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d103475e71 ">Run Flows</td>

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

Three levels of permissions grant access to Corporate Relations features. To give the appropriate access to admins and advancement officers, assign only one permission set to each user.

Education Cloud Corporate Relations Admin

Users can set up Corporate Relations, and access Corporate Relations objects and features and Outcome Management fields.

Education Cloud Full Access with the Outcome Management permission

Users with the Education Cloud Full Access permission set can set up Corporate Relations. To access all of the objects and fields included in Corporate Relations, users also need the Outcome Management permission.

Education Cloud Advancement Officer

Users can view Corporate Relations records and Outcome Management fields.

1. Turn on Outcome Management.
    1. From Setup, find and select **Outcome Management Settings**.
    2. Turn on **Outcome Management**.
2. Turn on Corporate Relations.
    1. From Setup, find and select **Set Up Education Cloud**.
    2. Turn on **Set Up Corporate Relations**.
3. Create and assign the Education Cloud Advancement Officer permission set to advancement officers.
    1. From Setup, find and select **Permission Sets**.
    2. Clone **Education Cloud Advancement Officer**.
    3. Assign the permission set to the appropriate users.
4. Similarly, create and assign the Education Cloud Corporate Relations Admin permission set to admin users.
5. To give admin users access to more Education Cloud objects, create and assign the Education Cloud Full Access permission set with the Manage Outcome permission.
    1. From Setup, find and select **Permission Sets**.
    2. Clone **Education Cloud Full Access**.
    3. In the cloned version of Education Cloud Full Access, click **System Permissions**.
    4. For **Manage Outcomes**, select **Enabled**.
    5. Save your changes.
    6. Assign the permission set to the appropriate users.
6. Create your own active version of the EDU Corporate Relations: Create Outcomes and Assignments flow.
    1. From Setup, find and select **Flows**.
    2. Select **EDU Corporate Relations: Create Outcomes and Assignments**.
    3. Click **Save as New Flow**.
    4. Save and activate the flow.

SEE ALSO

- [Assign Permission Sets to Users](https://help.salesforce.com/s/articleView?id=platform.perm_sets_manage_assignments.htm&type=5&language=en_US)