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Set Up Your Learner Portal with Petitions and Waivers Components

Use Experience Builder to add the petitions and waivers components to your learner portal, and then configure them.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed
To set up your learner portal with petitions and waivers components:

Education Cloud Full Access permission set

AND

Create and Set Up Experiences

AND

View Setup and Configuration

AND

Omnistudio Admin permission set

AND

Omnistudio Admin User permission set

Before you begin:

  • To create an Experience Cloud site, first enable Digital Experiences for your org and register the domain. See Enable Digital Experiences.
  • Be a member of the site, either as a Salesforce admin, or an experience admin, publisher, or builder.
  • To configure pages and components, and control access to them, set up a learner portal. See Set Up an Education Portal.
  1. Assign the required permission set licenses to the student.
    1. From Setup, in the Quick Find box, enter Users, and then select Users.
    2. Click the student’s name.
    3. Make sure that the user license is Customer Community Plus and the profile is Customer Community Plus User.
    4. In the Permission Set License Assignments related list, click Edit Assignments.
    5. Select these permission set licenses.
      • Education Cloud for Experience Cloud User
      • Omnistudio User
      • Product Catalog Management Viewer
      • Unified Catalog Community User
    6. Save your changes.
    7. In the Permission Set Assignments related list, click Edit Assignments.
    8. Select these permission sets.
      • Education Cloud for Experience Cloud User
      • Omnistudio User
      • Product Catalog Management Viewer
      • Unified Catalog Community User
    9. Save your changes.
  2. Enable access to the required objects.
    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 access for objects as shown:
      Object Default Internal Access Default External Access
      Catalog Public Read Only Public Read Only
      Omni Process Public Read Only Public Read Only
      Product Public Read Only Public Read Only
      Product Configuration Flow Public Read Only Public Read Only
      Product Configuration Flow Parameter Public Read Only Public Read Only
      Product Component Group Public Read Only Public Read Only
      Product Component Group Override Public Read Only Public Read Only
      Product Related Component Override Public Read Only Public Read Only
      Service Catalog Request Public Read/Write Public Read/Write
    4. Save your changes.
  3. Apply Public Read only permission to any other Education Cloud objects needed to execute the forms.
  4. To ensure fields are visible, apply Visible field-level security on these object fields for the Customer Community Plus User profile.
    Object Fields
    Omni Process Compilation

    Content

    Sequence
    Case Case Source
    Product UsedFor
  5. From Setup, in the Quick Find box, enter All Sites, and then select All Sites under Digital Experiences.
  6. Do one of these actions:

    - To create an Experience Cloud site, see Create an Education Portal.

    - To use an existing Experience Cloud site, click Workspaces for the site.

  7. Under My Workspaces, click Builder.
  8. Remove unnecessary components.
  9. Add and configure a unified catalog page.
    1. Do one of these actions:

      - To create a unified catalog page, click the Page Properties icon on top, and select + New Page, select Standard Page, select a preferred layout, and then click Next. Enter unified catalog as the name, enter a URL, and click Create.

      - To use an existing page, open the page from Page Properties.

    2. Click Components on the top left, find and select the Unified Catalog component and drag it to the page.
    3. In Record ID, enter the ID of the catalog that you created. See Create a Service in Unified Catalog.
  10. Apply additional customizations as required, then preview and publish the site. See Customize Sites with Experience Builder.