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Set Up Your Learner Portal with Student Financials

Give students self-service access to their financial accounts in your learner portal. After setup, students can view their balances and academic-year charges and pay invoices online. Assign permissions, set object access, connect a merchant account, and build the Student Financials page in Experience Builder.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud license and the Revenue Cloud Billing license
User Permissions Needed
To set up your learner portal with student financials components:

Education Cloud Full Access permission set

AND

Create and Set Up Experiences

AND

View Setup and Configuration

Before you begin:

  • To create an Experience Cloud site, first turn on 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 set up student financial account management options and configure the necessary permissions for students and staff, set up student financials. See Student Financials.
  • To configure pages and components, and control access to them, set up a learner portal. See Set Up an Education Portal.

To set up your learner portal for Student Financials:

  1. Assign the required permissions 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 Login User.
    4. In the Permission Set License Assignments related list, click Edit Assignments.
    5. Select these permission set licenses.
      • Education Cloud Advanced Academic Operations for Experience Cloud
      • Education Cloud for Experience Cloud User
      • Billing Advanced Experience Cloud User
      • Education Cloud Student Financials for Experience Cloud User
      • Omnistudio
      • Omnistudio Runtime for Communities
    6. Save your changes.
    7. In the Permission Set Assignments related list, click Edit Assignments.
    8. Select these permission sets.
      • Education Cloud Advanced Academic Operations for Experience Cloud Access
      • Education Cloud for Experience Cloud Access
      • Education Cloud Student Financials for Experience Cloud Access
      • Billing Experience Cloud User
      • Billing Einstein Experience Cloud User
      • Omnistudio User
      • Omnistudio Experience Cloud User
    9. Save your changes.
  2. Provide the required Omnistudio permissions for portal users:
    1. From Setup, in the Quick Find box, enter Permission, and then select Permission Sets.
    2. From the list, find Omnistudio User and click Clone.
    3. Enter a label, API name, and description.
    4. Save your changes.
    5. Select your new permission set.
    6. Click Object Settings.
    7. Modify access for objects as shown:
      Object Name Object Permissions
      Data Mappers Read, View All Fields
      Flexcards Read, View All Fields
      Integration Procedures Read, View All Fields
      Omni Data Transformation Items Read, View All Fields
      Omni Data Transformations Read, View All Fields
      Omni Electronic Signature Templates Read, View All Fields
      Omni Global Auto Numbers Read, Edit, View All Fields
      Omni Process Compilations Read, View All Fields
      Omni Process Elements Read, View All Fields
      Omni Processes Read, View All Fields
      OmniScripts Read, View All Fields
      OmniScript Saved Sessions Read, Create, Edit, Delete
      Omni UI Cards Read, View All Fields
    8. Save your changes.
    9. Assign the new permissions set to the student. See Manage Permission Set Assignments.
  3. Set 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
      Invoice Public Read/Write Private
      Academic Year Public Read/Write Public Read
      Academic Term Public Read/Write Public Read
      Academic Session Public Read/Write Public Read
      Product Public Read/Write Public Read
      Billing Schedule Group Public Read Public Read
      CreditMemo Public Read/Write Public Read
    4. Save your changes.
  4. Apply Public Read only permission to any other Education Cloud objects that you need for the forms.
  5. Create a sharing set for students to access their invoice records. See Create a Sharing Set for Experience Cloud Site Users.
  6. Configure a merchant account and add payment methods to that account. See Salesforce Payments Merchant Accounts and Payment Methods.
    Make note of the Merchant Account ID as you need it to configure the Payment Checkout page in a later step.
  7. From Setup, in the Quick Find box, enter All Sites, and then select All Sites under Digital Experiences.
  8. Do one of these actions:
    1. To create an Experience Cloud site, see Create an Education Portal.
    2. To use an existing Experience Cloud site, click Workspaces for the site.
  9. Under My Workspaces, click Builder.
  10. Remove unnecessary components.
  11. If you're using an existing Experience Cloud site, add and configure a student financials page.
    To get the latest version of a component on an existing page, remove the old component and add it again.
    1. Do one of these actions:
      • To create a student financials page, click the Page Properties icon on top, and select + New Page, select Standard Page, select a preferred layout, and then click Next. Enter Student Financials 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 Financial Status at a Glance component and drag it to the page.
      We recommend these attribute names, but you can change and reorder them.
    3. Click Components on the top left, find and select the Tab Layout component and drag it to the page. Use the properties pane to add the custom tabs: Accounts Overview, Academic Year Charges, and Billing and Payments.

      We recommend these custom tabs, but you can change the names to suit your organization's needs.

    4. On the Accounts Overview tab, click Components on the top left, find and select the Accounts Overview component and drag it to the Accounts Overview tab.
    5. On the Academic Year Charges tab, click Components on the top left, find and select the Academic Year Charges component and drag it to the Academic Year Charges tab.
    6. On the Billing and Payments tab, click Components on the top left, find and select the runtime_revenue_foundation:postedInvoices component and drag it to the Billing and Payments tab.
    7. Publish the page.
  12. Add and configure a payment plan page.
    1. Click the Page Properties icon on top, and select + New Page.
    2. Select Standard Page, choose a preferred layout for the page, and then click Next.
    3. Enter New Payment Plan as the name, enter new-payment-plan for the URL, and click Create.
    4. Click Components on the top left, find and select the Omniscript component and drag it to the page.
    5. Select the type as StuFinancials.
    6. Select the sub type as PaymentPlan.
    7. Select the language.
    8. Save your changes.
    9. Publish the page.
  13. Configure the Payment Checkout page.
    1. Open the Payment Checkout page from the page properties.
    2. In Merchant Account ID, enter the merchant account ID that you created.
    3. Publish the page.
  14. To turn on student payments, set up a channel for payment data to flow from the payment gateway to Salesforce Payments. See Set Up a Channel Manually for Payment Data.
  15. Apply other customizations as required, then preview and publish the site. See Customize Sites with Experience Builder.