Salesforce Docs Portal

Set Up Your Org for Petitions and Waivers

Configure your org to allow learners to request petitions and upload documents. Configure the Salesforce admin’s permissions to manage student petitions and waivers.

Required Editions

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

Education Cloud Full Access permission set

AND

Omnistudio Admin permission set

AND

Omnistudio Designer

AND

Omnistudio Runtime
To create context definitions: Context Service Admin
  1. 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
      Omni process Public Read Only Private
    4. Save your changes.
  2. Assign the required permission set licenses to the Salesforce admin.
    1. From Setup, in the Quick Find box, enter Users, and then select Users.
    2. Click the admin’s name.
    3. In the Permission Set License Assignments related list, click Edit Assignments.
    4. Select these permission set licenses.

      - Education Cloud Full Access

      - Context Service Admin

      - Omnistudio Admin

      - Omnistudio User

      - Product Catalog Management Administrator

      - Product Catalog Management Viewer

      - Product Discovery User

      - Unified Catalog Admin

      - Unified Catalog Agent

      - Unified Catalog Community User

    5. Save your changes.
    6. In the Permission Set Assignments related list, click Edit Assignments.
    7. Select these permission sets.

      - Education Cloud Full Access

      - Context Service Admin

      - Omnistudio Admin

      - Omnistudio User

      - Product Catalog Management Designer

      - Product Catalog Management Viewer

      - Product Discovery User

      - Unified Catalog Admin

      - Unified Catalog Agent

      - Unified Catalog Community User

    8. Save your changes.
  3. To enable intake forms that use Omniscripts, turn on OmniStudio metadata.
    1. From Setup, in the Quick Find box, enter Omnistudio Settings, and then select Omnistudio Settings.
    2. Turn on Omnistudio Metadata.
  4. To use load and manage context definitions, turn on Context Definitions.
    1. From Setup, in the Quick Find box, enter Context Service Settings, and then select Context Service Settings.
    2. Turn on Context Definitions.
  5. Set up Unified Catalog.
    Unified Catalog makes it easier for users and processes to find, manage, and reuse catalog items.