--- schema_version: "1" id: 207ff4668d23008923fd7bda1ea93f366ad1daa91b957195936729bcc192a19b title: Set Up the Academic Operations App collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_set_up_the_academic_operations_app.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_the_academic_operations_app.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 006ef37a35118cffc6706ea79a063aed6e2d219a4c4fbc5ecdf022f427088804 description: Configure Academic Operations in Education Cloud to create academic courses and programs, define learning outcomes, manage academic schedules, and configure eligibility and policy rules. products: - Education release: "264" --- # Set Up the Academic Operations App Configure Academic Operations in Education Cloud to create academic courses and programs, define learning outcomes, manage academic schedules, and configure eligibility and policy rules.
Editions Needed
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
| User Permissions Needed |   | | --- | --- | | To turn on and configure Academic Operations: | Education Cloud Full Access | | To turn on Automatically Validate Pathway Selections: | View Setup | 1. From Setup, in the Quick Find box, enter Set Up Education Cloud, and then select **Set Up Education Cloud**. 2. Under Set Up the Academic Operations App, turn on **Academic Operations**. If prompted to confirm, click **Turn On**. 3. To automatically validate prerequisite and corequisite requirements when a learner drops a course in the pathway canvas, under Set Up Academic Operations, turn on **Automatically Validate Pathway Selections**. This setting is off by default. When this setting is on, the **Verify Program Requirements** button doesn't appear in the Learner Pathway Builder because validation runs automatically. 4. To set up the learning objects, expand the dropdown menu. 1. Under Create Learning Achievement Record Types, click **Create Record Types** and then create at least three record types. 1. In Object Manager, on the Record Types page for Learning Achievement, click **New**. 2. On the New Record Type page, choose the Existing Record Type as **Master**. 3. Enter the record type label as Learning Course. 4. Enter the record type name as Learning\_Course. 5. Optionally, provide a description for the record type. 6. Select **Active**. 7. Select the profile permissions, and then click **Next**. 8. Save your work. 9. Repeat these steps to create Learning Program and Achievement Group record types. If you’re using [Einstein Skills Generator](https://help.salesforce.com/s/articleView?id=sfdo.ec_einstein_skills_generator.htm&release=264.0.0&type=5 "Use generative AI to find skills and associate them with your learning courses and learning programs with Einstein Skills Generator."), create a Skill record type. 10. If required, create additional record types such as degree and diploma. | Record Type Label | Record Type Name | | --- | --- | | Learning Course | Learning\_Course | | Learning Program | Learning\_Program | | Achievement Group | Achievement\_Group | | Achievement Group All | Achievement\_Group\_All | | Skill | Skill | | Degree | Degree | | Diploma | Diploma | 2. To map learning achievement types to record types, under Set Up Learning Achievement Configuration, click **Set Up Learning Achievement Types**. 1. Click **New Learning Achievement Configuration**. 2. Enter a name for the configuration and then press Tab to automatically populate the API name. For example, enter Learning Course. 3. For Learning Achievement Type, select **Learning Course**. 4. For Learning Achievement Record Type, select **Learning\_Course**. 5. Enter any other details, and then save your changes. 6. Repeat to create learning achievement configurations named Learning Program and Achievement Group. If you’re using Einstein Skills Generator, create a learning achievement configuration named Skill. 7. If required, create custom learning achievement configurations such as degree and diploma. | Name | API Name | Learning Achievement Type | Learning Achievement Record Type | | --- | --- | --- | --- | | Learning Course | LearningCourse | Learning Course | Learning\_Course | | Learning Program | LearningProgram | Learning Program | Learning\_Program | | Achievement Group | AchievementGroup | Achievement Group | Achievement\_Group | | Achievement Group All | Achievement\_Group\_All | Achievement Group All | Achievement\_Group\_All | | Skill | Skill | Skill | Skill | | Degree | Degree | Custom | Degree | | Diploma | Diploma | Custom | Diploma | ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_note.png) Note Every learning achievement type requires at least one learning achievement configuration record. The Learning Course, Learning Program, and Achievement Group learning achievement configuration records can’t be deleted. 5. Update the sharing settings on objects required for the Program Plan Builder: 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: | Object | Default Internal Access | | --- | --- | | Learning | Public Read/Write | | Learning Achievement | Public Read Only | You can also control this access with [Sharing Rules](https://help.salesforce.com/s/articleview?id=platform.security_about_sharing_rules.htm&type=5). Anyone who creates program plans needs sharing and edit access to the relevant learning objects. 4. Make the Linked Only field visible for the Learning Course object. 1. From the object management settings for learning courses, go to **Fields & Relationships**. 2. Click **Linked Only**. 3. Click **View Field Accessibility.** 4. In the Field accessibility for Field dropdown, select **Linked Only**. 5. In the System Administrator row, click **Editable**. 6. In the Field-Level Security area, select **Visible** for the System Administrator profile. 7. Click **Save**. For more information about default sharing settings, see [Organization-Wide Sharing Defaults](https://help.salesforce.com/s/articleview?id=platform.security_sharing_owd_about.htm&type=5). SEE ALSO: - [Education Cloud Developer Guide](https://developer.salesforce.com/docs/atlas.en-us.edu_cloud_dev_guide.meta/edu_cloud_dev_guide/edu_cloud_intro.htm)