--- schema_version: "1" id: f49164c7f24d4664ad2caa3f7c0253f4f0c03d65249a817f5228e20fdf7c46b4 title: Set Up Your Org collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_set_up_your_org.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_your_org.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 4c7423b922d70e4e20b30dbb13ff936a6e89df7f14c175036902d8a13b58b004 description: Turn on features and set up permissions to prepare your org for data migration to Education Cloud. products: - Education release: "264" --- # Set Up Your Org Turn on features and set up permissions to prepare your org for data migration to Education Cloud. 1. Log in to your org. 2. Turn on Education Cloud: 1. From Setup, in the Quick Find box, enter Education Cloud. 2. Under Feature Settings, select **Set Up Education Cloud**. 3. Turn on Education Cloud. 3. Set up permissions: 1. From Setup, in the Quick Find box, enter Permission, and then select **Permission Sets**. 2. Click **Education Cloud Full Access**, and then click **Manage Assignments**. 3. If users with the System Administrator and Analytics Cloud Integration User profiles aren't included in the list, add them. 4. Turn on person accounts. See [Enable Person Accounts](https://help.salesforce.com/s/articleview?id=sales.account_person_enable.htm&type=5). 5. If you’re migrating from Student Success Hub, turn on group membership: 1. From Setup, in the Quick Find box, enter Group Membership, and then select **Group Membership Settings**. 2. Turn on Create and manage households and groups. 6. Set up contact-to-account relationship: 1. From Setup, in the Quick Find box, enter Account Settings, and then select **Account Settings**. 2. Click **Edit**. 3. Select **Allow users to relate a contact to multiple accounts**, and save your changes. 7. If you’re migrating from Student Success Hub, turn on care plans: 1. From Setup, in the Quick Find box, enter Care Plan, and then select **Care Plan Settings**. 2. Turn on Create and manage care plans. 8. If you don’t have edit access to objects and fields, provide the access: 1. From Setup, in the Quick Find box, enter Profiles, and then select **Profiles**. 2. Click **System Administrator**. 3. Under Apps, click **Object Settings**. 4. Click **Affiliation**, and then click **Edit**. 5. Under Field Permissions, enable edit access for all fields, and then save your changes. 6. If you’re migrating data from Education Data Architecture, similarly provide edit access for these source and target (Education Cloud) objects: ![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 The objects available in your org depend on the installed managed package. | Source Object Label | Source Object API Name | | --- | --- | | Relationship | hed\_\_Relationship\_\_c | | Contact | Contact | | Contact Language | hed\_\_Contact\_Language\_\_c | | Education History | hed\_\_Education\_History\_\_c | | NPSP Affiliation | hed\_\_Affiliation\_\_c | | Facility | hed\_\_Facility\_\_c | | Term | hed\_\_Term\_\_c | | Course | hed\_\_Course\_\_c | | Account | Account | | Program Plan | hed\_\_Program\_Plan\_\_c | | Course Offering | hed\_\_Course\_Offering\_\_c | | Course Offering Schedule | hed\_\_Course\_Offering\_Schedule\_\_c | | Plan Requirement | hed\_\_Plan\_Requirement\_\_c | | Program Enrollment | hed\_\_Program\_Enrollment\_\_c | | Course Connection | hed\_\_Course\_Enrollment\_\_c | | Term Grade | hed\_\_Term\_Grade\_\_c | | Application | hed\_\_Application\_\_c | | Test | hed\_\_Test\_\_c | | Test Score | hed\_\_Test\_Score\_\_c | | Target Object Label | Target Object API Name | | --- | --- | | Party Role Relationship | PartyRoleRelation | | Contact Profile | ContactProfile | | Person Language | PersonLanguage | | Account Contact Relationship | AccountContactRelation | | Contact Contact Relationship | ContactContactRelation | | Location | Location | | Academic Year | AcademicYear | | Academic Term | AcademicTerm | | Academic Session | AcademicSession | | Learning | Learning | | Learning Course | LearningCourse | | Learning Program | LearningProgram | | Learning Achievement | LearningAchievement | | Learning Program Plan | LearningProgramPlan | | Course Offering | CourseOffering | | Learning Outcome Item | LearningOutcomeItem | | Course Offering Schedule | CourseOfferingSchedule | | Learning Program Plan Requirement | LearningProgramPlanRequirement | | Learner Program | LearnerProgram | | Academic Term Enrollment | AcademicTermEnrollment | | Course Offering Participant | CourseOfferingParticipant | | Course Offering Participant Result | CourseOfferingParticipantResult | | Individual Application | IndividualApplication | | Program Term Application Timeline | ProgramTermApplnTimeline | | Person Examination | PersonExamination | | Application Timeline | ApplicationTimeline | | Examination | Examination | 7. If you’re migrating data from Student Success Hub, similarly provide edit access for these source and target (Education Cloud) objects: ![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 The objects available in your org depend on the installed managed package. | Source Object Label | Source Object API Name | | --- | --- | | Alert | sfal\_\_Alert\_\_c | | Success Plan Template | sfal\_\_SuccessPlanTemplate\_\_c | | Success Plan | sfal\_\_SuccessPlan\_\_c | | Appointment | sfal\_\_Appointment\_\_c | | Appointment Attendee | sfal\_\_AppointmentAttendee\_\_c | | Topic | sfal\_\_Topic\_\_c | | Appointment Location | sfal\_\_AppointmentLocation\_\_c | | Role Topic Setting | sfal\_\_RoleTopicSetting\_\_c | | Target Object Label | Target Object API Name | | --- | --- | | Record Alert | RecordAlert | | Care Plan Template | CarePlanTemplate | | Case Participant | CaseParticipant | | Care Plan | CarePlan | | Service Resource | ServiceResource | | Work Type Group | WorkTypeGroup | | Service Appointment | ServiceAppointment | | Work Type Group Role | WorkTypeGroupRole | | Service Territory Member | ServiceTerritoryMember | | Assigned Resource | AssignedResource | | Service Territory | ServiceTerritory | 8. If you're migrating data from Admissions Connect, similarly provide edit access for these source and target (Education Cloud) objects: ![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 The objects available in your org depend on the installed managed package. | Source Object Label | Source Object API Name | | --- | --- | | Application | hed\_\_Application\_\_c | | Application Timeline | ApplicationTimeline | | Application Review | randa\_\_Application\_Review\_\_c | | Target Object Label | Target Object API Name | | --- | --- | | Application Timeline | ApplicationTimeline | | Application Review | ApplicationReview | | Individual Application | IndividualApplication | 9. Similarly, provide edit access for the Analytics Cloud Integration User profile. 10. Set up these permissions to work with Data Pipelines: 1. From Setup, in the Quick Find box, enter Permission, and then select **Permission Sets**. 2. Click **Data Pipelines Base User**, and then click **Manage Assignments**. 3. If users with the System Administrator and Analytics Cloud Integration User profiles aren't included in the list, add them. 11. Turn on Data Pipelines: 1. From Setup, In the Quick Find box, enter Data Pipelines, and then select **Get Started**. 2. Turn on Data Pipelines. 12. Set up permissions to work with the Data Processing Engine. See [Permissions to Work with Data Processing Engine](https://help.salesforce.com/s/articleview?id=sf.concept_data_processing_engine_permission.htm&type=5).