Set Up Your Target Org

Turn on features and set up permissions to prepare your new org with Education Cloud for data migration.

1. Log in to your target org where Education Cloud is installed.
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 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.
5. 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.
6. Turn on person accounts.
   See Enable Person Accounts.
7. Turn on historical trending reports:
   1. From Setup, in the Quick Find box, enter Historical Trending, and then select Historical Trending.
   2. From the list of objects, select Case.
   3. Select Enable Historical Trending, and then click Save.
   4. Similarly, turn on historical trending for Opportunity.
8. 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.
9. 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 Academic Session, and then click Edit.
   5. Under Field Permissions, enable edit access for all fields, and then save your changes.
   6. Similarly, provide edit access for these target (Education Cloud) objects:

      Target Object Label	Target Object API Name
      Academic Session	AcademicSession
      Academic Term	AcademicTerm
      Academic Term Enrollment	AcademicTermEnrollment
      Academic Year	AcademicYear
      Account	Account
      Account Contact Relationship	AccountContactRelation
      Application Review	ApplicationReview
      Application Timeline	ApplicationTimeline
      Appointment Category	AppointmentCategory
      Assigned Resource	AssignedResource
      Care Plan	CarePlan
      Care Plan Template	CarePlanTemplate
      Case	Case
      Case Participant	CaseParticipant
      Contact	Contact
      Contact Contact Relationship	ContactContactRelation
      Contact Profile	ContactProfile
      Course Offering	CourseOffering
      Course Offering Participant	CourseOfferingParticipant
      Course Offering Participant Result	CourseOfferingPtcpResult
      Course Offering Schedule	CourseOfferingSchedule
      Engagement Channel Type	EngagementChannelType
      Event	Event
      Examination	Examination
      Geo Country	GeoCountry
      Individual Application	IndividualApplication
      Lead	Lead
      Learner Program	LearnerProgram
      Learning	Learning
      Learning Achievement	LearningAchievement
      Learning Course	LearningCourse
      Learning Outcome Item	LearningOutcomeItem
      Learning Program	LearningProgram
      Learning Program Plan	LearningProgramPlan
      Learning Program Plan Requirement	LearningProgramPlanRqmt
      Location	Location
      Opportunity	Opportunity
      Party Relationship Group	PartyRelationshipGroup
      Party Role Relationship	PartyRoleRelation
      Person Education	PersonEducation
      Person Examination	PersonExamination
      Person Language	PersonLanguage
      Program Enrollment	ProgramEnrollment
      Program Term Application Timeline	ProgramTermApplnTimeline
      Record Alert	RecordAlert
      Service Appointment	ServiceAppointment
      Service Resource	ServiceResource
      Service Territory	Service Territory
      Service Territory Member	ServiceTerritoryMember
      Task	Task
      User	User
      Work Type Group	WorkTypeGroup
      Work Type Group Role	WorkTypeGroupRole

10. Similarly, provide edit access to the Analytics Cloud Integration User profile.
11. 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.
12. 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.
13. Set up permissions to work with the Data Processing Engine.
    See Data Processing Engine Setup.