---
schema_version: "1"
id: 081683be8601cc46259c00e1e827876be528110ea52d39ea0a323a3d170a2a13
title: Set Up Your Target 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_target_org.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_your_target_org.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 693b706e9d5e2046df00679e1bc27cf3a3f2ea4456c020e31c8d302fe0c4d9ce
description: Turn on features and set up permissions to prepare your new org with Education Cloud for data migration.
products:
  - Education
release: "264"
---
# 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](https://help.salesforce.com/s/articleView?id=sales.account_person_enable.htm&language=en_US).
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:
        
        <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
                <thead class="slds-text-title_caps ">
                  <tr><th class="slds-cell-wrap" scope="col" id="d55066e326">Target Object Label</th>
                  <th class="slds-cell-wrap" scope="col" id="d55066e329">Target Object API Name</th>
                </tr></thead>
                <tbody><tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Academic Session</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">AcademicSession</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Academic Term</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">AcademicTerm</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Academic Term Enrollment</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">AcademicTermEnrollment</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Academic Year</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">AcademicYear</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Account</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">Account</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Account Contact Relationship</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">AccountContactRelation</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Application Review</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">ApplicationReview</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Application Timeline</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">ApplicationTimeline</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Appointment Category</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">AppointmentCategory</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Assigned Resource</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">AssignedResource</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Care Plan</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">CarePlan</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Care Plan Template</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">CarePlanTemplate</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Case</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">Case</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Case Participant</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">CaseParticipant</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Contact</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">Contact</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Contact Contact Relationship</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">ContactContactRelation</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Contact Profile</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">ContactProfile</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Course Offering</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">CourseOffering</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Course Offering Participant</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">CourseOfferingParticipant</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Course Offering Participant Result</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">CourseOfferingPtcpResult</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Course Offering Schedule</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">CourseOfferingSchedule</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Engagement Channel Type</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">EngagementChannelType</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Event</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">Event</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Examination</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">Examination</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Geo Country</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">GeoCountry</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Individual Application</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">IndividualApplication</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Lead</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">Lead</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Learner Program</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">LearnerProgram</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Learning</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">Learning</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Learning Achievement</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">LearningAchievement</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Learning Course</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">LearningCourse</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Learning Outcome Item</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">LearningOutcomeItem</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Learning Program</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">LearningProgram</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Learning Program Plan</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">LearningProgramPlan</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Learning Program Plan Requirement</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">LearningProgramPlanRqmt</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Location</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">Location</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Opportunity</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">Opportunity</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Party Relationship Group</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">PartyRelationshipGroup</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Party Role Relationship</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">PartyRoleRelation</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Person Education</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">PersonEducation</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Person Examination</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">PersonExamination</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Person Language</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">PersonLanguage</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Program Enrollment</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">ProgramEnrollment</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">
                    <p>Program Term Application Timeline</p>
                  </td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">ProgramTermApplnTimeline</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Record Alert</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">RecordAlert</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Service Appointment</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">ServiceAppointment</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Service Resource</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">ServiceResource</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Service Territory</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">Service Territory</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Service Territory Member</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">ServiceTerritoryMember</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Task</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">Task</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">User</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">User</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Work Type Group</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">WorkTypeGroup</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Target Object Label" headers="d55066e326">Work Type Group Role</td>
                  <td class="slds-cell-wrap" data-label="Target Object API Name" headers="d55066e329">WorkTypeGroupRole</td>
                </tr>
              </tbody></table>
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](https://help.salesforce.com/s/articleView?id=ind.dpe_setup.htm&language=en_US).