Installation and Setup
Install and configure Learning v1.70.5
Requirements
Be sure you've first installed and set up IAS.
1. Install the Learning Package
Click here to log in to your org and begin installation.
Choose which users in your org will be configuring. If it will be just you and/or other admins, select Install for Admins only and click Install. When the installation process ends, the org administrator will be notified by email.
2. Provide User Permissions
From Profiles, choose the profile assigned to your loyalty portal members.
For each of the objects below, click Edit to enable the following Object Permissions:
| Object | Permission Name |
|---|---|
| Answer | Read, Create, Edit and Delete. |
| Answer Option | Read, Create and Edit. |
| Course | Read, Create and Edit. |
| Course Dependency | Read, Create and Edit. |
| Course Status | Read, Create and Edit. |
| Module | Read, Create and Edit. |
| Module Dependency | Read, Create and Edit. |
| Module Response | Read, Create and Edit. |
| Question | Read, Create and Edit. |
| Question Response | Read, Create, Edit and Delete. |
In the Field Permissions for each of the objects listed above, tick all Read Access and Edit Access checkboxes (when available).
Object and Field Permissions for Fielo Learning
3. Edit Sharing Settings
Your new community will require the edits to the Sharing Settings section. Click on Setup from the top right navigation. Under the Home tab, search in the Quick Find box for Sharing Settings. Go into on Sharing Settings and click on the Edit button. You will need to ensure the following optinos have the correct settings for Default Internal Access and Default External Access.
Go through the list and find and change the settings for each item in the picture below. For example, find Course within the list and ensure that it is set to Public Read / Write.
Once you have gone through all the items listed in the image above, go and click Save.
4. Enable the FieloELR Library
After installing Learning package, you need to activate the FieloELR Library so that Learning incentives and page settings for Learning are enabled.
From the App Launcher () choose Fielo Platform. From Libraries, hit Activate for FieloELR.
5. Add the Courses Tab
To access Learning, you'll need to add a new tab so that you can access it from IAS. (Note: This may have happened automatically in the previous step if you're using Lightning Experience.)
From Salesforce Setup, search for and selected App Manager. In the row corresponding to Fielo Platform, click and choose Edit. Then select Courses from Available Tabs to add it to the Selected Tabs list.
You're ready to go!Now, it's time to start setting up your courses.
Updated about 1 year ago