RIO Ready: Student Request Pre-installation Checking
Before installing the RIO Ready package, ensure that key Salesforce Case object configurations are correctly configured in your org.
Missing or modified standard configurations may cause installation failures.
This article outlines the required checks for:
- Case Picklist Values
- Case Page Layouts
How to add a missing picklist value:
- Go to Object Manager > Case object
- Navigate to Fields & Relationships
- Open Case Origin
- Add the missing picklist value: Web, Phone, Email
- Ensure the new value is applied to all Record Types
How to add missing Case Layout:
- Go to Object Manager > Case object
- Navigate to Case Page Layouts
- Create a new layout with Page Layout Name: Case Layout