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Salesforce, EDA, RIO Education instance preparation

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Before installing any packages

  1. Planning on using a Digital Experience Site/Community?
    • Check that the org you are installing into has a "Customer Community Login User" License.

  2. Set the correct Timezone for your User.
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Step 1: EDA package installation & configuration

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Important

If the EDA is version 1.114 (or later), the Education Cloud Settings should be configured (reference available here). 


Follow the steps in the Salesforce Product Documentation: https://help.salesforce.com/s/articleView?id=sfdo.EDA_Install_the_app.htm&type=5

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Step 2: Enable Digital Experiences

  1. Go to Setup -> Digital Experiences Settings -> Check the "Enabled Digital Experiences" checkbox. See Salesforce documentation for details.

  2. Enter a preferred domain name, check its availability, and then click Save.

  3. Navigate to Digital Experience >> Settings, mark "Enable ExperienceBundle Metadata API" as true, and then click Save. 
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Step 3: Install RIO Education and deploy metadata

Please install RIO Education using the RIO Education installer. A detailed description of each product and plan in the installer can be found in this this article.

If you are installing RIO Education for the first time in an instance, follow the steps below.

If you are upgrading an existing RIO Education package to a new version, follow the steps in Step 3.1: Upgrading RIO Education.


  1. Click on the RIO Education product.

  2. Click "Install RIO Education - View Details".

  3. Log in to your Salesforce instance.

  4. Run the Pre-Install Validation.

  5. Select all optional metadata steps (unless you already have a prior version of RIO Education installed in this instance, in which case the optional metadata should not be deployed).

  6. Click Install.

  7. If you plan on using the RIO Education Community, you will also need to install the "Org-Wide Default Sharing" and "Community Security Setup" plans (be sure to carefully read the instructions for "Community Security Setup" to ensure you deploy the right package(s)). If you are not using the Community, you do not need to install these plans.

  8. Optionally, if you wish to install RIO Ready and/or load a sample dataset, you may follow the same steps to install those plans as well.


Step 3.1: Upgrading RIO Education

If you already have a prior version of RIO Education, you can follow the same steps above to upgrade your package to the latest version, with the following changes.

You should not select any optional metadata steps in the Install plan, and you also should not install the "Org-Wide Default Sharing" and "Community Security Setup" plans.

Instead, the metadata you need to deploy can be found under the "RIO Education - Upgrades" product. Please see this article for information about which plans you will need to install.

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Step 4: Configure Community

You can configure the the RIO Education Community by installing the RIO Ready plan in the installer. Full documentation for RIO Ready, including the Community components, can be found here.

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Take a well deserved rest!

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  • RIO Education Upgrade Tasks
  • Upgrading? Which metadata should be deployed
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