Creating a Student Portal in Salesforce is a common use case in Education Cloud (formerly HEDA - Higher Education Data Architecture). Here’s a structured document that outlines the key aspects of setting up a Student Portal in Salesforce, ideal for institutions wanting to offer students self-service access to records, services, and communication.

1. Overview

A Student Portal in Salesforce allows students to:

• View personal information, academic records, and course enrollments
• Submit service requests (IT, administrative, academic)
• Communicate with faculty and staff
• Access resources (documents, deadlines, announcements)

2. Step-by-Step Setup

1. Enter all sites in the Quick Find box and select All Sites.

2. Click the New button.

3. Select the Student Portal Template.

   

4. Click the Get Started button.

   

5. Enter the Name. Click the Create button.

6. Click Builder to open the Builder page.

7. Click the gear icon to open the Setting menu.

8. Click the checkbox on the Public Access. Click Close on the prompt

9. Click Publish to publish the Booking Engine page. New prompt popup appears, click Publish.