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Group Membership and Households
How Education Cloud Models Groups and Relationships

How Education Cloud Models Groups and Relationships

Educational institutions use group membership to define relationships for the institution’s constituents. Use the objects to connect learners and their families, and the institution to departments, colleges, and services.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions in Education Cloud

Here are a few examples of how to map constituent relationships by using the Group Membership objects in Education Cloud.

Example 1: An individual constituent

Data Object Record
An applicant Person Account A person account with details about the applicant
A learner Person Account A person account with details about the learner
An alumnus Person Account A person account with details about the alumnus
A staff member Person Account A person account with details about the staff member
A faculty member Person Account A person account with details about the faculty member
A donor Person Account A person account with details about the donor
A mentor Person Account A person account with details about the mentor

Example 2: A learner’s family

Data Object Record
A learner’s parent or guardian Person Account A person account with details about the learner’s parent or guardian
A learner’s sibling Person Account A person account with details about the learner’s sibling
A learner’s family Household Account A household account that represents the learner’s household
The relationship between the learner and their parent or guardian Account Contact Relationship An account-contact relationship that connects the learner’s person account to the contact record of their parent or guardian
The relationship between the learner’s household and its members Account Contact Relationship

Three account-contact relationships to define each individual’s role in the household.

  • Learner to household account
  • Parent to household account
  • Sibling to household account
The relationship between the learner’s family members Contact Contact Relationship

Six contact-contact relationships: 

  • Learner to parent or guardian
  • Learner to sibling
  • Parent or guardian to learner
  • Parent or guardian to sibling
  • Sibling to learner
  • Sibling to parent or guardian

Example 3: An organization

Data Object Record
A school Business Account A business account with details about the school
A college or department Business Account A business account with details about the college or department
A support service Business Account A business account with details about the support service
The relationship between a learner and their school. Account Contact Relationship An account-contact relationship that connects the learner’s person account to the school’s business account and defines the learner’s role
A college admissions consulting firm Business Account A business account with details about the consulting firm
An individual agent for the consulting firm

Contact

This individual is the only instance where a person is represented as a contact.

A contact record with details about the agent
The relationship between the learner and the agent Account Contact Relationship An account-contact relationship that connects the learner’s person account to the agent’s contact record and defines the learner’s role
The relationship between the learner and the consulting firm Account Contact Relationship An account-contact relationship that connects the learner’s person account to the consulting firm’s business account and defines the learner’s role
The relationship between the learner’s household and the consulting firm Account Account Relationship

Two account-account relationships:

  • Learner household to college admissions consulting firm
  • College admissions consulting firm to learner household
 
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