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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.
|
| The relationship between the learner’s family members | Contact Contact Relationship | Six contact-contact relationships:
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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:
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