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Education Data Architecture Documentation
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            Facility

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            3. Education Data Architecture (EDA) Documentation

            Facility

            Facility represents a school property asset.

            • Sample Uses for Facility
              The location of a class or other property asset can be helpful when scheduling classes or other school activities. A Facility can be a classroom, a lecture hall, a laboratory, or a campus building that doesn't directly host student activity (for example, maintenance or IT facilities). Facility records can also be used to define relationships between property assets.
            • Configure Facility
              Set up the Facility object and keep it up to date.
            • Create Facility Records
              Create Facility records for every location you want to track at your school. Typically, you create multiple records when you first start implementing Facility data.

            Sample Uses for Facility

            The location of a class or other property asset can be helpful when scheduling classes or other school activities. A Facility can be a classroom, a lecture hall, a laboratory, or a campus building that doesn't directly host student activity (for example, maintenance or IT facilities). Facility records can also be used to define relationships between property assets.

            For example, you could create a parent Facility record for the “Smith Science Building” with nested Facility records for the “East Wing” and “Lecture Hall 103.”

            Facility can also help you relate Contacts to campus locations if you include the Contact lookup field on Facility. Let’s look at some possible uses for the Facility object.

            • University—Relate a faculty member to an office or a student to a dorm room.

            • K-12—Relate a faculty member to a specific classroom.

            • Any educational institution—Relate a Course Offering to a classroom or lecture hall.

            Tip
            Tip Consider these changes to use Facility in other ways.

            • To identify a specific Contact as the point of contact for a Facility, add a lookup field on Facility to Contact.

            • To track address information directly on the Facility object, add your own address fields to the Facility object.

            • Customize the Display Name unmanaged formula field to match the naming format used by your school.

            Configure Facility

            Set up the Facility object and keep it up to date.

            Initial Configuration Tasks

            Add the Display Name formula field to the Facility page layout so you can see the full name of the Facility. Also include the field in any needed search layouts. Learn about updating page layouts in Display a New Custom Object After a Product Release.

            If you installed EDA prior to version 1.73, follow the instructions in the table below to create the formula field before adding it to your page and search layouts.

            Keep Up with Facility Updates

            Consider these updates, depending on which version of EDA you originally installed:

            If Installed Before Version Configuration Task
            1.73 Add the Facility field to the Course Offering page layout.
             

            Create the Display Name formula field:

            • Create a formula field on the Facility object. For information about creating formula fields, see Build a Formula Field in Salesforce help.

            • Paste the following code into the formula section:

              IF(
    NOT(ISBLANK(hed__Parent_Facility__c)), 
    hed__Parent_Facility__r.Name + ' - ' + Name,
    IF(
        NOT(ISBLANK(hed__Account__c)), 
        hed__Account__r.Name + ' - ' + Name,
        Name
    )
)
            • Add the field to the Facility Layout and any needed search layouts.

            For more information, see Display a New Custom Object After a Product Release

            Create Facility Records

            Create Facility records for every location you want to track at your school. Typically, you create multiple records when you first start implementing Facility data.

            1. Go to the Facilities tab and click New. If you don't see the tab, from the App Launcher, find and select Facilities, and click New.

            2. Enter a Facility Name, relate it to the Account that represents the organization that is responsible for the Facility, and specify other information like the capacity and whether it's part of a larger (parent) facility.

              Tip
              Tip Once the record is saved, the Display Name formula field shows the full Facility name. For example:
              • Facility Name is "Room 201"
              • Parent Facility is "Thurgood Marshall Building"
              • Display Name is "Thurgood Marshall Building - Room 201"

              If no value is defined for Parent Facility, the value for Account is used. If neither Parent Facility nor Account is defined, the values for Facility Name and Display Name are the same.

              See Configure Facility for more information on adding Display Name to the page layout.

            3. Click Save & New, and continue creating additional Facility records as needed.

             
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