Course Connection

Sample Uses for Course Connection

The Course Connection object is used similarly in both K-12 and higher education.

• Any educational institution—Track a student's enrollments in completed and in-progress Course Offerings. Track a faculty member's involvement with Course Offerings as an instructor, advisor, or other role.

Course Connection Record Types

If your version of software doesn't include these record types, you can either run the installer or create them manually.

• Student—Tracks a student's enrollment in a Course Offering.
• Faculty—Tracks a faculty member's involvement with a Course Offering.

Note If your software version includes the preconfigured Student and Faculty record types, it also includes an additional record type, called Default. The Default record type isn't needed for Course Connections to function. To prevent confusion, we recommend hiding it from all user profiles except the System Administrator profile.

1. Click , then click Setup.

2. Search for then select Profiles.

3. For each profile that interacts with Course Connection record types, edit the profile's Record Type Settings for Course Connections to make sure that Default is not one of the Selected Record Types.

See Create Course Connection Record Types.

Configure Course Connection

Get ready to use the Course Connection object and keep it up to date.

Course Connections are enabled by default in most orgs and the following configuration doesn't apply. However, if they're not enabled in your org, or if you started using EDA with version 1.15 and the now-retired Course Enrollment object is enabled, we recommend that you complete these configuration steps to enable Course Connections.

Note We encourage you to enable Course Connections, but if you don't, you can continue using Course Enrollments without record types. Whichever method you use, Course Enrollments are renamed Course Connections in all orgs.

• Keep Up with Course Connection Updates
  Consider these updates, depending on which version of K-12 Architecture Kit you originally installed.
• Create Course Connection Record Types
  The installer creates a Student record type and a Faculty record type for Course Connections, but you can also create your own record types.
• Enable Course Connections
  After verifying that you have student and faculty record types, you're ready to enable Course Connections.
• Set Record Types for Course Connections
  When Course Connections are enabled, specify the record type that's used for each type of Course Connection, one each for student and faculty member.
• Update Legacy Course Enrollment Data
  If you're turning on Course Connections for the first time in an org where Course Offerings and Course Connections (Enrollments) previously existed, update Course Connections with the appropriate record types. Updating faculty Course Connections to the value in Default Faculty Record Type and all other Course Connections to the value in Default Student Record Type enables automation, such as the assignment of Primary Faculty on Course Offering records, to occur.

Create Course Connection Record Types

The installer creates a Student record type and a Faculty record type for Course Connections, but you can also create your own record types.

For example, you might want to create a Teaching Assistant record type. At a minimum, you must have one record type for students and one for faculty.

Note If you've already created your own student and faculty record types, you don't need to add more. Simply map them to the Default Student Record Type and Default Faculty Record Type in Course Connection Record Types in EDA Settings (see Set Record Types for Course Connections).

To access the management settings for Course Connection record types:

1. Click , then click Setup.

2. Click Object Manager.

3. Click Course Connection, then click Record Types.

4. Create both required record types. For details, see Create Record Types in Salesforce Help.

Create a Course Connection Record

Before you create a Course Connection record, create the Contact and Course Offering records that are connected by the Course Connection.

1. From the Contact record for the student or faculty member that you're creating a Course Connection for, click New in the Course Connections related list.
   

   Tip You can instead create the Course Connection from the Contact's Program Enrollment record. Creating it there makes sure that the Program Enrollment ID is automatically populated. Otherwise, look up the Program Enrollment ID on the Contact's Program Enrollments related list and keep it handy.
2. Select the Student or Faculty record type (or one of your org's custom record types).
3. Enter Course Connection details. Don't change the Contact name.
4. If the Course Connection is for a faculty member, select Primary if the Contact should be the main faculty member for the related Course Offering. The Primary checkbox applies only for connections with the Faculty record type. Selecting Primary for a new Contact removes the Primary status from a previously selected primary Contact, but leaves that Contact's Course Connection and Affiliation records intact.
   

   Note If the Primary status of a Course Connection changes, the Status field doesn't update from Current to Former. To change Course Connections that were previously marked as Primary to reflect a Status of Former, you need to create custom automation.
5. Save your changes.

The newly created Course Connection now shows on the Contact record.