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K-12 Architecture Kit Documentation
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          Grade Enrollment

          Grade Enrollment

          Grade Enrollment represents student's enrollment in a grade at an educational institution.

          Sample Uses for Grade Enrollment

          Use Grade Enrollment to track student's grade level, including details such as:

          • The start and end date of the enrollment.
          • The reason a student's enrolling (for example, skipping a grade or transferring in) or the reason for exit (for example, expelled or no show).
          • The status (for example, "Former" for completed grade levels).

          Configure Grade Enrollment

          Consider these updates, depending on which version of K-12 Architecture Kit you originally installed.

          If Installed Before Version Configuration Task
          1.18 Add the Education History lookup field to the K12 Kit Grade Enrollment Layout, as needed. Learn how to Add a Lookup Field to a Page Layout.
          1.6
          • Remove the Graduated, Pre-Registered, and Transferred Out picklist values from the Status field.

          • Update the Entry Reason picklist to include Other, and alphabetize options, with Other at the end.

          • Update the Exit Reason picklist to include Skipped Grade and Other, and alphabetize options, with Other at the end.

          1.5

          Create a K-12 All Grade Enrollments list view with this recommended configuration.

          • Sharing Settings: All users can see this list view

          • Filter by Owner: All grade enrollments

          • Display order: Grade Enrollment Name, Contact, Grade Level, Status, Start Date, End Date

          1.2

          Create or Update a Grade Enrollment Record

          Create and add details to grade enrollment records for your students in K-12 Architecture Kit.

          1. From the student's Contact record, enter a value for Current Grade Level. When you Save the record, we automatically create a Grade Enrollment record for the student and set its status to Current.
            Note
            Note If the student already has a Grade Enrollment with a Current status, that record's status is updated to Former when you save the Contact record.
          2. To add details to the Grade Enrollment record, in the Grade Enrollments related list, click Edit from the actions menu next to the newly created record, make your changes, and click Save.
           
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