Tailoring Education: Decoding Salesforce EDA Account Record Types for Institutions

The EDA account model closely aligns with the standard Salesforce account model, providing all the robust capabilities of Salesforce while eliminating the need for extensive customization to meet specific requirements. While EDA allows for business tracking using standard Salesforce objects such as opportunities and cases, it introduces a specialized application tailored to the unique workflows of educational audiences.

Within the EDA account model, the standard Salesforce account object functions as a container account. EDA introduces two distinct types of container accounts: the administrative account and the household account.

Container Account:

The Container Account, a pivotal concept in Salesforce Education Cloud, comes in two forms—Household Account and Administrative Account.

Household Accounting:

A Household Account encapsulates a group of Contacts, commonly including not only the student but also other individuals linked to the same household. Use Cases: Household Accounts are particularly relevant for tracking family units, allowing educational institutions to maintain connections with parents, guardians, and other household members associated with a student.

Administrative Account

An Administrative Account serves as an Account-level representation of a
Contact, typically a student, establishes a one-to-one relationship. Each Administrative Account contains precisely one Contact.

Use Cases: Administrative Accounts are instrumental in managing individual student records, offering a concise overview of key details associated with a specific Contact.

Regardless of the account model you opt for, Salesforce automatically generates the container account (be it administrative or household) each time you establish an independent contact—meaning a contact not associated with another account. The default nomenclature for the newly created account is derived from the last name of the corresponding contact.

Affiliated Account: An Affiliated Account is a representation of an organizational entity connected to a Contact. This could be a department overseeing academic programs, a sports team, or a business collaborating with the institution. The Affiliated Account is a crucial element for tracking and managing relationships within the educational ecosystem.

University Department: The University Department record type takes center stage when focusing on academic or administrative departments responsible for administering specific programs. Whether it’s the Sociology Department overseeing academic programs or the Office of the Registrar managing administrative functions, this record type ensures a tailored approach to tracking and organizing departmental information.

Academic Program: Embracing a broader scope, the Academic Program record type plays a pivotal role in encapsulating degree- or credential-granting programs within higher education institutions. Beyond higher ed, it extends its reach to encompass various academic programs, student support initiatives, or recreational programs in primary and secondary education settings. This versatility allows institutions to efficiently manage a spectrum of educational programs under a unified framework.

Business Organization: The Business Organization record type serves as the gateway to external collaborations, representing organizations outside the educational institution that choose to partner with it. Whether it’s a vendor providing services, an internship sponsor facilitating student experiences, or organizations from the private, nonprofit, or public sectors engaging in collaborative initiatives, this record type ensures a dedicated space for managing these external relationships.

Educational Institution: At the core of educational data organization, the Educational Institution record type encompasses the entire institution or individual schools within it. This record type serves as the foundational structure for tracking and managing crucial information related to the institution’s overarching structure. It provides a comprehensive overview, allowing administrators to efficiently navigate and manage the diverse facets of an educational institution.

Sports Organization: For institutions with a focus on athletic programs, the Sports Organization record type takes the lead. Dedicated to sports teams and related organizations within the institution, this record type ensures streamlined management of athletic activities. Whether it’s the Women’s Soccer Team or the Intramural Coed Hockey League, institutions can use this record type to centralize information related to sports teams and enhance their engagement within the education community.