Model your campus in Education Cloud as an organizational structure of accounts and a network of physical facilities. Represent your institution and its colleges as accounts, and manage buildings, spaces, and their uses as locations.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with Education Cloud |
| User Permissions Needed | |
|---|---|
| To model your campus: | Education Cloud Full Access |
A campus is more than its buildings. In Education Cloud, you model a campus along two dimensions that work together:
- Organization: Your institution and its academic and administrative units, represented as accounts.
- Facilities: The physical buildings and spaces, and how they're used, represented as locations.
Model both dimensions to connect your institution’s organizational structure with the places where activities occur.
Model Your Campus Organization
Use business accounts to represent your institution and its units. Start with a top-level account for the institution, and then add a child account for each college, school, or department. For example, model Connected University as the top-level account, and add child accounts for the College of Engineering, the College of Fine Arts, and the College of Business.
The resulting account hierarchy mirrors your campus organization and helps you roll up records and reports to the appropriate unit.
For details about business accounts, person accounts, and the relationships that connect people and organizations, see Model Households, Groups, and Organizations.
Model Your Campus Facilities
Model your institution's physical facilities so you can assign space-specific uses and manage reservations and schedules.
Here’s a summary of facilities-related objects:
- Location: Represents information about the location of your institution's facility.
- Location Use: Represents information about the general purpose of the location.
- Associated Location: Represents a link between an account and a location in Education. Use this object to connect one or more locations to one or more accounts.
Here’s a sample representation of locations.
This example shows a student schedule that uses data from the entire model.
Create a Campus Model
Define your institution's facilities and how they are used.
Create a Location
- From the App Launcher, find and select Locations.
- Click New.
- Enter a name, and specify the type of location.
- Enter other relevant information, and save your changes.
Define Location Use
- From Setup, in the Quick Find box, find and select Location Use.
- Click New Location Use.
- Enter a name and select the location type.
- Enter other relevant information, and save your changes.
Define Associated Location
- Add the Associated Location related list to the Account and Location page layouts.
- From the Account or Location record page, click Related.
- In the Associated Locations related list, click New.
- Enter the required information, and save your changes.