--- schema_version: "1" id: 09597541d99798a418fe408b56e36f3f370f710debd1c83824f8746d3a75364d title: Account collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/eda_account.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.eda_account.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 6edef5c49a543724359bf9c456ed375076a8865b967ac4648988c1e60459b07c description: An Account represents either an organizational entity affiliated with a Contact or a container Account for a Contact. products: - Education release: "264" --- # Account An Account represents either an organizational entity affiliated with a Contact or a container Account for a Contact. - **[Sample Uses for Account](https://help.salesforce.com/s/articleView?id=sfdo.eda_account.htm&release=264.0.0&type=5)** Account is a standard Salesforce object, augmented with education-specific fields and record types. It can look quite different depending on how it's used. - **[Account Record Types](https://help.salesforce.com/s/articleView?id=sfdo.eda_account.htm&release=264.0.0&type=5)** Learn which container Account record types come preconfigured. - **[Configure Account](https://help.salesforce.com/s/articleView?id=sfdo.eda_account.htm&release=264.0.0&type=5)** Set up Account data for your educational institution and learn about the steps required to maintain the data. - **[Create Account Records](https://help.salesforce.com/s/articleView?id=sfdo.eda_account.htm&release=264.0.0&type=5)** Understand when to let Education Data Architecture create Account records automatically, and when and how to create Account records manually. - **[Things to Know About Maintaining Account Data](https://help.salesforce.com/s/articleView?id=sfdo.eda_account.htm&release=264.0.0&type=5)** Review considerations for how to maintain Account data for your educational institution. ## Sample Uses for Account Account is a standard Salesforce object, augmented with education-specific fields and record types. It can look quite different depending on how it's used. - An _affiliated Account_ represents an organizational entity that a Contact is affiliated with, such as a department or an academic program that it administers, a sports team, or a business that partners with your institution. - A _container Account_ is either a _Household Account_ that contains a group of Contacts, or an _Administrative Account_ that contains just a single Contact. Here are some common ways to use affiliated Accounts. - University—Track academic departments, athletics programs, student-led campus organizations, technology transfer offices, and alumni associations. Track the degree programs that your undergraduate, graduate, or continuing education programs administer. - K-12—Within a school, track departments, programs, parent teacher associations, and organizational partners. Within a district, track your member schools, district departments, and agency partners. - Any educational institution—Track the entities that keep your institution thriving, from administrative departments to facilities and plant operations. ## Account Record Types Learn which container Account record types come preconfigured. - **Administrative—**An Account-level representation of a Contact (generally a student), in a 1-to-1 relationship. An Administrative Account contains one and only one Contact. - **Household Account—**A household that a student Contact belongs to. Household Accounts typically contain multiple Contacts besides the student. These affiliated Account record types come preconfigured. - **University Department—**A department that administers an academic program (such as the Sociology Department) or an administrative program (such as the Office of the Registrar). - **Academic Program—**In higher ed, a degree- or credential-granting program such as a B.S. in Biology or J.D. degree. In primary and secondary education, an academic, student support, or recreational program, such as an extended day program or an after school club. - **Business Organization—**An organization that partners with your institution, such as a vendor, internship sponsor, or organization in the private, nonprofit, and public sectors. - **Educational Institution—**An entity such as your entire institution or individual schools within it, such as a College of Letters and Science at a university, or Valley Elementary School within the Valley School District. - **Sports Organization—**A sports organization, like the Women’s Soccer Team or the Intramural Coed Hockey League. If your implementation requires other record types or page layouts, feel free to create them. For example, a university can create unique record types for Undergraduate Program and Graduate Program, or a page layout for a University Department Account. A K-12 school can create a record type for College Prep Program, or a layout for an Academic Department Account. ## Configure Account Set up Account data for your educational institution and learn about the steps required to maintain the data. - **[Initial Configuration for Account](https://help.salesforce.com/s/articleView?id=sfdo.eda_account.htm&release=264.0.0&type=5)** It's essential to understand how to manage Account data and configure related settings. Review these resources to make sure you have the full picture. - **[Keep Up with Account Updates](https://help.salesforce.com/s/articleView?id=sfdo.eda_account.htm&release=264.0.0&type=5)** Consider these updates, depending on which version of Education Data Architecture you originally installed. ### Initial Configuration for Account It's essential to understand how to manage Account data and configure related settings. Review these resources to make sure you have the full picture. - [Configure Account Model Settings](https://help.salesforce.com/s/articleview?id=sfdo.eda_configure_account_model_settings.htm) - [Customize Administrative and Household Account Names](https://help.salesforce.com/s/articleview?id=sfdo.eda_configure_addresses.htm) - [Configure Address Settings](https://help.salesforce.com/s/articleview?id=sfdo.eda_configure_addresses.htm) - [Configure Affiliations Settings](https://help.salesforce.com/s/articleview?id=sfdo.eda_configure_affiliations_settings.htm) - Various Table-Driven Trigger Management (TDTM) rules control the creation, update, and deletion of Account records and related records. Review the classes affecting the Account object in [Apex Class Descriptions for EDA](https://help.salesforce.com/s/articleview?id=sfdo.eda_apex_class_descriptions.htm). ### Keep Up with Account Updates Consider these updates, depending on which version of Education Data Architecture you originally installed. ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_data_architecture-264-0-0-production-enus/6bcf23e4-1d0f-4cd5-8405-b8e231f03ed0/images/icon_tip.png) Tip As with all objects, verify and customize the security settings, navigation, and layouts for Contact, as needed. Follow the general instructions in [Display a New Custom Object After a Product Release](https://help.salesforce.com/s/articleview?id=sfdo.eda_display_cust_obj_post_rel.htm), keeping in mind that you're editing settings for a standard object rather than a custom object.
If Installed Before Version Configuration Task
1.118

  • Add the following fields to your Account page layouts, as needed.

    • Billing Address Inactive

    • Credentialing Email

  • Create a custom field for Credentialing Identifier and add it to your page layouts, as needed. See Model Certifications and Credentials.

For more information, see Add Custom Fields and Picklist Values.

1.103

Add the School Code field to your Account page layouts, if needed.
1.101

Add these Mailing County fields to your Account page layouts, as needed.

  • BillingCounty

  • Shipping County

1.74

Add the Time Block related list to your Account page layouts, if needed.
1.57 Create a separate page layout for the Academic Program Account record type. You can include the Program Plans related list on this without affecting other Account layouts.
## Create Account Records Understand when to let Education Data Architecture create Account records automatically, and when and how to create Account records manually. - **[Know When to Let Salesforce Create Container Accounts Automatically](https://help.salesforce.com/s/articleView?id=sfdo.eda_account.htm&release=264.0.0&type=5)** The best way to create Administrative or Household Account records—whichever your default account model specifies—is to let Education Data Architecture automatically create the Account record for you, when you save a new, independent Contact record. Doing so helps maintain the precise relationship between a container Account and its associated Contact by ensuring that: - **[Create a Container Account Manually](https://help.salesforce.com/s/articleView?id=sfdo.eda_account.htm&release=264.0.0&type=5)** When you need a container Account that's a different type than the type specified by your default account model, we recommend that you not let us create it automatically. Instead, create the Account record yourself, and then create its associated Contact record. - **[Create Affiliated Account Records](https://help.salesforce.com/s/articleView?id=sfdo.eda_account.htm&release=264.0.0&type=5)** Create affiliated Account records to represent all of the departments, programs, and institutional entities that make up your campus. Typically, you create these multiple Account records when you start implementing Education Data Architecture. Later on, if while creating a Contact record you find that the person is affiliated with an entity that doesn't have an Account record yet, you can then create the Account on the spot. ### Know When to Let Salesforce Create Container Accounts Automatically The best way to create Administrative or Household Account records—whichever your default account model specifies—is to let Education Data Architecture automatically create the Account record for you, when you save a new, independent Contact record. Doing so helps maintain the precise relationship between a container Account and its associated Contact by ensuring that: - The correct type of container Account is created, consistent with your institution's default account model. - The container Account is named appropriately, consistent with your institution's account naming conventions. - The container Account is synced appropriately with its Contact, both upon creation and upon future updates to either the Contact or its Account. For details about the Account record being created with the Contact record, see [Create a Contact Record](https://help.salesforce.com/s/articleview?id=sfdo.eda_contact.htm). ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_data_architecture-264-0-0-production-enus/6bcf23e4-1d0f-4cd5-8405-b8e231f03ed0/images/icon_tip.png) Tip If you’re integrating data from a Student Information System, course catalog, or other external system, learn about the automation that affects imported Account data and our [Recommended Data Import Sequence for EDA](https://help.salesforce.com/s/articleview?id=sfdo.eda_data-import-sequence.htm) . ### Create a Container Account Manually When you need a container Account that's a different type than the type specified by your default account model, we recommend that you not let us create it automatically. Instead, create the Account record yourself, and then create its associated Contact record. 1. Go to the Accounts tab. ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_data_architecture-264-0-0-production-enus/6bcf23e4-1d0f-4cd5-8405-b8e231f03ed0/images/icon_tip.png) Tip Make sure that the container Account record doesn't already exist. 2. Click **New** 3. Select a record type and click **Next**. 4. Enter relevant details. 5. Click **Save**. ### Create Affiliated Account Records Create affiliated Account records to represent all of the departments, programs, and institutional entities that make up your campus. Typically, you create these multiple Account records when you start implementing Education Data Architecture. Later on, if while creating a Contact record you find that the person is affiliated with an entity that doesn't have an Account record yet, you can then create the Account on the spot. 1. Click the Accounts tab and click **New**. 2. Select a record type matching the type of Account entity you're creating, and click **Next**. 3. Enter relevant details. Fill in the Parent Account field if you're creating an Account that belongs under another Account, as part of an Account hierarchy. For example, an Account representing the school is often the parent of a department, or a specific department is often the parent of an Academic Program. 4. Click **Save**. ## Things to Know About Maintaining Account Data Review considerations for how to maintain Account data for your educational institution. Account and Contact data are tightly coupled. Updating data for a Contact that has a container Account, such as recording a name change or change of household, can trigger automatic changes to the name of the Contact's container Account. The specifics depend on your org's configuration. For details, see [Customize Administrative and Household Account Names](https://help.salesforce.com/s/articleview?id=sfdo.eda_custom_admin_and_hh_account_names.htm).