--- schema_version: "1" id: eeb6f216f6b9c6f7d6b640afab124c9d09fe03b6f77b33095a2ae871542b4642 title: Course Connection collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/k12_course_connection.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.k12_course_connection.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: d56775cca33ce6876d01cf54df8dc7240d6cbb0ea0b183ff2b7ddbd1ffa70ed6 description: Course Connection represents a relationship between a Contact, such as a student or faculty member, and a Course Offering. products: - Education release: "264" --- # Course Connection Course Connection represents a relationship between a Contact, such as a student or faculty member, and a Course Offering. - **[Sample Uses for Course Connection](https://help.salesforce.com/s/articleView?id=sfdo.k12_course_connection.htm&release=264.0.0&type=5)** The Course Connection object is used similarly in both K-12 and higher education. - **[Course Connection Record Types](https://help.salesforce.com/s/articleView?id=sfdo.k12_course_connection.htm&release=264.0.0&type=5)** If your version of software doesn't include these record types, you can either run the installer or create them manually. - **[Configure Course Connection](https://help.salesforce.com/s/articleView?id=sfdo.k12_course_connection.htm&release=264.0.0&type=5)** Get ready to use the Course Connection object and keep it up to date. - **[Create a Course Connection Record](https://help.salesforce.com/s/articleView?id=sfdo.k12_course_connection.htm&release=264.0.0&type=5)** Before you create a Course Connection record, create the Contact and Course Offering records that are connected by the 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-k12_architecture_kit-264-0-0-production-enus/aa53d0d1-adc5-4af6-adb8-c34704f68202/images/icon_note.png) 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 ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-k12_architecture_kit-264-0-0-production-enus/aa53d0d1-adc5-4af6-adb8-c34704f68202/resources-product/images/setup.png), 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](https://help.salesforce.com/s/articleView?id=sfdo.k12_course_connection.htm&release=264.0.0&type=5 "The installer creates a Student record type and a Faculty record type for Course Connections, but you can also create your own 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-k12_architecture_kit-264-0-0-production-enus/aa53d0d1-adc5-4af6-adb8-c34704f68202/images/icon_note.png) 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](https://help.salesforce.com/s/articleView?id=sfdo.k12_course_connection.htm&release=264.0.0&type=5)** Consider these updates, depending on which version of K-12 Architecture Kit you originally installed. - **[Create Course Connection Record Types](https://help.salesforce.com/s/articleView?id=sfdo.k12_course_connection.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=sfdo.k12_course_connection.htm&release=264.0.0&type=5)** After verifying that you have student and faculty record types, you're ready to enable Course Connections. - **[Set Record Types for Course Connections](https://help.salesforce.com/s/articleView?id=sfdo.k12_course_connection.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=sfdo.k12_course_connection.htm&release=264.0.0&type=5)** 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. ### Keep Up with Course Connection Updates Consider these updates, depending on which version of K-12 Architecture Kit you originally installed.
If installed Before Version Configuration Task
1.22

  • Add these fields to your page layouts, as needed.

    • Credentialing Identifier

    • Verification Status

    • Verification Status Date

    • Display Grade

  • Add these picklist values to the Status picklist.

    • In Progress

    • Completed

    • Enrolled

    • Failed

    • On Hold

    • Withdrew

    • Audited

For more information, see Add Custom Fields and Picklist Values.
### 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-k12_architecture_kit-264-0-0-production-enus/aa53d0d1-adc5-4af6-adb8-c34704f68202/images/icon_note.png) 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](https://help.salesforce.com/s/articleView?id=sfdo.k12_course_connection.htm&release=264.0.0&type=5 "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.")). To access the management settings for Course Connection record types: 1. Click ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-k12_architecture_kit-264-0-0-production-enus/aa53d0d1-adc5-4af6-adb8-c34704f68202/resources-product/images/setup.png), 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](https://help.salesforce.com/apex/htviewhelpdoc?id=creating_record_types.htm&language=en_US) in Salesforce Help. ### Enable Course Connections After verifying that you have student and faculty record types, you're ready to enable Course Connections. 1. In EDA Settings, select **Course Connection Record Types**. 2. If Course Connection Record Types isn't enabled, click **Edit**, turn it on, and click **Save**. ### 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. 1. In EDA Settings, select **Course Connection Record Types**. 2. Click **Edit**. 3. In Default Student Record Type, select **Student** or a custom record type of your choosing. 4. In Default Faculty Record Type, select **Faculty** or a custom record type. 5. Save your changes. ### 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. 1. In EDA Settings, select **Legacy Course Enrollment Data**. 2. Click **Update**. 3. In the confirmation window, click **Update**. ## 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-k12_architecture_kit-264-0-0-production-enus/aa53d0d1-adc5-4af6-adb8-c34704f68202/images/icon_tip.png) 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-k12_architecture_kit-264-0-0-production-enus/aa53d0d1-adc5-4af6-adb8-c34704f68202/images/icon_note.png) 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.