---
schema_version: "1"
id: 309aae890ae05f8fa3986727387ee67ef24984598d956de99071725515a40f05
title: Education History
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/k12_education_history.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.k12_education_history.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: abef54d7f950dd82c8bfc7b3e943d7378d360118c092bb053e78bbd8c7a75198
description: Education History stores information about a Contact's education history and related data.
products:
  - Education
release: "264"
---
# Education History

Education History stores information about a Contact's education history and related data.

- **[Sample Uses for Education History](https://help.salesforce.com/s/articleView?id=sfdo.k12_education_history.htm&release=264.0.0&type=5)**  
    Understanding a student's previous educational experience plays an important role in the recruiting and admissions process, but also has other uses.
- **[Configure Education History](https://help.salesforce.com/s/articleView?id=sfdo.k12_education_history.htm&release=264.0.0&type=5)**  
    Consider these updates, depending on which version of K-12 Architecture Kit you originally installed.
- **[Create an Education History Record](https://help.salesforce.com/s/articleView?id=sfdo.k12_education_history.htm&release=264.0.0&type=5)**  
    Create an education history record from the Education History object or from the Education Histories related list on a contact record.

## Sample Uses for Education History

Understanding a student's previous educational experience plays an important role in the recruiting and admissions process, but also has other uses.

- University—Track alumni historical data for targeted mentorship or donation programs.
- K-12—Track the time a student’s spent at other schools.
- Any educational institution—Track a student’s educational history to help guide their educational decisions.

## Configure Education History

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
          <colgroup>
            <col style="width:50%">
            <col style="width:50%">
          </colgroup>
          <thead class="slds-text-title_caps ">
            <tr class="">
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d9365e134">If Installed Before Version</th>
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d9365e137">Configuration Task</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="If Installed Before Version" class="slds-cell-wrap" style="vertical-align:top;" headers="d9365e134 ">
                <span id="configure_education_history__ph-1-118"><a name="configure_education_history__ph-1-118"><!-- --></a>1.118</span>
                <span id="configure_education_history__ph-1-22"><a name="configure_education_history__ph-1-22"><!-- --></a>1.22</span>
              </td>

              <td data-label="Configuration Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d9365e137 ">
                <p>For more information, see <a href="https://help.salesforce.com/s/articleview?id=sfdo.eda_add_custom_picklist_values.htm" target="_blank">Add Custom Fields and Picklist Values</a>.</p>
                <ul>
                  <li>
                    <p>Add these fields to your page layouts, as needed.</p>
                    <ul>
                      <li>
                        <p>Academic Certification</p>
                      </li>

                      <li>
                        <p>Credentialing Identifier</p>
                      </li>

                      <li>
                        <p>Credits Earned</p>
                      </li>

                      <li>
                        <p>Status</p>
                      </li>

                      <li>
                        <p>Verification Status</p>
                      </li>

                      <li>
                        <p>Verification Status Date</p>
                      </li>

                    </ul>

                  </li>

                </ul>
              </td>

            </tr>
            <tr class="">
              <td data-label="If Installed Before Version" class="slds-cell-wrap" style="vertical-align:top;" headers="d9365e134 ">
                <span id="configure_education_history__ph-4538"><a name="configure_education_history__ph-4538"><!-- --></a>1.103</span>
                <span id="configure_education_history__ph-4035"><a name="configure_education_history__ph-4035"><!-- --></a>1.17</span>
              </td>

              <td data-label="Configuration Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d9365e137 ">
                <ul>
                  <li>Add the Education History related list to your Contact page layouts.</li>

                  <li>
                    <p>Add these fields to your page layouts, as needed.</p>
                    <ul>
                      <li>
                        <p>Account layout: School Code</p>
                      </li>

                      <li>
                        <p>Application layout: Initial Creation Date</p>
                      </li>

                    </ul>

                  </li>

                </ul>
                <p style="margin-bottom:0;">Learn about updating page layouts in <a href="https://help.salesforce.com/s/articleview?id=sfdo.eda_display_cust_obj_post_rel.htm" target="_blank">Display a New Custom Object After a Product Release</a>.</p>
              </td>

            </tr>
            <tr class="">
              <td data-label="If Installed Before Version" class="slds-cell-wrap" style="vertical-align:top;" headers="d9365e134 ">
                <span id="configure_education_history__ph-266"><a name="configure_education_history__ph-266"><!-- --></a>1.18</span>
              </td>

              <td data-label="Configuration Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d9365e137 ">
                <p>
                  <strong>Page Layouts:</strong>
                </p>
                <ul>
                  <li>
                    <p>Add the Education History related list to the K12 Kit Student Layout and the K12 Kit Educational Institution Layout. Include the following fields, sorted by Start Date, Descending: Education History Name, Education Institution Account, Start Date, End Date</p>
                  </li>

                  <li>
                    <p>Create a K12 Kit Education History Layout with this configuration:</p>
                    <ul>
                      <li>
                        <p>Fields: Education History Name, Educational Institution Account, Educational Institution Name, Contact, School Enrollment Status, Details, GPA, Class Rank, Class Size, and Degree Earned</p>
                      </li>

                      <li>
                        <p>Section: Additional Enrollment Information with these fields: Start Date, End Date, Start Reason, and End Reason</p>
                      </li>

                      <li>
                        <p>Related lists: Grade Enrollments (Grade Enrollment Name, Grade Level, Status, Start Date, End Date) and Notes &amp; Attachments</p>
                      </li>

                      <li>
                        <p>Quick Action buttons: Edit, NewNote, NewCase, PrintableView, Change Owner, Clone, and Delete</p>
                      </li>

                    </ul>

                  </li>

                </ul>
                <p style="margin-bottom:0;"> Learn about updating page layouts in<a href="https://help.salesforce.com/s/articleview?id=sfdo.eda_display_cust_obj_post_rel.htm" target="_blank"> Display a New Custom Object After a Product Release</a>.</p>
              </td>

            </tr>
            <tr class="">
              <td data-label="If Installed Before Version" class="slds-cell-wrap" style="vertical-align:top;" headers="d9365e134 ">&nbsp;</td>

              <td data-label="Configuration Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d9365e137 "><strong>Compact Layouts:</strong> Create a K12 Education History Compact Layout and add the Education History Name, Educational Institution Account, Contact, School Enrollment Status, Start Date, and End Date fields.</td>

            </tr>
            <tr class="">
              <td data-label="If Installed Before Version" class="slds-cell-wrap" style="vertical-align:top;" headers="d9365e134 ">&nbsp;</td>

              <td data-label="Configuration Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d9365e137 "><strong>Search Layout:</strong> Edit Default Layout for Education History to include the Education History Name, Educational Institution Account, Contact, Start Date, Start Reason, End Date, and End Reason fields, as needed.</td>

            </tr>
            <tr class="">
              <td data-label="If Installed Before Version" class="slds-cell-wrap" style="vertical-align:top;" headers="d9365e134 ">&nbsp;</td>

              <td data-label="Configuration Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d9365e137 ">
                <p><strong>List View:</strong> Create a K-12 All Education Histories list view.</p>
                <ul>
                  <li>
                    <p>Sharing Settings: All users can see this list view</p>
                  </li>
                  <li>
                    <p>Filter by Owner: All education history</p>
                  </li>
                  <li>
                    <p>Select Fields to Display: Education History Name, Educational Institution Account, Contact, Start Date, Start Reason, End Date, and End Reason</p>
                  </li>
                </ul>
                <p style="margin-bottom:0;">See ​​<a href="https://help.salesforce.com/articleview?id=customviews_lex.htm&amp;type=5" target="_blank">Create or Clone a List View</a>.</p>
              </td>

            </tr>
          </tbody>
        </table>

## Create an Education History Record

Create an education history record from the Education History object or from the Education Histories related list on a contact record.

Before you create an Education History record, you must first have a Contact to relate the record to.

1. If the Contact record has an Education History related list, click **New** in the related list. If not, from the App Launcher, find and select Education History, and click **New**.
2. In the Educational Institution Account field, select an existing Account or click **New Account**.
3. Enter all relevant details.
4. Click **Save**. Or click **Save & New** to create another Education History record.