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Both PosiEd and Salesforce Education Cloud are designed with one primary purpose in mind, : to put the student first and foremost.

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The second step is to create Person Account records for their family and carer contacts. These can be associated with the student contact via Contact/Contact Relationships.  Review how relationships are to be optimally configured. How the cascading of contact details will work and how data import of these relationships can occur?

Billing Account

A Billing Account record should then be established. This is an account of type Billing Account and this is the level at which all billing for one or more students to a single bill payer is made. It is also the point at which contract associations, etc., are made.

Once the Billing Account record has been created, link the Student Account record link to the Billing Account. [Under Development]

Academic Term Enrollments

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These associations also provide better reporting such as generating the Program Term Application Timeline (PTAT) reports.  Note review this.

These Account records need to be set up prior to establishing Student Records  and Academic Term Enrollments.

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