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Education Cloud (EDC) offers a range of additional capabilities above and beyond the standard SalesCloud when used in combination with PosiEd.

Here are some handy resources:

  • Terms objects

  • Subject Offerings vs Course Offerings

  • Course Offering Participant vs Cohort Member

  • Employee object

  • Day Attendance Summary calculations scoping – use DPE

  • Reportcard Generation

Grade Levels and Enrolments

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Course Offering Participant versus Cohort Member

The Course Offering Participant Object from EDC links a student contact to a particular Course Offering e.g., Year 8 Math in 2024 the same record has an association with the Academic Term Enrollment objects. This allows you to see all students within a Course Offering and within a specific Academic Term.

What this object does not allow you to do, however, is to see which individual class i.e,cohort? A student is associated with this function is performed by the Cohort Member Object instead since the Cohort is the specific class e.g.,  Year 8 Math A.

This means that for each student, you need both a Course Offering Participant and a Cohort Member record. Cohort Member has  both a look up two Course Offering Participant to link the two together and an automation to automatically create a Course Offering Participant record and  link it whenever a Cohort Member record is created. This means you need only create a Cohort Member record to a student, so for a student and the Course Offering Participant record will automatically be created for you.

The beauty of this arrangement is that participation in a Course Offering is super now separate to participation in a single class. This means that if, for example, a student moves from 1 cohort to another, they can remain enrolled in the same Course Offering throughout this process since Academic Reporting Assessments are done at the course offering level. You can maintain a continuity of relationship throughout whatever cohort changes you need to make.

Note to Mike rename the EDC customization guide section.

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