The Student Account record is the core record on which other related records are added (for example, EnrolementEnrolment, Bookings, Placements).
The Typical fields on the student record holds the basic information about the student are - Name, Date of Birth, Gender, Address, Email and Phone for example.
Student records are created under the ‘Accounts’ area of the platform - this is to ensure that other applications or integrations can find the record in this standard area of the Salesforce Platform.
Schoolworks treats the Student Account as a Person Account and will automatically create and sync a Contact record in the background to ensure compatibility with other applications or integrations on the platform.
As much (or as little) information can be entered on record creation. Further information can be added later by updating the record.
Basic Steps
Navigate to Accounts and click ‘New’
Select Student Account Type
Update the required fields (* are compulsory)
Press SAVE
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