We are working on HEDA model and would like to understand how its works. We have three open questions now in order to proceed further with this HEDA package -
1) While converting a Lead into a Contact, Opportunity and Account, does this HEDA Model creates a Affilication record automatically, by means of any trigger or anything, and show the affiliations with Account( Academic Program) under Contact records ?
2) We noticed that manual creation of opportunity is getting saved without even with a contact record and it also has the provision to create a new Administrative Account record.
3) Does Program Enrollment record is getting created automatically when a contact , affiliation record is getting created or only after opportunity is Closed -Won ? what are the prerequisite for creating Program Enrollment records and show it under Contact Related list.
Hi Tridib, I'm kind of having trouble understanding your questions, which may be why the response rate is less than wonderful.
#1 for instance-- That seems like you'd get that answer simply by creating a test lead and then hit the Convert Button. That will show you the answer to that question, no?
#2. Opportunity records need an ACCOUNT, not necessarily a contact. I'm not really sure what you mean by "it has the provision to create a new Administrative Account record." Opportunities in Salesforce must have accounts. Often, if you create an opportunity with a Contact, the system will give the opportunity that contact's account. Maybe that's what you're seeing? Hard to tell.
#3 - Sorry, that again I do not understand your question. My understanding of HEDA, and I'm kind of new to it, is that you create a contact/student, and then you go to the related list called Program Enrollment, and you click on new, and that is what starts you on a path to enroll that student into that program. However...Much of what I've learned about how HEDA works is by taking a test contact, and trying to fill up all the fields and objects and connections that that student might need. That gave me a sense of the structure.
There are two Trailhead modules that are able to help you. Also, there is documentation. https://powerofus.force.com/s/article/EDA-Documentation
Also, it's good to keep in mind that many of the North American folks who might be able to help you are between 10 and 13 hours earlier than you are. So when you are getting late at night, some of us are just getting up.
