Creating Academic Calendars (Terms and Sessions)

When setting up Academic Calendars, an Academic Term must be created first. An Academic Term is a container for sessions and their academic dates.

To create an academic term:

  1. From within Salesforce, click the Academic Calendars  tab. If you do not have an Academic Calendars  tab, click the + tab and then click the Academic Calendars link. The Academic Calendars Home page is displayed.
  2. Click the New button.
  3. Select “Term” from the Record Type of new record drop-down.
  4. Click the Continue button.
  5. Populate the following fields:
    • Name
    • Start Date
    • End Date
    • Other fields as you wish
  6. Set the Status to "Active" or "Draft" depending if the session is now active.
  7. Click the Save button.

Term.png

Once a Term is created, sessions can then be created within that Term.

To create sessions within the term:

  1. Navigate to an Academic Calendar Term record that you will like to associate the session with.
  2. In the Session & Academic Dates related list, click the New Academic Calendar button.
  3. Select “Session” from the Record Type of new record drop-down.
  4. Click the Continue button.
  5. Populate the following fields:
    • Term (This should automatically be populated if you are creating the session from the term record)
    • Name
    • Start Date
    • End Date
    • Other fields as you wish
  6. Set the Status to "Active" or "Draft" depending if the session is now active.
  7. click the Save button.

Note: Session must start and end between the start and end dates of the associated Term.

Session.png

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