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  • FAQ: Student Management

Contact Record Management with Different Personas

Maintaining Staff and Student as the same and/or separate Contacts

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Table of Contents

Staff-Student Persona Student-Alumni Persona

Staff-Student Persona

It is common for an institution to have its students become staff members, and vice versa.

RIO recommends keeping different personas as a separate Contact for the following reasons:

  • Salesforce maintains a one-to-one Contact-User (Profile, License) relationship.
  • User profile determines the permission or access to Salesforce / RIO components.
  • Components access / visibility is based on Student/Faculty profile, e.g. Community, Page layout visibility.
  • Clean cut process between managing a Staff-User who left, and a Student-User who is still studying


If there is a need to identify a Staff who is also a Student, a lookup field can be created to maintain the relationship.


Student-Alumni Persona

Contact Record Types can be created, as RIO system has no restriction to it. See details here.

In the event if the institution has a direction to create record types of Student and Alumni, the following should be considered.

  • A Contact record doesn't necessarily generalise as a Student or Alumni record type, as there are returning students who are also alumni from previous Program Enrollments.


RIO recommends to track a Student record type and identify Alumni through a flag.



contact personas record management

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