Student Success Hub Documentation

Streamline your educational services and support students on their academic journey. Automate communications, delivery advising experiences, and help students achieve their goals.

• Learn About Student Success Hub
  Create connected support processes. Configure standard Salesforce elements such as list views or page layouts to help your staff be more efficient. Your staff can then focus on building better relationships with your students and boosting student success.
• Install Student Success Hub
  Complete the prerequisites and install the package that best suits the needs of your educational institution.
• Security for Student Success Hub
  Student Success Hub provides a flexible approach to security that uses standard Salesforce profiles, permission sets, and sharing settings. This approach lets you expose different data sets to different groups of users. For example, staff and admins typically have more permissions than students.
• Manage Student Success Hub Data
  Set up data to represent faculty, staff, and students at your institution.
• Student Success Hub Email
  Set up emails to streamline communications between staff and students.
• Student Success Hub App
  The Student Success Hub app consolidates the many data layers that you access every day. Whether tracking progress on a Success Plan, viewing and acting on Alerts, or documenting decisions and next steps in your Notes, Student Success Hub helps to keep you organized and on task.
• Student Success Hub Support Models
  Understand how Student Success Hub helps you support students. Success Teams focus on making students successful, while Support Pools focus on specific subjects. And queues help you manage appointments efficiently when students want to connect with your staff.
• Student Success Hub Appointments
  Take advantage of flexible solutions for managing appointments, such as check-ins and queue management. And configure channels that cater to your institution’s needs, including walk-in and group appointments, and in-person and virtual advising sessions. Student Success Hub makes it easy for both staff and learners to manage their time and reach their goals.
• Student Success Hub Portals
  Set up an Experience Cloud site that students access to manage their tasks and connect with staff. Customize it to suit the needs of your institution and your students, such as by adding Lightning components or configuring email templates.
• Student Success Hub Notes
  Stay on top of your students’ goals and progress by creating, managing, and sharing notes related to student Cases.
• Student Success Hub Alerts
  Student Success Alerts (SSA) allows support staff (like faculty members or teaching assistants) to raise concerns about students in Slack. The SSA Slack app is integrated with Student Success Hub (SSH). Support staff receive the alert in SSH so they can quickly intervene to help students get back on track.
• Student Success Hub Pathways
  Set up Pathways so that your students can easily access program information to ask questions and make informed decisions about degree or credential requirements at your institution.
• Student Success Hub Chatbot
  The Student Success Hub chatbot uses outbound messages, Process Builder, Omni-Channel, Einstein Bots, and flows. Set up these components to help students keep up with their tasks.
• Student Success Hub Reporting and Analytics
  Use the sample reports included with Student Success Hub and customize them to fit your needs. Learn how the Student Success Hub Tableau Accelerator helps your staff get actionable insights.
• Student Success Hub Surveys
  Set up surveys to understand your students’ experiences, distribute survey responses, and review and report on survey responses.
• Student Success Hub and Program Management Module
  Manage programs for groups of students such as for after-school enrichment activities or tutoring support programs.
• Student Success Hub Reference
  Review additional information for implementing Student Success Hub, such as custom configurations, troubleshooting tips, and version information.