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Set Up Success Teams

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Set Up Success Teams

Configure case team objects, create success team records, and assign support staff to learner advising cases.

Required Editions

Editions Needed
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed
To set up success teams: Education Cloud Full Access

To set up success teams, configure Salesforce case team objects, create success team records, and assign support staff to learner advising cases.

  1. Define case team roles to specify the type of support staff and their level of access to advising case data.
  2. Create predefined case teams that group staff members and their roles into reusable teams.
  3. Create success team records and configure appointment scheduling availability by using Manage Appointments.
  4. Map unassigned predefined case teams to success team records to define which staff members are available for appointment scheduling.
  5. Assign success teams to learner advising cases. Use flow templates to automate case creation and team assignment at scale, or assign teams manually on a learner's Student Record Case.
    See ..
 
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