Set Up the Student Success App

Configure Student Success in Education Cloud to provide proactive and personalized support to learners across academics, financial aid, careers, and life goals.

1. From Setup, in the Quick Find box, enter Set Up Education Cloud, and then select Set Up Education Cloud.
2. Under Set Up the Student Success App, turn on Student Success. If prompted to confirm, click Turn On.
   

   Note When enabled:

   • The Student Success app is available from the App Launcher.
   • Configuration settings for the Timeline component are available. To use Timeline, enable it.
   • Picklist values for Education Cloud are available for fields on objects case and program management objects.
3. Create a support process.
   1. From Setup, in the Quick Find box, enter Support Processes, and then select Support Processes.
   2. Click New.
   3. For Existing Support Process, select Master.
   4. Enter a support process name. For example, enter Student Advising.
   5. Optionally, enter a description for the support process.
   6. Save your work.
   7. Leave Case Status as is, and then click Save.
4. Create case record types for learner advising.
   1. From Setup, in the Quick Find box, enter Set Up Education Cloud, and then select Set Up Education Cloud.
   2. Under Create Advising Case Record Types, click Create Case Record Types.
   3. In Object Manager, on the Record Types page for Case, click New.
   4. For Existing Record Type, select Master.
   5. Enter a record type label and then press Tab to automatically populate the record type name.. For example, enter Health.
   6. For Support Process, select Student Advising.
   7. Optionally, provide a description for the record type.
   8. Select Active.
   9. Select profile permissions, and then click Next.
   10. Save your work.
5. Create success teams for learners.
   1. From Setup, in the Quick Find box, enter Set Up Education Cloud, and then select Set Up Education Cloud.
   2. Under Set Up Success Teams, click Set Up Success Teams.
   3. On the Success Teams page, click New.
   4. Enter a name for the success team.
   5. Select the case record type.
   6. Select a case team.
   7. Provide any other details, and then save your changes.
6. Enable care plans for learners.
   1. From Setup, in the Quick Find box, enter Set Up Education Cloud, and then select Set Up Education Cloud.
   2. Under Set Up Care Plans, click Enable Care Plans.
   3. On the Care Plan Settings page, turn on care plans.
7. Enable Salesforce Scheduler.
   1. From Setup, in the Quick Find box, enter Set Up Education Cloud, and then select Set Up Education Cloud.
   2. Under Set Up Salesforce Scheduler, click Set Up Salesforce Scheduler. See Enable Salesforce Scheduler for Education Cloud.