Install Student Success Hub for Higher Education

Learn how to install Student Success Hub for a higher ed org, including the core managed packages and required unmanaged metadata.

The installation includes the Student Success Hub (SSH), Education Data Architecture, and Pathways managed packages, which deliver core functionality, as well as required metadata.

Coordinate with your Salesforce Account Executive to make sure that you meet all the installation requirements.

• Install Student Success Hub
  Download the package to install Student Success Hub for higher ed.
• Additional Configuration
  After you install SSH, there's some configuration to do before you get started. To install the additional plans (such as Sample Support Reports and Dashboards or Sample Permission Sets), complete the following tasks.

Install Student Success Hub

Download the package to install Student Success Hub for higher ed.

Important

• We recommend that you execute all of the steps in the installer plans, including optional steps. Doing so reduces errors and ensures that you have all of the configurations in place for customizing your org. See Student Success Hub Higher Ed Installation Reference.

• If you originally installed Student Success Hub 2.20 or earlier and you want to add Pathways to your org, install Pathways separately. See Install the Pathways Package.

• We recommend that you install SSH in a new org that has no customizations. Installing SSH in an existing org can affect your custom metadata.

• Do not deploy Student Success Hub directly to a live production environment. Instead, deploy to a sandbox, customize configurations for your district and school, and then migrate to production.

1. Go to the Student Success Hub higher ed installer page.

2. Log in to the correct Salesforce org.

3. Wait for the installer to retrieve information about the org.

4. Click Base Plan - View Details.

   The base plan installs the core packages and metadata configurations for Student Success Hub higher ed orgs. See Student Success Hub Higher Ed Installation Reference.

5. Review the installation steps and then run the installation.

Additional Configuration

After you install SSH, there's some configuration to do before you get started. To install the additional plans (such as Sample Support Reports and Dashboards or Sample Permission Sets), complete the following tasks.

Create a Support Process

Build a process for handling your support cases. For instructions, see Create a Process for Managing Support Cases in Trailhead.

Create Custom Records

To manage the advising process, create record types on the Case and Event objects using the naming conventions in this table. For instructions, see Create Record Types in Trailhead.

Object	Custom Record Type	Naming Conventions
Case	Advisee Record	Label Name: Advisee Record Record Type Name: AdviseeRecord
Case	Advising Queue	Label Name: Advising Queue Record Type Name: AdvisingQueue
Event	Advising Event	Label Name: Advising Event Record Type Name: AdvisingEvent
Event	Advising Time	Label Name: Advising Time Record Type Name: AdvisingTime

Create a Custom Lightning App

Before you install sample permission sets, set up the Advisor Link custom application. See Create Lightning Apps.

Important Use these parameters when you enter the name for your application:

• App Name: Advisor Link

• Developer Name: AdvisorLink

Create Custom Fields

Before you install permission sets, add custom fields to these objects using the field names in this table. See Create Custom Fields.

Object	Field Label	Field Name
Case	Proxy Email	Proxy_Email
Case	Proxy Name	Proxy_Name
Contact	Student ID	Student_ID
Facility	Waiting Room Instructions	Waiting_Room_Instructions