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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.
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.
Go to the Student Success Hub higher ed installer page.
Log in to the correct Salesforce org.
Wait for the installer to retrieve information about the org.
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.
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.
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 |
Set Up the Installation Manager
The Installation Manager on the SSH Settings page lets you deploy optional, unmanaged metadata to your org. Make sure that you, as an admin, have access to it.
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From Setup, in the Quick Find box, enter Profiles and select Profiles.
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Select System Administrator.
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Click System Permissions and then click Edit.
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Select Customize Application and save your changes.
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Next to System Permissions, click
and select Apex Class Access. -
Click Edit and add these Apex Classes to the list of Enabled Apex Classes.
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sfal.InstallerAuthorizationController
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sfal.InstallerTypeSelectionController
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sfal.SalSettingsController
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Save your changes.
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From Setup, in the Quick Find box, search for and then select Remote Site Settings.
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Next to Tubular, click Edit.
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Select Active and save your changes.
For more information about the Installation Manager, see Add Metadata to Your Student Success Hub Org.
