Keep Student Success Hub Up-to-Date

Student Success Alerts

Note This feature is available with the installation of the Student Success Alerts managed package. You'll find this managed package on the SSH installation page.

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.

Before You Install Student Success Alerts

To use Student Success Alerts, you need an appropriate license. Users who have a Salesforce Platform (CRM) license, won’t need another SSH license to use SSA. For users who don’t have read and write access to SSH, (likely faculty or teaching support staff) you can give them a courtesy Identity license that will provide the access necessary to use SSA. To add Identity licenses to your SSA users, contact your Account Executive (AE).

All users also need Student Success Alerts Managed Package and Student Success Alerts Slack App permission set licenses (PSLs) and the Student Success Alerts permission set to use SSA. Work with your AE to get these two permission set licenses. The Student Success Alerts permission set is delivered with the latest managed package release.

Install and Set Up SSA

1. Connect Slack to Salesforce and add SSA.

2. Add the permission set licenses to users.

3. Add SSA permission set to users.

4. Invite users to the SSA app.

5. Create a Contact record for staff users

6. Create student Contact records.

7. Route alerts to support staff.

Note Read Set Up Student Success Alerts for step-by-step setup instructions.

If you want to use Student Success Alerts, then you need to activate the Summer ‘22 release. If you don’t activate the Summer ‘22 release, Salesforce automatically activates it for you on the day of the next major push release (Winter ‘23).

Calendar Sync

Support staff and admins can now sync their Student Success Hub (SSH) appointments with their Microsoft® or Google™ work calendars using Salesforce calendar sync tools.

To set up calendar sync using Einstein Activity Capture:

1. Enable Einstein Activity Capture.

2. Enable Don’t attach ICS file for organizer in custom SSH Hierarchy settings.

3. Users Connect their Google or Microsoft calendars to SSH.

   

   Note Read Set Up SSH to Sync with Work Calendars for step-by-step setup instructions.

If you want to use calendar sync, then you need to activate the Summer ‘22 release. If you don’t activate the Summer ‘22 release, Salesforce automatically activates it for you on the day of the next major push release (Winter ‘23).

Set Up the Redesigned Scheduling Wizard

Note This is a Winter '22 release feature.

In Student Success Hub higher ed orgs, the redesigned SSH Scheduling Wizard component makes it easier for students to schedule appointments with support staff. The new component replaces the previous component, which is now deprecated and renamed Deprecated - SSH Scheduling Wizard.

To set up the new component:

1. Place the SSH Scheduling Wizard component on a new page on your student portal. In the component properties panel, specify the API name of the page where you show upcoming appointments (the SSH Appointment Scheduler Component). This page opens when a student successfully schedules an appointment using the wizard. To find the API name of a portal page, in Experience Builder, select the page in the Pages menu, click , and look in the API Name field.

2. On existing portal pages that use or call the Scheduling Wizard, specify the API name of the page that you created with the new Scheduling Wizard component. For example, on your User Profile page, select the SSH User Profile Schedule Button component and enter the Scheduling Wizard Site Page API Name.

3. On your student profile, add Apex access to sfal.SchedulingWizardController and sfal.SchedulingWizardModel.

If the Winter '22 release is activated and you haven't completed these steps, then when a student clicks Schedule an Appointment, the new wizard displays in a window. When the student successfully schedules an appointment using the new component in the window, the appointment confirmation card doesn't include the View Upcoming Appointments button. So students can still schedule appointments, but they won't benefit from the full functionality of the new component.

For more information about the wizard, see Student Portal Components.

Set up Alert Mass Actions

Note This is a Winter '22 release feature.

Support staff can use mass actions to create multiple Cases or Success Plans for multiple students from selected Alerts.

To make the new Alert mass action buttons available to your staff:

1. Give support staff access to an Apex class that the buttons use, sfal.CasesFromAlertsController. For instructions, see Assign Apex Class Access to the K-12 Support Staff Profile or Assign Apex Class Access to the Higher Ed Support Staff Profile.

2. Confirm that support staff have the necessary field-level security permissions for Alerts and Cases. For details, see Configure K-12 Support Staff Permissions or Configure Higher Ed Support Staff Permissions.

3. Add the buttons to Alerts list views and to related lists on the Student Record Case page. For instructions, see Set Up Mass Actions for Alerts.

If you set up mass actions for Alerts but don't activate the Winter '22 release, then support staff will see the Create Case and Apply Success Plan buttons on Alerts list views and on the Alerts related lists on the Student Record Case page, but the buttons won't work.

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. From Setup:

1. Edit the System Administrator profile, click System Permissions, then select Customize Application.

2. Edit the System Administrator profile, click Apex Class Access, then add sfal.InstallerAuthorizationController, sfal.InstallerTypeSelectionController, and sfal.SalSettingsController to the list of Enabled Apex Classes.

3. Search for and then select Remote Site Settings. Click Edit for the Tubular remote site, select Active, and save your changes.

For more information about the Installation Manager, see Add Metadata to Your Student Success Hub Org.

Activate the Release

When you are ready to activate the release in your sandbox environment, perform these steps:

Important Set up gated features and activate the current release before the next major release. When we push the next major release to Sandbox, we activate the current release on all sandboxes that are still on the previous release.

1. In the Student Success Hub app, go to the SSH Settings page.

2. On the Release Manager tab, click Activate Current Release.

3. Verify that everything works as expected in the sandbox.

4. Repeat the setup tasks and activate the release in production.