Set Up Pathways

Pathways Release Information

Like Student Success Hub, Pathways is a managed package. Version 1.1 was released with Student Success Hub 2.21. Unless otherwise noted at the beginning of the task, all setup tasks are required regardless of the version of Student Success Hub you originally installed.

If you don't know which version you started with, see Keep Student Success Hub Up-to-Date.

Note The tasks required to set up Pathways are listed here in the order in which you should complete them. Some of the tasks are quite complex, so sometimes we link to other, standalone articles for detailed instructions.

Pathways Prerequisites

To use Pathways, umbrella Plan Requirements must specify either a Program Plan or a Parent Plan Requirement. In EDA Settings, verify that users can specify one or the other, but not both.

1. On the Education Cloud Settings tab, in Education Data Architecture, click Settings.

   

   Note If you don’t see the Education Cloud Settings tab, learn how to configure it in Education Cloud Settings in the EDA documentation.

2. In EDA Settings, verify that Plan Requirement Hierarchy is selected. If it's not, click Edit.

3. Select Plan Requirement Hierarchy.

4. Save your changes.

Install the Pathways Package

Install Pathways manually if you originally installed an earlier version of Student Success Hub.

Note The Pathways package installs automatically with Student Success Hub 2.21 and later.

1. Go to the Pathways installer page.

2. Log in to the correct Salesforce org.

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

4. Click Install.

   The installation may take a while. Check your email for confirmation that the installation was successful.

Set or Verify Object and Field Permissions for Pathways

Pathways requires access to these objects.

• Account

• Contact

• Course

• Course Bookmark

• Personal Program Plan

• Personal Program Plan Course

• Personal Program Plan Term

• Plan Requirement

• Program Enrollment

• Program Plan

• Term

For the required object and field permissions, see Configure Support Staff Permissions for Pathways, Configure Higher Ed Support Staff Permissions, and Configure Student Permissions.

Configure Sharing Settings for Pathways

For Pathways, we recommend modifying your default organization-wide default sharing settings for these objects.

• Account

• Course Bookmark

• Personal Program Plan

• Plan Requirements and Program Plan

• Program Enrollment

For details, see Student Success Hub Sharing Settings.

Prepare Your School’s Data for Pathways

To use Pathways, your org needs records for Courses, Plan Requirements, Program Plans, and Terms.

See Create Your School's Data for Pathways.

Make Program Plans Available to Support Staff and Students

Update your app and portal to allow support staff and students to view Program Plans in a summarized component.

See Set Up Pathways to View Program Plans.

Make Personal Program Plans Available to Support Staff and Students

Update your app and portal to allow support staff and students to build Personal Program Plans to explore different scenarios for completing Program Plans and achieving their degree.

See Set Up Pathways to Build Personal Program Plans.