---
schema_version: "1"
id: a1671cd70e39e6b7b2c8ea53d53542001e5f6252d9a37f49fa1a910e239165ae
title: Set Up Success Teams
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_set_up_success_teams.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_success_teams.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 13b2e7c7455b0ca998679725f6b9aa605e348db86f5a74b8745c242a98dfe6c4
description: Configure case team objects, create success team records, and assign support staff to learner advising cases.
products:
  - Education
release: "264"
---
# Set Up Success Teams

Configure case team objects, create success team records, and assign support staff to learner advising cases.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Editions Needed"><caption>Editions Needed</caption> <colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d113246e78">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d113246e78 ">To set up success teams:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d113246e78 ">Education Cloud Full Access</td>

          </tr>
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To set up success teams, configure Salesforce case team objects, create success team records, and assign support staff to learner advising cases.

1. Define case team roles to specify the type of support staff and their level of access to advising case data.
    
    See [Set up Case Team Roles](https://help.salesforce.com/s/articleView?id=service.caseteam_setup.htm&language=en_US).
2. Create predefined case teams that group staff members and their roles into reusable teams.
    
    See [Predefine Case Teams](https://help.salesforce.com/s/articleView?id=service.caseteam_predefine_team.htm&language=en_US).
3. Create success team records and configure appointment scheduling availability by using Manage Appointments.
    
    See [Set Up Appointment Data by Using Manage Appointments](https://help.salesforce.com/s/articleView?id=sfdo.ec_prepare_elements_appointment_scheduling.htm&release=264.0.0&type=5 "Appointment scheduling requires configuring several foundational elements. Set up these elements to provide simplified, intuitive guidance to administrators and advisors for managing appointments within Education Cloud.").
4. Map unassigned predefined case teams to success team records to define which staff members are available for appointment scheduling.
    
    See [Map Case Teams to Success Teams to Define Appointment Availability](https://help.salesforce.com/s/articleView?id=sfdo.ec_map_case_teams_to_success_teams_to_define_appointment_availability.htm&release=264.0.0&type=5 "Success teams determine which case teams (assigned or unassigned) or staff members are available for scheduling using the case record type.").
5. Assign success teams to learner advising cases. Use flow templates to automate case creation and team assignment at scale, or assign teams manually on a learner's Student Record Case.
    
    See [.](https://help.salesforce.com/s/articleView?id=sfdo.ec_automate_case_creation_and_assignment.htm&release=264.0.0&type=5 "Use Education Cloud flow templates to automate case creation and resolution, and to assign support staff to students.").

See Also:

- [Success Teams for Learners](https://help.salesforce.com/s/articleView?id=sfdo.ec_success_teams_for_learners.htm&release=264.0.0&type=5 "Success teams connect learners with the advisors and support staff who help them throughout their entire educational journey.")
- [How Success Teams Work](https://help.salesforce.com/s/articleView?id=sfdo.ec_how_success_teams_work.htm&release=264.0.0&type=5 "Use Salesforce case objects to model success teams in an educational institution. Define advising workspaces, staff roles, and team structures.")
- [Support Pool Appointment Scheduling](https://help.salesforce.com/s/articleView?id=sfdo.ec_success_teams_and_scheduling.htm&release=264.0.0&type=5 "Success team records determine which support pools are available for a given advising workspace and whether learners can book appointments directly.")