---
schema_version: "1"
id: fd17c1cddbf06ef18ea8c7e252fd7fa81d2db6eafc261ca5417b72d34e796361
title: Set Up the Student Success App
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_set_up_the_student_success_app.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_the_student_success_app.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b62d8c42c33ec2a771c7c55d844c64d0ec023ed338368cda9f8c1a6e95b88427
description: Configure Student Success in Education Cloud to provide proactive and personalized support to learners across academics, financial aid, careers, and life goals.
products:
  - Education
release: "264"
---
# Set Up the Student Success App

Configure Student Success in Education Cloud to provide proactive and personalized support to learners across academics, financial aid, careers, and life goals.

<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>

 
| User Permissions Needed |   |
| --- | --- |
| To enable and configure Student Success: | Education Cloud Full Access |

1. From Setup, in the Quick Find box, enter Set Up Education Cloud, and then select **Set Up Education Cloud**.
2. Under Set Up the Student Success App, turn on **Student Success**. If prompted to confirm, click **Turn On**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_note.png)
    
    Note When enabled:
    
    - The Student Success app is available from the App Launcher.
    - Configuration settings for the Timeline component are available. To use Timeline, enable it.
    - Picklist values for Education Cloud are available for fields on objects case and program management objects.
3. Create a support process.
    1. From Setup, in the Quick Find box, enter Support Processes, and then select **Support Processes**.
    2. Click **New**.
    3. For Existing Support Process, select **Master**.
    4. Enter a support process name. For example, enter Student Advising.
    5. Optionally, enter a description for the support process.
    6. Save your work.
    7. Leave Case Status as is, and then click **Save**.
4. Create case record types for learner advising.
    1. From Setup, in the Quick Find box, enter Set Up Education Cloud, and then select **Set Up Education Cloud**.
    2. Under Create Advising Case Record Types, click **Create Case Record Types**.
    3. In Object Manager, on the Record Types page for Case, click **New**.
    4. For Existing Record Type, select **Master**.
    5. Enter a record type label and then press Tab to automatically populate the record type name.. For example, enter Health.
    6. For Support Process, select **Student Advising**.
    7. Optionally, provide a description for the record type.
    8. Select **Active**.
    9. Select profile permissions, and then click **Next**.
    10. Save your work.
5. Create success teams for learners.
    1. From Setup, in the Quick Find box, enter Set Up Education Cloud, and then select **Set Up Education Cloud**.
    2. Under Set Up Success Teams, click **Set Up Success Teams**.
    3. On the Success Teams page, click **New**.
    4. Enter a name for the success team.
    5. Select the case record type.
    6. Select a case team.
    7. Provide any other details, and then save your changes.
6. Enable care plans for learners.
    1. From Setup, in the Quick Find box, enter Set Up Education Cloud, and then select **Set Up Education Cloud**.
    2. Under Set Up Care Plans, click **Enable Care Plans**.
    3. On the Care Plan Settings page, turn on care plans.
7. Enable Salesforce Scheduler.
    1. From Setup, in the Quick Find box, enter Set Up Education Cloud, and then select **Set Up Education Cloud**.
    2. Under Set Up Salesforce Scheduler, click **Set Up Salesforce Scheduler**. See [Enable Salesforce Scheduler for Education Cloud](https://help.salesforce.com/s/articleView?id=sfdo.ec_enable_scheduler.htm&release=264.0.0&type=5 "Before you set up the appointment feature, turn on Salesforce Scheduler for Education Cloud.").