---
schema_version: "1"
id: 28086edc7dc98bb64d68847531ee5b48f623faa0fc43153bc612e1e1df5dc454
title: Success Teams for Learners
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_success_teams_for_learners.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_success_teams_for_learners.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f387a72fa943c3927259fc4f03eb174e2d5c4833c4d3efa5c828375b5384b23c
description: Success teams connect learners with the advisors and support staff who help them throughout their entire educational journey.
products:
  - Education
release: "264"
---
# Success Teams for Learners

Success teams connect learners with the advisors and support staff who help them throughout their entire educational journey.

<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>

A learner's success team represents the full network of support staff involved in their journey. A team can include academic advisors, financial aid counselors, career coaches, wellbeing specialists, and other campus staff.

Because learner support often spans multiple domains, a learner can have multiple advising workspaces—such as academic, career, or wellbeing—each represented by its own case. Together, the people and teams connected across these workspaces form the learner's broader success team.

Within each advising workspace, support can come from:

- Assigned members—individual staff directly assigned to the learner's case.
- Assigned teams—specialized groups assigned to support the learner for a specific advising need.
- Support pools—teams of unassigned staff available to all learners for a particular advising category.

## What Learners Can Do

On a learner portal configured with success team components, learners can:

- View their assigned success teams and available support pools by advising category.
- Search for advisors, review advisor details, and check drop-in availability.
- Ask questions and connect with the right support staff.
- Schedule appointments with advisors and support pools.

Learn more about [Student Success components for your learner portal](https://help.salesforce.com/s/articleView?id=sfdo.ec_student_success_components_for_your_learner_portal.htm&release=264.0.0&type=5 "Use student success components from Education Cloud to enhance your institution’s learner portal with self-service capabilities for learners.").

- **[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.
- **[Set Up Success Teams](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_success_teams.htm&release=264.0.0&type=5)**  
    Configure case team objects, create success team records, and assign support staff to learner advising cases.