---
schema_version: "1"
id: eab1c36bfd911c6f097ee7e84559d13026a362490357b005efe4e7a66a4b848d
title: Student Success
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_support_student_success_in_your_institution_2.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_support_student_success_in_your_institution_2.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 38204ae00df229f499dc5d5212e7acea266cc233dab1b4bab99d519393d157cb
description: Use Education Cloud to help your learners achieve their academic objectives.
products:
  - Education
release: "264"
---
# Student Success

Use Education Cloud to help your learners achieve their academic objectives.

<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>

![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 Starting in March 2023, Salesforce offers Salesforce for Education, which includes integrated platform solutions and managed packages. This article provides information about Education Cloud, a platform solution. For information about managed package products, see [Admissions Connect](https://help.salesforce.com/s/articleview?id=sfdo.admissions_connect.htm), [Education Data Architecture](https://help.salesforce.com/s/articleview?id=sfdo.education_data_architecture.htm), or [Student Success Hub](https://help.salesforce.com/s/articleview?id=sfdo.student_success_hub.htm). If you're not sure which version your institution uses, check with your Salesforce administrator.

- **[Enable Student Success in Your Org](https://help.salesforce.com/s/articleView?id=sfdo.ec_enable_student_success_in_your_org.htm&release=264.0.0&type=5)**  
    Enable Student Success to create a central place that offers support to learners for academics, athletics, health, financial aid, and more.
- **[Student Success App](https://help.salesforce.com/s/articleView?id=sfdo.ec_student_success_app.htm&release=264.0.0&type=5)**  
    Use the Education Cloud Student Success app to offer an equitable, unified, and collaborative student support experience.
- **[Set Up the Advisor Console](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_the_advisor_console.htm&release=264.0.0&type=5)**  
    On the advisor console in the Student Success app, advisors can create and assign care plans, create alerts, view analytics dashboards for student success, view advisor insights and KPIs, and more. This home page is available out-of-the-box with Education Cloud, no additional setup is required.
- **[Set Up the Director Console for Student Success](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_the_director_console_ss.htm&release=264.0.0&type=5)**  
    Create a home page for the Student Success app, where a director can create programs and benefits, assign advisors, view analytics dashboards for student success, view institutional Key Performance Indicators (KPIs), and more.
- **[Sharing Sets for Learners](https://help.salesforce.com/s/articleView?id=sfdo.ec_sharing_sets_for_learners.htm&release=264.0.0&type=5)**  
    To enable learners to view only their own degree plans, create sharing sets where their contact is set on the lookup to contact on the pathway record.
- **[Support Learners with Care Plans](https://help.salesforce.com/s/articleView?id=sfdo.ec_support_learners_with_care_plans.htm&release=264.0.0&type=5)**  
    Use the Student Success app from Education Cloud to create personalized care plans that help learners achieve educational success.
- **[Add Members or Case Teams to an Advising Case](https://help.salesforce.com/s/articleView?id=sfdo.ec_add_members_or_case_teams_to_an_advising_case.htm&release=264.0.0&type=5)**  
    Add individual members or teams to the success team of an advising case.
- **[Intake Assessments for Support Programs](https://help.salesforce.com/s/articleView?id=sfdo.ec_intake_assessments_for_support_programs.htm&release=264.0.0&type=5)**  
    Administer intake assessments during program enrollment to understand the learner's requirements and determine how best to support them.
- **[Monitor Learner Performance with Alerts](https://help.salesforce.com/s/articleView?id=sfdo.ec_monitor_learner_performance_with_alerts.htm&release=264.0.0&type=5)**  
    Use record alerts in Education Cloud to monitor learner performance with respect to attendance, grades, and other metrics.
- **[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.
- **[Einstein Advising Summary for Advisors](https://help.salesforce.com/s/articleView?id=sfdo.ec_einstein_advising_summary_for_advisors.htm&release=264.0.0&type=5)**  
    Use Einstein generative AI in Education Cloud to get an advising summary that can help you quickly understand a learner’s advising case. Get the details you need to prepare for an appointment or make decisions on short notice.
- **[Action Center for Learners](https://help.salesforce.com/s/articleView?id=sfdo.ec_action_center_for_learners.htm&release=264.0.0&type=5)**  
    Use the Action Center Lightning web component on your Experience site to help learners keep track of their care plans, action plans, and tasks.
- **[Intelligent Degree Planning](https://help.salesforce.com/s/articleView?id=sfdo.ec_intelligent_degree_planning.htm&release=264.0.0&type=5)**  
    Give learners a dynamic degree planning experience with Intelligent Degree Planner in the Student Success app.
- **[Intelligent Program Comparison Engine](https://help.salesforce.com/s/articleView?id=sfdo.ec_intelligent_program_comparison_engine.htm&release=264.0.0&type=5)**  
    The Intelligent Program Comparison Engine gives learners a side-by-side comparison of the learning program that they're enrolled in with up to three other programs that they're considering.
- **[Learner Profiles for Advisors](https://help.salesforce.com/s/articleView?id=sfdo.ec_learner_profile_for_advisors.htm&release=264.0.0&type=5)**  
    The Learner Profile object stores student data aggregated from multiple objects. Therefore, the learner profile record page in Education Cloud provides a unified, actionable view of students. Find all the relevant details in one location where you can search, filter, and sort through learner profiles to create criteria-based list views. Then use the list views to take bulk actions.
- **[Learner Progress for Learners and Advisors](https://help.salesforce.com/s/articleView?id=sfdo.ec_learner_progress_for_learners_and_advisors.htm&release=264.0.0&type=5)**  
    Include the Learner Progress component from Education Cloud on your Experience Cloud site so that learners can track their academic advancement. Advisors see Learner Progress as a tab on a learner’s case record page in Student Success.
- **[Learner Progress Summary for Learners and Advisors](https://help.salesforce.com/s/articleView?id=sfdo.ec_learner_progress_summary_for_learners_and_advisors.htm&release=264.0.0&type=5)**  
    Use Learner Progress Summary in Education Cloud to view a learner’s academic highlights.
- **[Student Insights for Advisors](https://help.salesforce.com/s/articleView?id=sfdo.ec_student_insights_for_advisors.htm&release=264.0.0&type=5)**  
    Use Data Cloud to import student data from external systems into Education Cloud, and then use Einstein generative AI to get relevant, holistic insights on students.
- **[Learner Watchlist for Advisors](https://help.salesforce.com/s/articleView?id=sfdo.ec_learner_watchlist_for_advisors.htm&release=264.0.0&type=5)**  
    Use Watchlist in Education Cloud to proactively monitor learners who require enhanced support. Ensure timely intervention to provide personalized assistance to help learners succeed.
- **[Pulse Checks for Learner Feedback](https://help.salesforce.com/s/articleView?id=sfdo.ec_pulse_checks_for_learner_feedback.htm&release=264.0.0&type=5)**  
    Use Pulse Checks in Education Cloud to get learner feedback and assess their engagement, satisfaction, and overall wellbeing.
- **[Career Planning and Life Goals](https://help.salesforce.com/s/articleView?id=sfdo.ec_career_planning_life_goals.htm&release=264.0.0&type=5)**  
    Offer personalized guidance and comprehensive tools to help students define and achieve career and life goals based on their profile, preferences, and assessment insights. Students can access a library of career and interest assessments, explore campus involvement groups, track memberships and associated roles in involvement groups, and manage their profile and preferences more efficiently. Empower students to be career-ready by setting up action plans for goals by leveraging campus resources. Advisors can access the involvement groups and a library of career and interest assessments, and recommend the right fit to students based on the student's profile, preferences, assessment insights, and so on.