Student Success Hub Higher Ed Installation Reference

Understand what's included in the installation plans for higher ed Student Success Hub orgs.

Note Requires a Customer Community Plus or Customer Community Plus Login license, such as through Experience Cloud for Learner Success.

Higher Ed Installation Suggestions and Best Practices
Discover ways to help ensure a smooth installation of Student Success Hub for higher education.
Higher Ed Base Plan
The base plan installs the minimal core packages required to run Student Success Hub: Education Data Architecture, Student Success Hub, and Pathways. It also installs required unpackaged metadata. The base plan is required for all orgs.
Higher Ed Metadata Plans
Higher Ed metadata plans provide sample reports, dashboards, and permission sets that you can customize for your institution. Customizing with sample metadata saves time and reduces errors.

Higher Ed Installation Suggestions and Best Practices

Discover ways to help ensure a smooth installation of Student Success Hub for higher education.

We recommend that you execute all of the steps in the installer plans, including optional steps. Completing all steps reduces errors and ensures that you have all of the configurations in place for customizing your org.
Some recommended steps require the successful completion of earlier recommended steps. If you skip recommended steps and encounter errors, re-run the installer with all recommended steps selected.
We recommend that you install SSH into a new org that has no customizations. Installing SSH into an existing org can affect your custom metadata.
Do not deploy optional metadata configurations directly to a live production environment. Instead, deploy to a new sandbox environment, customize configurations for your org, and then migrate to production.

Higher Ed Base Plan

The base plan installs the minimal core packages required to run Student Success Hub: Education Data Architecture, Student Success Hub, and Pathways. It also installs required unpackaged metadata. The base plan is required for all orgs.

Note After you install SSH, there's some configuration that you need to do before you get started. To install the additional plans (such as Sample Support Reports and Dashboards or Sample Permission Sets), complete the following tasks. For details, see Install Student Success Hub for Higher Education.

Step	Description	Installation
EDA - Account Record Types	Deploys Account record types for EDA.	Required
EDA - Contact Key Affiliation Fields	Deploys Contact Key Affiliation fields for EDA.	Required
Install EDA	Updates or installs the Education Data Architecture managed package.	Required
EDA - Case Behavior Record Types	Deploys Case Behavior record types for EDA.	Required
EDA - Course Connection Record Types	Deploys Course Connection record types for EDA.	Required
EDA - Facility Display Name Formula Field	Deploys the Facility Display Name formula field for EDA.	Required
EDA - Health Check	Validates EDA Settings related to Accounts, Affiliation mappings, Reciprocal Relationships, and Course Connections.	Required
Install Pathways	Updates or installs the Pathways managed package.	Required
Student Success Hub - Prerequisite Record Types	Deploys required record types for the Event and Case objects.	Required
Install SSH	Installs the latest version of the Student Success Hub managed package.	Required
Student Success Hub - Unpackaged Metadata	Deploys unpackaged metadata, including record types, custom tabs, and metadata associated with Lightning pages.	Required
Student Success Hub - Custom Settings	Inserts Student Success Hub custom settings.	Optional, recommended
Student Success Hub - Lightning App	Deploys the Student Success Hub Lightning app.	Required

Higher Ed Metadata Plans

Higher Ed metadata plans provide sample reports, dashboards, and permission sets that you can customize for your institution. Customizing with sample metadata saves time and reduces errors.

Install these plans by using the Installation Manager on the SSH Settings page in the Student Success Hub app. For instructions, see Add Metadata to Your Student Success Hub Org.

Sample Reports and Dashboards: A sample dashboard and a set of underlying reports for Alerts.
Sample Support Reports and Dashboards: Sample reports and dashboards for staff and managers to assess student needs, trends, and team workloads.
Sample Permission Sets: Permission sets for higher ed support staff and student users.