--- schema_version: "1" id: a4b9ce37ded94843f5fff03e8dea49dda1ac88c77b82dcb4275c6bb888fe61bf title: Student Success Hub Higher Ed Installation Reference collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ssh_reference_install_hed.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ssh_reference_install_hed.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 309e2af0a01f651f77e32ea09b5ea633001e7ca8c671c212e2feedc641bcbd8c description: Understand what's included in the installation plans for higher ed Student Success Hub orgs. products: - Nonprofit - Education release: "264" --- # Student Success Hub Higher Ed Installation Reference Understand what's included in the installation plans for higher ed Student Success Hub orgs. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-student_success_hub-264-0-0-production-enus/b7ac11a0-381d-499e-afd5-05e856602032/images/icon_note.png) 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](https://help.salesforce.com/s/articleView?id=sfdo.ssh_reference_install_hed.htm&release=264.0.0&type=5)** Discover ways to help ensure a smooth installation of Student Success Hub for higher education. - **[Higher Ed Base Plan](https://help.salesforce.com/s/articleView?id=sfdo.ssh_reference_install_hed.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=sfdo.ssh_reference_install_hed.htm&release=264.0.0&type=5)** 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-student_success_hub-264-0-0-production-enus/b7ac11a0-381d-499e-afd5-05e856602032/images/icon_note.png) 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](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_install_hed.htm&release=264.0.0&type=5 "Learn how to install Student Success Hub for a higher ed org, including the core managed packages and required unmanaged metadata.").
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](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_install_metadata.htm&release=264.0.0&type=5 "Use the Installation Manager in the Student Success Hub app to add unmanaged metadata to your 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.