---
schema_version: "1"
id: d7badb98cd9098884c10896801b42fa9d4096347dd430702bd66a14b3a79beb6
title: Additional Success Plan Setup for Earlier Versions
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ssh_reference_success_plans_earlier.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ssh_reference_success_plans_earlier.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d7ecebac340987cdf4f5fd9f86f177fb276e7a383067a682b9b48ec7d6fd0c30
description: Complete these Success Plan setup tasks if you originally installed Student Success Hub 1.18 or earlier.
products:
  - Nonprofit
  - Education
release: "264"
---
# Additional Success Plan Setup for Earlier Versions

Complete these Success Plan setup tasks if you originally installed Student Success Hub 1.18 or earlier.

If you originally installed Student Success Hub 1.18 or earlier, or if you didn't install the Success Plan and Success Plan Template metadata that Student Success Hub provides, some extra configuration is required to set up Success Plans.

- **[Add Custom Buttons to the Success Plan Page Layout](https://help.salesforce.com/s/articleView?id=sfdo.ssh_reference_success_plans_earlier.htm&release=264.0.0&type=5)**  
    Add buttons to the Success Plan page layout to let support staff mass update the statuses of Tasks under a plan and cancel a plan.
- **[Create a Lightning Record Page for Success Plan Records](https://help.salesforce.com/s/articleView?id=sfdo.ssh_reference_success_plans_earlier.htm&release=264.0.0&type=5)**  
    Create a Success Plan record page to give support staff a detailed view of a Success Plan record.
- **[Create Compact Layouts for Success Plans and Templates](https://help.salesforce.com/s/articleView?id=sfdo.ssh_reference_success_plans_earlier.htm&release=264.0.0&type=5)**  
    Help your staff stay organized by creating compact layouts that summarize program plans and requirements.

## Add Custom Buttons to the Success Plan Page Layout

Add buttons to the Success Plan page layout to let support staff mass update the statuses of Tasks under a plan and cancel a plan.

1. From Setup, in Object Manager, click **Success Plan**.
2. On the Page Layouts page, click **Success Plan Layout**.
3. In the palette, click **Mobile & Lightning Actions**.
4. Drag **Cancel Plans** and **Update Tasks** to the Salesforce Mobile and Lightning Experience Actions section in the layout.
5. Save your changes.

## Create a Lightning Record Page for Success Plan Records

Create a Success Plan record page to give support staff a detailed view of a Success Plan record.

From Setup, search for then select **Lightning App Builder**, and then click **New**. We'll outline the main elements here. The process is similar to creating a record page for Alerts, so if you'd like more step-by-step details, see [Additional Alert Setup for Earlier Versions](https://help.salesforce.com/s/articleView?id=sfdo.ssh_reference_alerts_earlier.htm&release=264.0.0&type=5 "Complete these Alert setup tasks if you originally installed Student Success Hub 1.7 or earlier.").

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
          <colgroup>
            <col style="width:23%">
            <col style="width:77%">
          </colgroup>
          <thead class="slds-text-title_caps ">
            <tr class="">
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d9246e175">
                <p style="margin-bottom:0;">Element</p>
              </th>
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d9246e181">
                <p style="margin-bottom:0;">What To Specify</p>
              </th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d9246e175 ">
                <p style="margin-bottom:0;">Type of page</p>
              </td>

              <td data-label="What To Specify" class="slds-cell-wrap" style="vertical-align:top;" headers="d9246e181 ">
                <p style="margin-bottom:0;">Record Page</p>
              </td>

            </tr>
            <tr class="">
              <td data-label="Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d9246e175 ">
                <p style="margin-bottom:0;">Label</p>
              </td>

              <td data-label="What To Specify" class="slds-cell-wrap" style="vertical-align:top;" headers="d9246e181 ">
                <p style="margin-bottom:0;">Success Plan</p>
              </td>

            </tr>
            <tr class="">
              <td data-label="Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d9246e175 ">
                <p style="margin-bottom:0;">Object</p>
              </td>

              <td data-label="What To Specify" class="slds-cell-wrap" style="vertical-align:top;" headers="d9246e181 ">
                <p style="margin-bottom:0;">Success Plan</p>
              </td>

            </tr>
            <tr class="">
              <td data-label="Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d9246e175 ">
                <p style="margin-bottom:0;">Page Template</p>
              </td>

              <td data-label="What To Specify" class="slds-cell-wrap" style="vertical-align:top;" headers="d9246e181 ">
                <p style="margin-bottom:0;">Console: Pinned Header</p>
              </td>

            </tr>
            <tr class="">
              <td data-label="Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d9246e175 ">
                <p style="margin-bottom:0;">Top header region</p>
              </td>

              <td data-label="What To Specify" class="slds-cell-wrap" style="vertical-align:top;" headers="d9246e181 ">
                <p style="margin-bottom:0;">
                  <strong class="uicontrol">Highlights
                    Panel</strong> component (later, you'll configure the fields
                  within it by creating a compact layout)
                </p>
              </td>

            </tr>
            <tr class="">
              <td data-label="Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d9246e175 ">
                <p style="margin-bottom:0;">Left column</p>
              </td>

              <td data-label="What To Specify" class="slds-cell-wrap" style="vertical-align:top;" headers="d9246e181 ">
                <p style="margin-bottom:0;">
                  <strong class="uicontrol">Record
                    Detail</strong> component (you can edit the Success Plan
                  Layout page layout to customize the fields displayed)
                </p>
              </td>

            </tr>
            <tr class="">
              <td data-label="Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d9246e175 ">
                <p style="margin-bottom:0;">Middle column</p>
              </td>

              <td data-label="What To Specify" class="slds-cell-wrap" style="vertical-align:top;" headers="d9246e181 ">
                <p>First instance of the <strong class="uicontrol">Related List -
                    Single</strong> component with these properties:</p>
                <ul>
                  <li>Parent Record—Use This Success Plan</li>

                  <li>Related List—Open Activities</li>

                </ul>
                <p>Second instance of the <strong class="uicontrol">Related List -
                    Single</strong> component with these properties:</p>
                <ul>
                  <li>Parent Record—Use This Success Plan</li>

                  <li>Related List—Activity History</li>

                </ul>
                <p>We recommend these fields for the related lists
                  (specify them in the Success Plan Layout page layout):</p>
                <ul>
                  <li>Subject</li>

                  <li>Type</li>

                  <li>Status</li>

                  <li>Priority</li>

                  <li>Due Date</li>

                  <li>Create Date (or Last Modified Date) </li>

                </ul>
              </td>

            </tr>
            <tr class="">
              <td data-label="Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d9246e175 ">
                <p style="margin-bottom:0;">Right column</p>
              </td>

              <td data-label="What To Specify" class="slds-cell-wrap" style="vertical-align:top;" headers="d9246e181 ">
                <p>
                  <strong class="uicontrol">Tabs</strong>
                  component with these tabs:
                </p>
                <ul>
                  <li>Activity</li>

                  <li>Chatter</li>

                </ul>
              </td>

            </tr>
          </tbody>
        </table>

If you haven't yet created any Success Plan records with related Tasks, it's handy to do so now so that you can verify how your page setup looks with data. You'll also need to create and assign the Success Plans compact layout for the correct fields to display within components.

When you're done, remember to activate the page for the appropriate profiles and record types.

## Create Compact Layouts for Success Plans and Templates

Help your staff stay organized by creating compact layouts that summarize program plans and requirements.

1. From Setup, in Object Manager, click **Success Plan** or **Success Plan Template**.
2. On the Compact Layouts page, click **New**.
3. For the label, enter `Success Plans Compact Layout` or `Success Plan Template Compact Layout`
4. For the API name, enter SuccessPlansCompactLayout or SuccessPlanTemplateCompactLayout.
5. Add these fields to the Selected Fields list.
    
    - For Success Plans, add Plan Name, Owner, Student Contact, Published, Open Tasks, and Record Type.
    - For Success Plan Templates, add Success Plan Template Name, Active, Usage Count, Active Tasks, and Record Type.
6. Save your changes.
    
    ![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 The highlights panel shows the first Selected Field in the panel header, and the next six fields within the panel itself. Additional fields specified in the compact layout may not fit within the highlights panel.