Set Up Mass Actions for Alerts

Learn About Mass Actions for Alerts

The sooner support staff know when a student is at risk—for failing a class, for missing a financial aid application deadline, or for something else—the sooner they can take action. Help your support staff act quickly on Alerts by using buttons to create Cases and Success Plans from multiple Alerts at once.

With the Create Case mass action button, support staff can select up to 50 Alerts, including Alerts of different record types, and then create a Case of the same record type for each Alert, all at one time. They can create Cases for record types that you, as admin, make available to them.

With the Apply Success Plan mass action button, support staff can also select up to 50 Alerts of different record types, and then apply the same Success Plan Template to each Alert. The newly created Success Plans are related to the student record Case associated with the Alerts, and aren’t related to the Alerts themselves.

Add the buttons to Alerts list views so that support staff can create Cases and apply Success Plans to multiple Alerts for multiple students at one time. And add the buttons to the Alerts tab of the Student Record Case page so that support staff can create Cases and apply Success Plans to multiple Alerts for the same student at one time. You can also add the Apply Success Plan button to Cases list views. See Set Up Success Plans, Templates, and Tasks.

Important The mass action buttons on Alerts list views depend on a custom setting that's also used to mass update Alert statuses. So before you add the mass action buttons to Alerts list views, enable mass updating of Alert statuses.

Add Mass Action Buttons to Alerts List Views

The sooner support staff know when a student is at risk—for failing a class, for missing a financial aid application deadline, or for something else—the sooner they can take action. Help your support staff act quickly on Alerts by using buttons to create Cases and Success Plans from multiple Alerts at once.

1. Add the mass action buttons to Alerts list views.

   1. From Setup, in Object Manager, click Alert.

   2. On the Search Layouts for Salesforce Classic page, click the action menu for the List View row, and then select Edit.

   3. Under Custom Buttons, add Create Case and Apply Success Plan to Selected Buttons.

   4. Save your changes.

2. Give support staff access to the Visualforce pages needed to create Cases and apply Success Plans from multiple Alerts.

   1. In Setup, on the support staff profile page, click Visualforce Page Access, and then click Edit.

   2. Add CreateCaseFromAlertMassAction and ApplySuccessPlanTemplateMassActionAlerts to the list of Enabled Visualforce Pages.

   3. Save your changes.

3. Verify and test the buttons.

   1. Log in to the Student Success Hub app as a support staff user and select Alerts from the app navigation menu.

   2. Select an Alerts list view such as All or My Open Alerts.

   3. Look for the Create Case and Apply Success Plan buttons at the top of the page.

   4. Test each button in turn by selecting the checkbox next to one or more Alerts and clicking Create Case or Apply Success Plan.

   5. Fill out the details and save your changes.

   6. Select Cases or Success Plans from the app navigation menu and confirm that the records were created.

Add Alert Mass Actions to Student Record Case Related Lists

Starting with Student Success Hub 2.57 (Winter ’22), Student Success Hub includes the Create Case and Apply Success Plan buttons on the Student Record Lightning Case page layout that it installs. If you didn't install the layout or if you originally installed an earlier version of Student Success Hub, here's how to add the buttons manually.

1. In the Student Success Hub app, go to any Student Record Case record.

2. Click in the page header and select Edit Page to open the Lightning App Builder.

3. In the page canvas, select the tab for Alerts, and then select the Unresolved Alerts related list.

4. In the Alerts Related List properties pane, select Show Apply Success Plan Button and Show Create Case Button.

5. Save your changes.