--- schema_version: "1" id: fd0eb0dc6ad765ce9035a18a0a470cb77c2eefe5526997897a9f3c94007f1f3b title: Set Up Mass Actions for Alerts collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ssh_setup_alerts_mass_actions.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_alerts_mass_actions.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: e1135c7b41334b293663a1be566e3152e5cbb84b1142061eae3a585e6fb86ef0 description: Set up your support staff to use mass action buttons to create Cases and apply Success Plans for multiple Alerts. products: - Nonprofit - Education release: "264" --- # Set Up Mass Actions for Alerts Set up your support staff to use mass action buttons to create Cases and apply Success Plans for multiple Alerts. - **[Learn About Mass Actions for Alerts](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_alerts_mass_actions.htm&release=264.0.0&type=5)** 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. - **[Add Mass Action Buttons to Alerts List Views](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_alerts_mass_actions.htm&release=264.0.0&type=5)** 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. - **[Add Alert Mass Actions to Student Record Case Related Lists](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_alerts_mass_actions.htm&release=264.0.0&type=5)** 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. ## 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](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_success_plans.htm&release=264.0.0&type=5 "Complete these tasks to get Success Plans up and running in your Student Success Hub org."). ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-student_success_hub-264-0-0-production-enus/b7ac11a0-381d-499e-afd5-05e856602032/images/icon_important.png) 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](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_alerts.htm&release=264.0.0&type=5 "Get Alerts up and running in your Student Success Hub org."). ## 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 ![A gear icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-student_success_hub-264-0-0-production-enus/b7ac11a0-381d-499e-afd5-05e856602032/student_success_hub/images/ssh_setup_icon.png) 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.