Set Up Cases List Views

Customize Cases list views to make them more productive for support staff who use Student Success Hub.

Learn About Cases List Views
Student Success Hub (SSH) provides both K-12 and higher ed orgs a list view that shows support staff a list of their student Cases.
Add the Email Mass Action Button to Cases List Views
Give support staff the option to send an email to one or more students from Cases list views.
Consider Creating Custom List Views of Students
You can use data imported from integration systems that connect to standard or custom Salesforce objects to create custom student Case list views. These systems include your student information system (SIS) or learning management system (LMS). For example, show all of a support staff member's first-year students with an undeclared major, or all of a support staff member's students who are at risk.

Learn About Cases List Views

Student Success Hub (SSH) provides both K-12 and higher ed orgs a list view that shows support staff a list of their student Cases.

The list view, My Students, includes all Cases that the support staff User owns and whose Status isn't Closed. Support staff can access this list by selecting Cases from the app navigation menu and choosing My Students from the list view menu.

Add the Email Mass Action Button to Cases List Views

Give support staff the option to send an email to one or more students from Cases list views.

Before You Begin with Mass Actions

Before you add the mass action button, consider how mass actions work in SSH.

Mass actions on Cases list views are visible to all users.
The mass action button uses SSH terminology (Email Students).
The selected Cases must be Student Record Cases and their associated Contact records must have a valid email address. See Verify Email Deliverability.
When a staff member sends an email, the From Email field appears blank unless the staff member has the View Setup and Configuration system permission. When the From Email field is blank, the email is sent from the staff member's User email address.
SSH sends the email to each student individually. Students don't see other recipients in the To field.
Emails that you send count against the 5,000 mass email limit. See Mass Email Limitations.

Add the Email Mass Action Button to Cases List Views

Add and test the email mass action button.

Add the email button.
1. From Setup, in Object Manager, click Case.
2. Click List View Button Layout.
3. In the List View row, click and select Edit.
4. Add the Email Students custom button to the Selected Buttons list.
5. Save your changes.
Give the support staff profile access to the VisualForce Page that the email action opens.
1. From Setup, search for and then select Profiles.
2. Click the support staff profile.
3. In the Enabled Visualforce Page Access section, verify that the sfal.SendEmailMassAction item is enabled. If not, click Edit and add it to the Enabled Visualforce Pages list.
4. Save your changes.
Verify that the button is available in student Cases list views.
1. Log in to the SSH app as a support staff member and choose Cases from the app navigation menu.
2. Select a Cases list view such as My Students.
3. Verify that the Email Students button appears.
Test the email button.
1. Select the checkbox next to one or more students and then click Email Students.
2. Write the email message and send the email.
3. Verify that the selected students receive the email.

Consider Creating Custom List Views of Students

You can use data imported from integration systems that connect to standard or custom Salesforce objects to create custom student Case list views. These systems include your student information system (SIS) or learning management system (LMS). For example, show all of a support staff member's first-year students with an undeclared major, or all of a support staff member's students who are at risk.

Before you create a custom student Case list view, you must make this data available to the student's Case record. Create rollup summary fields, formulas, or triggers to populate the data. These methods let you filter student list views using data that isn't directly available on the Case record.