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Install the Student Success Chatbot

Understand the operational requirements, prerequisites, and how to install the Student Success Chatbot.

Operational Requirements for the Chatbot

The Student Success chatbot is an optional Einstein Bot template (not a Salesforce app). To use Einstein Bots in your org, make sure that you have the correct licensing requirements.

See Einstein Bots Requirements in Salesforce Help.

Installation Prerequisites for the Chatbot

Before you install Student Success Chatbot, complete these prerequisites.

  1. Install Student Success Hub.

    Student Success Hub is a paid product. Student Success Chatbot requires a Student Success Hub org that is licensed and configured for student users with either a Customer Community Plus license or a Customer Community Plus Login license. For more information, see Install Student Success Hub for Higher Education.

  2. Install Digital Engagement.

    Digital Engagement is a paid product. For detailed information, including installation prerequisites, see Set Up Digital Engagement and Set Up Messaging Channels in Salesforce Help.

  3. Enable Einstein Bots.

    From Setup, search for and then select Einstein Bots. Then turn on Einstein Bots.

  4. Verify that your Salesforce org has at least one Messaging or Chat User feature license.

    From Setup, search for and then select Company Information. Look in the Feature Licenses related list.

Install the Chatbot

After you've addressed the installation prerequisites, you're ready to install the Student Success Chatbot.

Coordinate with your Salesforce Account Executive to make sure that you meet all the installation criteria.

Note
Note

The Student Success Chatbot deploys unmanaged metadata, so it doesn't appear in the list of Installed Packages in Setup, and you don't receive automatic pushes for new versions.

Install the Student Success Chatbot metadata only once. Any customizations that you make are overwritten if you install again. Don't install to a live production environment. Instead, deploy the chatbot to a new sandbox environment, customize configurations for your institution, and then migrate to production.

  1. Go to the Student Success Chatbot installer page.

  2. Log in to the correct Salesforce org.

  3. Wait for the installer to retrieve information about your org.

  4. Click Install.

The installation process can take some time to complete.