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Create Your Support Staff and Faculty Data

Create data to represent your support staff and faculty in Student Success Hub.

Create Users for Support Staff Who Require Login

Create a User record for each teacher, counselor, and other support staff member who needs to log in to Student Success Hub.

  1. From Setup, search for then select Users.

  2. Click New User to add a single user or click Add Multiple Users to add up to 10 users at a time. Enter details for each user, paying special attention to these settings.

    1. For User License, select Salesforce.
    2. For Profile, select the profile you're using for your support staff.
    3. If your support staff will be using and sharing Salesforce Knowledge articles with students in a portal, select Knowledge User now to save a step later. (See Set Up Student Success Hub App Basics.)
    4. In the Local Settings area, specify the correct time zone.
  3. Save the user and continue creating User records for all support staff who require login.

Create Contacts for Support Staff and Faculty Who Don't Require Login

Create Contact records for administrative and other staff who don't need to sign in to Student Success Hub but who do need to be represented in the organization. Learn how to create a small number of Contact records. You can also import Contacts using a data import tool.

  1. In the Student Success Hub app, select Contacts from the app navigation menu.

  2. On the Contacts tab, click New.

  3. Fill out details as needed, including using the Primary Department field to relate the Contact to a university, school, or academic department, if appropriate.

  4. Save your changes.