--- schema_version: "1" id: 785a845703eb6720eeb31b3fdbae8a6337d185885e90b09667cad9ce137b2538 title: Install Student Success Hub for Higher Education collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ssh_setup_install_hed.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_install_hed.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: ee09e41f70212125d8beff8207f78893a81ab6c5f1a6de42bf907e119350c943 description: Learn how to install Student Success Hub for a higher ed org, including the core managed packages and required unmanaged metadata. products: - Nonprofit - Education release: "264" --- # Install Student Success Hub for Higher Education Learn how to install Student Success Hub for a higher ed org, including the core managed packages and required unmanaged metadata. The installation includes the Student Success Hub (SSH), Education Data Architecture, and Pathways managed packages, which deliver core functionality, as well as required metadata. Coordinate with your Salesforce Account Executive to make sure that you meet all the installation requirements. - **[Install Student Success Hub](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_install_hed.htm&release=264.0.0&type=5)** Download the package to install Student Success Hub for higher ed. - **[Additional Configuration](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_install_hed.htm&release=264.0.0&type=5)** After you install SSH, there's some configuration to do before you get started. To install the additional plans (such as Sample Support Reports and Dashboards or Sample Permission Sets), complete the following tasks. ## Install Student Success Hub Download the package to install Student Success Hub for higher ed. ![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 - We recommend that you execute all of the steps in the installer plans, including optional steps. Doing so reduces errors and ensures that you have all of the configurations in place for customizing your org. See [Student Success Hub Higher Ed Installation Reference](https://help.salesforce.com/s/articleView?id=sfdo.ssh_reference_install_hed.htm&release=264.0.0&type=5 "Understand what's included in the installation plans for higher ed Student Success Hub orgs."). - If you originally installed Student Success Hub 2.20 or earlier and you want to add Pathways to your org, install Pathways separately. See [Install the Pathways Package](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_pathways.htm&release=264.0.0&type=5 "Complete these tasks to get Pathways up and running in your Student Success Hub higher ed org."). - We recommend that you install SSH in a new org that has no customizations. Installing SSH in an existing org can affect your custom metadata. - Do _not_ deploy Student Success Hub directly to a live production environment. Instead, deploy to a sandbox, customize configurations for your district and school, and then migrate to production. 1. Go to the [Student Success Hub higher ed installer page](https://install.salesforce.org/products/sal). 2. Log in to the correct Salesforce org. 3. Wait for the installer to retrieve information about the org. 4. Click **Base Plan - View Details**. The base plan installs the core packages and metadata configurations for Student Success Hub higher ed orgs. See [Student Success Hub Higher Ed Installation Reference](https://help.salesforce.com/s/articleView?id=sfdo.ssh_reference_install_hed.htm&release=264.0.0&type=5 "Understand what's included in the installation plans for higher ed Student Success Hub orgs."). 5. Review the installation steps and then run the installation. ## Additional Configuration After you install SSH, there's some configuration to do before you get started. To install the additional plans (such as Sample Support Reports and Dashboards or Sample Permission Sets), complete the following tasks. ### Create a Support Process Build a process for handling your support cases. For instructions, see [Create a Process for Managing Support Cases](https://trailhead.salesforce.com/content/learn/projects/create-a-process-for-managing-support-cases) in Trailhead. ### Create Custom Records To manage the advising process, create record types on the Case and Event objects using the naming conventions in this table. For instructions, see [Create Record Types](https://trailhead.salesforce.com/content/learn/projects/create-a-process-for-managing-support-cases/support-cases-record-types) in Trailhead.
Object Custom Record Type Naming Conventions
Case Advisee Record

Label Name: Advisee Record

Record Type Name: AdviseeRecord
Case Advising Queue

Label Name: Advising Queue

Record Type Name: AdvisingQueue
Event Advising Event

Label Name: Advising Event

Record Type Name: AdvisingEvent
Event Advising Time

Label Name: Advising Time

Record Type Name: AdvisingTime
### Create a Custom Lightning App Before you install sample permission sets, set up the Advisor Link custom application. See [Create Lightning Apps](https://help.salesforce.com/s/articleview?id=sf.dev_apps_lightning_create.htm&type=5). ![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 Use these parameters when you enter the name for your application: - App Name: Advisor Link - Developer Name: AdvisorLink ### Create Custom Fields Before you install permission sets, add custom fields to these objects using the field names in this table. See [Create Custom Fields](https://help.salesforce.com/s/articleview?id=platform.adding_fields.htm&type=5). | Object | Field Label | Field Name | | --- | --- | --- | | Case | Proxy Email | Proxy\_Email | | Case | Proxy Name | Proxy\_Name | | Contact | Student ID | Student\_ID | | Facility | Waiting Room Instructions | Waiting\_Room\_Instructions |