--- schema_version: "1" id: 2f753756d1b9ffa3180f628f86bcf044117d12c9493fe57e5c625e14a04b8fe2 title: Set Up Pathways collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ssh_setup_pathways.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_pathways.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 100e697d7aa0e25553dd0570fa48e60462a8776dbf88ec6fa10ff4064d7ffe70 description: Complete these tasks to get Pathways up and running in your Student Success Hub higher ed org. products: - Nonprofit - Education release: "264" --- # Set Up Pathways Complete these tasks to get Pathways up and running in your Student Success Hub higher ed org. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-student_success_hub-264-0-0-production-enus/b7ac11a0-381d-499e-afd5-05e856602032/images/icon_note.png) Note Requires a Customer Community Plus or Customer Community Plus Login license, such as through Experience Cloud for Learner Success. - **[Pathways Release Information](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_pathways.htm&release=264.0.0&type=5)** Like Student Success Hub, Pathways is a managed package. Version 1.1 was released with Student Success Hub 2.21. Unless otherwise noted at the beginning of the task, all setup tasks are required regardless of the version of Student Success Hub you originally installed. - **[Pathways Prerequisites](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_pathways.htm&release=264.0.0&type=5)** To use Pathways, umbrella Plan Requirements must specify either a Program Plan or a Parent Plan Requirement. In EDA Settings, verify that users can specify one or the other, but not both. - **[Install the Pathways Package](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_pathways.htm&release=264.0.0&type=5)** Install Pathways manually if you originally installed an earlier version of Student Success Hub. - **[Set or Verify Object and Field Permissions for Pathways](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_pathways.htm&release=264.0.0&type=5)** Pathways requires access to these objects. - **[Configure Sharing Settings for Pathways](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_pathways.htm&release=264.0.0&type=5)** For Pathways, we recommend modifying your default organization-wide default sharing settings for these objects. - **[Prepare Your School’s Data for Pathways](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_pathways.htm&release=264.0.0&type=5)** To use Pathways, your org needs records for Courses, Plan Requirements, Program Plans, and Terms. - **[Make Program Plans Available to Support Staff and Students](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_pathways.htm&release=264.0.0&type=5)** Update your app and portal to allow support staff and students to view Program Plans in a summarized component. - **[Make Personal Program Plans Available to Support Staff and Students](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_pathways.htm&release=264.0.0&type=5)** Update your app and portal to allow support staff and students to build Personal Program Plans to explore different scenarios for completing Program Plans and achieving their degree. ## Pathways Release Information Like Student Success Hub, Pathways is a managed package. Version 1.1 was released with Student Success Hub 2.21. Unless otherwise noted at the beginning of the task, all setup tasks are required regardless of the version of Student Success Hub you originally installed. If you don't know which version you started with, see [Keep Student Success Hub Up-to-Date](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_keep_up_to_date.htm&release=264.0.0&type=5 "Stay informed about Salesforce.org product updates and release schedule."). ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-student_success_hub-264-0-0-production-enus/b7ac11a0-381d-499e-afd5-05e856602032/images/icon_note.png) Note The tasks required to set up Pathways are listed here in the order in which you should complete them. Some of the tasks are quite complex, so sometimes we link to other, standalone articles for detailed instructions. ## Pathways Prerequisites To use Pathways, umbrella Plan Requirements must specify either a Program Plan or a Parent Plan Requirement. In EDA Settings, verify that users can specify one or the other, but not both. 1. On the Education Cloud Settings tab, in Education Data Architecture, click **Settings**. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-student_success_hub-264-0-0-production-enus/b7ac11a0-381d-499e-afd5-05e856602032/images/icon_note.png) Note If you don’t see the Education Cloud Settings tab, learn how to configure it in [Education Cloud Settings](https://help.salesforce.com/s/articleview?id=sfdo.eda_education_cloud_settings.htm) in the EDA documentation. 2. In EDA Settings, verify that Plan Requirement Hierarchy is selected. If it's not, click **Edit**. 3. Select **Plan Requirement Hierarchy**. 4. Save your changes. ## Install the Pathways Package Install Pathways manually if you originally installed an earlier version of Student Success Hub. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-student_success_hub-264-0-0-production-enus/b7ac11a0-381d-499e-afd5-05e856602032/images/icon_note.png) Note The Pathways package installs automatically with Student Success Hub 2.21 and later. 1. Go to the [Pathways installer page](https://install.salesforce.org/products/pathways). 2. Log in to the correct Salesforce org. 3. Wait for the installer to retrieve information about your org. 4. Click **Install**. The installation may take a while. Check your email for confirmation that the installation was successful. ## Set or Verify Object and Field Permissions for Pathways Pathways requires access to these objects. - Account - Contact - Course - Course Bookmark - Personal Program Plan - Personal Program Plan Course - Personal Program Plan Term - Plan Requirement - Program Enrollment - Program Plan - Term For the required object and field permissions, see [Configure Support Staff Permissions for Pathways](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_security_perms_staff_hed_pathways_configure.htm&release=264.0.0&type=5 "Give support staff the object and field permissions they need to use Pathways in Student Success Hub."), [Configure Higher Ed Support Staff Permissions](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_security_perms_staff_hed_configure.htm&release=264.0.0&type=5 "Give higher ed support staff the object and field permissions they need to work in Student Success Hub."), and [Configure Student Permissions](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_security_perms_student_hed_configure.htm&release=264.0.0&type=5 "Give students the object and field permissions they need to use Student Success Hub from the portal."). ## Configure Sharing Settings for Pathways For Pathways, we recommend modifying your default organization-wide default sharing settings for these objects. - Account - Course Bookmark - Personal Program Plan - Plan Requirements and Program Plan - Program Enrollment For details, see [Student Success Hub Sharing Settings](https://help.salesforce.com/s/articleView?id=sfdo.ssh_sharing_settings.htm&release=264.0.0&type=5 "Review and edit the org-wide default sharing settings for the objects that Student Success Hub uses."). ## Prepare Your School’s Data for Pathways To use Pathways, your org needs records for Courses, Plan Requirements, Program Plans, and Terms. See [Create Your School's Data for Pathways](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_pathways_data.htm&release=264.0.0&type=5 "Create Course, Term, Program Plan, and Plan Requirements data for Pathways to use."). ## Make Program Plans Available to Support Staff and Students Update your app and portal to allow support staff and students to view Program Plans in a summarized component. See [Set Up Pathways to View Program Plans](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_pathways_view_program_plans.htm&release=264.0.0&type=5 "Complete these tasks to give support staff and students the ability to view Program Plans and Program Enrollments in Student Success Hub."). ## Make Personal Program Plans Available to Support Staff and Students Update your app and portal to allow support staff and students to build Personal Program Plans to explore different scenarios for completing Program Plans and achieving their degree. See [Set Up Pathways to Build Personal Program Plans](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_pathways_build_personal_plan.htm&release=264.0.0&type=5 "Complete these tasks to give support staff and students the ability to create Personal Program Plans in Student Success Hub.").