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Student Success Hub

This is a public group for questions and discussions related to Student Success Hub.

Sometimes we get students that drop by for ad-hoc appointments. That is, they get to have a meeting with an advisor without a pre-booked appointment, perhaps due to some urgent and/or sensitive circumstance (so no pre-defined Walk-in availability). Our advisors would still like to record these appointments after meeting the students. There is nothing preventing them from setting up appintments in the past, which is good, but what we do not want is the confirmation e-mail that is automatically sent to the student. 

 

Any tips on where to look for a solution to this issue? 

답변 4개
  1. 9월 10일 오후 8:17

    It is undesirable for Student Success Hub to send an appointment confirmation email to a student for an appointment that an advisor creates after the meeting has already taken place (i.e. past appointment entered retroactively).  

    I've found a workaround for this scenario - however, it does require assistance from the sysadmin.  

    Before the advisor creates a past appointment, they should contact the sysadmin and ask to be temporarily added to the 'usernames to exclude' list for this trigger handler: sfal.AttendeeCreationEmail_TDTM.  

    While the advisor is on that exclusion list, appointments they create will not trigger the appointment confirmation email. After the advisor has finished creating the appointment, the sysadmin can remove their username from the trigger handler to resume normal operations. 

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We are looking to import historical advisor appointment data into our SAL implementation. I know that using the UI to create an Appointment also creates two related Appointment Attendee records and two related Event records. If I am bringing the data in using an ETL tool, is it safe to assume I need to create the four related records as part of the load? Are there any trigger handlers I should turn off while the ETL is running?

Thanks!

답변 8개
  1. 2025년 9월 6일 오후 4:33

    When you load via ETL, Salesforce won’t auto-generate those related records, you’ll need to create the Appointment plus the related Attendees and Events yourself. Skyvia (or any ETL) can handle that with proper mapping. I’d also test in a sandbox first and decide if you need to disable automation to avoid duplicate logic firing.

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I've been trying to understand how the Topic selection of the Agenda section works and I haven't found anything concrete. At some point I noticed with two users that I was checking that if the Invitee had the Support Staff Member as one of his/her CaseTeamMembers then it would display all the topics associated to that Support Staff Member plus any other that this users had assigned and if the Assigned Support Staff Member doesn't have the Invitee on his/her list then it would display all of the topics related to the invitee's CaseTeamMembers plus the Topics associated to the current Support Staff Member creating the appointment. 

Still in other cases this didn't work, it wouldn't display any topics at all or it would display a lot more than the related Support Staff Member had. Does anybody here know how it works that could explain to me so I can do modifications to the topics displayed successfully?   

 

More clarification: This is the

Student Success Hub section for New Appointment, from their component SSH Appointment Manager, is the screen you see when clicking the New Appointment button. If I do the test with my user logged in (Admin) I can see all topics no matter the user I choose, or at least I haven't noticed any topic missing. If I login as another user in this case an Advisor I see different topics depending on the Invitee selected, sometimes I don't even see any topics to select which is why I'm asking the question I haven't been able to find how it selects which topics to display.

How do I know which topics are dispalyed on the New Appointment screen

답변 5개
  1. 2025년 7월 14일 오후 12:57

    Good morning @Francisco Lozano

     

    If you are referring to EDA/SSH (and not the new Education Cloud), then I can help.  

     

    The Salesforce SSH managed package had issues scaling i.e. if your org uses more than Salesforce's recommended 30-ish Topics. To mitigate this limitation, Salesforce recommended making the OWD for Topics into a private object - and then writing sharing rules. If this is what has been done in your org, then different advisors would have access to different subsets of Topics when selecting New Appointment.  

     

    Please review Setup > Sharing Settings > Topic  

     

     

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We believe this is due to the Summer 25 release. The component is actually there it just doesn't have any text displayed and if we click on it we get the following error message: Invalid definition for sfal:AppointmentAgendaViewModel: ApexService.getType() return null with currentNamespace: null, namespace: sfal, name: AppointmentAgendaViewModel 

 

We already opened a ticket with Salesforce and initially they were saying that because it's a package then they didn't have anything to do with it we had to force them on the call to view that the creator is

Salesforce.org

so it is their problem and they need to solve it. 

 

It worked again on Wednesday but it started failing again yesterday and we haven't had any other response from Salesforce about the progress on solving this. 

 

Does anybody else have the same issue? have you created a case already so we can put pressure on Salesforce to solve it? 

 

SSH Appointment Manager not showing even in production

 

 

답변 4개
  1. 2025년 6월 23일 오후 9:23

    Salesforce came through! the responded with: As a crucial part of our ongoing investigation, our engineers have identified a key setting that appears to be a prerequisite or dependency for the functionality to work as expected. It has been determined that the "Notes Settings

    " need to be enabled in your org. 

     

    Action Required: Enable Notes Settings & Recompile Apex Classes 

    1. Enable Notes Settings: 

    * Navigate to Setup ( icon) in your Sandbox Org. 

    * In the Quick Find box on the left sidebar, type Notes Settings. 

    * Click on Notes Settings under "Content." 

    * Locate and check the checkbox for 'Enable Notes'. 

    * Click Save. 

     

    2. Recompile All Apex Classes: 

    * After enabling Notes, return to Salesforce Setup. 

    * In the Quick Find box on the left sidebar, type Apex Classes. 

    * Click on Apex Classes under "Custom Code." 

    * On the Apex Classes page, locate the button labeled Compile all classes. 

    * Click the Compile all classes button. 

    * Please allow the compilation process to complete. 

     

    Once you have completed these steps in your sandbox, please test the functionality where you were previously encountering the issue and help us confirm if this resolves it.

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Education Cloud Winter ‘25 Release Announcement 

Today we are proud to announce the Winter ‘25 Release for Education Cloud, which includes innovations across the recruitment and admissions, student success, advancement and alumni relations, and academic operations applications. This release, we continue to focus on strengthening our existing Education Cloud functionality and build on themes such as AI and Data, and degree planning with Einstein for intelligent course and pathway recommendations.

 

 Please see the detailed resources below including brand new release feature demos. We look forward to sharing these ongoing innovations and invite you to share your feedback.

 

Finally, we hope you will save the date and join us at Education Summit in Chicago on March 11-13, 2025. Register for updates today

 

  • Unify Data with Data Cloud for Education
    • Bring data from disparate systems throughout your institution together in a central location and put it to work for your learners. Use new education-specific data model objects within Data Cloud to harmonize the data.

Recruitment and Admissions Innovations

The Winter ‘25 release is packed with valuable innovations for recruitment teams and applicants. With Education Cloud, staff can manage the entire prospective student funnel and applicants can easily collect recommendations in one place.

 

  • Recruitment Inquiry and Opportunity Management
    • Make it easy for prospective students to raise inquiries, connect with recruiters, and get their questions answered on your existing website. Keep prospective students engaged with automated campaigns, seamlessly forecast potential student revenue, and automatically assign staff to support students throughout their journey.
  • Recommender Experience
    • Applicants can now easily nominate recommenders directly from their application, collect recommendations, and save time with automated reminders that do the heavy lifting instead of manual, one-off email nudges. This is a huge Education Cloud differentiator and value add to applicants who are often busy managing multiple applications and recommendations at once.

Student Success Innovations

Keep a pulse on wellbeing trends, deliver faster support, and help learners reach their goals with actionable insights for advisors and students.  

 

  • Pulse Checks and Watchlists
    • Establish a regular cadence of pulse checks to proactively capture student wellbeing. Visualize pulse check responses over time to assess which students require additional support, and add them to watchlists for ongoing tracking.
  • Einstein Student Summaries
    • Save time and scale personalized student support with AI-generated summaries of key advising details like alerts, pulse check responses and more! Take the busy work out of preparing for appointments with student information at your fingertips.
  • Expanded Degree Planning Functionality
    • Streamline the degree planning experience with pre-built pathway templates for learners. Offer multiple pathway templates for the same program or create recommended pathways for learners to customize in a way that best suits their objectives. And with the intelligent program comparison engine, students can compare degree options with ease to make informed program decisions.

Advancement and Alumni Relations

Advance the institution’s mission through comprehensive relationship management, fundraising, and engagement.

 

  • Einstein Mentoring Summaries
    • Get a comprehensive view of the information you need to facilitate well-suited mentoring pairings with Einstein-generated summaries of mentor and mentee skills, experience, and relationships. Einstein Mentoring Summaries brings the power of generative AI to the existing Mentor Comparison screen flow. 
  • Einstein and Data Cloud for Education: Alumni Metrics
    • Understand the full picture of alumni and supporter engagement through the power of Alumni Metrics, which brings together their information from across the institution. This feature combines Education Cloud, Data Cloud, calculated insights, and generative AI to show relationship officers descriptions and ratings of an alumnus’ personal impact based on their experience, communication, volunteerism, philanthropic history, and participation in activities that are relevant to your institution. 
  • Fundraising 
    • Updates to Fundraising make it easy to manage and track donor information. Create outreach source codes in bulk, sync person account addresses with the primary contact point address, generate donor briefs, and enhance the tracking of pledges. 

Additional Resources:

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I'm not sure if this happened after our Sandbox was updated to Winter '25 but the SSH compoents on our lightning pages are there but not showing to users - even SysAdmins. I'm fearful this will impact Prod with the Winter 25 release this weekend. Anyone else have this problem and/or know of a fix?

 

Note: I did see an old post about this from 2022 where the answer was matching production and sandbox licenses. I'm hoping to not have to do that. https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000ElhbESAR

답변 2개
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답변 2개
  1. 2024년 9월 23일 오후 1:48

    Worth noting @Connie Cannon, Student Success Hub is a legacy product which is no longer being sold and will go end of support sometime in the semi-near future since it was built on top of the old EDA model.

     

    The new Education Cloud offers similar functionality but is not called "Student Success Hub" any more. Can you clarify which solution are you referring to so we can best guide you?

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I have tried to search for information and programs for High School Students to self teach with some specific guided track or advisor so that high school students can learn and do projects later take the actual certifications free to add to their resume and possibly get recruited by Salesforce themselves.  Early recruitment and training helps cherry pick good talent self starters.  This info is not easily found or is generically listed out when searched for on this hub or that.  Is this something salesforce offers to high school students direct from Trailblazer and Salesforce or is this something that they are trying to sale to Education boards for profits even if it excludes minority or students who can't afford those fees even at 50% off like they offer non-profits?  To be frank it is frustrating when you have read like 50 postings and each salesforce person says to refer to the other hub and search for all that related info which is not easy to find.   Left hand see Right hand back to left hand who's empty handed.   As a consultant, generic empty answers leads to generic answers that invite going down other paths when parents and high school students ask me how to get ahead because they are super bored in this no student left behind mentality that leaves the more gifted students mind distressingly unchallenged. 

댓글 1개
  1. 2024년 7월 22일 오후 8:57

    PS.  I have about 50-100 people asking the similarly same direct questions and many more than that are looking for similar answers and asking more indirect questions about how to learn current or future skills that I would like to steer them down the salesforce path not because you have the best products or offer competitive pricing or the coolaid mentality that is often present, but mainly due to the decently well designed trailblazer gamification of that platform.  It even encourages me who has to train on everything for process and knowledge base to prioritize learning salesforce as a decently fully integrated product (still a lot of room for improvement).  

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Hello Everyone,

 

I have users within my org who are trying to set their reoccurring availability on their SSH Appointment Manager and are receiving an error on Save that they do not have sufficient field read access. I've had a case in with Salesforce Support for almost a week now with no solution. I've tried to figure out what object and fields they are missing permission to and I can't figure it out. Has anyone else come across this problem? If so, how did you fix it?

 

Thank you so much!

Elisa

답변 4개
  1. 2024년 7월 19일 오후 6:49

    @Jodie Alexander we found a permission set group, custom built by the orignial contractor that built the system, that gives access. Never did find what objects or fields to give access to so it would work.

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I have one Role that continues to get this error. We have to have Topics set as Private as to only allow certain Roles to mark their availability. The Role users are assigned to has access to the Parent Topics and Subtopics through Sharing Settings. Role Topic Settings are also configured on the Parent Topic correctly. All other roles work except this one. Has anyone every come across this error before? If so, how do I resolve? 

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