Salesforce: Manually Assign Success Team Members

Learn how to manually add someone to a student's success team in Salesforce Student Success Hub

Guide

1 - In the Student Success Hub app, go to the students advising case.

2 - Click the drop down menu.

3 - Click Cases.

4 - Click on the case that you need to which you need to access a success team member.

5 - Click on the Team tab.

6 - Click Add Member.

7 - Begin typing the name of the user or contact to add.

8 - Select the user or contact.

9 - Choose the member's Case Team Role.

10 - Click Save.