Salesforce: Creating an Alert for a Student in Student Success Hub

Learn how to create alerts in Student Success Hub.  Alerts help support staff stay on top of concerns about grades, attendance, and other areas that impact student success.  Every alert is related to a Student Record case and to the student contact associated with the case.

Creating an Alert

 

1 - Click on the drop down arrow.

 

2 - Click Cases.

 

3 - Click Select a List View.

 

4 - Click All Open Cases.

 

5 - Select a Case.

 

6 - Click New On Unresolved Alerts.

 

7 - Select the appropriate record type.

 

8 - Click Next.

 

9 - Select the appropriate Status.

 

10 - Select the appropriate Priority.

 

11 - Select the appropriate Reason.

 

12 - Click Save.

 

13 - Verify that a new Alert record was created.

 

14 - Navigate back to the Case record.

 

15 - Verify that you can see the Alert on the Case record.

Details

Article ID: 147531
Created
Wed 10/4/23 8:35 PM
Modified
Tue 10/10/23 4:57 PM
Audience
Employees
Faculty
Staff

Related Articles (3)

Learn how to create alerts directly in Skyline. Alerts help support staff stay on top of concerns about grades, attendance, and other areas that impact student success. Every alert is automatically related to a advising case and to the student contact associated with the case.
Learn how to resolve or update the status of an alert. Alerts help support staff stay on top of concerns about grades, attendance, and other areas that impact student success. Every alert is related to a Student Record case and to the student contact associated with the case.
Learn how to view current alerts from within Salesforce. Please note that Salesforce access is required to view alerts and not all employees have access to Salesforce.

Related Services / Offerings (1)

Salesforce is the university's customer relationship management system. Salesforce powers university Admissions, Student Success Hub, Marketing, Athletics and many other university services.