Salesforce: Resolving an Alert in Student Success Hub

Summary

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.

Body

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.

Resolving an Alert

 

1 - Click on the drop down arrow.

 

2 - Click Cases.

 

3 - Click Recently Viewed.

 

4 - Click All Open Cases.

 

5 - Select a Case.

 

6 - Click on the down arrow on the case record.

 

7 - Click Edit.

 

8 - Change the status from New to Closed: Action Taken.

 

9 - Add any necessary comments.

 

10 - Click Save.

 

11 - Verify that the Alert record is now showing as resolved. Note that you may have to refresh the page.

 

Details

Details

Article ID: 147532
Created
Wed 10/4/23 9:47 PM
Modified
Tue 10/10/23 5:57 PM
Audience
Employees
Faculty
Staff

Related Articles

Related Articles (3)

Learn how to create advising notes, share advising notes, and associate advising notes with records in Salesforce 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.
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.