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Flows

About

Miscellaneous flows I have built:

College Application - Update University Decision:
Updates statuses when a student withdraws from Verto

Enrollment Record - Update Status:
Updates related Counseling records, all related College Applications, and sends an email notification to the assigned College Counselor when a student withdraws from Verto

Laptop Loan Form:
Rebuilt the Laptop Loan Form using Salesforce Screen Flows (legacy form was via Google Forms). The information from the Laptop Loan Form will be captured on the Enrollment Record under the "Forms" Section in the two fields "Has Working Laptop?" & "Laptop Notes." Created a new formula field on the Programs page with the Laptop Loan Form URL for Campus Groups

Lead Age Scoring:
Refactored the flow to handle Governor Limits by using a Platform Event to process the records in multiple batches. Platform Event to trigger the flow which creates another platform event to call a separate instance of itself before hitting the iterations limit. Configured the following elements to handle this process:
- LoopCounter: number variable to keep track of the current iteration by incrementing it every loop, exiting the loop when it's about to hit a limit.
- LoopLimit: constant to set the max number of iterations before stopping the flow and invoking another one.
- LoopLimitReached: formula to check when to pause the flow when the limit has been reached.

Passport Visa Upload:
Replaced the Passport Upload Visualforce page by rebuilding the form using a screen flow for more consistency having all the forms in one place. Created a new Visa upload process which will also be part of the passport form (Visa process is dynamic, required depending on the program location).

Student Onboarding Advisor Checklist:
Flow orchestrator which is going to replace tasks in Campus Groups. The flow is a screen with To-Do items, guidance, next steps, etc. for the SOAs to fill out on the Enrollment Record. The flow is very involved and is powered by a lot of different criteria and handles lots of automation including email alerts, field updates, etc. thus enhancing the overall onboarding process.

Student Information:
Built flow to map Preferred Name & Pronouns, First Gen Info, and Criminal/Disciplinary fields from the Application record to the Enrollment Record.

New Channel Type: Built New Channel Type tasks & built flow.

Made updates/improvements and improved the flow confirmation page (before & after screenshots below) on the following forms:
- Emergency Contact & Health History
- Flight Submission
- Roommate Request
- Housing Preference

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© 2026 by Sheridan Gill

SG
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