The Alumni Success Hub is a full Salesforce Lightning application built for a fictional Higher-Education institution, designed to take alumni relationship management from graduation day through lifelong engagement.
Main Features
Full Alumni Lifecycle Data Model: 6 custom objects (Engagement, Events, Attendance, Mentorship, Donations, Career Outcomes) built around Contact as the Alumni record, with lookup/master-detail relationships chosen deliberately for cascade-delete safety and reporting flexibility.
9 Declarative Automations: (Flow only, zero Apex) covering graduate-to-alumni conversion, event registration with waitlisting, attendance processing, donation recognition, mentorship lifecycle, engagement follow-up, and scheduled inactive-alumni outreach.
Role-based security model: 5 purpose-built permission sets (Coordinator, Advancement Office, Career Services, Executive Viewer, Admin) with field-level security gating sensitive data (salary, donation history, private notes).
30 reports across 4 executive dashboards: (Executive Overview, Engagement, Advancement & Giving, Career Outcomes) covering everything from attendance rates to donor tiers to salary distribution.
Business Problems It Solves
Alumni relationships go cold after graduation: Automated conversion, welcome touchpoints, and a scored engagement model give staff an early-warning system for who's drifting away, before they're unreachable.
Event logistics eat staff time: Registration, capacity/waitlist management, attendance tracking, and confirmation emails run themselves instead of living in spreadsheets.
Donor stewardship is inconsistent: Every completed gift triggers the right thank-you, staff alert for major gifts, and tier recalculation automatically, so no donor falls through the cracks and refunds don't leave stale totals behind.
Mentorship programs are hard to administer at scale: Matching, first-meeting reminders, and lifecycle status (active/completed/cancelled) are tracked and automated rather than managed ad hoc.
Sensitive data (salary, giving history, private notes) needs real access control: Enforced at the field level per role, not left to page-layout hiding, so the org would pass a real security review.
CareBridge 360
CareBridge 360 is a healthcare operations platform I built on Salesforce to show how far you can push automation and AI in a regulated industry without losing control of it.
Main Features
Full patient lifecycle management: Registration, medical history, prescriptions, and care plans on a deliberately simplified 9 object data model (no bloated EHR clone).
Automated appointment to claim workflow: Completing an appointment triggers Flow-driven insurance claim creation with built-in duplicate prevention.
Real-time insurance eligibility verification: Via a custom REST integration (Named Credentials, Apex callouts, JSON parsing, full mock-based test coverage).
Two purpose built Agentforce AI assistants: An internal Operations Assistant for staff (appointment lookups, patient summaries, claims/renewal status) and a customer facing Connect Assistant embedded as a live chat widget on a patient portal.
Branded Experience Cloud (LWR) patient portal: Has its own login, appointment view, and profile page.
Business Problems It Solves
Cuts front-desk workload: Lets patients self-serve common requests (reschedule, renewal, contact update) through chat instead of a phone call, any time of day.
Eliminates duplicate claim and billing errors: Replaces manual claim creation with deterministic, tested automation.
Gives staff instant answers via AI instead of digging through records: Today's appointments, prescriptions needing renewal, claims stuck in denial.
Keeps AI accountable in a regulated industry: every clinical, treatment, and coverage decision is explicitly walled off from the AI and routed to a human, addressing a real and current concern about AI overreach in healthcare.
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