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In 2026, development was done to create populating specific links for students as well as counselor specific links for students under Academic Warning to create appointments. A screen flow was created in Salesforce to allow Academic Counselors to quickly review and update the records in Salesforce. This article is designed for Academic Counselors working in Salesforce.
Salesforce Your Scheduled Appointments
Within the Academic Counseling Salesforce App is a new Screen Flow that pulls back the Academic Counselor's Scheduled Appointments.
The flow is designed to allow Academic Advisors the ability to quickly update their Scheduled Events in Salesforce.
The flow displays Events with the Events status equal to Scheduled; Tutor Department equal to Academic Counseling; Assigned to the current user; Staff/Tutor Name not blank and the Start Date greater than to 8/1/2026, so older appointments not updated affect the view.
The Appointments are sorted in Ascending Order so the most recent ones will be at the top of the list.
From the list, check the box of the appointment you are working on and hit Next in the bottom right.
The next screen states the Student’s Name and Banner ID from the selected record.
The advisor then selects if the Appointment was Completed or a No-show.
If the Appointment is Completed, the Advisor needs to select which topics were discussed from the Appointment Topics Picklist and can add Session Notes and select Next to save.
After completing your update, select Finish to fresh the page.
