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Admissions Connect Documentation
Learn About the Verifier and Reviewer Experience

Learn About the Verifier and Reviewer Experience

Help verifiers and reviewers stay efficient and focused, and concentrate on what matters most—applicants and their dreams.

Folders and documents for breakfast, lunch, and dinner. That’s the world of applications. The Admissions Connect app is a Lightning console app that provides tab-based navigation and a split screen to help admissions staff quickly access their list views.

Let’s follow along with a typical day for a verifier and a reviewer. 

Henson Bell University has a small admissions team that’s often overloaded. Victor helps the team verify applications, and Regina reviews them. Before Admissions Connect, the team was tracking applications using manila folders and paper checklists. Their process was entirely manual, including walking stacks of folders down hallways. Now, everything is tracked in the Admissions Connect app. 

Victor starts his day looking at a list view of new applications. From the list, he can quickly see what applications he needs to verify. On the Application record, he sees a list of requirements and the progress towards completion. He can preview documents, approve them, email an applicant, and open the next application to verify—all without leaving the page. For detailed information about the tasks you can complete from the Application record, see Verify Applications.

Entire Application record page with split view open in the Admissions Connect app

Now the applications are ready for Regina to review. From her list view, she sees what she needs to review today. On the Application Review record she can see a navigation panel with the list of requirements. She scrolls through the application and reviews all the requirements, without clicking, thanks to a single scrollable view. She can also see a list of other reviewers assigned to the application. Regina leaves comments and makes her admissions recommendation, all without leaving the page. For detailed information about the tasks you can complete from the Application Review record, see Review Applications.

Entire Application Review page in the Admissions Connect app

Tip
Tip You can also create a reviewer portal for external reviewers, like alumni or business leaders, that don’t need full access to the Admissions Connect app because they don’t work with other Salesforce records. For more details, see Learn About Admissions Connect Portals.

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