TransitionBridge

A Salesforce application that helps schools and transition coordinators guide students—especially those with IEPs—from school to adult services, benefits, and community programs.

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Overview

TransitionBridge centralizes student transition planning in one place. Counselors and case workers can track students, manage program referrals, monitor deadlines, and escalate issues when gaps or risks are identified. Built-in agent actions support automated workflows for gap analysis, referral drafting, follow-ups, and escalation routing.

Features

• Student intake — Lightning Web Component form to register students with school, grade status, IEP flag, and guardian contact details.
• Program & referral management — Track programs, enrollments, and referral status across agencies.
• Deadline tracking — Monitor transition milestones and age-based deadlines per student.
• Gap identification — Detect missing referrals, incomplete data, and timeline risks.
• Escalation workflow — Route urgent cases to Benefits Counselors or Case Workers queues.
• Agent action logging — Audit trail of automated actions taken on behalf of each student.

Data Model

Object	Purpose
Student__c	Core student profile and transition status
Program__c	Adult services and benefits programs
Program_Enrollment__c	Student referrals and enrollment status
Deadline_Milestone__c	Key transition dates and milestones
IEP_Transition_Goal__c	IEP transition goals and targets
Accommodation_Record__c	Student accommodations history
Escalation_Log__c	Escalated cases and resolution notes
Agent_Action_Log__c	Log of agent-driven actions per student

Agent Actions

Invocable Apex actions (category: TransitionBridge) for use with Salesforce Agentforce or Flow:

Action	Description
Find Student	Look up a student record
Identify Transition Gaps	Flag missing referrals, data conflicts, and timeline risks
Query Deadlines	Retrieve upcoming deadlines for a student
Draft Referral	Create a program enrollment referral
Follow-Up Nudge	Generate follow-up tasks for stalled referrals
Escalate	Create an escalation and assign to the appropriate queue

Tech Stack

• Platform: Salesforce Lightning (API v67.0)
• UI: Lightning Web Components, custom Lightning app
• Backend: Apex (@InvocableMethod, @AuraEnabled)
• Deployment: Salesforce CLI (sf project deploy)

Project Structure

force-app/main/default/   # Salesforce metadata (objects, classes, LWC, etc.)
manifest/                 # Deployment package manifests
scripts/apex/             # Anonymous Apex scripts for sample data and testing
sfdx-project.json         # Salesforce DX project configuration

Getting Started

Prerequisites

• Salesforce CLI installed
• A Salesforce org (Developer, Sandbox, or Scratch Org)

Deploy

sf project deploy start --source-dir force-app

Load sample data

Run the scripts in scripts/apex/ via the Developer Console or CLI:

sf apex run --file scripts/apex/loadSampleData.apex

Assign permissions

Assign the TransitionBridge User permission set to users who need access to the app.

License

MIT — see LICENSE.