🏢 Company: FitLife Gym UK FitLife Gym is a growing fitness company with branches across London. They offer: • Monthly gym memberships • Personal training sessions • Fitness classes ⚠️ Business Problem Currently, FitLife Gym is using spreadsheets to manage their customers. This is causing problems: • Customer information is scattered • Staff cannot quickly find member details • No clear record of who signed up and when • Difficult to track which members are active • No structure for managing customer data 🎯 Objective The gym wants to start using Salesforce to: • Store all customer information in one place • Track gym members properly • Make it easy for staff to view and update records • Bring structure and organisation to their data 🧩 YOUR TASK As the Salesforce Admin, your job is to build a simple system to manage gym members. 🔹 1. CREATE A CUSTOM OBJECT Create a new object: Object Name: Gym Member Plural Name: Gym Members 🔹 2. CREATE THE FOLLOWING FIELDS Add these fields to the Gym Member object: • Full Name, Text • Email Address, Email • Phone Number, Phone • Membership Type, Picklist Options: Basic, Standard, Premium • Membership Status, Picklist Options: Active, Inactive • Join Date, Date • Payment Status, Picklist Options: Paid, Pending 🔹 3. CREATE SAMPLE RECORDS Create at least 5 Gym Members with realistic data. Examples: • A member with Premium membership and Paid status • A member with Pending payment • A member who is Inactive 🔹 5. UNDERSTAND THE SYSTEM Be ready to explain: • Why the gym needed Salesforce • What problem your system solves • How staff will use the system daily 📈 EXPECTED RESULT By the end of this project: • All gym members are stored in Salesforce • Staff can easily view and manage members • Data is organised and structured • The business no longer depends on spreadsheets 🎤 PRESENTATION REQUIREMENTS You will present: The problem FitLife Gym was facing The object you created The fields and why they are important

1. Create Roll-Up Summary Fields On Vehicle Object: 1. Total Test Drives (COUNT Test Drive records) 2. Total Repairs (COUNT Repair records) 3. Total Repair Cost (SUM Repair Cost) 4. Completed Test Drives (COUNT where Status = Completed) HOW: Setup ® Object Manager ® Vehicle ® Fields ® New ® Roll-Up Summary ® Select Child Object ® Choose COUNT or SUM ® Add Filter if required ® Save. 2. Create One Formula Field On Vehicle: Vehicle Age Field Type: Formula (Number) Formula: YEAR(TODAY()) - Year WHY: Automatically calculates vehicle age without manual updates

Today I built a Screen Flow in Salesforce to automatically update an existing Contact or create a new one based on email matching. Flow logic: • User enters Contact details (Name, Email, Phone) • Flow checks if a Contact with the same Email exists • If found → the record is updated • If not found → a new Contact is created This approach helps: • Prevent duplicate records • Maintain clean CRM data• Improve user efficiency with automation I also experimented with mass updating Contact records during testing. I made a small mistake there, but it was a great learning moment — I’ll share the fix and lessons learned in my next post. Sharing this as part of Study, Share, Grow 📚 because progress isn’t about perfection

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Hi guys.. So these are the topics to learn in TEAM DELTA If you know all these 👇🏾.. You have to move to Team Gamma Also complete Module 1 Onboarding And Module 2 Salesforce Fundamentals on classroom then you’re ready to move to Team GAMMA FOUNDATION STAGE Weeks 1 to 2 📘 Week 1, Salesforce Fundamentals You learn • What Salesforce is • CRM basics • Navigation and Setup • Apps, tabs, and standard objects 🎯 Outcome You understand what Salesforce is used for in real companies and you can confidently move around the platform. 📘 Week 2, User Management Basics You learn • Users • Profiles • Permission Sets • Roles